NASDAQ$ACB

Aurora Cannabis Inc · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Aurora Cannabis records $70.5M global medical revenue as adjusted EBITDA jumps 52% to $15.4M

Aurora Cannabis reported fiscal Q2 2026 (ended September 30, 2025) total net revenue of $90.4 million, up 11% year over year, led by 15% growth in global medical cannabis net revenue to a record $70.5 million. International medical revenue rose 22% to $42.7 million while consumer cannabis revenue fell 34% to $6.9 million as the company prioritized higher-margin medical supply. Adjusted EBITDA increased 52% to $15.4 million and adjusted gross margin before fair value adjustments was 61%. The company reported a GAAP net loss from continuing operations of $53.2 million, reflecting fair value and impairment adjustments, while adjusted net income was $7.1 million. Aurora maintained $141.9 million in cash with a debt-free cannabis business.

  • Total net revenue was $90.4M (+11% YoY) with global medical cannabis revenue at a record $70.5M (+15%)
  • International medical revenue grew 22% to $42.7M; consumer cannabis revenue fell 34% to $6.9M
  • Adjusted EBITDA rose 52% to $15.4M with adjusted gross margin of 61% on total net revenue
  • GAAP net loss from continuing operations was $53.2M; adjusted net income was $7.1M
  • Cash balance was $141.9M with debt-free cannabis operations; Q3 medical revenue expected up 8% to 12% YoY

Headline financials

Total Revenue

C$90.4M

Previous: C$59.5M+52.0%
EPS (adj)

-C$0.11

Previous: C$0.04-375.0%
Adjusted EBITDA

C$15.4M

No prior period
Adjusted Gross Margin (before FV)

61.0%

No prior period
International Medical Cannabis Revenue

C$42.7M

No prior period
Capital Expenditures

-C$4.63M

No prior period
Free Cash Flow

-C$42.3M

No prior period
Net Income

-C$53.2M

No prior period
Operating Income

-C$4.38M

No prior period
Gross Profit

C$37.2M

No prior period
Cash & Equivalents

C$142M

No prior period
R&D Expense

C$889K

No prior period

Revenue & EPS history

Aurora Cannabis · Revenue · Quarterly

C$90.4M

Q2 2026+52%vs Q2 2025
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Revenue by segment

Aurora Cannabis · C$89M total across 3 segments · Q2 2026

  • Medical cannabis
    C$70.5M
  • Plant propagation (Bevo)
    C$11.6M
  • Consumer cannabis
    C$6.87M

Forward guidance

For fiscal Q3 2026 Aurora expects consolidated net revenue to increase year over year, driven by 8% to 12% growth in global medical cannabis, with positive free cash flow expected in Q3.

Tailwinds

  • Record global medical cannabis revenue with leadership in Canada, Germany, Australia and UK
  • Adjusted EBITDA up 52% with strong medical gross margins near 69%

Headwinds

  • GAAP net loss of $53.2M driven by fair value and impairment charges
  • Consumer cannabis revenue down 34% as supply prioritized to medical channel

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+0.5%

Avg return

Earnings day

+2.9%

Avg return

5 days after

-2.8%

Avg return

30 days after

35%

15 / 43 earnings

Positive

+93.1%

Q3 2020

Best reaction

-34.0%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-5.8%-8.3%
Q2 2026-4.1%+2.9%+1.3%
Q2 2025-16.7%-21.8%-26.5%
Q4 2023+0.4%+4.3%+27.1%
Q1 2026-11.0%-17.7%+0.5%
Q3 2024+9.6%-1.0%-19.7%
Q2 2024+0.4%-0.6%+10.4%
Q1 2024+0.8%-0.9%+0.2%
Q3 2023-9.2%-7.8%-8.9%
Q2 2023-7.2%-5.4%-24.9%
Q1 2023+26.4%+27.3%-6.6%
Q4 2022-11.6%-18.4%-25.9%
Q3 2022+24.0%+34.9%-38.9%
Q2 2022-3.2%-0.2%-31.7%
Q1 2022-2.7%+16.4%-14.0%
Q4 2021+14.5%+19.0%+15.0%
Q3 2021-11.0%-4.3%+27.4%
Q2 2021-34.0%-25.5%-44.1%
Q1 2021-15.2%-27.7%+0.9%
Q4 2020-18.2%-20.1%-23.3%
Q3 2020+93.1%+152.6%+127.8%
Q2 2020+8.2%+12.3%-47.3%
Q1 2020-23.1%-34.1%-25.9%
Q4 2019-6.2%-13.2%-41.4%
Q3 2019+8.2%+8.2%-5.6%
Q2 2019-5.5%-7.1%+19.5%
Q1 2019-8.1%-12.2%-16.0%
Q4 2018-0.9%+8.8%-15.9%
Q3 2018-0.9%+0.3%+18.2%
Q2 2018+1.3%-0.2%-0.2%
Q1 2018+19.4%+63.6%+79.2%
Q4 2017-2.4%-3.0%-2.6%
Q3 2017+2.2%+1.7%-11.0%
Q2 2017-3.5%-3.5%-2.1%
Q1 2017-1.7%-10.8%-16.5%
Q4 2016+1.8%-2.6%+22.3%
Q3 2016-2.9%
Q2 2015-0.1%
Q1 2015+16.0%
Q4 2015-0.2%
Q3 2014+0.0%
Q2 2014+0.0%
Q1 2014+0.0%
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010
Q4 2009
Q3 2009

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