AIRO Group (NASDAQ:AIRO) Announces Quarterly Earnings Results

AIRO Group (NASDAQ:AIRO) announced its quarterly earnings data 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

Shares of AIRO traded down $0.96 during trading hours on Tuesday, hitting $7.61. The stock had a trading volume of 1,547,183 shares, compared to its average volume of 647,737. The company’s fifty day simple moving average is $9.99 and its 200 day simple moving average is $12.26. The firm has a market cap of $238.19 million and a P/E ratio of 380.50. AIRO Group has a 12-month low of $7.28 and a 12-month high of $39.07.

Analyst Upgrades and Downgrades

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

Insider Buying and Selling

In other AIRO Group news, CFO Mariya Pylypiv sold 20,078 shares of AIRO Group stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $10.26, for a total transaction of $206,000.28. Following the transaction, the chief financial officer directly owned 49,887 shares of the company’s stock, valued at $511,840.62. The trade was a 28.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders have sold a total of 20,657 shares of company stock valued at $211,854 in the last 90 days.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of AIRO. Strs Ohio bought a new stake in AIRO Group in the third quarter valued at about $25,000. Leonteq Securities AG bought a new position in AIRO Group during the fourth quarter worth about $25,000. Caitong International Asset Management Co. Ltd acquired a new stake in AIRO Group in the 4th quarter worth about $30,000. Raymond James Financial Inc. bought a new stake in AIRO Group in the 2nd quarter valued at about $43,000. Finally, New York State Common Retirement Fund bought a new stake 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.