secwatch.observer — SEC 8-K summary ====================================== Issuer: AIRO Group Holdings, Inc. (AIRO) CIK: 0001927958 Form: 8-K Filed at: 2025-11-14T23:59:59+00:00 Accession: 0001493152-25-022504 Event type: earnings Sentiment: negative Materiality: 0.65 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 AIRO Q3 revenue falls 73% to $6.3M; net loss improves to $8.0M; FY revenue seen above $86.9M -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1927958/000149315225022504/0001493152-25-022504-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1927958/000149315225022504/form8-k.htm HTML page: https://secwatch.observer/filing/0001493152-25-022504 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer