AEye, Inc. (LIDR) Form 8-K — Aug 6, 2026
AEye reported Q2 2026 revenue of $202 thousand, up roughly nine-fold from $22 thousand a year ago and approximately double sequentially, with first-half revenue already exceeding all of 2025. The company posted a GAAP net loss of $10.0 million, or $(0.22) per share, and a non-GAAP net loss of $7.6 million, or $(0.17) per share, while consuming $7.5 million of cash during the quarter. Commercial momentum hit a company record: 25 customers have now taken revenue-generating shipments, Alive3D selected Apollo for sports analytics, Apollo was validated on NVIDIA DRIVE AGX Thor, and the lead defense customer placed its third consecutive purchase order.
Key figures
- Revenue
- 202000
- Guidance
- FY2026 cash consumption of $30 million to $35 million, inclusive of approximately $5 million in working capital; operational runway well into 2028
- Total Debt
- 146000
- Revenue Yoy
- approximately 9x ($202K in Q2 2026 vs $22K in Q2 2025); approximately 2x sequentially
- Total Assets
- 76576000
- Cash Position
- 71500000
- Revenue h1 2025
- 86000
- Revenue h1 2026
- 303000
- Revenue q2 2025
- 22000
- Quote growth qoq
- approximately 40%
- Engagement growth qoq
- over 25%
- Cash consumption q2 2026
- 7500000
- Weighted avg shares q2 2025
- 19125970
- Weighted avg shares q2 2026
- 45915091
- Total liabilities jun30 2026
- 8262000
- Cash and equivalents jun30 2026
- 11210000
- Customers with revenue shipments
- 25
- Marketable securities jun30 2026
- 60293000
Price after filing
Close on the filing date to close N calendar days later (from $1.26). Historical, not a forecast.
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