AISP at a glance
Airship AI Holdings, Inc. (AISP, SEC CIK 1842566) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 1, 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), Airship AI Holdings, Inc. (AISP) reported revenue of $15.3 million (down 33.5% from FY2024) and net income of $29.3 million. Diluted EPS was $0.76.
- As of June 30, 2026, 14 institutional investment managers tracked by SignalX reported holding Airship AI Holdings, Inc. (AISP) shares worth $5.1 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Huang Victor on March 20, 2026 of 40,000 shares at $2.24 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $15.3M
- −33.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 14 funds
- $5.1M · −3 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: AI-driven edge data management platform structuring and analyzing unstructured data for real-time decision making in public safety and commercial sectors
- New emphasis on Outpost AI edge hardware with expanded capabilities for mobile autonomous platforms and integration in robotic security solutions
- Strategic shift to partner-led commercial market expansion, accelerating customer acquisition via regional partners and integrators for 2026
- Pipeline growth to $173.4M with recent awards including $1.9M DHS and $2.8M commercial contracts, backlog $3.3M as of Dec 31, 2025
- Transitioned from employee-owned to public company post-Dec 2023 SPAC merger, marking first year with external capital and broader market positioning
Management Discussion & Analysis
- Revenue $15.3M in 2025, down 33.5% YoY from $23.1M in 2024, due to lower federal government orders
- Operating loss widened to -$7.2M in 2025 vs -$3.5M in 2024; gross margin 50.3% in 2025 vs 45.7% in 2024 (gross profit $7.7M vs $10.5M)
- Single reportable segment; revenue decline mainly in federal government sales, backlog $3.3M as of Dec 31, 2025
- Net income $29.3M in 2025 vs net loss $57.5M in 2024 due to noncash gains from fair value changes of earnout and warrant liabilities
- Net cash used in operating activities $8.0M in 2025; financing inflows $8.3M primarily from warrant exercises; capex and dividends not disclosed
- Management plans robotics AI pilot programs in 2026; key risks include federal budget uncertainties and Taiwan supply chain constraints
Risk Factors
- Regulatory risk: Compliance with evolving international data protection, privacy, cybersecurity, and anti-corruption laws requiring strengthened programs
- Macroeconomic risk: Russia-Ukraine war and related sanctions causing uncertainty affecting government and commercial customer purchasing decisions
- Operational risk: Dependence on limited customer base; four customers represented 87% of revenue in 2025, with three accounting for 84% of receivables
- Competitive risk: Market acceptance threatened by emerging competing edge AI platforms and technologies potentially making Airship AI’s offerings obsolete
- Financial risk: Long, unpredictable sales cycle (6–12+ months) with significant senior management involvement increasing sales expense and revenue timing uncertainty
AI summary of the AISP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $4.124M, up 92.1% YoY from $2.147M, driven by commercial orders
- Gross margin 75.1% vs 71.4% YoY; operating margin -36.2% vs -94.2%
- Commercial sales highest-performing line; two customers represented 84% of quarterly revenue
- Cash $12.4M, no debt; operating cash flow $579K vs $3.919M used YoY
- Backlog $6.9M and validated pipeline $206.1M; federal award timing and procurement cycles remain headwinds
Risk Factors
- No risk-factors section provided in the filing text
- No newly added or updated risk factors identifiable
- No regulatory, legal, compliance, operational, competitive, market, or financial risks disclosed
AI summary of the AISP 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
- Item 2.02 furnishes earnings-related information without Exchange Act Section 18 liability protections
- No operating results or financial figures included in the provided text
Item EX-99.1: Item EX-99.1
- Q2 revenue $4.12M, up 92% YoY, with gross profit $3.09M and 75% gross margin
- Operating loss narrowed to $1.49M despite $951,000 stock-based compensation and higher growth investments
Item 2.02: Results of Operations and Financial Condition
- Filing furnishes Items 2.02 and 7.01 disclosures, limiting Exchange Act Section 18 liability
- Information not incorporated by reference into Securities Act or Exchange Act filings
AI summaries of AISP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AISP
Don't miss the next AISP filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Huang Victor | G | Jun 3, 2026 | 200,000 | - |
| Ma Yanda | A | Apr 20, 2026 | 400,000 | - |
| Huang Victor | Buy | Mar 20, 2026 | 40,000 | $2.24 |
| Allen Paul M. | A | Mar 4, 2026 | 59,000 | - |
| SCOTT MARK E | A | Mar 4, 2026 | 50,000 | - |
| Allen Paul M. | Buy | Dec 29, 2025 | 100,000 | $2.74 |
| Xu Derek | G | Dec 18, 2025 | 2,063,322 | - |
| Xu Derek | G | Dec 18, 2025 | 2,063,322 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $23.1M | $15.3M |
| Gross Profit | $5.8M | $10.5M | $7.7M |
| Operating Income | - | -$3.5M | -$7.2M |
| Net Income | $16.4M | -$57.5M | $29.3M |
| Gross Margin | - | 45.7% | 50.2% |
| Op. Margin | - | -15.2% | -47.1% |
| Net Margin | - | -249.3% | 191.4% |
| Balance Sheet | |||
| Total Assets | - | $13.7M | $19.5M |
| Equity | -$16.6M | -$53.0M | -$7.1M |
| ROE | -98.7% | 108.4% | -410.1% |
| Per Share | |||
| EPS | $0.80 | $-2.34 | $0.76 |
| Cash Flow | |||
| Operating CF | - | -$6.5M | -$8.0M |
Source: XBRL data in Airship AI Holdings, Inc. (AISP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AISP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 14 | $5.1M |
| Q1 2026 | 17 | $9.3M |
| Q4 2025 | 18 | $13.4M |
| Q3 2025 | 17 | $20.6M |
| Q2 2025 | 19 | $22.3M |
| Q1 2025 | 14 | $6.6M |
| Q4 2024 | 8 | $6.8M |
| Q3 2024 | 5 | $555,000 |
- FMR LLC (Fidelity)+20.1K (+8%)
- Citigroup+16.1K (+1371%)
- Vanguard Capital Management LLC+15.2K (+2%)
- BlackRock−1.07M (-74%)
- State Street Corp−331.0K (-81%)
- Northern Trust−198.1K (-79%)
- AQR Capital Management−194.5K (-78%)
- BNY Mellon−44.4K (-58%)
- Vanguard Portfolio Management LLC−135.4K
- Bank of America Corp−31.3K
- Invesco Ltd−26.4K
- Renaissance Technologies LLC−23.7K
- T. Rowe Price Group−10.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 112 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AISP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
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 | Oct 1, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 4, 2026 | - | - | |
| 8-K | May 11, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 4, 2026 | - | - | - |
| 4 | Mar 23, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 10-K | Feb 17, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 17, 2026 | - | - | |
| 4 | Jan 15, 2026 | - | - | |
| 4 | Jan 15, 2026 | - | - | |
| 4 | Dec 30, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - | |
| 4 | Dec 16, 2025 | - | - | |
| 4 | Dec 15, 2025 | - | - | |
| 4 | Dec 15, 2025 | - | - | |
| 4 | Dec 15, 2025 | - | - | |
| 8-K | Dec 12, 2025 | - | - | |
| 8-K | Dec 10, 2025 | - | - | |
| 4 | Nov 24, 2025 | - | - | |
| 10-Q | Nov 14, 2025 | Sep 30, 2025 | - | |
| SC 13G | Aug 14, 2025 | - | - |
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AISP SEC filings: frequently asked questions
Which institutions hold AISP stock?
As of June 30, 2026, the largest Airship AI Holdings, Inc. (AISP) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($2.2 million), BlackRock ($916,000), FMR LLC (Fidelity) ($660,000), Goldman Sachs Group ($391,000), State Street Corp ($191,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AISP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Airship AI Holdings, Inc. (AISP) reported revenue of $15.3 million (down 33.5% from FY2024) and net income of $29.3 million. Diluted EPS was $0.76. The figures come from the XBRL data in the 10-K.
What are the main risks in AISP's latest 10-K?
In the 10-K filed February 17, 2026, Airship AI Holdings, Inc. (AISP) flagged: Regulatory risk: Compliance with evolving international data protection, privacy, cybersecurity, and anti-corruption laws requiring strengthened programs. Macroeconomic risk: Russia-Ukraine war and related sanctions causing uncertainty affecting government and commercial customer purchasing decisions. (AI summary of the Risk Factors section.)
What did AISP report in its latest 8-K?
Airship AI Holdings, Inc. (AISP) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Item 2.02 furnishes earnings-related information without Exchange Act Section 18 liability protections.
What are the latest AISP SEC filings?
Airship AI Holdings, Inc. (AISP) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 1, 2026.
What is AISP's SEC CIK number?
Airship AI Holdings, Inc. (AISP)'s SEC Central Index Key (CIK) is 1842566. EDGAR lists every AISP filing under that number.
Ask anything about AISP
The research agent reads AISP's filings, financials, insider trades and 13F holders, then answers with sources.