AEye Q1 2026 revenue up ~60% YoY to $101K; commercial pipeline at record levels

AEye, Inc.

Revenue $101K (+60% YoY); GAAP net loss $(8.3)M ($(0.18)/share); non-GAAP net loss $(6.7)M ($(0.15)/share).
Active customers increased 31% to 21; quotes and engagements both up ~40% QoQ.
Cash burn $9.2M in Q1; $77.2M cash; FY2026 cash burn reaffirmed at $30-$35M; runway into 2028.
Defense expansion via SynTech partnership; Apollo validated on NVIDIA DRIVE; manufacturing with LITEON.
New RFIs in automotive/trucking; OPTIS live at California intersection; APAC discussions advancing.

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

AEye, Inc. reported first quarter ended March 31, 2026 results: revenue approximately $101,000, net income $(8.3) million, or $(0.18) per share, EPS $(0.18) per share. Guidance reaffirmed.

Period: first quarter ended March 31, 2026
Revenue: approximately $101,000
Net income: $(8.3) million, or $(0.18) per share
EPS: $(0.18) per share
Guidance: reaffirmed
Result: reported results

Exact text from the filing

and the focus for the remainder of 2026 is unchanged: advance those deployments and build a durable revenue ramp.” Financial Highlights ● Q1 2026 revenue was approximately $101,000, up approximately 60% compared to $64,000 in Q1 2025, and roughly flat sequentially. ● GAAP net loss in Q1 2026 was $(8.3) million, or $(0.18) per share. ● Non-GAAP net loss in Q1

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AEye, Inc. filing history →

Source: SEC EDGAR

accession 0001213900-26-055802

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