AUR Q4 2025 Earnings
Reported Feb 11, 2026 at 4:19 PM ET · SEC Source
Q4 25 EPS
$-0.11
BEAT +8.33%
Est. $-0.12
Q4 25 Revenue
$1.0M
MISS 32.11%
Est. $1.5M
vs S&P Since Q4 25
+39.5%
BEATING MARKET
AUR +46.5% vs S&P +7.0%
Full Year 2025 Results
FY 25 EPS
$-0.44
FY 25 Revenue
$3.0M
Market Reaction
Did AUR Beat Earnings? Q4 2025 Results
Aurora Innovation posted a mixed fourth quarter for fiscal 2025, narrowing its per-share loss to $0.11 against a consensus estimate of $0.12, a beat of 8.33%, while revenue of $1.00 million fell 32.11% short of the $1.47 million analysts had expected… Read more Aurora Innovation posted a mixed fourth quarter for fiscal 2025, narrowing its per-share loss to $0.11 against a consensus estimate of $0.12, a beat of 8.33%, while revenue of $1.00 million fell 32.11% short of the $1.47 million analysts had expected. The top-line miss underscores the reality of Aurora's early commercial stage, though the quarter did represent a 25% sequential revenue increase from Q3, driven by driverless and supervised autonomous commercial loads hauled for customers including FedEx, Werner, and Uber Freight. The company ended the year with nearly $1.50 billion in liquidity, providing a runway management believes is sufficient to reach positive free cash flow in 2028. Looking ahead, Aurora guided 2026 revenue of $14 to $16 million, roughly 400% growth at the midpoint, with plans to deploy more than 200 driverless trucks by year-end and exit 2026 at an approximately $80 million annualized revenue run-rate, with expansion across new Sun Belt corridors already underway.
Key Takeaways
- • Record commercial miles driven during Q4 drove 25% sequential increase in revenue
- • Expansion of driverless fleet to 10 trucks in December
- • 100% on-time performance maintained for customers
- • Zero Aurora Driver-attributed collisions in driverless safety record
- • Inclement weather capability unlocking step-change in potential availability and utilization
AUR YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
AUR Revenue by Segment
Business unit performance breakdown
“Just as the last two years brought robotaxis into the mainstream, we expect 2026 to mark the inflection point where the market recognizes that self-driving trucks have arrived and are quickly becoming a permanent fixture in our transportation landscape. This represents more than a technological achievement; it is the dawn of a superhuman future for freight.”
— Chris Urmson, Q4 2025 Earnings Press Release
AUR Earnings Trends
AUR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
AUR EPS Trend
Earnings per share: estimate vs actual
AUR Revenue Trend
Quarterly revenue: estimate vs actual
AUR Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $-0.12 | $-0.11 | +5.74% | $1.0M | +3.43% |
| Q4 25 BEAT FY | $-0.12 | $-0.11 | +8.33% | $1.0M | -32.11% |
| FY Full Year | — | $-0.44 | — | $3.0M | — |
| Q3 25 BEAT | $-0.12 | $-0.11 | +8.33% | $1.0M | -16.53% |
| Q2 25 BEAT | $-0.12 | $-0.11 | +8.33% | $1.0M | +98.68% |