AIRO Group (NASDAQ:AIRO) Posts Earnings Results

AIRO Group (NASDAQ:AIRO) released its quarterly earnings results on Tuesday. The company reported $0.02 earnings per share for the quarter, FiscalAI reports. The firm had revenue of $48.28 million for the quarter.

Here are the key takeaways from AIRO Group’s conference call:

• Financial strength: Q4 revenue was $48.3 million and full-year 2025 revenue was $90.9 million with EBITDA of $24.7 million, and the company ended the year with $74.4 million in cash after an $89.4 million follow-on offering.
• U.S. manufacturing and certification progress: AIRO completed first U.S.-manufactured RQ-35 production and flight validation in Phoenix and expects Blue UAS certification in H1 2026, which management says should expand DoD opportunities.
• Backlog and 2026 outlook: Drone segment backlog was approximately $150 million as of March 31, 2026, and the company guides to 15%–25% full-year revenue growth for 2026 (guidance excludes the two announced joint ventures).
• Strategic shift to medium-lift, multi-role platforms: AIRO has refocused away from passenger eVTOLs toward the Jaunt JX-250/JC-250 family (500 lb payload, ~250 mi), targeting first flight in late 2026 and initial availability in late 2027 to address defense and dual-use logistics markets.
• Near-term margin and operating pressure: full-year operating loss widened to $28.8 million and margins compressed due to product mix and deliberate investments in R&D, manufacturing and public-company infrastructure, with management warning of quarterly revenue variability driven by delivery timing and customer acceptance.

AIRO Group Stock Performance

AIRO Group stock opened at $8.22 on Thursday. The company has a market capitalization of $257.32 million and a P/E ratio of 411.00. The stock has a 50-day simple moving average of $9.92 and a 200-day simple moving average of $12.24. AIRO Group has a fifty-two week low of $7.28 and a fifty-two week high of $39.07.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on AIRO shares. Weiss Ratings reaffirmed a “sell (e)” rating on shares of AIRO Group in a research report on Monday, December 29th. Wall Street Zen upgraded shares of AIRO Group from a “sell” rating to a “hold” rating in a research note on Saturday, December 20th. Finally, Mizuho reduced their price objective on shares of AIRO Group from $25.00 to $20.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. Three equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $19.67.

Insider Buying and Selling

In other news, CFO Mariya Pylypiv sold 20,078 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $10.26, for a total value of $206,000.28. Following the transaction, the chief financial officer owned 49,887 shares of the company’s stock, valued at approximately $511,840.62. The trade was a 28.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Over the last ninety days, insiders sold 20,657 shares of company stock worth $211,854.

Hedge Funds Weigh In On AIRO Group

A number of large investors have recently made changes to their positions in the stock. Strs Ohio purchased a new position in AIRO Group in the 3rd quarter valued at approximately $25,000. Leonteq Securities AG purchased a new stake in AIRO Group during the 4th quarter worth about $25,000. Caitong International Asset Management Co. Ltd acquired a new position in AIRO Group in the 4th quarter valued at about $30,000. Raymond James Financial Inc. acquired a new position in AIRO Group in the 2nd quarter valued at about $43,000. Finally, New York State Common Retirement Fund purchased a new position in AIRO Group in the 4th quarter valued at about $43,000.

AIRO Group Company Profile

We are a technologically differentiated aerospace, autonomy, and air mobility platform targeting 21st century aerospace and defense opportunities. We leverage decades of industry expertise and connections across the drone, aviation, and avionics markets to provide leading solutions to the aerospace and defense market. We offer connected and diversified solutions providing operational synergies across our segments and are powered by an international footprint as well as supplier and public sector relationships.