Andre Metrieve's questions to AIRO Group Holdings, Inc. (AIRO) leadership • Q2 2025
Question
Andre Metrieve of BTIG asked for an outlook on business trends for the remainder of the year and inquired about the production capacity of the new Phoenix facility. He also questioned the progress and potential for an accelerated timeline for the Blue UAS certification and requested an update on the number of nations Arrow is currently engaged with for sales.
Answer
CEO Joe Burns outlined near-term capital expenditures focused on the new U.S. drone manufacturing facility and upgrades to the training division. He noted that while the Blue UAS certification process is underway, its timeline could be accelerated by recent DoD process changes. CFO Dr. Maria Pilipiv stated the company is not providing specific financial guidance at this time. Both Burns and Pilipiv confirmed sales to multiple NATO countries and expansion efforts in Asia Pacific and North America. Executive Chairman Dr. Chiranjeev Khathuria added that Q2's strong performance was driven by the geopolitical environment.