AIRO Group Holdings Inc. (NASDAQ: AIRO) reported second-quarter 2026 revenue of $43.2 million, up 76% from $24.6 million a year earlier. The company posted a net loss of $2.0 million, compared with net income of $5.9 million in the prior-year quarter.
Gross profit rose to $27.7 million and gross margin increased to 64%, while operating income was $1.7 million. AIRO reiterated its full-year 2026 revenue-growth outlook of 15% to 25%.
- Basic and diluted net loss per share were each $0.06.
- Adjusted EBITDA was $6.8 million, compared with $4.7 million a year earlier.
- Drone backlog totaled approximately $163 million as of June 30, 2026.
- Cash totaled $25.9 million at June 30; the company estimated cash of about $56 million as of July 31 after collection of drone-delivery payments.
- AIRO will host its earnings conference call on August 13, 2026, at 8:00 a.m. ET.
$AIRO Insider Trading Activity
$AIRO insiders have traded $AIRO stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AIRO stock by insiders over the last 6 months:
- MARIYA PYLYPIV (Chief Financial Officer) sold 20,078 shares for an estimated $205,974
- JOHN UCZEKAJ (President and COO) has made 0 purchases and 3 sales selling 3,965 shares for an estimated $35,500.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AIRO Hedge Fund Activity
We have seen 64 institutional investors add shares of $AIRO stock to their portfolio, and 35 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BRIGHTON JONES LLC added 683,339 shares (+inf%) to their portfolio in Q2 2026, for an estimated $5,049,875
- ALYESKA INVESTMENT GROUP, L.P. removed 651,642 shares (-86.8%) from their portfolio in Q1 2026, for an estimated $4,955,737
- MYDA ADVISORS LLC removed 240,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $1,825,200
- BLACKROCK, INC. added 172,242 shares (+15.3%) to their portfolio in Q2 2026, for an estimated $1,272,868
- PENSERRA CAPITAL MANAGEMENT LLC added 166,525 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,266,422
- DEFIANCE ETFS, LLC added 166,525 shares (+inf%) to their portfolio in Q1 2026, for an estimated $1,266,422
- TUDOR INVESTMENT CORP ET AL added 133,578 shares (+501.1%) to their portfolio in Q1 2026, for an estimated $1,015,860
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
