The AIRO Group (AIRO)
Builds drones, avionics, pilot training and electric-aircraft programs for defense and aviation markets.
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Sells military drones, avionics and training services while developing Jaunt electric-aircraft programs. The business was assembled from acquired aerospace companies, generates most sales from Drones, and depends on government customers, FAA oversight and certification work.
Builds across four reportable segments: Drones, Avionics, Training and Electric Air Mobility. Drones sells military systems through Sky-Watch and develops command-and-control tools and cargo drone prototypes, while Avionics sells Aspen flight displays, Connected Panels and GPS/GNSS sensors.
Training provides CDI-branded pilot training, adversary air, ISR support and related military services. Electric Air Mobility operates through Jaunt, where cargo-focused electric and hybrid-electric rotorcraft programs remain pre-revenue and certification-driven.
The platform was assembled through acquired aerospace businesses and is headquartered in McLean, with operations spanning U.S. drone R&D, avionics assembly, defense training facilities and Denmark-based drone manufacturing. Sales are currently concentrated in Drones and in a small customer base, with government contracting rules and FAA oversight shaping execution.
Company facts
Categories
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 21, 2026 | Mizuho Securities | Target | $20 | $13 | ||
| Apr 8, 2026 | BTIG | Downgrade | Buy | Neutral | ||
| Jan 5, 2026 | Mizuho Securities | Target | $20 | |||
| Nov 24, 2025 | BTIG | Reiterate | Buy | $19 | ||
| Nov 21, 2025 | Cantor Fitzgerald | Reiterate | Overweight | $35 | $20 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $26.0M · Total debt $9.8M · Total assets $757.0M · Shareholders' equity $720.1M
- Revenue
- $43.2M
- Operating income
- $2.3M
- Net income
- −$2.0M
No dividends on record.
| Institutions101 holders · as of Mar 31, 2026 · largest filers plus last quarter's tail | ≈ 32.24% | 10.17M shares | |
| Insiders10 holders · as of Aug 18, 2026 | 26.09% | 8.23M shares | |
| Otherremainder | ≈ 41.67% | 13.15M shares |
31.56M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Chirinjeev KathuriaInsiderdirector, 10 percent owner, officer: Executive Chairman | 14.55% | 4.59M | 13Gfiled Aug 14, 2026 ↗ |
Woodline Partners LPInstitution | 8.73% | 2.75M | 13Fas of Mar 31, 2026 |
Joseph D. BurnsInsiderdirector, 10 percent owner, officer: Chief Executive Officer | 5.26% | 1.66M | 13Gfiled Aug 14, 2026 ↗ |
BlackRock, Inc.Institution | 3.57% | 1.13M | 13Fas of Mar 31, 2026 |
Per Erik Edvard SvehagInsiderdirector | 3.39% | 1.07M | Form 4filed May 26, 2026 ↗ |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 14, 2026 | Mariya Pylypiv | officer: Chief Financial Officer | −19,389 | $9.72 |
| Aug 14, 2026 | John Uczekaj | director, officer: President and COO | −16,887 | $9.72 |
| Jul 6, 2026 | John Uczekaj | director, officer: President and COO | −154 | $7.76 |
| Jun 17, 2026 | Mariya Pylypiv | officer: Chief Financial Officer | −30,028 | $7.66 |
| Apr 6, 2026 | John Uczekaj | director, officer: President and COO | −3,559 | $8.84 |
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ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| The AIRO Group | $6.93 | +0.58% | $216.3M | — | — | 2.0 | +75.9% |
| Elbit Systems | $704.27 | −0.82% | $33.23B | 53.0 | — | 3.9 | +15.9% |
| Teledyne Technologies | $606.11 | −0.11% | $28.11B | 29.3 | 23.8 | 4.4 | +9.8% |
| L3Harris Technologies | $264.27 | +1.11% | $48.66B | 26.4 | 21.2 | 2.1 | +8.4% |
| Textron | $78.40 | −1.06% | $13.63B | 15.0 | 11.9 | 0.9 | +8.5% |
| Lockheed Martin | $534.00 | +0.43% | $122.69B | 19.6 | 16.9 | 1.6 | +10.5% |
| Garmin | $279.00 | +1.09% | $53.24B | 28.5 | 26.9 | 6.9 | +11.4% |
| Honeywell Aerospace | $152.60 | +0.04% | $48.35B | 64.4 | 17.7 | 5.4 | — |
| Joby Aviation | $6.88 | +0.79% | $6.71B | — | — | 57.7 | +257,493.3% |
| Median | 28.5 | 19.5 | 4.2 | +10.5% |