Welcome to our dedicated page for AIRO GROUP HLDGS SEC filings (Ticker: AIRO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
AIRO Group Holdings, Inc. filings document its public-company reporting as a Delaware aerospace and defense issuer, including S-1 registration materials, Form 8-K results releases, material agreements, capital-structure disclosures and proxy governance matters. The company’s SEC record covers its offering disclosures, operating and financial results, and corporate actions tied to its aerospace, drone, avionics, training and air mobility platform.
AIRO proxy filings describe annual meeting matters such as director elections, auditor ratification and shareholder voting procedures. Material-event filings record reported financial results and definitive agreements, while registration materials provide formal disclosure on the company’s securities, business structure, risk factors and governance framework.
AIRO Group Holdings posted a sharply weaker quarter for the three months ended March 31, 2026. Revenue fell to $8.9 million from $11.8 million, mainly reflecting lower sales in the Drones and Training segments, while gross profit dropped to $2.4 million from $6.9 million.
Operating expenses nearly doubled to $19.5 million, driven by higher research and development, sales and marketing, and general and administrative costs, leading to a much larger net loss of $15.5 million versus $2.0 million a year earlier. Despite the loss, AIRO reported cash and restricted cash of $54.4 million and working capital of $62.5 million as of March 31, 2026, and management believes this liquidity is sufficient for at least the next twelve months.
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.
AIRO Group Holdings, Inc. is asking stockholders to vote at its 2026 annual meeting on June 4, 2026 in Chicago. Investors will elect three Class I directors to serve until 2029 and ratify BPM LLP as independent auditor for the year ending December 31, 2026.
Stockholders of record at the close of business on April 7, 2026, when 31,438,382 shares of common stock were outstanding, may vote in person or by proxy via internet, phone or mail. The proxy details board structure, director independence, committee responsibilities and 2025 executive pay, including total compensation of $1,065,562 for CEO Captain Joseph D. Burns.
AIRO Group Holdings, Inc. President and COO John Uczekaj filed an amended insider trading report correcting a prior disclosure. He sold 144 shares of common stock on April 6, 2026 at a weighted average price of $8.8364 per share to cover tax withholding obligations tied to vesting restricted stock units. A previous Form 4 had mistakenly shown 3,415 shares sold for this purpose; the amendment clarifies that only 144 shares were his tax-related sale and that additional shares were sold to cover transactions for other employees. Following the sale, he directly holds 23,382 common shares.
AIRO Group Holdings director and President & COO John Uczekaj reported selling 3,415 shares of common stock on April 6, 2026 at a weighted average price of $8.8364 per share. A footnote explains the shares were sold to cover tax withholding obligations from vesting restricted stock units, making this a compensation-related transaction rather than a discretionary open-market sale. After the sale, he holds 20,111 shares directly and 323,106 shares indirectly through the JS DM Uczekaj Family Trust, where he serves as co-trustee with voting and dispositive power.
AIRO Group Holdings, Inc. files its annual report describing an integrated aerospace and defense platform with four segments: Drones, Avionics, Training, and Electric Air Mobility. These segments target a combined addressable market estimated at $315.4 billion by 2030.
The Drones segment supplies NATO militaries with RQ-35 Heidrun systems and had about $150 million in backlog as of March 31, 2026, with two customers providing most drone revenue. Avionics focuses on retrofit and OEM systems, Training delivers U.S. and allied military pilot and JTAC services under multi‑billion‑dollar IDIQ contracts, and Electric Air Mobility is developing compound rotorcraft cargo eVTOLs targeting first flight in 2026 and deliveries in 2027.
AIRO highlights growth via organic investment, government relationships, joint ventures in Ukraine, and further M&A, while warning about customer concentration, heavy dependence on defense budgets, evolving drone regulation, and identified material weaknesses in internal control over financial reporting.
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.
AIRO Group Holdings, Inc. Chief Financial Officer Mariya Pylypiv reported an open-market sale of 20,078 shares of common stock on March 12, 2026 at a weighted average price of $10.2587 per share, within a range of $9.99 to $10.4716.
According to the footnotes, these shares were sold to cover tax withholding obligations tied to the settlement of restricted stock units, making this a compensation-related, mechanistic transaction rather than a discretionary sale. After the transaction, she holds 49,887 shares directly and 2,500 shares indirectly through Persistent LLC, of which she is the sole member.
AIRO Group Holdings, Inc. President and COO John Uczekaj reported a small insider transaction involving company common stock. He sold 396 shares on 2026-03-12 at a weighted average price of $10.4266 per share to cover tax withholding obligations tied to the settlement of restricted stock units. After this sale, he directly owns 23,526 shares and indirectly holds 323,106 shares through the JS DM Uczekaj Family Trust, where he serves as co-trustee with voting and dispositive power.