STOCK TITAN

AIRO Group Holdings, Inc. 8-K Filings

AIRO NASDAQ

Every 8-K that AIRO Group Holdings, Inc. (AIRO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow AIRO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AIRO filings page.

Rhea-AI Summary

AIRO Group Holdings, Inc. reported strong top-line growth for the quarter ended June 30, 2026, with Q2 revenue of $43.2 million, up 76% from $24.6 million a year earlier. Gross profit rose to $27.7 million, and gross margin improved to 64% from 61%. Income from operations swung to a profit of $1.7 million from a loss of $19.7 million, while Adjusted EBITDA increased to $6.8 million, up 45% from $4.7 million.

Despite these improvements, the company posted a net loss of $2.0 million in Q2 2026 versus net income of $5.9 million in Q2 2025. Adjusted EBITDA margin declined to 15.8% from 19.1%. Drone segment backlog grew 9% to $163 million, and AIRO reiterated full-year 2026 revenue growth guidance of 15%–25% year over year. As of June 30, 2026, cash totaled $25.9 million with minimal debt, and the company estimated cash of approximately $56 million as of July 31, 2026, after collecting payments on late-quarter drone deliveries.

Rhea-AI Summary

AIRO Group Holdings, Inc. reported the results of its annual stockholder meeting held on June 4, 2026. As of the April 7, 2026 record date, 31,438,382 common shares were outstanding and entitled to vote, and 20,827,152 shares were present in person or by proxy, representing 66.25% of eligible shares, which was sufficient for a quorum.

Stockholders elected three Class I directors — Gregory Winfree, Brian Nelson, and Sherrie McCandless — to serve until the 2029 annual meeting and until their successors are duly elected and qualified. Stockholders also approved, on an advisory basis, the Audit Committee’s selection of BPM LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, with 20,491,151 votes for, 254,767 against, and 81,234 abstentions.

Rhea-AI Summary

AIRO Group Holdings reported weaker results for the first quarter of 2026 while reaffirming a strong growth outlook for the full year. Revenue was $8.9 million, down from $11.8 million a year earlier, mainly due to product mix, shipment timing and more upgrade work versus full drone system deliveries.

Gross profit fell to $2.4 million, with gross margin compressing to 26.6% from 58.8%. Operating loss widened sharply to $(17.2) million from $(3.1) million, and net loss increased to $(15.5) million, driven by higher research, sales, and public-company overhead. EBITDA swung from a $2.7 million gain to $(14.3) million, and Adjusted EBITDA moved from roughly breakeven to $(12.8) million.

Despite these losses, AIRO ended March 31, 2026 with $54.2 million in cash and about $1.2 million of total debt. Drone backlog exceeded $150 million as of April 30, 2026, and management expects most of this to convert to revenue over the next 12 months. The company reiterated its 2026 revenue growth guidance of 15% to 25% and introduced 2026 Adjusted EBITDA guidance in the negative mid- to high-teens dollar range as it invests in scaling its drone platform for U.S. and allied defense customers.

Rhea-AI Summary

AIRO Group Holdings reported modest 2025 growth with mixed profitability trends and a strong backlog-driven outlook. Full-year 2025 revenue reached $90.9 million, up from $86.9 million, while fourth-quarter revenue was $48.3 million, higher than $39.7 million a year earlier.

Full-year gross margin declined to 59.9% from 67.1%, and operating loss widened to $28.8 million. However, net loss narrowed sharply to $4.1 million from $38.7 million, and EBITDA improved to $24.7 million, though Adjusted EBITDA fell to $5.7 million from $33.7 million. Cash totaled $74.4 million as of December 31, 2025.

AIRO guided for 2026 revenue growth of 15%–25% and expects about $150 million of consolidated backlog to convert during 2026, largely from its Drones segment. Management highlighted progress on RQ-35 ISR drones, Blue UAS certification efforts, new defense contracts, and joint ventures in unmanned systems.

Rhea-AI Summary

AIRO Group Holdings, Inc. filed an 8-K announcing it furnished a press release with financial results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99 and provides the detailed quarterly figures.

The company noted the information under Item 2.02 and Exhibit 99 is being furnished and is not deemed filed under Section 18 of the Exchange Act. AIRO’s common stock trades on the Nasdaq Global Market under the symbol AIRO.

Rhea-AI Summary

AIRO Group Holdings, Inc. entered into a Deed of Lease for approximately 2,815 rentable square feet at 8444 Westpark Drive, Suite 840, McLean, Virginia, which will serve as its new principal executive offices. The initial term is 65 months commencing on November 1, 2025, with an option to extend for one additional five‑year period.

Initial monthly base rent is $10,556.25 (annual base rent of $126,675.00 for the first lease year) and will increase by 2.50% annually. Base rent is abated 100% for the first five months from the rent commencement date. The Company will provide a security deposit of $31,668.75 and, starting on the first day of the second lease year, will pay its 1.28% proportionate share of operating charges and real estate taxes exceeding base year amounts.

Rhea-AI Summary

AIRO Group Holdings, Inc. disclosed a proposed public offering of its common stock at a public offering price of $18.50 per share. The filing states the underwriters have a 30-day option to buy up to an additional 630,000 shares to cover any over-allotments. The disclosure includes the company CFO, Dr. Mariya Pylypiv, as signer. The document lists the offering price and the size of the over-allotment option but does not state the number of shares being sold in the base offering nor the expected gross proceeds or use of proceeds, so total capital to be raised cannot be determined from the provided text.

Rhea-AI Summary

AIRO Group Holdings, Inc. furnished a press release reporting financial results for the quarter ended June 30, 2025. The company attached that press release as Exhibit 99 to this Form 8-K so investors can access the results directly in the filing. The filing states the furnished information is not "filed" for purposes of Section 18 of the Exchange Act and related sections of the Securities Act, which is the company clarifying limited legal liability for the release. AIRO's common stock trades under the symbol AIRO on the Nasdaq Global Market, and the Form 8-K is signed by CFO Dr. Mariya Pylypiv.