AIRO
AIRO Group Holdings, Inc.7.69
-0.27-3.39%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
240.73MP/E (TTM)
-Basic EPS (TTM)
-0.15Dividend Yield
0%Recent Filings
10-Q
Q3 FY2025 results
AIRO Group Holdings posted Q3 revenue of $6.3M, down 73.5% y/y from $23.7M due to Drones shipment delays from a customer antenna change, yet gross margin held at 44.4% versus 68.7% last year. Operating loss narrowed to $12.0M from $30.4M y/y, while nine-month revenue dipped 9.7% y/y to $42.6M with gross margin at 58.1% (derived). Cash swelled to $83.7M post-IPO and follow-on netting $141M, slashing debt from $106M to $6M; operating cash burn hit $36.5M. Debt settled via equity and cash. Elevated G&A reflects public costs. Material weaknesses persist in controls.
8-K
Q3 revenue dips, Q4 surges
AIRO reported Q3 2025 revenue of $6.3 million, down from $23.7 million last year due to $20 million in drone shipments delayed to Q4 amid customer upgrades—now booked at $24.5 million. Net loss narrowed to $8.0 million from $30.3 million, bolstered by an $89.4 million public offering that pumped cash to $83.7 million. New Nord Drone JV and $4.5 million Sky-Watch CEW contract signal defense momentum, yet deals hinge on closing conditions. Full-year revenue tops 2024's $86.9 million.
8-K
AIRO leases new HQ space
AIRO Group Holdings inked a lease on October 14, 2025, for 2,815 square feet of office space in McLean, Virginia, to house its new principal executive offices starting November 1. The 65-month deal kicks off with $10,556.25 monthly base rent—abated fully for the first five months—escalating 2.5% annually, plus a $31,668.75 security deposit. This relocation sharpens operational focus. Yet risks lurk in escalating costs.
8-K
AIRO prices $77.7M stock offering
AIRO Group Holdings priced an underwritten public offering of 4,200,000 common shares at $18.50 each on September 10, 2025, with underwriters holding a 30-day option for 630,000 more. Net proceeds will fund growth initiatives, opportunistic acquisitions, and repurchase 978,000 shares from existing stockholders—including directors and executives—at the offering price minus discounts. The repurchase, approved by the audit committee, hinges on the offering's close. Forward-looking plans carry execution risks.
8-K
AIRO Q2 revenue soars 151%
AIRO Group Holdings surged to $24.6 million in Q2 2025 revenue, up 151% year-over-year, fueled by drone sales and training contracts, while gross margins climbed to 61.2%. The company swung to $5.9 million net income from a prior loss, boosted by debt extinguishment gains, and raised $69 million via IPO to fuel expansions like U.S. drone manufacturing. Adjusted EBITDA hit $4.7 million, up 710%, signaling robust operational scaling. Yet risks linger in forward-looking growth plans.
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