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Aurora Innovation (AUR)
NASDAQ:AUR
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.12Last Year’s EPS
-0.12Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized major technological and commercial milestones — first driverless operations on public roads, 250k driverless miles (nearly 3x prior), expanded operating domain and mapping automation, new customer agreements, and clear OEM progress — alongside ambitious 2026 growth targets (2026 revenue guidance up ~400% at midpoint, >200 trucks exiting 2026, ~$80M run-rate). However, these operational positives sit against a small current revenue base ($3M recognized in 2025), sizable operating losses (Q4 operating loss $238M), and significant cash burn (FY2025 operating cash use $581M) with reliance on continued OEM timelines and financing tools (ATM). Overall the strength of the operational execution, customer wins, partnerships, and a solid liquidity position led management to present an optimistic scaling plan that materially outweighs the financial and execution risks described.Company Guidance
Commercial Launch and First-Mover Advantage
Launched the first driverless commercial trucking operations on U.S. public roads, establishing a clear first-mover position and converting proof-of-concept into revenue-generating commercial operations.
Driverless Miles Milestone
Aurora Driver passed 250,000 driverless miles in January — described as nearly triple the cumulative miles achieved through early October — demonstrating accelerated operational mileage.
Expanded Addressable Market and Lane Growth
Expansion of driverless capabilities and opening of seven additional driverless lanes will nearly triple the current addressable market to over 3.6 billion vehicle miles traveled (VMT); notable new lanes include a 1,000-mile multistate Fort Worth–Phoenix lane and bidirectional El Paso–Phoenix travel.
Safety and Reliability
Maintained 100% on-time performance and a perfect driverless safety record with zero Aurora Driver-attributed collisions reported during the period.
Weather Robustness and Generalization
Latest software release enables driverless operations in inclement weather (rain, fog, heavy wind) and unlocked generalized driving skills that management states are sufficient to begin Sunbelt expansion in 2026.
Customer Wins and Endpoint Operations
Started supervised autonomous freight delivery to multiple customer sites (including Hirschbach, Driscoll’s, Detmar, Phoenix carrier) and announced an agreement with Detmar Logistics to haul sand ~20+ hours/day on a 60-mile route (80% on I-20), effectively doubling that customer’s capacity.
OEM & Supply Partnerships and Industrialization Progress
Multi-OEM strategy: Volvo VNL autonomous trucks have come up a pilot line with second-generation hardware; International LT program targeted for 2026 to enable observerless driverless operations; Rausch selected as upfitter to produce ~20 trucks/week; third-generation hardware partnership with Aeva MoVeo planned to scale to tens of thousands of trucks.
Mapping Automation with Verifiable AI
Cloud-based algorithms and verifiable AI can automatically generate semantic components of the Aurora Atlas, substantially accelerating map production and enabling faster lane expansion and endpoint mapping with reduced human assistance.
Revenue Growth Guidance and Run-Rate Targets
Guidance for 2026 revenue of $14.0M–$16.0M (midpoint up ~400% year-over-year vs. recognized 2025 revenue), back-end loaded with Q4 expected to contribute >50% of full-year revenue. Expect to exit 2026 with >200 driverless trucks, equating to an estimated ~$80.0M revenue run-rate for Aurora’s Transportation-as-a-Service operations.
Hardware Cost Reduction Target
Expect second-generation commercial kit to drive a 50%+ reduction in hardware costs, with further decreases expected from third-generation (Aeva MoVeo) scale and supply-chain leverage.
Strong Year-End Liquidity Position
Ended FY2025 with liquidity of nearly $1.5B in cash and short- and long-term investments, with the company stating this supports the path to positive free cash flow in 2028.
AUR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AUR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $4.36 | $4.22 | -3.21% |
Oct 28, 2025 | $5.20 | $5.10 | -1.92% |
Jul 30, 2025 | $5.79 | $5.81 | +0.35% |
May 08, 2025 | $7.75 | $7.28 | -6.06% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aurora Innovation (AUR) report earnings?
Aurora Innovation (AUR) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Aurora Innovation (AUR) earnings time?
Aurora Innovation (AUR) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AUR EPS forecast?
AUR EPS forecast for the fiscal quarter 2026 (Q1) is -0.12.