{"filings":[{"id":77281,"accession_number":"0001493152-26-022859","cik":1927958,"company_name":"AIRO Group Holdings, Inc.","ticker":"AIRO","form_type":"8-K","filed_at":"2026-05-14T10:44:28+00:00","items":["2.02","9.01"],"status":"ready","headline":"AIRO Q1 revenue drops to $8.9M, net loss widens to $15.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $8.9M, down 25% from $11.8M YoY; gross margin 26.6% vs 58.8% due to product mix shift to lower-margin upgrades.","Net loss $(15.5)M vs $(2.0)M; adjusted EBITDA loss $(12.8)M vs breakeven in prior year.","Drone backlog exceeds $150M as of April 30, 2026; company reiterates FY 2026 revenue growth guidance of 15%-25%.","Company launched AI-enabled RQ-35 drone variant and shifted focus to cargo/ISR unmanned platforms; evaluating strategic alternatives for Training segment.","Cash $54.2M, debt $1.2M; manufacturing capacity increased ~30% above backlog levels."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":278293950.9053498,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110982,"accession_number":"0001493152-26-013757","cik":1927958,"company_name":"AIRO Group Holdings, Inc.","ticker":"AIRO","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AIRO FY 2025 revenue $90.9M (+4.6%); net loss narrows; guides 15-25% growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY 2025 revenue $90.9M (+4.6% YoY); Q4 revenue $48.3M (+21.7% YoY, up from $6.3M Q3).","Gross margin fell to 59.9% from 67.1%; operating loss widened to $(28.8)M from $(17.4)M.","Net loss narrowed to $(4.1)M from $(38.7)M; adjusted EBITDA fell to $5.7M from $33.7M.","Cash $74.4M; drone backlog ~$150M; guides FY 2026 revenue growth 15%-25%.","Blue UAS certification expected H1 2026; JV with Nord Drone; LOI for interceptor drone with Bullet."],"consensus_eps_estimate":-0.3468,"consensus_eps_actual":-0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":8901000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":278293950.9053498,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127608,"accession_number":"0001493152-25-022504","cik":1927958,"company_name":"AIRO Group Holdings, Inc.","ticker":"AIRO","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AIRO Q3 revenue falls 73% to $6.3M; net loss improves to $8.0M; FY revenue seen above $86.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $6.3M vs $23.7M YoY; ~$20M drone shipments shifted to Q4 for capability enhancements.","Net loss narrowed to $8.0M from $30.3M; EBITDA loss $5.7M vs $23.1M; Adjusted EBITDA -$8.0M vs $10.9M.","Completed $89.4M upsized public offering; cash and restricted cash $83.7M at Sept 30, 2025.","Signed JV with Nord Drone Group (produces ~4K drones/month; capacity to 25K) and LOI for Bullet 300 mph interceptor drone.","Sky-Watch awarded $4.5M CEW development program; first demonstrator expected mid-2026."],"consensus_eps_estimate":-0.0714,"consensus_eps_actual":-0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":42628570.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":278293950.9053498,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127607,"accession_number":"0001493152-25-018456","cik":1927958,"company_name":"AIRO Group Holdings, Inc.","ticker":"AIRO","form_type":"8-K","filed_at":"2025-10-17T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"AIRO Group signs 65-month lease for new executive offices in McLean, VA","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lease for 2,815 sq ft at 8444 Westpark Drive, Suite 840, McLean, VA 22102.","Initial term of 65 months from November 1, 2025; option to extend 5 years.","Monthly base rent $10,556.25 ($126,675/year), increasing 2.5% annually.","First five months' rent abated; security deposit $31,668.75 required.","Proportionate share of operating costs and taxes (1.28%) starts in lease year 2."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":278293950.9053498,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144391,"accession_number":"0001493152-25-013029","cik":1927958,"company_name":"AIRO Group Holdings, Inc.","ticker":"AIRO","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"AIRO Group prices public offering of 4.2M shares at $18.50; to repurchase 978K shares from insiders","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Underwritten public offering of 4,200,000 shares at $18.50/share; 30-day over-allotment option for up to 630,000 additional shares.","Net proceeds primarily for growth initiatives, acquisitions, and to repurchase 978,000 shares from existing stockholders (incl. directors/officers).","Stock repurchase contingent on offering closing; priced at $18.50 less underwriting discounts; approved by independent audit committee.","If over-allotment exercised, up to an additional 138,312 shares may be repurchased from insiders under the repurchase agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":278293950.9053498,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144390,"accession_number":"0001641172-25-023703","cik":1927958,"company_name":"AIRO Group Holdings, Inc.","ticker":"AIRO","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AIRO reports Q2 2025 revenue $24.6M (+151% YoY); net income $5.9M vs loss year ago","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $24.6M (+151% YoY); Drone segment revenue $22.0M (+216% YoY).","Net income $5.9M vs net loss $5.6M in Q2 2024; Adjusted EBITDA $4.7M (+710% YoY).","Gross margin expanded to 61.2% from 59.0%; cash and equivalents $40.3M at quarter end.","Completed IPO of 6.9M shares raising $69M gross proceeds on June 16, 2025.","Secured over $30M in defense contracts YTD; announced U.S. manufacturing expansion for drone production."],"consensus_eps_estimate":-0.357,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":36344878.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":278293950.9053498,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":162744,"accession_number":"0001641172-25-015243","cik":1927958,"company_name":"AIRO Group Holdings, Inc.","ticker":"AIRO","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.03","8.01","9.01"],"status":"ready","headline":"AIRO Group completes IPO, lists on Nasdaq, issues underwriter warrants","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Completed IPO on June 16, 2025; adopted amended certificate of incorporation and bylaws effective immediately prior to closing.","Issued underwriter warrants to purchase up to 345,000 shares of common stock at $11.00 per share, exercisable from Dec 12, 2025 to June 12, 2030.","Common stock now listed and trades on Nasdaq Global Market under symbol 'AIRO'."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":278293950.9053498,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}