AI-extracted from the 10-Q filed 2026-07-29 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Aurora reported $2M revenue in Q2 2026 from its driverless freight service, up 100% YoY, but net losses widened 34% to $270M as R&D and SG&A expenses increased.
Biggest Revenue Drivers
Transportation services (Aurora Driver for Freight)$2M+100% YoY
Increased utilization, geographical expansion, and higher fuel surcharges
Biggest Revenue Drivers
Total revenue: $2M+100% YoY
Transportation services (Aurora Driver for Freight)$2M+100% YoY
Increased utilization, geographical expansion, and higher fuel surcharges
Largest Expense Items
Research and development$211M+11% YoY
Increase in hardware development, cloud computing, and personnel costs, partially offset by costs now recognized in cost of revenue post-commercial launch
Selling, general and administrative$50M+39% YoY
Increase in personnel costs and non-cash stock-based compensation due to resource realignment
Cost of revenue$7M+40% YoY
Increase in terminal, personnel, and fuel expenses due to increased utilization and geographical expansion
Watch Items from the Filing
Single supplier concentration: Company plans to rely on AUMOVIO (formerly Continental) as sole supplier for future-generation Aurora Driver hardware; supplier failure could halt production.
Early commercialization: Only $2M revenue generated in Q2 from Aurora Driver for Freight launched April 2025; company still in Phase 1 (owning/operating fleet) before transitioning to asset-light Driver-as-a-Service model.
Derivative liabilities exposure: $36M derivative liabilities at June 30, 2026 (vs. $19M Dec 31, 2025) including $30M earnout shares; fair value mark-to-market swings ($16M loss in Q2 vs. $16M gain in Q2 2025).
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Donahoe John JDirectorGrant or award · May 21, 2026
Boyland Gloria R.DirectorGrant or award · May 21, 2026
About Aurora Innovation, Inc. (AUR): stock profile, AI score and financials
Aurora Innovation, Inc. (AUR) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores AUR at 24.5/100 on a composite quality score built from its SEC filings, placing it at rank #2,657 of 2,925 stocks — the bottom half of the AI-ranked universe. AUR scores in the top quartile across revenue growth (93.0), institutional flow (79.9). Areas of concern include free cash flow (0.3) and profitability (0.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 0.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Aurora Innovation, Inc. reports quarterly revenue of $2.0M, net income of $-270.0M, free cash flow of $-256.0M. Top institutional holders of AUR by reported 13-F value include T. Rowe Price Investment Management, Uber Technologies, MORGAN STANLEY, based on the most recent SEC filings. AUR trades on the Nasdaq exchange and files with the SEC under CIK 1828108. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AUR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Aurora Innovation, Inc. directly from SEC EDGAR.