NASDAQ$AUR

Aurora Innovation Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Aurora reported Q4 2025 revenue of $1M with a net loss of $206M and guided 2026 revenue of $14M–$16M.

Commercial revenue was $1 million in the quarter as driverless trucking scaled; the net loss was $206 million ($(0.11) per share). Management expects 2026 revenue of $14–$16 million, up roughly 400% at the midpoint, as driverless fleet expansion accelerates toward more than 200 trucks by year-end.

  • Q4 commercial revenue $1M; FY25 revenue $3M.
  • 250,000+ cumulative driverless miles; perfect safety record maintained.
  • 2026 revenue guide $14M–$16M.
  • Liquidity nearly $1.5B supports scaling plan.

Headline financials

Total Revenue

$1M

Previous: $0.00
EPS (adj)

-$0.11

Previous: -$0.11+0.0%
Driverless Miles

250.0K

Previous: 2.6M-90.4%
Commercial Miles

4.5M

No prior period
On-Time Delivery Rate

100.0%

Previous: 100.0%+0.0%
Net Income

-$206M

Previous: -$193M-6.7%
Operating Income

-$238M

Previous: -$199M-19.6%

Revenue & EPS history

Aurora · Revenue · Quarterly

$1M

Q4 2025
Beat estimate in 4 of 10 quarters(40%)
ActualEstimate

Forward guidance

The release discusses Aurora Innovation's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Aurora Innovation cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • GAAP profitability remained under pressure in Q4 2025.
  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.7%

Avg return

Earnings day

+2.5%

Avg return

5 days after

-7.1%

Avg return

30 days after

18%

4 / 22 earnings

Positive

+46.0%

Q4 2024

Best reaction

-24.7%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%-0.8%-13.5%
Q4 2025-3.2%+3.9%-6.4%
Q3 2025-1.5%-2.9%-19.4%
Q2 2025+0.0%+6.4%-2.8%
Q1 2025-5.9%-11.5%-24.3%
Q4 2024+46.0%+46.8%+8.1%
Q3 2024-24.7%-19.7%-6.4%
Q1 2024+6.5%-10.9%-32.7%
Q4 2023+0.7%-4.9%-27.0%
Q3 2023+9.7%+12.0%+38.3%
Q2 2023-7.8%-8.4%-4.2%
Q1 2023+0.0%+7.4%+6.7%
Q4 2022-2.3%+2.9%-28.0%
Q3 2022-3.8%-11.5%-30.8%
Q4 2019-2.2%-7.3%-13.0%
Q2 2022-3.3%-5.1%-11.0%
Q1 2022-0.2%-8.4%-25.9%
Q2 2021-13.4%+2.8%+6.0%
Q4 2021-5.6%-5.4%-3.2%
Q3 2021-1.6%+71.1%+32.2%
Q1 2021-0.8%-0.6%+1.1%
Q4 2020-0.8%-0.6%+1.1%

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