AIRO Group Holdings, Inc. (AIRO) Q2 2026 Earnings Call Transcript
AIRO Group Holdings, Inc. (AIRO) Q2 2026 Earnings Call Transcript

AIRO Group, an American aerospace and defense enterprise, maintains its primary operations from Albuquerque, New Mexico. The company's diversified portfolio encompasses four ...
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| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $90.9M | +4.6% | +385.1% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $-4.1M | +89.4% | +87.1% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +59.9% | -10.8% | +119.3% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | -31.6% | -57.8% | +102.8% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | -4.5% | +89.9% | +97.3% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $-35.5M | -271.6% | -73.3% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | -39.1% | -264.1% | +64.3% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 0.8% | -90.6% | +156.4% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 3.45x | +682.4% | -2.7% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $774.1M | +10.4% | -0.3% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | -0.17 vs -0.03 | -412.6% | -0.06 vs -0.43 | +85.3% |
| Revenue Surprise | $90.9M vs $94.9M | -4.2% | $43.2M vs $18.3M | +136.5% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Pylypiv Mariya | officer: Chief Financial Officer | Common Stock | D | 17,690 | $9.61 |
| Aug 14, 2026 | Pylypiv Mariya | officer: Chief Financial Officer | Common Stock | D | 1,699 | $10.86 |
| Aug 14, 2026 | Uczekaj John | director, officer: President and COO | Common Stock | D | 15,457 | $9.61 |
| Aug 14, 2026 | Uczekaj John | director, officer: President and COO | Common Stock | D | 1,430 | $10.86 |
| Aug 13, 2026 | Pylypiv Mariya | officer: Chief Financial Officer | Common Stock | A | 215,231 | — |
Operator: Thank you for standing by. My name is Jonathan, and I will be your conference moderator today. At this time, I would like to welcome everyone to the AIRO Q2 2026 earnings call. [Operator Instructions] I would now like to turn the call over to Jack Senft, Investor Relations at AIRO. Please go ahead. Jack Senft: Thank you, operator, and good morning, everyone. Welcome to the AIRO Group Holdings, Inc. second quarter 2026 earnings call. We appreciate you joining us today and look forward to sharing an update on our progress and performance. With me on the call are Dr. Chirinjeev Kathuria, our Executive Chairman; Captain Joseph Burns, our Chief Executive Officer; and Dr. Mariya Pylypiv, our Chief Financial Officer. Today's call will include forward-looking statements within the meaning of the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to statements relating to AIRO's 2026 outlook. Forward-looking statements involve known and unknown risks and uncertainties that may cause our actual results, performance, or achievements to be materially different from those expressed or implied by the forward-looking statements. Forward-looking statements represent management's beliefs and assumptions only as of the date made. Information on factors that could affect the company's financial results is included in the company's most recent annual report on Form 10-K and other filings with the SEC from time to time. In addition to our prepared remarks, our earnings press release, SEC filings, and a replay of today's call can be found on our Investor Relations website at investor.theairogroup.com. We have also posted our earnings presentation on the Investor Relations section of our website. In addition, during today's call, we will discuss non-GAAP financial measures. These non-GAAP financial measures are in addition to, and not a substitute for, or superior to measures of financial performance prepared in accordance with GAAP. Reconciliations between GAAP and non-GAAP financial measures and the discussion of the limitations of using non-GAAP measures versus their closest GAAP equivalents is available in our earnings release. Additionally, we plan to discuss Drone segment backlog, a definition of which can be found in our earnings release. We will also discuss our cash balance as of July 31, 2026, which is a preliminary estimate based on information available to us as of the date of this presentation. Additional information on this metric can be found in the earnings presentation on our Investor Relations website. With that, I will turn it over to our Executive Chairman, Dr. Chirinjeev Kathuria. Chirinjeev Kathuria: Thanks, Jack, and thank you all for joining us today. AIRO delivered a strong second quarter that was marked by revenue outperformance against expectations driven by solid execution within our Drone segment. Gross margins improved to 64%, and we swung to a small operating profit for the …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Captain Joseph D. Burns | Chief Executive Officer & Director | USD 713,462 | — | 1962 | Active |
John Uczekaj | President, Chief Operating Officer & Director | USD 506,103 | Male | 1959 | Active |
Mariya Pylypiv | Chief Financial Officer | USD 377,550 | — | 1989 | Active |
Christopher Levy | Senior VP and GM for Training & Business Development | — | Male | — | Active |
Dan Johnson | Executive Vice President of Marketing & Investor Relations | — | Male | — | Active |
Martin Schousboe | Chief Executive Officer of Sky-watch | — | Male | — | Active |
Isabella Limonta | Vice President of Legal | — | Female | — | Active |
Martin Alex Peryea | Senior Vice President & GM for Electric Air Mobility Division | — | Male | — | Active |
Chirinjeev Baboo Kathuria | Co-Founder & Executive Chairman | — | — | 1966 | Active |
AIRO Group Holdings, Inc. (AIRO) Q2 2026 Earnings Call Transcript

AIRO Group NASDAQ: AIRO reported second-quarter 2026 revenue of $43.2 million, up nearly 76% from $24.6 million a year earlier, as stronger-than-expected drone segment performance offset weaker results in avionics and training.

AIRO Group Holdings, Inc. (NASDAQ: AIRO) (âAIROâ or the âCompanyâ), a global leader in advanced aerospace and defense technologies, today announced fina

MCLEAN, Va.--(BUSINESS WIRE)--AIRO Group Holdings, Inc. (NASDAQ: AIRO) (“AIRO” or the “Company”), a global leader in advanced aerospace and defense technologies, today announced financial results for the second quarter ended June 30, 2026. (All results compared to prior-year comparative period, unless otherwise noted) Second Quarter 2026 Financial Highlights Drone backlog of $163 million, up 9% compared to the first quarter of 2026 Revenue of $43.2 million increased 76% compared to revenue of $.

MONTREAL--(BUSINESS WIRE)--AIRO Group Holdings, Inc. (Nasdaq: AIRO), a next-generation aerospace and defense company, today announced that Jaunt Air Mobility has selected Calogy Solutions to design the battery system for its recently unveiled next-generation hybrid-electric, JC-250 and JX-250 VTOL drone variants.The collaboration marks another key milestone in Jaunt's development of advanced autonomous aircraft designed to support defense, commercial, and industrial missions. By integrating inno.

| Fecha del informe | Empleados | Tipo de formulario | Fecha de presentación | Archivo SEC |
|---|---|---|---|---|
| 31 dic 2025 | 223 | 10-K | 31 mar 2026 | Ver |