Aurora Innovation Inc (AUR)
NASDAQConsumer DiscretionarySoftware - ApplicationSnapshot 2026-09-04
$6.34+0.32%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionarySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · AUR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-09-04.
The screen ranks AUR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 53% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Expand fleet to 200 driverless trucks by year-end and transition to Driver as a Service (DaaS) model in 2027.
Stated in 2 of last 2 quarters. Management expects to exit 2026 with 200 driverless trucks, up from 20-25 units in Q1, supporting a transition to the DaaS model in 2027. This trajectory shows delivering progress in scaling commercial deployment.
“Fully allocated to exit the year with 200 driverless trucks and negotiating DaaS for 2027.”
“We expect to have 20-25 second-generation driverless trucks in operation by end of Q3.”
Grow annual revenue by 400% year-over-year to $14-$16 million, with back-end loaded revenue and over half in Q4.
Stated in 3 of last 3 quarters. Revenue was $2 million in 2026-Q2 and management expects full-year 2026 revenue of $14-$16 million, a 400% increase year-over-year at midpoint. The revenue guidance is consistent and trajectory is delivering with back-end loading expected.
“Expect 2026 revenue of $14 - $16 million, up 400% year-over-year at midpoint.”
Control cash burn to approximately $190-$220 million per quarter on average, including $150 million in full-year capital expenditures.
Stated in 4 of last 4 quarters. Management targets quarterly cash use of $190-$220 million in 2026, including $150 million in full-year capital expenditures. Actual operating cash use was $225 million in 2026-Q2, slightly above guidance but within communicated range, showing delivering with some variability.
“Expect quarterly cash use of approximately $190 - $220 million in 2026.”
Deploy second-generation commercial hardware kit designed to reduce hardware costs by more than 50%, supporting breakeven gross margin target.
Stated in 2 of last 2 quarters. Management expects the second-generation hardware kit to reduce Aurora Driver hardware costs by over 50%, supporting breakeven gross margin targets. No direct cost figures reported yet, so trajectory is recurring focus with limited quantitative delivery so far.
“Second-generation hardware kit designed to reduce hardware costs by over 50%.”
Engage with regulators and lawmakers to support a unified national framework and state approvals for driverless truck deployment.
Newly stated in 2026-Q2. Management is actively engaging regulators and lawmakers to advance a national framework and state approvals for autonomous trucking. This is a strategic priority with regulatory momentum but no direct financial metrics to assess delivery yet.
“Submitted application for drivered testing in California and engaged on national legislation.”
Over the trailing year it converted 0.74x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
4 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated stable grew net income 47% of the time over the next year (vs 53% for the rest of the cohort, n=1906).
Not investment advice. As of 2026-09-04.
“We continue to expect 2026 revenue of $14 - $16 million — up 400% year-over-year at the midpoint.”
“We expect revenue of $14 - $16 million in 2026, up 400% year-over-year.”
“We continue to expect quarterly cash use of approximately $190 - $220 million in 2026.”
“Expect cash use of $175 - $185 million during Q4 2025.”
“For remainder of 2025, expect quarterly cash use of $175 - $185 million on average.”
“Expect 50%+ reduction in Aurora Driver hardware costs with second-generation kit.”