Welcome to our dedicated page for PALLADYNE AI SEC filings (Ticker: PDYN), 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.
The Palladyne AI Corp. (NASDAQ: PDYN) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Palladyne AI is a U.S.-based technology company focused on embodied AI, collaborative autonomy, avionics, UAV systems and precision manufacturing for defense and industrial markets, and its filings offer detailed insight into these activities.
Through periodic reports such as Forms 10-K and 10-Q, investors can review information on Palladyne AI’s financial condition, revenue sources, research and development spending on AI and autonomy platforms, and risk factors related to its defense and industrial focus. Current reports on Form 8-K, several of which are referenced in the provided data, disclose material events including acquisitions of GuideTech and the Crucis companies, unregistered sales of equity securities, executive and director compensation arrangements, and updates on redeemable warrants trading under PDYNW.
Filings related to acquisitions describe how Palladyne AI has combined its embodied AI software with advanced avionics, loitering munitions systems and U.S.-based precision manufacturing, outlining purchase price structures, earnout terms and integration of acquired entities. Other 8-K filings detail equity incentive plans, inducement awards and stock price–based restricted stock unit grants for executives, which are important for understanding dilution and alignment of management incentives.
On Stock Titan, these documents are complemented by AI-powered summaries that explain key points from lengthy filings, helping readers quickly identify items such as revenue guidance changes, capital structure updates, warrant terms and significant contracts. Real-time EDGAR updates ensure that new PDYN filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports and any Form 4 insider transaction disclosures, are available as soon as they are posted.
For investors analyzing Palladyne AI’s AI and defense strategy, this SEC filings page serves as a central resource to review the company’s official statements on financial performance, acquisitions, governance, compensation and capital markets activity, with AI tools to make complex disclosures easier to interpret.
Palladyne AI Corp. is an early-stage U.S. technology company focused on embodied AI software, defense autonomy solutions, advanced avionics, UAVs, engineering services and precision manufacturing for defense and commercial/industrial markets. Its core products include Palladyne IQ for industrial robots and cobots and SwarmOS/Pilot and IntelliSwarm for collaborative UAV swarms.
The company reported a loss from operations of $32.4 million in 2025 and $26.9 million in 2024, with an accumulated deficit of $480.8 million and working capital of $46.9 million as of December 31, 2025. Operating cash flows were negative $27.6 million in 2025 and $22.6 million in 2024, and management expects significant losses to continue while it invests in AI/ML development, commercialization and recent defense-focused acquisitions.
The company highlights substantial risks, including unproven commercialization of its AI products, long and uncertain sales cycles, reliance on government and defense-related demand, competitive pressure from large industrial and defense players, potential supply-chain constraints and evolving regulation of AI, export controls and government contracting. As of June 30, 2025, non‑affiliate equity market value was approximately $315.5 million, and as of February 20, 2026 there were 46,494,865 common shares outstanding.
Palladyne AI Corp. reported mixed 2025 results alongside very aggressive 2026 growth targets. Full-year 2025 revenue fell 33% to $5.2 million, though fourth-quarter revenue more than doubled to $1.7 million, up 118% from the prior-year quarter.
The company posted 2025 GAAP net income of $10.0 million, driven largely by a $37.7 million gain on warrant liabilities, while non-GAAP net loss widened to $25.2 million. Year-end cash, cash equivalents and marketable securities totaled $47.0 million, with backlog at $13.5 million.
Management reiterated 2026 revenue guidance of $24–$27 million, implying about 357%–415% growth from 2025, supported by a contracted 12–18 month backlog of nearly $18.0 million as of mid-February 2026 and contributions from recent acquisitions and new defense and space programs.
Palladyne AI Corp. is reshaping its leadership by appointing long-time board member Matt Muta as President, Commercial and Industrial, effective March 2, 2026. He will lead commercial operations, including sales, partnerships, go-to-market strategy, and revenue initiatives focused on the Palladyne IQ embodied AI platform.
Muta will resign from the board of directors when his executive role begins, and his resignation is stated not to stem from any disagreement over operations, policies, or practices. The company describes this move as a shift toward stronger commercial execution and enterprise adoption of its poly-functional robotics and autonomy solutions.
Palladyne AI Corp. is registering 8,365,446 shares of common stock for potential resale by former owners and consultants of GuideTech, LLC, which it acquired on November 14, 2025. The registered shares include 2,672,013 Closing Shares already issued as part of the stock consideration and up to 5,693,433 Earnout Shares that may be issued if specified revenue milestones for GuideTech products and services are met.
The GuideTech purchase price consisted of common stock valued at $20,000,000 plus $5,000,000 in cash, with an additional earnout of up to $25,000,000 over a five‑year period ending December 31, 2030, payable in cash or stock at Palladyne’s discretion. In total, shares issuable under the Merger Agreement are capped at 19.9% of the 42,037,410 shares of common stock outstanding as of October 28, 2025 without stockholder approval.
Palladyne will not sell any shares under this prospectus and will not receive proceeds from any resale. The selling stockholders, who include key GuideTech executives and a consultant, may dispose of their shares over time through various methods, including brokerage transactions, block trades, hedging and other permitted transactions, subject to securities laws and lock‑up and indemnification arrangements described in the Merger Agreement.
BlackRock Portfolio Management LLC has disclosed a significant stake in Palladyne AI Corp. The firm reports beneficial ownership of 3,042,065 shares of Palladyne AI common stock, representing 6.4% of the outstanding class as of the event date of 12/31/2025.
BlackRock Portfolio Management LLC, organized in Delaware, states that these shares are held in the ordinary course of business by certain BlackRock business units and not for the purpose of changing or influencing control of Palladyne AI. The filer reports sole voting power over 3,041,258 shares and sole dispositive power over 3,042,065 shares, with no shared voting or dispositive power.
The filing notes that various underlying clients or investors have rights to dividends or sale proceeds from these shares, but no single such person holds more than five percent of Palladyne AI’s total outstanding common shares.
Palladyne AI Corp. furnished an investor presentation as an exhibit and posted it on the investor relations section of its website. This presentation, referred to as the Investor Deck, is intended for use in future meetings with investors and other interested parties and contains forward-looking statements that are subject to risks and uncertainties described in the company’s SEC filings.
The company also highlighted that it regularly shares material information through SEC filings, conference calls, its main website, investor relations site, news site, and social media accounts on X and LinkedIn, encouraging stakeholders to follow these channels for updates.
Palladyne AI Corp. released preliminary, unaudited results for the year ended December 31, 2025. The company expects total revenue for 2025 to be between $5.0 million and $5.5 million. As of December 31, 2025, it estimates having approximately $47.0 million in cash, cash equivalents and marketable securities, and a contracted backlog of about $13.0 million.
The company defines backlog as the value of signed, fully funded or committed contracts and purchase orders, excluding unfunded options, and expects that the majority of this backlog will convert to revenue within the next 12 months. Management emphasizes that these figures are preliminary, subject to financial closing procedures and potential adjustments, and have not been audited or reviewed by the company’s independent registered public accounting firm.
Palladyne AI Corp. is registering up to 8,365,446 shares of common stock for resale by selling stockholders who received shares in its acquisition of GuideTech, LLC. The registered shares include 2,672,013 Closing Shares issued at closing and up to 5,693,433 Earnout Shares that may be issued if specified revenue milestones are met, subject to a cap of 19.9% of shares outstanding before the transaction without stockholder approval. Palladyne will not receive any proceeds from these resales. The company recently paid $5,000,000 in cash and issued common stock valued at $20,000,000 to acquire GuideTech, with potential additional earnout consideration of up to $25,000,000 in cash or stock. Palladyne describes itself as a U.S. defense and industrial technology company focused on embedded AI autonomy software and unmanned systems.