Aurora Innovation, Inc. is a U.S.-based company specializing in autonomous driving technology. Its primary focus involves creating the Aurora Driver, an advanced ...
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Est. EPS $-0.49 · Revenue $14.77M · 6 analysts
Est. EPS $-0.45 · Revenue $179.68M · 6 analysts
Est. EPS $-0.04 · Revenue $133.95M · 4 analysts
Est. EPS $-0.03 · Revenue $165.50M · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $3.0M | — | +100.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-816.0M | -9.1% | -21.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | -466.7% | — | +50.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -30033.3% | — | +45.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -27200.0% | — | +39.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-612.0M | +5.1% | -39.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -20400.0% | — | +30.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 7.3% | +13.7% | +4.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 11.86x | -0.7% | +19.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.3B | +9.6% | -0.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.44 vs -0.35 | -26.5% | -0.14 vs -0.04 | -236.1% |
| Revenue Surprise | $3.0M vs $3.6M | -17.7% | $2.0M vs $133.9M | -98.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Fisher Ossa | officer: President | Class A Common Stock | D | 70,281 | $6.20 |
| Aug 20, 2026 | Maday David | officer: Chief Financial Officer | Class A Common Stock | D | 54,412 | $6.20 |
| Aug 20, 2026 | WEBB SHELLEY | officer: See Remarks | Class A Common Stock | D | 41,699 | $6.20 |
| Aug 17, 2026 | Volpi Michelangelo | director | Class B Common Stock | D | 2,800,043 | — |
| Aug 17, 2026 | Volpi Michelangelo | director | Class A Common Stock | A | 2,800,043 | — |
Operator: Greetings, and welcome to the Aurora Second Quarter 2026 Business Review Call. As a reminder, this conference is being recorded. It is now my pleasure to introduce Stacy Feit, Vice President, Investor Relations. You may now begin. Stacy Feit: Thanks, Paul. Good afternoon, everyone, and welcome to our second quarter 2026 business review call. We announced our results earlier this afternoon. Our shareholder letter and a presentation to accompany this call are available on our Investor Relations website at ir.aurora.tech. The shareholder letter was also furnished with our Form 8-K filed today with the SEC. On the call with me today are Chris Urmson, Co-Founder and CEO; and David Maday, CFO. Chris will provide an update on the progress we've made across the key pillars of our business, and David will recap our second quarter financial results. We'll then open up the call to Q&A. A recording of this conference call will be available on our Investor Relations website at ir.aurora.tech shortly after this call has ended. I'd like to take this opportunity to remind you that during the call, we will be making forward-looking statements. These statements are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed, projected or implied during this call. In particular, those described in our risk factors included in our annual report on Form 10-K for the year ended December 31, 2025, and other documents filed with the SEC as well as the current uncertainty and unpredictability in our business, the markets and economy. Additional information will also be set forth in our quarterly report on Form 10-Q for the quarter ended June 30, 2026. You should not rely on our forward-looking statements as predictions of future events. All forward-looking statements that we make on this call are based on assumptions and beliefs as of the date hereof, and Aurora disclaims any obligation to update any forward-looking statements, except as required by law. Our discussion today may include non-GAAP financial measures. These non-GAAP measures should be considered in addition to and not as a substitute for or in isolation from our GAAP results. Information regarding our non-GAAP financial results, including a reconciliation of our historical GAAP to non-GAAP results, may be found in our shareholder letter, which was furnished with our Form 8-K filed today with the SEC and may also be found on our Investor Relations website. Our discussion today may also include reference to forward-looking free cash flow, a non-GAAP financial measure. To the extent that this forward-looking financial measure is provided, it's presented on a non-GAAP basis without a reconciliation due to the inherent difficulty in forecasting and quantifying certain amounts that are necessary for such reconciliation. With that, I will now turn the call over to Chris. Christopher Urmson: Thanks, Stacy. The second quarter …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
David Maday | Chief Financial Officer | USD 819,792 | Male | 1970 | Active |
Ossa Fisher | President | USD 747,917 | Female | 1977 | Active |
Christopher Urmson | Co-Founder, Chief Executive Officer & Non-Independent Executive Chairman | USD 710,967 | Male | 1977 | Active |
Shelley Webb | Secretary & Chief Legal Officer | USD 638,288 | Female | 1982 | Active |
James Andrew Bagnell | Chief Scientist | — | Male | 1977 | Active |
Sandor Barna | Senior Vice President of Hardware | — | — | 1969 | Active |
Gerardo Interiano | Vice President of Government Relations & Public Affairs | — | — | — | Active |
Stacy Feit | Vice President of Investor Relations | — | Female | — | Active |
Nat Beuse | Chief Safety Officer | — | Male | — | Active |
Aurora Innovation is progressing toward commercial scaling of its business and is targeting an $80M revenue run-rate exiting the year. This will be enabled by next-gen hardware that dramatically reduces costs and maturing customer relationships. Increased cash burn, execution risk, and uncertainty about industry economics long-term are significant risks.
Aurora Innovation, Inc. (AUR) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to a loss of $0.11 per share a year ago.
Aurora Innovation, Inc. (AUR) Q2 2026 Earnings Call Transcript
Aurora Innovation NASDAQ: AUR said its second-quarter business review marked the beginning of its commercial scaling phase for driverless trucking, citing new customer agreements, the launch of its second-generation Aurora Driver platform and plans to operate 200 driverless trucks by year-end.
PITTSBURGH--(BUSINESS WIRE)---- $AUR #AutonomousVehicles--Aurora Innovation, Inc. (NASDAQ: AUR) today announced its second quarter 2026 results. Aurora's shareholder letter and financial results are available on its investor relations website at ir.aurora.tech. “To meet accelerating demand for our product, we've launched Aurora Driver 2 – our second-generation hardware and advanced software on a new driverless truck platform,” said Chris Urmson, co-founder and CEO of Aurora. “Backed by recent customer contracts, strong mom.
