Earnings summaries and quarterly performance for AIRO Group Holdings.
Research analysts who have asked questions during AIRO Group Holdings earnings calls.
Recent press releases and 8-K filings for AIRO.
AIRO Group Holdings Announces Q3 2025 Results and Strategic Partnerships
AIRO
Earnings
Guidance Update
New Projects/Investments
- AIRO Group Holdings reported Q3 2025 revenue of $6.3 million and a gross profit of $2.8 million, resulting in a gross margin of 44%.
- Approximately $20 million of Q3 shipments were shifted to Q4 due to a customer-requested capability upgrade on the RQ-35 Hedron. As of November 14, $24.5 million of Q4 revenue in drone segments has already been booked.
- The company expects full-year 2025 revenue to exceed $86.9 million (2024 revenue).
- AIRO announced a 50/50 joint venture with Nord-Drone to accelerate deployment of combat-proven UAS across the US, Ukraine, and NATO markets, and a proposed 50/50 joint venture with Bullitt for high-speed unmanned interceptor systems.
- As of September 30, 2025, AIRO had $83.7 million in cash and cash equivalents after successfully completing a follow-on offering that raised $89.4 million in gross proceeds.
Nov 14, 2025, 1:00 PM
AIRO Reports Q3 2025 Results, Announces Strategic JVs, and Updates Guidance
AIRO
Earnings
Guidance Update
New Projects/Investments
- AIRO reported Q3 2025 revenue of $6.3 million, a decrease from $23.7 million in the prior year, primarily due to a $20 million shift in drone shipments to Q4 2025 for a customer-requested capability upgrade.
- The company expects full year 2025 revenue to exceed $86.9 million (2024 revenue) and has already booked $24.5 million in Q4 2025 drone segment revenue as of November 14.
- AIRO completed a follow-on offering, raising $89.4 million in gross proceeds, strengthening its balance sheet with $83.7 million in cash and cash equivalents as of September 30, 2025.
- Strategic initiatives include signing a 50/50 joint venture with Nord-Drone and a proposed 50/50 joint venture with Bullet, alongside a $190+ million booking pipeline for delivery through 2026.
- The company anticipates Blue UAS certification for its RQ-35 Heidrun drones in the first half of 2026 and expects its Phoenix facility for U.S. drone manufacturing to be online by the end of 2025.
Nov 14, 2025, 1:00 PM
AIRO Reports Q3 2025 Results, Announces Strategic JVs and Positive FY2025 Outlook
AIRO
Earnings
Guidance Update
New Projects/Investments
- AIRO reported Q3 2025 revenue of $6.3 million, a decrease from the prior year, primarily due to a $20 million shift in drone shipments to Q4 2025 for a customer-requested capability upgrade. The company has already booked $24.5 million in Q4 2025 drone revenue as of November 14, 2025, and expects full-year 2025 revenue to exceed $86.9 million from 2024.
- The company announced two strategic joint ventures: a 50/50 agreement with Nord-Drone Group to deploy combat-proven UAS across US, Ukraine, and NATO markets, and a proposed 50/50 JV with Bullitt for high-speed unmanned interceptor systems.
- AIRO strengthened its balance sheet by completing a follow-on offering that raised $89.4 million in gross proceeds, resulting in $83.7 million in cash and cash equivalents as of September 30, 2025.
- Operational milestones include the Phoenix facility for US drone manufacturing expected online by the end of 2025 and Blue UAS certification for the RQ-35 Hedron drones anticipated in the first half of 2026. The company also has over $190 million in bookings to be delivered through 2026.
Nov 14, 2025, 1:00 PM
AIRO Reports Third Quarter 2025 Results and Strategic Developments
AIRO
Earnings
Guidance Update
New Projects/Investments
- AIRO Group Holdings, Inc. reported Q3 2025 revenue of $6.3 million, a decrease from $23.7 million in the prior-year period, primarily due to $20 million in drone shipments shifting to Q4 2025.
- The company's net loss improved to $(8.0) million in Q3 2025, compared to $(30.3) million in the prior-year quarter.
- AIRO strengthened its liquidity position by completing an $89.4 million follow-on public offering, resulting in $83.7 million in cash and restricted cash as of September 30, 2025.
- The company expects full-year 2025 revenue to exceed $86.9 million reported in 2024.
- AIRO also announced strategic developments including signing a joint venture with Nord Drone Group and an LOI for a joint venture with Bullet for drone technology, and its Sky-Watch business secured a $4.5 million development program for Counter-Electronic Warfare technologies.
Nov 14, 2025, 11:59 AM
AIRO Group Holdings, Inc. Announces Public Offering and Share Repurchase
AIRO
Share Buyback
New Projects/Investments
- AIRO Group Holdings, Inc. announced on September 10, 2025, the pricing of an underwritten public offering of 4,200,000 shares of common stock at $18.50 per share, with an option for underwriters to purchase up to an additional 630,000 shares.
- The company intends to use the net proceeds from the offering primarily to fund growth initiatives and pursue opportunistic acquisitions.
- A portion of the net proceeds will also be used to repurchase 978,000 shares of common stock from certain existing stockholders, including directors and executive officers, at a price per share equal to the public offering price less underwriting discounts and commissions.
Sep 11, 2025, 10:03 AM
Quarterly earnings call transcripts for AIRO Group Holdings.
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