Company announces fourth quarter and full year 2025 results – Expects to achieve positive free cash flow in 2028 with current liquidity
With latest software release, Aurora Driver is now capable of:
- Routes Exceeding Hours of Service: 1,000 mile driverless lane between Phoenix and Fort Worth extends well beyond current hours of service limitations
- Direct-to-Customer Lanes: Automated mapping supports new customer endpoints at scale
- More Uptime: Driverless operations in adverse weather increases utilization
PITTSBURGH–(BUSINESS WIRE)– Aurora Innovation, Inc. (NASDAQ: AUR) announced it is tripling its driverless network with the launch of its latest software release, which also provides the Aurora Driver with the capabilities to begin expanding across the Southern United States and serve customer endpoints in 2026.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260211346263/en/
Aurora’s latest software provides the Aurora Driver with the capabilities to navigate the diverse geography and climate of the southern United States, a region home to over half of the country’s population.
“Expanding across the Sun Belt and introducing customer endpoints enables us to provide our customers with the capacity they need to move goods at a scale that wasn’t possible before,” said Chris Urmson, co-founder and CEO of Aurora. “Being a carrier is a game of margins and if autonomy can work around the clock, it will be key to growing our customers’ businesses.”
The company’s latest software release is its fourth since deploying driverless trucks in April 2025. The first release validated initial driverless operations between Dallas and Houston, the second validated operations at night, and the third validated El Paso.
Leveraging Generalized AI for Rapid Sun Belt Expansion
Aurora expects its newest software to provide the Aurora Driver with the capabilities to navigate the diverse geography and climate of the southern United States, a region home to over half of the country’s population. Before clearing the release, Aurora executed its rigorous validation process comprising over four million tests. The release comes with:
Routes Exceeding Hours of Service
Driverless operations have been validated on the approximately 1,000-mile lane between Fort Worth and Phoenix, positioning Aurora as the first company to autonomously haul freight on a route that extends well beyond Hours of Service (HOS) limitations.
Without mandatory rest breaks, the Aurora Driver can cut transit times nearly in half and offer carriers a level of efficiency and superhuman asset utilization that is impossible for traditional single-driver fleets. Hirschbach is an early customer on the route, putting Aurora in pole position to support Hirschbach’s business line that moves goods from coast to coast.
With Phoenix, Aurora is tripling its driverless network to move freight between: Dallas and Houston, Fort Worth and El Paso, El Paso and Phoenix, Fort Worth and Phoenix, and Dallas and Laredo.
Direct-to-Customer Lanes
Aurora is leveraging Verifiable AI to build maps for new routes much faster than before. After a single manual drive, cloud-based algorithms are able to generate semantic components, which helps to build new maps with little to no human assistance. Map automation significantly reduces the time to map new routes, positioning Aurora to accelerate the rollout of new routes and customer endpoints this year.
To that end, Aurora has begun supervised autonomous freight deliveries to support multiple customer facilities, including:
- Hirschbach Motor Lines between Dallas and Laredo for Driscoll’s, the largest global berry company
- Detmar Logistics between Midland and Capital Sand’s mining site in Monahans, Texas
- One of the leading carriers in the U.S. from its Phoenix facility
More Uptime
The Aurora Driver can now driverlessly navigate highways and surface streets through multiple forms of inclement weather, including rain, fog, and heavy wind. Inclement weather of all types constrained Aurora’s driverless operations in Texas roughly 40% of the time last year. The validation provides a step-change in potential uptime, enabling Aurora’s customers to increase utilization of autonomous assets across the Sun Belt’s diverse climates.
200+ Trucks by End of 2026
With 250,000 driverless miles as of January 2026 and a perfect safety record with zero Aurora Driver-attributed collisions, Aurora is laying the groundwork for scale. The progress coincides with accelerating market demand for the Aurora Driver – all of the company’s commercial truck capacity is now fully committed through the third quarter of 2026.
With the capability to begin expansion across the Sun Belt, Aurora is preparing to launch its next-generation hardware kit on the International® LT® Series truck platform without a ride observer in Q2. The company expects to have more than 200 driverless trucks in operation by the end of the year.
“The era of superhuman logistics has arrived,” added Urmson.
Aurora Announces Fourth Quarter 2025 Results
Today Aurora also announced its fourth quarter and full year 2025 results. The company’s shareholder letter and financial results are available on its investor relations website at ir.aurora.tech. Aurora will host a business review conference call today, February 11, at 5:00 p.m. ET. The conference call will be webcast on Aurora’s investor relations website and an accompanying presentation has also been posted to the website. A replay will be accessible for 30 days following the call.
About Aurora
Aurora (Nasdaq: AUR) is delivering the benefits of self-driving technology safely, quickly, and broadly to make transportation safer, increasingly accessible, and more reliable and efficient than ever before. The Aurora Driver is a self-driving system designed to operate multiple vehicle types, from freight-hauling trucks to ride-hailing passenger vehicles, and underpins Aurora’s driver as a service products for trucking and ride-hailing. Aurora is working with industry leaders across the transportation ecosystem, including AUMOVIO, FedEx, Hirschbach, NVIDIA, PACCAR, Ryder, Schneider, Toyota, Uber, Uber Freight, Volvo Trucks, Volvo Autonomous Solutions, and Werner. To learn more, visit aurora.tech.