Earnings summaries and quarterly performance for Aurora Innovation.
Executive leadership at Aurora Innovation.
Board of directors at Aurora Innovation.
Research analysts who have asked questions during Aurora Innovation earnings calls.
AS
Andres Sheppard-Slinger
Cantor Fitzgerald
7 questions for AUR
Also covers: ACHR, EVEX, EVGO +10 more
MD
Mark Delaney
The Goldman Sachs Group, Inc.
7 questions for AUR
Also covers: APH, APTV, BDC +24 more
CR
Colin Rusch
Oppenheimer & Co. Inc.
6 questions for AUR
Also covers: AEVA, ALB, AMPX +25 more
George Gianarikas
Canaccord Genuity
6 questions for AUR
Also covers: AEVA, AIRJ, AMRC +21 more
Christopher Pierce
Needham & Company
4 questions for AUR
Also covers: ACHR, ACVA, BLBD +12 more
DV
David Vernon
Sanford C. Bernstein & Co., LLC
4 questions for AUR
Also covers: AAL, CNI, CP +8 more
CP
Chris Pierce
Needham
2 questions for AUR
Also covers: ACVA, BETA, BLBD +7 more
CC
Cole Couzens
Wolfe Research
2 questions for AUR
Also covers: ARCB, DSGX, NKLA +1 more
EK
Ethan Kelly
TD Cowen & Company
2 questions for AUR
JO
Jeffrey Osborne
TD Cowen
2 questions for AUR
Also covers: ASPN, BLDP, CRNC +14 more
LH
Leanne Hayden
Canaccord Genuity Group Inc.
2 questions for AUR
Also covers: ASPN, LYTS, MP +1 more
MG
Mike Galli
TD Cowen
2 questions for AUR
RS
Ravi Shanker
Morgan Stanley
2 questions for AUR
Also covers: AAL, ALGT, ALK +27 more
Aman Gupta
Goldman Sachs Group, Inc.
1 question for AUR
Also covers: BDC, CRNC, QS
CM
Chris McNally
Evercore ISI
1 question for AUR
Also covers: ALV, APTV, BWA +4 more
DD
Douglas Dutton
Evercore ISI
1 question for AUR
Also covers: AN, EVGO, LAD +1 more
IM
Itay Michaeli
TD Cowen
1 question for AUR
Also covers: APTV, ASPN, AXL +13 more
N
Nancy
Morgan Stanley
1 question for AUR
Also covers: TFII
NA
Nancy Andre Ravi
Morgan Stanley
1 question for AUR
NH
Nancy Hess
Morgan Stanley
1 question for AUR
Ravi Shankar
Morgan Stanley
1 question for AUR
Also covers: ALK, CP, CSX +8 more
SG
Scott Group
Wolfe Research
1 question for AUR
Also covers: AAL, ALGT, ALK +35 more
Recent press releases and 8-K filings for AUR.
Aurora Innovation Reports Q4 2025 Results and Provides 2026 Guidance
AUR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Aurora Innovation reported Q4 2025 revenue of $1 million and fiscal year 2025 revenue of $3 million, concluding the year with nearly $1.5 billion in liquidity.
- The company forecasts 2026 revenue of $14 million-$16 million, representing a 400% year-over-year increase at the midpoint, with revenue expected to be back-end loaded.
- Aurora anticipates having more than 200 driverless trucks in operation by the end of 2026, which is projected to generate approximately $80 million in run-rate revenue for its transportation-as-a-service business.
- The company aims for break-even gross margin on a run-rate basis exiting 2026 and expects to achieve positive free cash flow in 2028.
- Aurora is set to deploy its second fleet of driverless trucks in Q2 2026 and has partnered with Roush to produce 20 trucks per week later in 2026 to support scaling.
Feb 11, 2026, 10:00 PM
Aurora Reports Q4 2025 Results and Provides 2026 Guidance
AUR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Aurora reported Q4 2025 revenue of $1 million and full-year 2025 revenue of $3 million, with a Q4 2025 operating loss of $238 million. The company ended 2025 with nearly $1.5 billion in liquidity.
- For 2026, Aurora projects revenue of $14 million-$16 million, representing a 400% year-over-year increase at the midpoint, with over half of this revenue expected in Q4.
- The company anticipates having more than 200 driverless trucks in operation by year-end 2026, which is expected to generate approximately $80 million in run-rate revenue for its transportation-as-a-service business. Aurora aims for break-even gross margin on a run-rate basis exiting 2026 and expects to achieve positive free cash flow in 2028.
- Operationally, the Aurora Driver surpassed 250,000 driverless miles and expanded its capabilities to include inclement weather and new lanes, nearly tripling its addressable market to over 3.6 billion vehicle miles traveled. A second-generation hardware kit on a new fleet of International LT trucks, expected in Q2 2026, will enable driverless operations without a partner-requested observer and is projected to drive a 50%-plus reduction in hardware costs.
Feb 11, 2026, 10:00 PM
Aurora Innovation Reports Q4 2025 Results and Provides 2026 Guidance
AUR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Aurora Innovation reported Q4 2025 revenue of $1 million and fiscal year 2025 revenue of $3 million, with an operating loss of $238 million in Q4 2025.
- The company projects 2026 revenue of $14 million to $16 million, representing a 400% year-over-year increase at the midpoint, with revenue expected to be back-end loaded.
- By the end of 2026, Aurora aims to have over 200 driverless trucks in operation, targeting $80 million in run-rate revenue for its transportation-as-a-service business and break-even gross margin.
- Aurora expects to achieve positive free cash flow in 2028 and concluded 2025 with nearly $1.5 billion in liquidity.
- The Aurora Driver has surpassed 250,000 driverless miles and expanded capabilities to include inclement weather operations and seven new lanes, while the second-generation commercial kit is expected to reduce hardware costs by over 50%.
Feb 11, 2026, 10:00 PM
Aurora Innovation Reports Q4 2025 Results and Operational Milestones
AUR
Earnings
Guidance Update
New Projects/Investments
- Aurora Innovation reported Q4 2025 revenue of $1 million and a loss from operations of $(238) million, with $1,459 million in cash and equivalents as of December 31, 2025. The company expects to achieve positive free cash flow in 2028.
- The company validated driverless operations in inclement weather (rain, fog, and heavy wind) and expanded its network to 10 lanes, including a 1,000+ mile corridor between Fort Worth and Phoenix. The Aurora Driver has surpassed 250,000 driverless miles on public roads with a perfect safety record.
- Aurora plans to launch its second-generation commercial hardware kit in Q2 2026 and anticipates exiting 2026 with over 200 driverless trucks in operation without an observer. Customer interest supports a pipeline of thousands of trucks for its DaaS model in 2027 and beyond.
- The partnership with Volvo has entered the industrialization phase, with the first Volvo VNL Autonomous trucks equipped with the Aurora Driver coming off the pilot line.
Feb 11, 2026, 10:00 PM
Aurora Innovation, Inc. Announces Q4 and Full-Year 2025 Results and 2026 Outlook
AUR
Earnings
Guidance Update
New Projects/Investments
- Aurora Innovation reported Q4 2025 revenue of $1 million and full-year 2025 revenue of $3 million, with a net loss of $(206) million for Q4 and $(816) million for the full year, while maintaining nearly $1.5 billion in cash and investments at year-end 2025.
- The company projects 2026 revenue of $14 million to $16 million, a 400% year-over-year increase at the midpoint, with an anticipated exit run-rate of approximately $80 million for its Transportation as a Service business.
- Aurora aims to exit 2026 with more than 200 driverless trucks in operation and targets breakeven gross margin on a run-rate basis by year-end, driven by a projected 50%+ reduction in hardware costs with its second-generation commercial kit.
- Operationally, the Aurora Driver surpassed 250,000 driverless miles by January 2026 and plans to nearly triple its addressable market to over 3.6 billion VMT with seven additional driverless lanes. The company expects average quarterly cash use of approximately $190 million to $220 million in 2026 and aims to achieve positive free cash flow in 2028.
Feb 11, 2026, 9:19 PM
Aurora Innovation Announces Q4 and FY 2025 Results and Driverless Network Expansion
AUR
Earnings
Guidance Update
New Projects/Investments
- Aurora announced its fourth quarter and full year 2025 results and expects to achieve positive free cash flow in 2028 with current liquidity.
- The company is tripling its driverless network to 10 routes and preparing to expand across the U.S. Sun Belt, with capabilities to serve customer endpoints in 2026.
- Its latest software release enables driverless operations on a 1,000-mile lane between Fort Worth and Phoenix and navigation through inclement weather, enhancing uptime.
- Aurora has accumulated 250,000 driverless miles as of January 2026 and expects to have more than 200 driverless trucks in operation by the end of 2026, with all commercial truck capacity fully committed through Q3 2026.
Feb 11, 2026, 9:15 PM
Aurora Innovation Updates on Driverless Operations, Expansion, and Financial Outlook
AUR
Product Launch
New Projects/Investments
Guidance Update
- Aurora has closed the Dallas to Houston Safety Case for driverless operations and validated night driverless operations in July, ahead of schedule, along with driverless operations in inclement weather including rain, fog, and heavy wind.
- The company plans to expand across the Sun Belt in 2026, having launched supervised autonomous operations between Dallas and Laredo this month and targeting driverless validation this quarter, alongside a Phoenix expansion.
- Aurora anticipates exiting 2026 with more than 200 driverless trucks, which is expected to translate to an approximate $80 million revenue run-rate for its Transportation as a Service (TaaS) business, and is targeting breakeven gross margin on a run-rate basis by the end of 2026.
- Strategic partnerships with Volvo Trucks and PACCAR are key scaling enablers, and a long-term partnership with AUMOVIO will develop, manufacture, and service future generations of the Aurora Driver hardware kit, with NVIDIA's DRIVE Thor integrated.
- Aurora expects the Aurora Driver to operate in a 50B VMT serviceable addressable market (SAM) by the start of 2028 and plans a strategic transition to a Driver as a Service (DaaS) model in 2027.
Feb 11, 2026, 12:00 PM
Aurora and McLeod Software Complete Driver Integration
AUR
Product Launch
- McLeod Software and Aurora Innovation have completed the API integration of the Aurora Driver with McLeod's Transportation Management System (TMS), enabling eligible customers to book and manage autonomous truck capacity directly within their existing workflows.
- This integration was delivered ahead of schedule due to high interest from McLeod's customer base.
- Early adopter Russell Transport is already utilizing the feature, reporting meaningful operational improvements and efficiency gains without disrupting operations.
- The integration offers capabilities including seamless tendering, real-time location tracking, and automated status updates for driverless loads.
Jan 15, 2026, 2:00 PM
Aurora Innovation Partners with AUMOVIO and AWS for Autonomous Trucking
AUR
New Projects/Investments
Product Launch
- Aurora Innovation will partner with AUMOVIO and Amazon Web Services (AWS) to develop and deploy autonomous trucks at scale, focusing on validating Level 4 behavior and identifying rare edge cases in large datasets.
- As AUMOVIO's first large-scale application partner in this initiative, Aurora has already commenced limited driverless operations in the United States, indicating a near-term commercial focus for the technology.
Jan 6, 2026, 2:05 PM
Aurora Reports Q3 2025 Financials and Operational Milestones
AUR
Earnings
Product Launch
New Projects/Investments
- Aurora Driver surpassed 100,000 driverless miles on public roads and launched driverless operations on a second trucking lane from Fort Worth to El Paso, marking the fastest scaling to a second driverless market in the U.S. self-driving industry.
- For Q3 2025, Aurora reported $1 million in revenue and a loss from operations of $(222) million, with $1,604 million in cash and cash equivalents, short-term investments, and long-term investments as of September 30, 2025.
- The company plans to launch its second-generation commercial hardware kit in Q2 2026, which is expected to drive a 50%+ reduction in hardware costs and enable driverless operations without a partner-requested observer, supporting a target of hundreds of driverless trucks by the end of 2026. A software release for challenging weather conditions is also planned for January 2026.
Oct 28, 2025, 9:00 PM
Quarterly earnings call transcripts for Aurora Innovation.
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