AIRO Group Holdings, Inc. (AIRO) Form 8-K — Aug 13, 2026
AIRO Group Holdings (NASDAQ: AIRO) reported second quarter 2026 revenue of $43.2 million, up 76% from $24.6 million a year earlier, driven by stronger-than-expected Drones segment performance that was partially offset by underperformance in its Avionics and Training businesses. Profitability improved sharply: gross margin expanded to 64% from 61% a year ago, operating income swung to $1.7 million from a $19.7 million loss, and Adjusted EBITDA rose 45% to $6.8 million, although the company still posted a net loss of $2.0 million versus prior-year net income of $5.9 million that had been boosted by large non-operating gains.
Key figures
- Revenue
- 43200000
- Guidance
- Reiterated full-year 2026 revenue growth of 15% to 25% YoY and full-year 2026 Adjusted EBITDA in the negative mid- to high-teens dollar range
- Total Debt
- $6.8 million (revolver $5.5M plus current maturities $1.3M; no long-term debt)
- Revenue Yoy
- 76%
- Total Assets
- 757047000
- Cash Position
- 25850000
- Shares Outstanding
- 31,555 thousand outstanding as of June 30, 2026
- Gross Margin
- 64% (vs 61% in Q2 2025 and 27% in Q1 2026)
- Gross Profit
- 27687000
- Drone Backlog
- 163000000
- Cash Dec312025
- 74358000
- Adjusted Ebitda
- 6804000
- H1 2026 Revenue
- 52081000
- Operating Income
- 1654000
- Prior Year Revenue
- 24550000
- Accounts Receivable
- 46167000
- Prior Year Eps Diluted
- 0.3
- Adjusted Ebitda Margin
- 15.8%
- Drone Backlog Qo QGrowth
- 9% vs Q1 2026
- Prior Year Adjusted Ebitda
- 4698000
- Preliminary Cash July312026
- approximately $56 million (unaudited estimate)
Price after filing
Close on the filing date to close N calendar days later (from $8.43). Historical, not a forecast.
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.