Aurora Q2 revenue $2M, operating loss $266M; expects FY revenue $14-16M, exit 2026 with 200+ driverless trucks

Aurora Innovation, Inc.

Q2 revenue $2M; operating loss $266M (incl. $60M SBC); cash & short-term investments ~$1.2B.
FY 2026 revenue guidance $14-16M (up 400% YoY); expects >200 driverless trucks by year-end, implying ~$80M TaaS run-rate.
Launched new driverless fleet with second-gen hardware; 440k driverless miles with 100% on-time, zero collisions.
Signed TaaS agreements with Charger Logistics and Value Truck; expanded with Volvo for commercial freight with DSV and AVI-SPL.
Second-gen hardware expected to cut costs 50%+; Roush to ramp to 1,000 trucks/year run-rate in October.

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