AEye

Q2 FY2026 EarningsQ2 FY26 results presented a mixed performance: revenue of $202K missed the $275K consensus despite a 9x YoY increase. GAAP EPS of -$0.22 was below the -$0.18 expected, while Normalized EPS of -$0.17 matched consensus. The company reaffirmed FY26 cash consumption guidance of $30M-$35M, supported by a $71.5M cash balance and growing momentum in Defense and new Sports Analytics verticals.