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Develops self-driving technology for commercial trucks, running driverless freight routes on Texas highways.
Develops self-driving technology for commercial trucks, running driverless freight routes on Texas highways.
Plans to be paid per mile driven by customers whose trucks use its system, a driver-as-a-service model, so revenue grows only as the number of driverless trucks and miles grows; today it is small beside costs. It hauls freight for carriers on Texas lanes and works with truck makers to build trucks with its driver built in.
Moat: narrow (IP / patents, first-mover, regulatory licence). An early lead in driverless highway trucking, but not yet proven at scale versus well-funded rivals.
Headquarters: Pittsburgh, Pennsylvania, US · Founded: 2017 · Employees: 1,900
Size Aurora Innovation (AUR) is a United States Consumer Discretionary company (Packaged Software) with a market value of $8.91B, the 836th largest of 3,117 United States companies the cockpit tracks. Shares closed at $4.41 on 6 Nov 2026.
Performance Over six months the shares fell 37.7%, against -1.9% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 250.0% over the last twelve months (peer median +4.7%); the operating margin is -14,357.1% (peer median 10.2%).
Valuation It trades at 1,136.0× enterprise value to sales against a peer median of 1.6× (most expensive of 21).
Capital Return on invested capital runs 113.6 points below its cost of capital (18.8% WACC).
Short interest Short interest is 13.2% of the free float (15 Oct 2026).
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $7.00M | $3.00M | $0 | $0 | $68.0M |
| Revenue growth | — | — | — | -100% | — |
| Gross profit | -$78.0M | -$72.0M | -$49.0M | -$48.0M | $18.0M |
| EBITDA | -$947M | -$843M | -$737M | -$787M | -$688M |
| Net income | -$933M | -$816M | -$748M | -$796M | -$1.72B |
| Free cash flow | -$800M | -$612M | -$645M | -$613M | -$523M |
| Capital expenditure | $100M | $31.0M | $34.0M | $15.0M | $15.0M |
| Total debt | $80.0M | $84.0M | $121M | $122M | $136M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Aurora Innovation AUR | $8.91B | -38% | +250% | -14,357% | 1,136.0× | n/a |
| Kodiak AI KDK | n/a | -82% | n/a | n/a | n/a | n/a |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AUR | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -23.0% | +8.2% | lowest of 21 |
| 6-month return | -37.7% | -1.9% | lowest of 21 |
| Distance from 52-week high | -48.5% | -19.0% | 2nd lowest of 21 |
| Revenue growth (TTM) | +250.0% | +4.7% | highest of 21 |
| Operating margin | -14,357.1% | 10.2% | lowest of 21 |
| EV / Sales | 1,136.0× | 1.6× | most expensive of 21 |
| ROIC minus cost of capital | -113.6 pp | +5.1 pp | lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Aurora Innovation AUR | United States | $8.91B | -38% | +250% | -14,357% | 1,136.0× | n/a | n/a |
| Autoliv ALV | United States | $8.89B | +2% | +4% | 10% | 1.0× | 2.6% | +7.7% |
| Levi Strauss & LEVI | United States | $8.77B | +1% | +5% | 13% | 1.6× | 5.2% | +7.1% |
| Chewy CHWY | United States | $9.07B | -2% | +6% | 3% | 0.7× | 16.8% | +12.0% |
| Mohawk Industries MHK | United States | $8.75B | +45% | +4% | 7% | 0.9× | 6.4% | +2.5% |
| Victoria's Secret & VSXY | United States | $8.62B | +125% | +10% | 8% | 1.6× | 20.0% | +3.9% |
| Brinker International EAT | United States | $8.58B | +49% | +6% | 11% | 1.7× | 9.3% | +11.7% |
| Wynn Resorts WYNN | United States | $8.56B | -19% | +6% | 16% | 2.4× | 1.7% | +27.8% |
| Dillard's DDS | United States | $9.41B | +7% | 0% | 11% | 1.3× | 1.6% | +8.2% |
| Murphy USA MUSA | United States | $9.45B | -10% | +20% | 4% | 0.5× | -9.4% | +11.5% |
| Norwegian Cruise Line NCLH | United States | $8.23B | +5% | +5% | 14% | 2.4× | n/a | n/a |
| Allison Transmission ALSN | United States | $9.65B | -6% | +71% | 20% | 2.5× | 2.6% | +7.7% |
| Oshkosh OSK | United States | $8.19B | -3% | +4% | 7% | 0.8× | 4.7% | +8.7% |
| MGM Resorts MGM | United States | $8.18B | -17% | +3% | 6% | 2.0× | 16.0% | +27.7% |
| Donaldson DCI | United States | $9.77B | -2% | +5% | 16% | 2.8× | 8.3% | +6.4% |
| BorgWarner BWA | United States | $9.80B | -20% | 0% | 11% | 0.8× | -3.2% | +7.1% |
| V.F VFC | United States | $8.01B | +7% | -2% | 8% | 1.3× | 11.1% | +0.8% |
| Aptiv APTV | United States | $7.98B | -32% | -5% | 10% | 0.7× | -6.8% | +9.3% |
| Service Corporation International SCI | United States | $10.0B | -5% | +3% | 22% | 3.4× | 3.4% | +4.2% |
| Etsy ETSY | United States | $7.75B | +40% | +1% | 18% | 3.0× | 12.8% | +10.8% |
| VinFast Auto VFS | United States | $7.60B | -25% | +74% | -86% | 2.4× | n/a | n/a |