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Friday 6 November 2026
Export AUR’s income statement to Excel — free account
Aurora Innovation, Inc.
AUR Consumer Cyclical Auto Parts
Aurora Innovation, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $3.0 million, down 95.6% from fiscal 2022.
- Revenue
- +200.0%
- EPS
- −6.18%
- Free cash flow
- −31.2%
Quarter to September 2026, against a year earlier
4.36
0.33
+8.19%
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Target Price Range
Analyst price targets
Free accountTen years at a glance Fiscal years to December
| Ten-year view | Analyst estimates Powerpack | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group | Line | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM Sep ’26 | Trend | 10 yrs | 2026e | 2027e | 2028e | Next 3/yr |
| Income, $m | ||||||||||||||||||
| Income, $m | Revenue | — | — | — | 20 | — | 82 | 68 | — | — | 3 | 7 | (26.9%) | 12 | 217 | 1,013 | +596.3% | |
| Gross margin, % | — | — | — | 99.18 | 0.00 | 100.00 | 100.00 | — | — | (466.67) | (285.71) | (565.8) pt | ||||||
| EBT | — | — | — | (102) | (214) | (760) | (1,723) | (796) | (748) | (816) | (933) | +41.5% | ||||||
| EBT margin, % | — | — | — | (519.61) | 0.00 | (926.83) | (2,533.82) | 0.00 | 0.00 | (27,200.00) | (13,328.57) | (26,680.4) pt | ||||||
| Net income | — | 0 | — | (94) | (214) | (755) | (1,723) | (796) | (748) | (816) | (933) | n/m | ||||||
| Per share, $ | ||||||||||||||||||
| Per share, $ | Revenue | — | — | — | 0.08 | 0.00 | 0.13 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | (47.6%) | |||||
| Earnings | — | — | — | (0.37) | (0.79) | (1.22) | (1.51) | (0.60) | (0.46) | (0.44) | (0.48) | +2.9% | ||||||
| Cash flow | — | — | — | (0.37) | (0.71) | (0.91) | (0.44) | (0.45) | (0.38) | (0.32) | (0.35) | (2.7%) | ||||||
| Capex | — | — | — | (0.01) | (0.03) | (0.08) | (0.01) | (0.01) | (0.02) | (0.02) | (0.05) | +2.0% | ||||||
| Free cash flow | — | — | — | (0.39) | (0.73) | (0.99) | (0.46) | (0.46) | (0.40) | (0.33) | (0.40) | (2.5%) | ||||||
| Book value | — | — | — | 0.00 | (1.02) | 5.38 | 1.56 | 1.50 | 1.16 | 1.16 | 0.90 | n/m | ||||||
| Shares, m | — | — | — | 254 | 271 | 621 | 1,143 | 1,327 | 1,618 | 1,839 | 1,942 | +39.1% | ||||||
| Valuation, × | ||||||||||||||||||
| Valuation, × | P/E | — | — | — | 0.00 | — | 0.00 | 0.00 | — | — | 0.00 | 0.00 | 0.0 | |||||
| P/S | — | — | — | 0.00 | — | 0.00 | 19.50 | — | — | 1,412.35 | 1,248.21 | 358.0 | ||||||
| P/B | — | — | — | 967.11 | — | 2.09 | 0.74 | — | — | 3.30 | 4.86 | 243.3 | ||||||
| EV/Sales | — | — | — | 0.00 | — | 0.00 | 3.31 | — | — | 1,157.15 | 1,100.49 | 290.1 | ||||||
| EV/FCF | — | — | — | 0.00 | — | (8.79) | (0.43) | — | — | (9.45) | (9.63) | (4.7) | ||||||
| Cash, $m | ||||||||||||||||||
| Cash, $m | Operating cash flow | — | — | — | (95) | (192) | (564) | (508) | (598) | (611) | (581) | (700) | +35.3% | |||||
| Capex | — | — | — | (4) | (7) | (48) | (15) | (15) | (34) | (31) | (100) | +41.7% | ||||||
| Free cash flow | — | — | — | (99) | (199) | (612) | (523) | (613) | (645) | (612) | (800) | +35.6% | ||||||
| Balance, $m | ||||||||||||||||||
| Balance, $m | Working capital | — | — | — | — | 374 | 1,586 | 1,035 | 1,106 | 1,149 | 1,206 | 955 | +26.4% | |||||
| Net debt | — | — | — | — | (388) | (1,610) | (1,101) | (1,200) | (1,223) | (1,276) | (1,034) | +26.9% | ||||||
| Shareholders’ equity | — | — | — | — | (277) | 3,342 | 1,784 | 1,985 | 1,875 | 2,140 | 1,796 | n/m | ||||||
| Returns, % | ||||||||||||||||||
| Returns, % | ROA | — | — | — | 0.00 | (69.16) | (35.04) | (60.55) | (37.58) | (34.21) | (36.42) | (41.31) | (36.4) pt | |||||
| ROIC | — | — | — | 0.00 | 0.00 | (26.38) | (169.47) | (66.48) | (75.35) | (65.18) | (82.43) | (65.2) pt | ||||||
| ROE | — | — | — | 0.00 | (13.96) | (49.26) | (67.23) | (42.24) | (38.76) | (40.65) | (45.66) | (40.6) pt | ||||||
| People | ||||||||||||||||||
| People | Employees | — | — | — | — | — | 1,600 | 1,700 | 1,800 | 1,800 | 1,900 | — | +4.4% | |||||
| Revenue/emp, $m | — | — | — | 0.00 | — | 0.05 | 0.04 | 0.00 | 0.00 | 0.00 | — | n/m | ||||||
Negative figures in brackets.
estimates
Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 2 Nov 2026
Business profile
Aurora Innovation, Inc. vs peers in Auto Parts (Q) = latest quarter vs a year earlier
| Company | Market cap | P/E | Fwd P/E | Revenue growth (Q) | EPS growth (Q) | FCF growth (Q) | Gross margin (Q) | EBIT margin (Q) | Compare |
|---|---|---|---|---|---|---|---|---|---|
| ALSN Allison Transmission Holdings, Inc. | $9.6B | 16.6× | 13.1× | +121.36% (above 0%: growing) | +41.18% (above 0%: growing) | +86.41% (above 0%: growing) | 32.92% | 19.82% | Compare |
| BWA BorgWarner Inc. | $9.5B | 19.9× | 10.7× | −2.90% (below 0%: shrinking) | +58.48% (above 0%: growing) | −28.20% (below 0%: shrinking) | 18.98% | 8.66% | Compare |
| ALV Autoliv, Inc. | $8.9B | 14.7× | 12.7× | −0.48% (below 0%: shrinking) | −6.99% (below 0%: shrinking) | −18.30% (below 0%: shrinking) | 18.42% | 9.43% | Compare |
| APTV Aptiv PLC | $8.3B | 10.9× | 10.6× | +2.30% (above 0%: growing) | n/m | −56.43% (below 0%: shrinking) | 21.57% | 8.78% | Compare |
| AUR Aurora Innovation, Inc. | $8.1B | — (loss-making) | — (loss-making) | +200.00% (above 0%: growing) | n/m | −31.21% (below 0%: shrinking) | (166.67%) | (8,566.67%) | |
| LEA Lear Corporation | $5.5B | 9.6× | 9.1× | +1.64% (above 0%: growing) | +35.64% (above 0%: growing) | −48.40% (below 0%: shrinking) | 6.62% | 3.41% | Compare |
| LKQ LKQ Corporation | $5.2B | 20.1× | 10.6× | −5.14% (below 0%: shrinking) | n/m | −3.88% (below 0%: shrinking) | 37.24% | 1.60% | Compare |
| MOD Modine Manufacturing Company | $4.9B | 40.2× | 22.6× | +34.58% (above 0%: growing) | −31.51% (below 0%: shrinking) | −222.95% (below 0%: shrinking) | 20.66% | 9.84% | Compare |
| MBLY Mobileye Global Inc. | $4.4B | — (loss-making) | — (loss-making) | −2.38% (below 0%: shrinking) | n/m | −49.65% (below 0%: shrinking) | 53.05% | (16.67%) | Compare |
| Median of peers | $6.9B | 16.6× | 10.7× | +0.58% | +35.64% | −38.30% | 21.12% | 8.72% |
From the latest earnings call
- CEO Chris Urmson said material availability, component quality and end-of-line testing issues delayed Aurora’s production ramp by about six weeks.
- Urmson said the initial 200 trucks were fully contracted, while Aurora had announced memorandums covering 1,000 Driver as a Service trucks for 2027 and 2028.
Largest institutional holders 13F, quarter to 30 June 2026
Held by institutions
83.83%
Held by the ten largest
64.67%
| Holder | Shares | Stake | Change |
|---|---|---|---|
| T. Rowe Price | 302.67m | 15.15% | +6.96m |
| Uber Technologies, Inc | 258.47m | 12.94% | −67.50m |
| Morgan Stanley | 213.92m | 10.71% | +21.47m |
| Vanguard | 163.40m | 8.18% | −4.29m |
| Capital Group | 160.69m | 8.04% | +77.95m |
| BlackRock | 68.47m | 3.43% | +6.23m |
| Baillie Gifford | 55.18m | 2.76% | −18.08m |
| Bank of America | 23.52m | 1.18% | −6.52m |
| State Street | 22.92m | 1.15% | +1.29m |
| Geode Capital Management | 22.86m | 1.14% | +119.37k |
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.
Pay and ownership Proxy statement filed 2 April 2026
Chief executive’s pay
| Year | Total pay | Actually paid | $100 invested |
|---|---|---|---|
| 2025 | 879.05k | 917.62k | 40.00 |
| 2024 | 403.08k | 291.77k | 65.63 |
| 2023 | 687.46k | 1.22m | 45.52 |
| 2022 | 3.85m | 2.24m | 12.60 |
| 2021 | 429.00k | 429.00k | 117.29 |
Ownership
Directors and executive officers, together
30.50% of the votes
Chris Urmson
29.90% of the votes
Entities affiliated with Index Ventures
8.00% of the votes
James Andrew Bagnell
7.90% of the votes
Sterling Anderson
7.70% of the votes
Amazon.com NV Investment Holdings LLC
7.50% of the votes
Neben Holdings, LLC
6.90% of the votes
Entities affiliated with T. Rowe Price Investment Management, Inc.
5.50% of the votes
Entities affiliated with Morgan Stanley
3.00% of the votes
Baillie Gifford & Co.
1.70% of the votes
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards
at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s
shares at the start of the earliest year shown was worth at each year’s end.
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more.
Read the proxy statement
Aurora Innovation, Inc. (AUR) Latest News
29 Oct
28 Oct
26 Oct
21 Oct
29 Sep
27 Sep
23 Sep
AUR metrics, ten years each
- Revenue
- Net income
- EPS (diluted)
- EBITDA
- Free cash flow
- Operating cash flow
- Gross margin
- Operating margin
- Net margin
- Free cash flow margin
- P/E ratio
- P/S ratio
- P/B ratio
- Price to free cash flow
- EV/EBITDA
- EV/Sales
- EV/FCF
- Return on equity
- Return on assets
- Return on invested capital
- Debt to equity
- Current ratio
- Total debt
- Shares outstanding
- Book value per share
- Revenue growth
- Altman Z-score
Aurora Innovation develops hardware, software and services that enable vehicles to drive themselves under specified conditions. Founded in 2016, the company is headquartered in Pittsburgh, Pennsylvania, and is led by Chief Executive Officer Chris Urmson.
Its first commercial product is Aurora Driver for Freight, a driverless trucking service for companies that need to move goods. Aurora launched driverless commercial operations in Texas in April 2025. In the early stage of commercialization, it owns or leases and operates trucks carrying customer loads; some commercial loads also travel under the supervision of vehicle operators.