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
+49.2%
BEATING MARKET
AUR +62.7% vs S&P +13.5%
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
With YoY comparisons, source: SEC Filings
“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
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 MISS | $-0.12 | $-0.14 | -16.67% | $2.0M | +24.22% |
| 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% |