Jun 2026 (Q2 FY26) — Jul 29, 2026
Aurora Q2 FY26 — Driverless Truck Scaling and Commercial Momentum
Read the full callAurora (AUR) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Aurora earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2.0 | +100.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -13300.0 | +9700.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -270 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Guidance
What management said, and what became of it
12 of 14 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Cash runway | Fund operations into the second half of 2026 | Dec 2024 | In turn, we ended the quarter with a very strong balance sheet, including nearly $1.2 billion in cash and short-term investments. | Achieved |
| AUMOVIO facility expansion completion | Complete construction | Mar 2026 | Our partnership with AUMOVIO is intended to support tens of thousands of trucks. We look forward to testing these systems in the coming quarters ahead of AUMOVIO's planned start of production in the second half of 2027. | On Track |
2 of Aurora Innovation, Inc.'s 34 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 32 more targets are in the full ledger.
Claimed
- Launched Aurora Driver 2 and new fleet of driverless trucks, marking the start of commercial scaling.
- Secured new Transportation-as-a-Service (TaaS) agreements with Charger Logistics and Value Truck, expanding customer base.
- Achieved 440,000 driverless miles since launch with 100% on-time performance and zero Aurora Driver attributed collisions.
- Second-generation hardware kit expected to drive 50%+ reduction in Aurora Driver hardware costs.
- Ended the quarter with a strong balance sheet, including nearly $1.2 billion in cash and short-term investments.
Qualified
- Reported a Q2 FY26 operating loss of $266 million, including stock-based compensation.
- Used approximately $225 million in operating cash during Q2 FY26.
- Cost of revenue totaled $7 million in Q2 FY26, exceeding reported revenue of $2 million.
Price
$4.86 −10.00% · −$0.54
Performance −11.5% 1Y
1Y: $5.49 on 15 Oct 2025 → $4.86. High $8.4 (13 May 2026), low $3.77 (20 Nov 2025).
- Previous close
- $5.4
- 52-week range
- $3.77 – $8.4
- One year
- −7.07%
Overview
- Symbol
- AUR
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
12 of 14 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Cash runway | Fund operations into the second half of 2026 | Dec 2024 | In turn, we ended the quarter with a very strong balance sheet, including nearly $1.2 billion in cash and short-term investments. | Achieved |
| AUMOVIO facility expansion completion | Complete construction | Mar 2026 | Our partnership with AUMOVIO is intended to support tens of thousands of trucks. We look forward to testing these systems in the coming quarters ahead of AUMOVIO's planned start of production in the second half of 2027. | On Track |
Claimed
- Launched Aurora Driver 2 and new fleet of driverless trucks, marking the start of commercial scaling.
- Secured new Transportation-as-a-Service (TaaS) agreements with Charger Logistics and Value Truck, expanding customer base.
- Achieved 440,000 driverless miles since launch with 100% on-time performance and zero Aurora Driver attributed collisions.
- Second-generation hardware kit expected to drive 50%+ reduction in Aurora Driver hardware costs.
- Ended the quarter with a strong balance sheet, including nearly $1.2 billion in cash and short-term investments.
Qualified
- Reported a Q2 FY26 operating loss of $266 million, including stock-based compensation.
- Used approximately $225 million in operating cash during Q2 FY26.
- Cost of revenue totaled $7 million in Q2 FY26, exceeding reported revenue of $2 million.
The full ledger
Open Aurora Innovation, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 34 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
Aurora Q1 FY26 — Scaling Driverless Operations and Expanding Commercial Momentum
Read the full callEvery analysed call
Aurora earnings calls (AUR)
Financials
What the filings say
Net profit, year on year: −34% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 2 |
| Operating profit | -196 | -199 | -211 | -230 | -222 | -238 | -244 | -266 |
| Operating margin | — | — | — | −23000.0% | −22200.0% | −23800.0% | −24400.0% | −13300.0% |
| Profit before tax | -208 | -193 | -208 | -201 | -201 | -206 | -223 | -270 |
| Tax rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Net profit | -208 | -193 | -208 | -201 | -201 | -206 | -223 | -270 |
| EPS ($ per share) | -0.13 | — | -0.12 | -0.11 | -0.11 | — | -0.11 | -0.14 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -0 | -1,091 | -2,814 | -3,610 | -4,358 | -5,174 |
| Total liabilities | — | 132 | 348 | 217 | 250 | 263 | 203 |
| Fixed assets | — | 11 | 94 | 91 | 94 | 104 | 103 |
| Investments | — | — | 0 | 839 | — | — | — |
| Total assets | — | 619 | 3,690 | 2,001 | 2,235 | 2,138 | 2,343 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -95 | -192 | -564 | -508 | -598 | -611 | -581 |
| Cash from investing | -373 | 343 | 250 | -852 | 8 | -172 | -245 |
| Cash from financing | 635 | 2 | 1,540 | 11 | 831 | 492 | 834 |
| Net cash flow | 167 | 153 | 1,226 | -1,349 | 241 | -291 | 8 |
| Capital expenditure | -4 | -7 | -48 | -15 | -15 | -34 | -31 |
| Free cash flow | -99 | -199 | -612 | -523 | -613 | -645 | -612 |
AUR revenue by segment
| Segment | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|
| Reportable | 100% | 100% | 100% | 100% | +100.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
77 filings between Oct 31, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
$1.50M
2 purchases by 2 insiders
Sales
$1.23B
26 sales by 3 insiders
Compensation
not trading decisions- 15
- Award — granted as compensation
- 12
- Tax withheld — shares kept back by the company to cover tax
Also filed: 15 conversions, 7 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Uber Technologies, Inc | — | $1.13B | Sep 15, 2026 |
| Hoffman Reid | — | $54.29M | May 28, 2026 |
| Volpi Michelangelo | — | $44.85M | Aug 17, 2026 |
| Urmson Christopher | $1.00M | — | Nov 25, 2025 |
| Wehner David M. | $498.3K | — | Jun 11, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Bagley Brittany Director | Award | 3,419 | $0 |
| Oct 1, 2026 | Wehner David M. Director | Award | 2,414 | $0 |
| Sep 15, 2026 | Uber Technologies, Inc 10% owner | Sale | 29,369,611 | $182.24M |
| Aug 20, 2026 | Maday David Chief Financial Officer | Tax withheld | 54,412 | $337.4K |
| Aug 20, 2026 | Fisher Ossa President | Tax withheld | 70,281 | $435.7K |
| Aug 20, 2026 | WEBB SHELLEY See Remarks | Tax withheld | 41,699 | $258.5K |
| Aug 17, 2026 | Uber Technologies, Inc 10% owner | Sale | 72,000,000 | $471.60M |
| Aug 17, 2026 | Volpi Michelangelo Director | Sale | 42,639 | $298.6K |
| Aug 17, 2026 | Volpi Michelangelo Director | Conversion | 2,800,043 | — |
| Aug 17, 2026 | Volpi Michelangelo Director | Conversion | 42,639 | — |
| Aug 17, 2026 | Volpi Michelangelo Director | Sale | 2,800,043 | $19.61M |
| Aug 13, 2026 | Volpi Michelangelo Director | Sale | 338 | $2.4K |
| Aug 13, 2026 | Volpi Michelangelo Director | Conversion | 338 | — |
| Aug 13, 2026 | Volpi Michelangelo Director | Sale | 22,163 | $155.3K |
| Aug 13, 2026 | Volpi Michelangelo Director | Conversion | 22,163 | — |
| Aug 12, 2026 | Volpi Michelangelo Director | Sale | 14,692 | $102.9K |
| Aug 12, 2026 | Volpi Michelangelo Director | Conversion | 224 | — |
| Aug 12, 2026 | Volpi Michelangelo Director | Conversion | 14,692 | — |
| Aug 12, 2026 | Volpi Michelangelo Director | Sale | 224 | $1.6K |
| Aug 11, 2026 | Volpi Michelangelo Director | Sale | 21,627 | $151.3K |
| Aug 11, 2026 | Volpi Michelangelo Director | Sale | 1,420,222 | $9.93M |
| Aug 11, 2026 | Volpi Michelangelo Director | Conversion | 1,420,222 | — |
| Aug 11, 2026 | Volpi Michelangelo Director | Conversion | 21,627 | — |
| Aug 10, 2026 | Volpi Michelangelo Director | Conversion | 520 | — |
| Aug 10, 2026 | Volpi Michelangelo Director | Sale | 520 | $3.6K |
| Aug 10, 2026 | Volpi Michelangelo Director | Sale | 34,181 | $239.3K |
| Aug 10, 2026 | Volpi Michelangelo Director | Conversion | 34,181 | — |
| Aug 10, 2026 | Volpi Michelangelo Director | Gift | 908,784 | $0 |
| Aug 7, 2026 | Volpi Michelangelo Director | Sale | 27,814 | $196.2K |
| Aug 7, 2026 | Volpi Michelangelo Director | Conversion | 1,511,093 | — |
| Aug 7, 2026 | Volpi Michelangelo Director | Conversion | 23,011 | — |
| Aug 7, 2026 | Volpi Michelangelo Director | Sale | 1,826,508 | $12.88M |
| Aug 5, 2026 | Volpi Michelangelo Director | Sale | 2,697 | $19.1K |
| Aug 5, 2026 | Volpi Michelangelo Director | Sale | 177,085 | $1.25M |
| Jul 1, 2026 | Bagley Brittany Director | Award | 3,241 | $0 |
| Jun 11, 2026 | Wehner David M. Director | Purchase | 82,500 | $498.3K |
| Jun 2, 2026 | Uber Technologies, Inc 10% owner | Sale | 67,500,000 | $479.25M |
| May 28, 2026 | Hoffman Reid Director | Sale | 60,118 | $437.3K |
| May 28, 2026 | Hoffman Reid Director | Sale | 60,118 | $437.3K |
| May 28, 2026 | Hoffman Reid Director | Sale | 1,082,118 | $7.87M |
| May 21, 2026 | Caimi Lara Director | Award | 73,094 | $0 |
| May 21, 2026 | Hoffman Reid Director | Award | 36,547 | $0 |
| May 21, 2026 | Donahoe John J Director | Award | 36,547 | $0 |
| May 21, 2026 | Boyland Gloria R. Director | Award | 36,547 | $0 |
| May 21, 2026 | Bagley Brittany Director | Award | 36,547 | $0 |
| May 21, 2026 | Wehner David M. Director | Award | 36,547 | $0 |
| May 20, 2026 | Maday David Chief Financial Officer | Tax withheld | 54,412 | $377.6K |
| May 20, 2026 | WEBB SHELLEY See Remarks | Tax withheld | 41,698 | $289.4K |
| May 20, 2026 | Fisher Ossa President | Tax withheld | 70,281 | $487.8K |
| May 18, 2026 | Hoffman Reid Director | Sale | 312,882 | $2.35M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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