Aurora Innovation, Inc. · NASDAQ:AUR

Aurora Innovation — Q2 2026 Earnings Presentation

10 slides from Aurora Innovation's earnings presentation, Jul 29, 2026

  1. Slide 1: Second Quarter 2026 Business Review

    Second Quarter 2026 Business Review July 29, 2026 1 © 2026 | AURORA PROPRIETARY

  2. Slide 2: Cautionary statement regarding forward-looking statements

    Cautionary statement regarding forward-looking statements This presentation contains certain forward-looking statements within the meaning of the federal Important factors that could cause actual results to differ materially from the forward-looking securities laws. The words “believe,ˮ “may,ˮ “will

  3. Slide 3: Aurora has entered the commercial scaling phase with the launch of a new truck fleet

    Aurora has entered the commercial scaling phase with the launch of a new truck fleet and multiple customer wins — we are fully allocated to exit the year with 200 driverless trucks in operation Launched second generation Expect our upfitter, Roush, to ramp to Customer momentum supports commercial ha

  4. Slide 4: Introducing Aurora Driver

    Introducing Aurora Driver 2 — the combination of our new software, second -generation commercial hardware, and new driverless truck platform Watch Video 4 © 2026 | AURORA PROPRIETARY

  5. Slide 5: Our commercial flywheel is accelerating

    INCLUDING: Our commercial flywheel is accelerating — we now have nine customers in our driverless cohort 5 © 2026 | AURORA PROPRIETARY

  6. Slide 6: Roush has commenced manufacturing to support our scaling plan

    To support our scaling plan, our upfitter, Roush, has commenced manufacturing — we have already received the initial builds and expect Roush to ramp to an annual run-rate of 1,000 trucks in October Initial builds of second-generation driverless trucks at Roush facility 6 © 2026 | AURORA PROPRIETARY

  7. Slide 7: Our ecosystem for series production is on a clear trajectory

    Concurrently, our ecosystem for series production is on a clear trajectory to hit its stride Volvo has already completed several Aurora Driver-powered trucks on their pilot line Volvo Autonomous Solutions plans to begin driverless operations on the Volvo VNL Autonomous powered by the Aurora Driver i

  8. Slide 8: Aurora Driver Indicative Roadmap to Scale

    Aurora Driver Indicative Roadmap to Scale 2025 2026 2027 Commercial Launch Path to Gross Profit Path to Scale & Self-Funding OWNERSHIP & DELIVERY MODEL Fleet Ownership Aurora Customer Predominantly Customer Delivery First Customer Model Terminal to Terminal Blended Endpoints and Terminals Endpoints

  9. Slide 9: We expect existing liquidity to be sufficient to achieve positive free cash flow in 2028

    We expect existing liquidity to be sufficient to achieve positive free cash flow in 2028 Second Quarter 2026 Summary Financial Results $ in millions) June 30, 2026 Cash and cash equivalents & short-term investments $1,217 Quarter Ended Year Ended $ in millions) June 30, 2026 December 31, 2025 Reve

  10. Slide 10: © 2026 | AURORA PROPRIETARY

    10 © 2026 | AURORA PROPRIETARY

Aurora Innovation — Q2 2026 Earnings Presentation on 6ix