Aurora Innovation IncAurora targets 20 driverless trucks/week in Q4 and is fully allocated for 2026 with $14-16M revenue guidance.

Aurora Innovation plans to reach a production rate of 20 driverless trucks per week in the fourth quarter, Co-founder and CEO Chris Urmson said at the Morgan Stanley Laguna conference. The company expects to end the current quarter with 20 to 25 trucks in operation and is working with Roush in Livonia, Michigan, to upfit International trucks with the Aurora Driver system, an operation Urmson said should reach an annualized run rate of about 1,000 units. Aurora's second-generation hardware, launched in April, cuts hardware costs by more than 50% and offers roughly three times the durability of the first-generation equipment, and is expected to enable production of about 1,500 tractors. The company is shifting from its current transportation-as-a-service model, which it expects to limit to about 500 trucks or fewer, toward a driver-as-a-service model in which customers own and operate trucks using Aurora's autonomous-driving system, with most of its fleet expected to operate under DaaS by the end of 2027. Aurora reported approximately $1.2 billion in liquidity at the end of the second quarter, is fully allocated for 2026, and has guided for 2026 revenue of $14 million to $16 million, with more than half expected in the fourth quarter.
Aurora Innovation IncAurora targets 20 driverless trucks/week in Q4 and is fully allocated for 2026 with $14-16M revenue guidance.
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