AUROWMEDIUM SIGNALFINANCIAL10-K

Aurora shows increased R&D spending and improved balance sheet strength, but operating losses deepened significantly despite reduced liabilities.

The company is investing heavily in autonomous driving technology development while maintaining a stronger financial position through improved equity base. However, the widening operating losses and substantial SG&A expense growth indicate mounting operational costs that investors should monitor closely.

Comparing 2026-02-11 vs 2025-02-14View on EDGAR →
FINANCIAL ANALYSIS

Aurora's financials show a mixed picture with R&D expenses growing 10.2% to $745M and SG&A expenses surging 29.1% to $142M, resulting in operating losses widening to -$901M from -$786M. On the positive side, the balance sheet strengthened considerably with total liabilities declining 22.8% to $203M while stockholders' equity increased 14.1% to $2.1B. This suggests the company has improved its financial foundation and reduced debt burden, but faces mounting operational expenses that are outpacing any revenue improvements.

FINANCIAL STATEMENT CHANGES
SG&A Expense
P&L
+29.1%
$110.0M$142.0M

SG&A increased modestly — likely reflects growth-related hiring or sales expansion investment.

Total Liabilities
Balance Sheet
-22.8%
$263.0M$203.0M

Liabilities reduced 22.8% — deleveraging improves balance sheet strength and financial flexibility.

Operating Income
P&L
-14.6%
-$786.0M-$901.0M

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

Stockholders Equity
Balance Sheet
+14.1%
$1.9B$2.1B

Equity base grew 14.1% — retained earnings accumulation or equity issuance strengthening the balance sheet.

R&D Expense
P&L
+10.2%
$676.0M$745.0M

R&D investment increased 10.2% — signals commitment to future product development, though near-term margin impact.

LANGUAGE CHANGES
NEW — 2026-02-11
PRIOR — 2025-02-14
ADDED
The registrant had outstanding 1,640,974,059 shares of Class A common stock and 307,839,183 shares of Class B common stock as of February 4, 2026.
Led by a team with deep experience, including Chris and Drew, we have launched and are continuing to develop the Aurora Driver based on what we believe to be the most advanced and scalable suite of self-driving hardware, software, and data services in the world to fundamentally transform the global transportation market.
Our first-principles approach underpins our technology development strategy for the Aurora Driver.
We have numerous strategic partnerships, including but not limited to: PACCAR Volvo, who together represent a significant share of US Class 8 truck sales.
AUMOVIO (formerly known as Continental), a leading global technology manufacturer and Tier 1 automotive supplier.
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REMOVED
The registrant had outstanding 1,390,256,094 shares of Class A common stock and 350,170,526 shares of Class B common stock as of February 7, 2025.
Corporate History and Background On November 3, 2021 (the Closing Date ), Aurora Innovation, Inc.
(f/k/a Reinvent Technology Partners Y and referred to herein as the Company ), consummated a business combination with Aurora Innovation Holdings, Inc., a Delaware corporation (f/k/a Aurora Innovation, Inc.
and referred to herein as Legacy Aurora ), and RTPY Merger Sub Inc., a Delaware corporation and a direct wholly owned subsidiary of the Company ( Merger Sub ), pursuant to an Agreement and Plan of Merger dated July 14, 2021 (the Merger Agreement and the transactions contemplated thereby, the Merger ), by and among the Company, Legacy Aurora and Merger Sub.
Our Class A common stock and public warrants are listed on Nasdaq under the symbols AUR and AUROW, respectively.
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