---
schema_version: "secwatch.filing_event.v1"
accession: "0001493152-26-013757"
form_type: "8-K"
ticker: "AIRO"
cik: "0001927958"
company_name: "AIRO Group Holdings, Inc."
filed_at: "2026-03-31T23:59:59+00:00"
generated_at: "2026-05-15T08:15:09.356962+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# AIRO FY 2025 revenue $90.9M (+4.6%); net loss narrows; guides 15-25% growth

## Summary
- FY 2025 revenue $90.9M (+4.6% YoY); Q4 revenue $48.3M (+21.7% YoY, up from $6.3M Q3).
- Gross margin fell to 59.9% from 67.1%; operating loss widened to $(28.8)M from $(17.4)M.
- Net loss narrowed to $(4.1)M from $(38.7)M; adjusted EBITDA fell to $5.7M from $33.7M.
- Cash $74.4M; drone backlog ~$150M; guides FY 2026 revenue growth 15%-25%.
- Blue UAS certification expected H1 2026; JV with Nord Drone; LOI for interceptor drone with Bullet.

## SEC filing metadata
- accession: 0001493152-26-013757
- form_type: 8-K
- ticker: AIRO
- cik: 0001927958
- company_name: AIRO Group Holdings, Inc.
- filed_at: 2026-03-31T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1927958/000149315226013757/0001493152-26-013757-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1927958/000149315226013757/form8-k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001493152-26-013757
- JSON: https://secwatch.observer/filing/0001493152-26-013757.json
- Plain text: https://secwatch.observer/filing/0001493152-26-013757.txt

## Key facts
- Earnings Releases
  AIRO Group Holdings, Inc. reported the fourth quarter ended December 31, 2025 results: revenue $48.3 million, net income break-even results. Guidance initiated.
  - Period: the fourth quarter ended December 31, 2025
  - Revenue: $48.3 million
  - Net income: break-even results
  - Guidance: initiated
  - Result: reported results
  source text: Revenue for the fourth quarter of 2025 was $48.3 million, compared to $39.7 million in the fourth quarter of 2024, reflecting continued demand for the Company’s drone systems and deliveries incorporating upgraded capabilities for the RQ-35 Heidrun platform. Gross profit for the fourth quarter was $29.7 million, representing gross margin of 61.4%, compared to $27.8 million and 69.9% in the prior-year period. The change in margin reflects product mix and delivery timing, integration of upgraded system capabilities, and continued investment in business development and team expansion. Operating income for the quarter was $6.0 million, compared to $16.1 million in the fourth quarter of 2024, reflecting continued investment in engineering development, production scaling and public company infrastructure. We reported break-even results for the fourth quarter, compared to net loss of $(0.8) million in the prior-year quarter.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1927958/000149315226013757/0001493152-26-013757-index.htm
- Earnings Releases
  AIRO Group Holdings, Inc. reported the fiscal year ended December 31, 2025 results: revenue $90.9 million, net income $(4.1) million. Guidance initiated.
  - Period: the fiscal year ended December 31, 2025
  - Revenue: $90.9 million
  - Net income: $(4.1) million
  - Guidance: initiated
  - Result: reported results
  source text: Full Year 2025 ● Revenue: $90.9 million compared to $86.9 million in 2024. ● Gross profit: $54.4 million, representing gross margin of 59.9%, compared to $58.3 million, representing gross margin of 67.1% in 2024. ● Operating loss: $(28.8) million, compared to $(17.4) million in 2024. ● Net loss: $(4.1) million, compared to $(38.7) million in 2024 ● EBITDA: $24.7 million, compared to $(13.1) million in 2024. ● Adjusted EBITDA: $5.7 million, compared to $33.7 million in 2024. ● Cash and liquidity: Cash of $74.4 million as of December 31, 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1927958/000149315226013757/0001493152-26-013757-index.htm

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