earnings
confidence high
sentiment negative
materiality 0.65
AIRO Q3 revenue falls 73% to $6.3M; net loss improves to $8.0M; FY revenue seen above $86.9M
AIRO Group Holdings, Inc.
2025-Q3 EPS
reported -$0.19
vs consensus -$0.07
▼ miss
(-166.1%)
- 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.