---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-26-098204"
form_type: "8-K"
ticker: "LIDR"
cik: "0001818644"
company_name: "AEye, Inc."
filed_at: "2026-09-09T11:00:24+00:00"
generated_at: "2026-09-09T11:05:09.115845+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001213900-26-098204
- form_type: 8-K
- ticker: LIDR
- cik: 0001818644
- company_name: AEye, Inc.
- filed_at: 2026-09-09T11:00:24+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1818644/000121390026098204/0001213900-26-098204-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1818644/000121390026098204/ea0304926-8k_aeye.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-26-098204
- JSON: https://secwatch.observer/filing/0001213900-26-098204.json
- Plain text: https://secwatch.observer/filing/0001213900-26-098204.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.