AIRO Group Holdings Inc
theairogroup.comWhat Do They Do?
Develops and sells military and commercial drones for defense organizations and businesses using them for inspection, surveying and mapping. Also sells avionics for aircraft and drones, provides military pilot training, and develops electric aircraft for cargo and government missions.
10-K for FY2025, filed Mar 31, 2026Drones. The Drones segment develops, manufactures, and sells drones and will provide drone services, such as DaaS, for military and…View ↗
The Drones segment develops, manufactures and sells drones and will provide drone services, such as DaaS, for military and commercial end…View ↗
Drones. We sell our drones to military and defense entities worldwide, including NATO member countries such as the Netherlands, Denmark…View ↗
Avionics. The Avionics segment develops, manufactures, and sells avionics for military and general aviation aircraft, drones, and eVTOLs.…View ↗
Training. The Training segment currently provides military pilot training. We offer professional training and consulting services to the…View ↗
Electric Air Mobility. The Electric Air Mobility segment, operated through our Jaunt brand, is developing dual-use electric and…View ↗
How Do They Make Money?
Drone and other equipment customers often pay partly before shipment; otherwise, invoices are generally due within 30 days, and product sales are paid at shipment or delivery. Service, support and training revenue accrues over service periods, engineering projects over the project period, and royalties as customers make later sales.
10-K for FY2025, filed Mar 31, 2026Amounts that are invoiced are recorded in accounts receivable and revenues or deferred revenue, depending on whether the revenue…View ↗
Product revenue, which includes avionics, MUAS/commercial drones and other equipment sales, is recognized upon the transfer of control of…View ↗
Service revenue includes drone services, support, training, consultations, and out-of-warranty repairs. Revenue from services rendered is…View ↗
Revenue from engineering development projects is recognized over a period of time based on the input method and is measured by the…View ↗
Revenue for sales-based royalties is recognized at a point in time as subsequent sales occur.View ↗
-
10-K for FY2025, filed Mar 31, 2026
FY2025 revenue by reportable segment ↗
$90.9M
-
10-K for FY2025, filed Mar 31, 2026
$90.9M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Avionics
|
7.6% |
Avionics, FY2025
$6.9M Sources
|
|
|
Drones
Sold outright
10-K for FY2025, filed Mar 31, 2026 |
87% |
Drones, FY2025
$79.1M Sources
|
Sold outright |
|
Training
Recurring
|
5.4% |
Training, FY2025
$4.9M Sources
|
Recurring |
Who Are Their Customers?
Defense customers procure drones through country-level funds and contract for training; aircraft owners buy avionics through dealers, while aircraft makers buy directly.
10-K for FY2025, filed Mar 31, 2026Drones. We sell our drones to military and defense entities worldwide, including NATO member countries such as the Netherlands, Denmark…View ↗
Avionics. We sell our avionics solutions through our network of more than 650 dealers to sell products to owner-operators of general…View ↗
Training. We have contracts with the U.S. government to provide military training and simulation services.View ↗
10-K for FY2025, filed Mar 31, 2026
Financial instruments that potentially subject the Company to a concentration of credit risk consist primarily of cash and accounts…View ↗
Do Revenues Turn Into Profits?
No. It lost $4.1M in FY2025.
10-K for FY2025, filed Mar 31, 2026
−$28.8MView ↗
10-K for FY2025, filed Mar 31, 2026
−$4.1MView ↗
10-K for FY2025, filed Mar 31, 2026
−$35.5MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2026, filed Aug 13, 2026
−$2MView ↗
- ▼ Now a loss
- vs $5.9M in Q2 FY2025
10-Q for Q2 FY2026, filed Aug 13, 2026
Open tableView ↗
-
Aug 13, 2026
Reiterated full-year revenue-growth guidance
Forecast 15% to 25% revenue growth for 2026.
Sources
8-K, filed Aug 13, 2026
The Company reiterates its full-year 2026 revenue growth expectations of 15% to 25% year over year.View ↗
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