---
title: "AIRO | 8-K: FY2026 Q1 Revenue Misses Estimate at USD 8.901 M"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286401471.md"
datetime: "2026-05-14T10:46:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286401471.md)
  - [en](https://longbridge.com/en/news/286401471.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286401471.md)
---

# AIRO | 8-K: FY2026 Q1 Revenue Misses Estimate at USD 8.901 M

Revenue: As of FY2026 Q1, the actual value is USD 8.901 M, missing the estimate of USD 16.59 M.

EPS: As of FY2026 Q1, the actual value is USD -0.49, missing the estimate of USD -0.41.

EBIT: As of FY2026 Q1, the actual value is USD -17.47 M.

#### Revenue

AIRO Group Holdings, Inc. reported revenue of $8.9 million for the first quarter of 2026, a decrease compared to $11.8 million in the first quarter of 2025.

#### Gross Profit and Gross Margin

Gross profit for the first quarter of 2026 was $2.4 million, representing a gross margin of 26.6%. This is lower than the $6.9 million gross profit and 58.8% gross margin reported in the prior-year period.

#### Operating Loss

Operating loss for the first quarter of 2026 was - $17.2 million, compared to an operating loss of - $3.1 million in the first quarter of 2025.

#### Net Loss

Net loss for the first quarter of 2026 was - $15.5 million, compared to - $2.0 million in the prior-year quarter.

#### EBITDA and Adjusted EBITDA

EBITDA for the first quarter of 2026 was - $14.3 million, compared to $2.7 million in the prior-year period. Adjusted EBITDA was - $12.8 million, compared to $0.1 million in the prior-year period.

#### Cash and Total Debt

As of March 31, 2026, cash totaled $54.2 million, with approximately $1.2 million in total debt.

#### Drone Backlog

Drone backlog exceeded $150 million as of April 30, 2026, consistent with March 31, 2026 levels. The company expects the majority of this backlog to convert to revenue over the next 12 months.

#### Operational Highlights

AIRO Group Holdings, Inc. advanced AI-enabled drone capabilities with the launch of a full-stack RQ-35 variant, enhancing performance in GPS-denied environments. The company is shifting its focus toward cargo and ISR markets, expanding its medium-lift drone portfolio with the JX250 and JC250 aircraft, targeting first flight this year and commercialization in 2027. AIRO Group Holdings, Inc. is optimizing its portfolio to sharpen its focus on the drone market and is evaluating strategic alternatives for its capital-intensive Training segment. Manufacturing capacity at the Støvring, Denmark facility was scaled, increasing production capacity to approximately 30% above current backlog levels.

#### Outlook / Guidance

AIRO Group Holdings, Inc. reiterates its full-year 2026 revenue growth expectations of 15% to 25% year over year. The company also introduced full-year 2026 Adjusted EBITDA guidance in the negative mid- to high-teens dollar range, reflecting strategic investments for organic growth. Growth in 2026 is anticipated to be supported by increased drone system deliveries, expanded manufacturing capacity, continued international demand from NATO-aligned defense customers, and progress across strategic partnerships and new platform development.

### Related Stocks

- [AIRO.US](https://longbridge.com/en/quote/AIRO.US.md)

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