Every material Form 8-K Aurora Innovation, Inc. has filed with the SEC since July 29, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Aurora reported third-quarter 2026 revenue of $3 million, up from $1 million a year earlier, while its net loss grew to $234 million from $201 million. The company now expects 2026 revenue of about $9 million because its truck production ramp is about six weeks behind its prior plan, which affects the timing of its revenue growth.
Q3 2026 revenue $3 million vs. $1 million in Q3 2025; net loss $234 million vs. $201 million; loss per share $0.12 vs. $0.11
Company now expects 2026 revenue of approximately $9 million, citing a production ramp about six weeks behind its prior plan
Operating cash use about $170 million in Q3 2026; expects cash use of about $250 million in Q4 2026; over $1 billion in cash and short-term investments at quarter end
Aurora Innovation held its Analyst and Investor Day in Dallas and furnished a press release and presentation under Item 7.01. The company outlined a 2030 vision and near-term estimates, including FY26 revenue of $14-16 million and a targeted breakeven gross margin on a run-rate basis in 1H 2027 at about 500 trucks. The filing presents these as targets and estimates, not reported results, so shareholders will need later filings to measure progress.
FY26 revenue estimate of $14-16 million, with an exit 2026 revenue run-rate estimate of $80 million
Targets 200 driverless trucks in operation by exit 2026 and more than 1,000 by exit 2027
2030 vision: more than 30,000 driverless trucks, $5 billion-plus projected annual revenue and about 60% target gross margin
Targets breakeven gross margin on a run-rate basis in 1H 2027 at about 500 trucks
Aurora Innovation reported second-quarter 2026 revenue of $2 million, up from $1 million a year earlier, while its net loss widened to $270 million from $201 million. The company kept its 2026 revenue forecast of $14 million to $16 million and said it expects more than 200 driverless trucks in operation by year-end, but the larger loss and cash use mean shareholders face continued spending before revenue scales.
Q2 2026 net loss was $270 million, or $0.14 per share, versus $201 million, or $0.11 per share, a year earlier.
The company reiterated its 2026 revenue outlook of $14 million to $16 million, with the fourth quarter projected to contribute over half.
It issued 30 million shares through its at-the-market program for net proceeds of $215 million and ended the quarter with nearly $1.2 billion in cash and short-term investments.
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