Jun 2026 (Q2 FY26) — Aug 6, 2026
AEye Q2 FY26 — Strong Revenue Growth and New Market Expansion
Read the full callAEye earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 0.20 | +818.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -5324.3 | +34243.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -10.0 | 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. |
Price
1Y: $2.83 on 17 Oct 2025 → $0.86. High $2.83 (17 Oct 2025), low $0.84 (14 Oct 2026).
Overview
Call summaries
AEye Q2 FY26 — Strong Revenue Growth and New Market Expansion
Read the full callEvery analysed call
Financials
Net profit, year on year: −8% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating profit | -8 | -9 | -7 | -9 | -8 | -8 | -9 | -11 |
| Operating margin | −7544.2% | −19554.3% | −10625.0% | −39568.2% | −15650.0% | −8660.8% | −8939.6% | −5324.3% |
| Other income | -1 | 0 | -1 | -1 | -2 | 1 | 1 | 1 |
| Profit before tax | -9 | -9 | -8 | -9 | — | — | -8 | -10 |
| Tax rate | 0.0% | 0.1% | −0.0% | 0.0% | — | — | −0.0% | 0.0% |
| Net profit | -9 | -9 | -8 | -9 | -9 | -7 | -8 | -10 |
| EPS ($ per share) | -1.01 | — | -0.46 | -0.48 | -0.30 | — | -0.18 | -0.22 |
| 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 | -87 | -152 | -251 | -338 | -373 | -407 |
| Total liabilities | 0 | 44 | 17 | 39 | 25 | 12 | 10 |
| Fixed assets | — | 5 | 5 | 8 | 0 | 1 | 1 |
| Total assets | 0 | 26 | 186 | 133 | 54 | 27 | 91 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | — | -20 | -56 | -72 | -51 | -27 | -28 |
| Cash from investing | — | -4 | -152 | 68 | 55 | 8 | -31 |
| Cash from financing | 0 | 32 | 207 | 8 | -7 | 10 | 92 |
| Net cash flow | — | 8 | -0 | 5 | -2 | -9 | 33 |
| Capital expenditure | — | -4 | -1 | -4 | -2 | -0 | -0 |
| Free cash flow | — | -24 | -57 | -76 | -53 | -27 | -28 |
18 filings between Nov 12, 2025 and Sep 11, 2026.
Purchases
$24.8K
1 purchase by 1 insider
Sales
$87.0K
2 sales by 2 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Dussan Luis | — | $76.8K | Dec 11, 2025 |
| Husby Jonathon B. | $24.8K | — | Nov 12, 2025 |
| Fisch Matthew | — | $10.1K | Sep 11, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 11, 2026 | Fisch Matthew Chief Executive Officer | Sale | 7,798 | $10.1K |
| Sep 2, 2026 | Tierney Conor B Treasurer & CFO | Award | 100,000 | $0 |
| Aug 15, 2026 | Fisch Matthew CEO | Tax withheld | 40,242 | $52.7K |
| Aug 15, 2026 | Tierney Conor B Treasurer & CFO | Tax withheld | 26,549 | $34.8K |
| May 15, 2026 | Fisch Matthew CEO | Tax withheld | 40,242 | $76.1K |
| May 15, 2026 | Tierney Conor B Treasurer & CFO | Tax withheld | 26,549 | $50.2K |
| May 15, 2026 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 15,421 | $29.1K |
| Feb 15, 2026 | Tierney Conor B Treasurer & CFO | Tax withheld | 29,342 | $48.4K |
| Feb 15, 2026 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 16,482 | $27.2K |
| Feb 15, 2026 | Fisch Matthew CEO | Tax withheld | 40,242 | $66.4K |
| Feb 11, 2026 | Fisch Matthew CEO | Award | 834,724 | $0 |
| Feb 9, 2026 | Tierney Conor B Treasurer & CFO | Award | 208,713 | $0 |
| Feb 9, 2026 | HUGHES ANDREW S Secretary & General Counsel | Award | 121,229 | $0 |
| Dec 11, 2025 | Dussan Luis Director | Sale | 32,000 | $76.8K |
| Nov 15, 2025 | Tierney Conor B Treasurer & CFO | Tax withheld | 2,788 | $6.6K |
| Nov 15, 2025 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 1,059 | $2.5K |
| Nov 15, 2025 | Fisch Matthew CEO | Tax withheld | 4,572 | $10.7K |
| Nov 12, 2025 | Husby Jonathon B. Director | Purchase | 10,350 | $24.8K |
| Oct 15, 2025 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 416 | $1.3K |
| Sep 15, 2025 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 416 | $1.1K |
| Sep 12, 2025 | Dussan Luis Director | Sale | 33,616 | $90.0K |
| Sep 9, 2025 | Dussan Luis Director | Sale | 184 | $552 |
| Aug 22, 2025 | Dussan Luis Director | Sale | 38,900 | $103.4K |
| Aug 15, 2025 | Tierney Conor B Treasurer & CFO | Tax withheld | 2,788 | $7.1K |
| Aug 15, 2025 | Fisch Matthew CEO | Tax withheld | 3,795 | $9.6K |
| Aug 15, 2025 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 1,475 | $3.7K |
| Jul 24, 2025 | Dussan Luis Director | Sale 10b5-1 plan | 3,000 | $12.0K |
| Jul 24, 2025 | Dussan Luis Director | Sale 10b5-1 plan | 3,000 | $12.0K |
| Jul 15, 2025 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 416 | $404 |
| Jun 15, 2025 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 416 | $323 |
| May 15, 2025 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 1,475 | $1.0K |
| May 15, 2025 | Fisch Matthew CEO | Tax withheld | 4,839 | $3.4K |
| May 15, 2025 | Tierney Conor B Treasurer & CFO | Tax withheld | 2,788 | $1.9K |
| May 9, 2025 | Simon Doron Director | Award | 17,959 | $0 |
| Apr 15, 2025 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 416 | $274 |
| Mar 15, 2025 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 496 | $288 |
| Mar 13, 2025 | Tierney Conor B Treasurer & CFO | Purchase | 4,500 | $2.4K |
| Mar 13, 2025 | Husby Jonathon B. Director | Purchase | 36,707 | $20.0K |
| Mar 3, 2025 | Tierney Conor B Treasurer & CFO | Purchase | 25,000 | $15.0K |
| Mar 3, 2025 | Fisch Matthew CEO | Purchase | 1,000 | $587 |
| Mar 3, 2025 | Fisch Matthew CEO | Purchase | 16,666 | $9.8K |
| Feb 15, 2025 | Fisch Matthew CEO | Tax withheld | 182,820 | $153.4K |
| Feb 15, 2025 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 31,898 | $26.8K |
| Feb 15, 2025 | Tierney Conor B Treasurer & CFO | Tax withheld | 79,364 | $66.6K |
| Jan 28, 2025 | Fisch Matthew CEO | Award | 351,500 | $0 |
| Jan 22, 2025 | HUGHES ANDREW S Secretary & General Counsel | Award | 58,700 | $0 |
| Jan 22, 2025 | Tierney Conor B Treasurer & CFO | Award | 150,800 | $0 |
| Jan 15, 2025 | HUGHES ANDREW S Secretary & General Counsel | Tax withheld | 494 | $598 |
| Jan 7, 2025 | Dussan Luis Director | Sale 10b5-1 plan | 3,000 | $11.4K |
| Jan 7, 2025 | Dussan Luis Director | Sale 10b5-1 plan | 3,000 | $11.4K |
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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