$ONDS earnings are out. Revenue hit a record $83.8M, up 67% QoQ and more than 13x YoY. • $175M new orders in Q2 • Another $105M already in Q3 • $757M pro-forma backlog • $1.4B cash + short-term investments • 2026 guidance raised to $525–550M • Q3 revenue expected at $140–155M The growth is incredible.
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