earnings
confidence high
sentiment positive
materiality 0.80
Aurora Q4 rev $1M, FY rev $3M; guides FY26 rev $14-16M, >200 driverless trucks exit
Aurora Innovation, Inc.
2025-FY EPS reported
-$0.44
revenue$3,000,000
- Q4 revenue $1M, FY revenue $3M; adjusted FY rev $4M; operating loss $238M including SBC.
- Liquidity ~$1.5B; Q4 operating cash use $146M, FY $581M; Q4 capex $8M.
- FY26 revenue guidance $14-16M (up ~400% YoY midpoint); back-end loaded with Q4 >50%.
- Exit 2026 with >200 driverless trucks running; targeting breakeven gross margin on run-rate.
- Surpassed 250k driverless miles; expanded driverless ops to Sun Belt lanes; second-gen kit reduces costs 50%.