Earnings Releases·Oct 28, 2026, 4:20 PM ET

Aurora Innovation, Inc. — Third Quarter 2026 Earnings Summary

Q3 2026 revenue reached $3 million (up from $1 million YoY), while the nine-month period totaled $6 million (up from $2 million YoY); however, Q3 net loss widened to $234 million from $201 million, and nine-month net loss increased to $727 million from $610 million.
The company raised $41 million via ATM share issuance, ending the quarter with over $1 billion in cash and short-term investments, though cash and equivalents declined to $141 million from $221 million at year-end 2025.
2026 revenue guidance is set at approximately $9 million, with production ramp currently six weeks behind plan due to material and quality constraints; the company expects to exceed 200 trucks by February 2027 and reach 20 trucks/week by early December 2026.
Strategic partnerships with Roush, Volvo, and PACCAR are advancing toward 1,000+ annualized production capacity and 300+ truck deployments in 2027, alongside a non-binding MOU with Charger Logistics for 500 trucks.
Regulatory progress includes a five-year FMCSA exemption for cab-mounted warning beacons and a 500,000-mile milestone for the Aurora Driver with 100% on-time delivery since launch.