TLDR
ONDS stock tumbles 8.98% as Ondas unveils plans to acquire Germany’s Stemme.
Ondas targets production of 10 ULTRA surveillance aircraft monthly by 2028.
Stemme acquisition aims to bring airframe manufacturing under Ondas control.
Ondas plans over 345,000 square feet of U.S. space to expand ULTRA production.
Ondas expects its Stemme acquisition to close in the first quarter of 2027.
Ondas Inc. (ONDS) shares plunged 8.98% to $5.27, losing $0.52 amid selling pressure, before falling another 4.36% to $5.04 in premarket trading. The decline came as the company announced plans to acquire German aircraft manufacturer Stemme GmbH. The deal aims to expand production of its ULTRA surveillance aircraft and strengthen its U.S. manufacturing operations.
Ondas Holdings Inc., ONDS
Ondas Announces Stemme Acquisition to Expand Drone Production
Ondas has entered a definitive agreement to acquire 100% of Stemme GmbH through an all-cash transaction. The acquisition would give Ondas direct control over the manufacturer of its ULTRA aircraft airframe. Moreover, the company aims to strengthen production capacity and reduce dependence on outside suppliers.
Stemme manufactures the certified S12 composite airframe that supports Ondas’ long-endurance surveillance platform. The German manufacturer operates production facilities in Strausberg and Pasewalk, covering approximately 135,571 square feet. Currently, these facilities use about 25% of their available production capacity, leaving room for expansion.
Ondas plans to increase manufacturing output across existing German facilities and establish additional production operations in the United States. The company has outlined approximately 345,000 square feet of planned U.S. manufacturing space. This expansion would shorten supply chains and improve delivery schedules for American defense customers.
Ondas Targets 10 ULTRA Aircraft Monthly by 2028
Ondas aims to increase ULTRA production to 10 aircraft monthly by 2028 as demand for surveillance systems grows. The company plans to combine Stemme’s manufacturing expertise with its existing autonomous aircraft operations. This strategy would support faster production while strengthening control over engineering, costs, and manufacturing schedules.
ULTRA currently serves the U.S. Air Force and supports intelligence, surveillance, and reconnaissance missions. The aircraft can operate for more than 70 hours and carry payloads exceeding 400 pounds. Additionally, its modular design supports infrared sensors, radio-frequency collection equipment, and communications systems.
Beyond military applications, Ondas sees opportunities in border security, maritime monitoring, and disaster response. The aircraft can also support environmental monitoring and inspections of large commercial infrastructure networks. Its extended flight endurance allows operators to maintain coverage while reducing aircraft rotations and operating expenses.
Ondas Expands U.S. Defense Manufacturing Strategy
The planned acquisition comes as defense agencies seek affordable surveillance aircraft with longer operational endurance. Military organizations increasingly combine conventional aircraft with autonomous systems to expand coverage across challenging environments. Consequently, Ondas aims to position ULTRA as a lower-cost option for persistent intelligence gathering.
Stemme holds aviation approvals from European, German, and American regulators, supporting its manufacturing and maintenance operations. The company also operates an FAA Part 145 repair station alongside its aircraft engineering facilities. These capabilities would strengthen Ondas’ technical infrastructure as it expands its defense aviation business.
Ondas expects to complete the acquisition during the first quarter of 2027, subject to regulatory approvals and closing conditions. The company has not disclosed the transaction’s purchase price in its announcement. Meanwhile, the planned manufacturing expansion represents a significant step toward increasing ULTRA production for U.S. and allied defense customers.
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