AIRO at a glance
AIRO Group Holdings, Inc. (AIRO, SEC CIK 1927958) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 13, 2026 and Form 4 insider filings as recently as September 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), AIRO Group Holdings, Inc. (AIRO) reported revenue of $90.9 million (up 4.6% from FY2024) and a net loss of $4.1 million. Diluted EPS was -$0.17.
- As of June 30, 2026, 22 institutional investment managers tracked by SignalX reported holding AIRO Group Holdings, Inc. (AIRO) shares worth $33.2 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Pylypiv Mariya on September 2, 2026 of 8,697 shares at $7.08 per share.
- In the last 90 days, AIRO insiders reported 0 open-market purchases ($0) and 6 open-market sales ($466K) on Form 4, a net sale of $466K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $90.9M
- +4.6% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$466K
- 13F holders
- 22 funds
- $33.2M · +4 vs prior quarter
- Latest 8-K
- Aug 13, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $43.2M, up $18.6M or 75.9% YoY, driven by Drones revenue increasing $19.0M
- Gross margin 64.1% vs 61.2% YoY; net loss $2.0M vs $5.9M net income
- Drones best-performing segment, revenue up $19.0M; Training revenue down $0.3M, worst performer
- Six-month gross margin 57.7% vs 60.4%, including Drones margin down 4.2% and Avionics margin down 15.6%
- Near-term headwinds: delayed Training contract awards, lower task orders, inflation, interest rates, and supply-chain disruptions
Risk Factors
- No new risk factors in Q2 2026; company reported no material changes from the December 31, 2025 10-K
- Carried-forward industry risk: Aerospace and defense exposure could materially adversely affect business, cash flows, and results
- Carried-forward market risk: Historical performance unreliable for predicting future operating trends
- Carried-forward financial risk: Adverse risk factors could materially reduce financial condition and stock price
AI summary of the AIRO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Section 2.02 provides liability protection for the earnings disclosure under the Securities and Exchange Acts
- No operating results or financial metrics included; substantive information resides in the referenced exhibit
Item EX-99.1: Item EX-99.1
- Q2 revenue $43.2M, up 76%, led by Drones while Avionics and Training underperformed
- Gross margin expanded to 64% from 61%, but product-mix dependence increases earnings sensitivity to drone deliveries
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders elected all three Class I directors, serving through the 2029 annual meeting
- Brian Nelson received strongest support, with 14,527,348 votes for and 150,263 withheld
Item 2.02: Results of Operations and Financial Condition
- Section 2.02 contains only forward-looking-statement safe-harbor language
- No fiscal-year 2026 financial results or operating metrics provided
AI summaries of AIRO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AIRO
Don't miss the next AIRO filing
- Alerts as it files. A push when AIRO files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut AIRO, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Pylypiv Mariya | Sell | Sep 2, 2026 | 8,697 | $7.08 |
| Uczekaj John | Sell | Sep 2, 2026 | 7,230 | $7.10 |
| Pylypiv Mariya | Sell | Aug 14, 2026 | 1,699 | $10.86 |
| Uczekaj John | Sell | Aug 14, 2026 | 15,457 | $9.61 |
| Uczekaj John | Sell | Aug 14, 2026 | 1,430 | $10.86 |
| Pylypiv Mariya | Sell | Aug 14, 2026 | 17,690 | $9.61 |
| Uczekaj John | A | Aug 13, 2026 | 215,231 | - |
| Pylypiv Mariya | A | Aug 13, 2026 | 215,231 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $86.9M | $90.9M |
| Gross Profit | - | $58.3M | $54.4M |
| Operating Income | - | -$17.4M | -$28.8M |
| Net Income | - | -$38.7M | -$4.1M |
| Gross Margin | - | 67.1% | 59.9% |
| Op. Margin | - | -20.1% | -31.6% |
| Net Margin | - | -44.5% | -4.5% |
| Balance Sheet | |||
| Total Assets | - | $701.0M | $774.1M |
| Equity | $595.5M | $548.7M | $739.2M |
| ROE | - | -7.1% | -0.6% |
| Per Share | |||
| EPS | - | $-2.36 | $-0.17 |
| Cash Flow | |||
| Operating CF | - | $21.5M | -$32.4M |
| CapEx | - | $789K | $3.1M |
Source: XBRL data in AIRO Group Holdings, Inc. (AIRO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AIRO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 22 | $33.2M |
| Q1 2026 | 18 | $26.3M |
| Q4 2025 | 17 | $18.2M |
| Q3 2025 | 16 | $36.7M |
| Q2 2025 | 8 | $9.1M |
- BlackRock+172.2K (+15%)
- AQR Capital Management+130.5K (+184%)
- JPMorgan Chase & Co+83.1K (+996%)
- Two Sigma Investments+76.8K (+745%)
- State Street Corp+66.1K (+21%)
- Invesco Ltd−198.3K (-84%)
- Bank of America Corp−25.8K (-11%)
- Raymond James Financial−6.5K (-18%)
- FMR LLC (Fidelity)−3.9K (-50%)
- Vanguard Capital Management LLC−417 (-0%)
- Millennium Management+376.0K
- Renaissance Technologies LLC+201.1K
- Citadel Advisors LLC+45.5K
- PNC Financial Services+1.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 81 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AIRO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 14, 2026 | - | Analysis | |
| 10-Q | May 14, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 7, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 8-K | Mar 31, 2026 | - | - | - |
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AIRO SEC filings: frequently asked questions
Are AIRO insiders buying or selling?
In the last 90 days, AIRO Group Holdings, Inc. (AIRO) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $465,598 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AIRO stock?
As of June 30, 2026, the largest AIRO Group Holdings, Inc. (AIRO) holders among the 13F filers tracked by SignalX were BlackRock ($9.6 million), Vanguard Capital Management LLC ($5.9 million), State Street Corp ($2.8 million), Millennium Management ($2.8 million), AQR Capital Management ($1.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AIRO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), AIRO Group Holdings, Inc. (AIRO) reported revenue of $90.9 million (up 4.6% from FY2024) and a net loss of $4.1 million. Diluted EPS was -$0.17. The figures come from the XBRL data in the 10-K.
What did AIRO report in its latest 8-K?
AIRO Group Holdings, Inc. (AIRO) filed an 8-K on August 13, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Section 2.02 provides liability protection for the earnings disclosure under the Securities and Exchange Acts.
What are the latest AIRO SEC filings?
AIRO Group Holdings, Inc. (AIRO) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 13, 2026 and a Form 4 insider filing on September 4, 2026.
What is AIRO's SEC CIK number?
AIRO Group Holdings, Inc. (AIRO)'s SEC Central Index Key (CIK) is 1927958. EDGAR lists every AIRO filing under that number.
Ask anything about AIRO
The research agent reads AIRO's filings, financials, insider trades and 13F holders, then answers with sources.