Aurora reaffirms it’s on track to produce more than 1000 trucks in 2027

Aurora Innovation cut its 2026 revenue forecast to about $9 million on Wednesday, down from the $14 million to $16 million reported in its second-quarter results, after a six-week manufacturing delay. The company reported third-quarter revenue of $3 million and an operating loss of $257 million.

Over the past month, output at Roush, which upfits Aurora’s trucks in Livonia, Michigan, was held back by material shortages, component quality problems and issues found in end-of-line testing, CEO Chris Urmson said on the earnings call. Aurora now expects Roush to reach 20 trucks a week in early December and delivering 200 trucks by the end of February

“Instead of producing 20 trucks a week in October, we’re going to do that in December, it really has no impact on our ability to go and scale and deliver a thousand trucks next year,” Urmson told Bloomberg, which interviewed him about Aurora’s quarterly results.

Some of the delay traced to complex components that arrived late or below Aurora’s quality bar. Maday said Aurora moved some of those parts, including wire harnesses, to “a more capable production supplier.” He said that in most cases the change was cost-neutral or could save money once reduced rework is counted, and that it would not materially affect gross margin.

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