AEye: revenue up ~9x YoY, record 25 customers, NASA-backed lunar contract

AEye, Inc.

Revenue grew ~9x YoY and roughly doubled sequentially; first-half 2026 revenue exceeded full-year 2025.
Secured multi-million-dollar contract with Lunar Outpost for Apollo on Pegasus Lunar Terrain Vehicle, backed by NASA funding.
Appointed Laura Wrisley as Chief Revenue Officer; defense engagements doubled QoQ with third consecutive paid order.
Apollo validated on NVIDIA DRIVE AGX Thor; 25 customers taking revenue-generating shipments, up 19% since Q1.
Strong cash position, virtually debt-free; expects more commercial deals in H2 2026.

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