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AEye (LIDR) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 6, 2026 · AEye (LIDR) Q3 2026 earnings results →
Q3 2026 Revenue up 912% year over year to $506K
AEye made $506K in Q3 2026 (+912% Y/Y): Technology Service $278K, Product $228K. Operating margin n/m, net loss $11.2M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 6, 2026.
Drawing the Sankey…
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What changed this quarter
Revenue was $506K in Q3 2026, up 912% year over year and up 150% from the previous quarter. Technology Service was the largest line at 55% of revenue. Technology Service added $269K year over year (up 2989%), 59% of the total change.
Operating costs exceeded revenue by $11.3M, an operating margin of -2232.0%. Total costs grew 50% against revenue growth of 912%. The fastest-growing cost line was Cost of revenue (+564%). The quarter ended with a net loss of $11.2M, wider than the previous quarter's $10.0M loss.
Operating cash flow was −$8.0M. Non-cash charges added back $56K of depreciation and amortization and $3.3M of share-based compensation. Capital expenditures of $14K exceeded it, leaving free cash flow of −$8.1M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 6, 2026 | $506K | +912% | n/m | −$11.2M | −$8.0M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $202K | +818% | n/m | −$10.0M | −$7.3M |
| Q1 2026 | 10-Q | May 14, 2026 | $101K | +58% | n/m | −$8.3M | −$8.6M |
| Q4 2025 | 10-K | Mar 18, 2026 | $97K | +111% | n/m | −$7.3M | −$7.5M |
| Q3 2025 | 10-Q | Nov 7, 2025 | $50K | -52% | n/m | −$9.3M | −$6.1M |
| Q2 2025 | 10-Q | Aug 8, 2025 | $22K | -31% | n/m | −$9.3M | −$6.4M |
| Q1 2025 | 10-Q | May 12, 2025 | $64K | +220% | n/m | −$8.0M | −$7.8M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About AEye
We are a provider of physical AI sensing solutions built on high-performance, active lidar systems for vehicle autonomy, advanced driver-assistance systems (ADAS), robotic vision and a range of Non-Automotive applications. Our physical AI approach combines software‑defined sensing with adaptive perception capabilities that enable machines to interpret and respond to complex physical environments in real time. Our proprietary Intelligent Sensing Platform incorporates a solid‑state, software‑definable active lidar sensor; an adaptive SmartScan architecture that dynamically adjusts scan patterns for different scenes and targets; and a signal‑processing pipeline designed to deliver precise measurements and imaging for safety‑critical use cases.
In its own words, from its 10-K, filed Mar 18, 2026.
AEye against its Motor Vehicle Parts & Accessories peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +912% against the peers' median +2%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| LIDR AEye | Q3 2026 | $506K | +912% | n/m |
| LEA Lear | Q3 2026 | $5.8B | +2% | 3.4% |
| ADNT Adient | Q4 FY26 | $3.7B | +1% | -0.1% |
| BWA Borgwarner | Q3 2026 | $3.5B | -3% | 8.7% |
| APTV Aptiv | Q3 2026 | $3.2B | +2% | 8.8% |
| DCH Dauch | Q3 2026 | $2.9B | +93% | 2.5% |
| ALV Autoliv | Q3 2026 | $2.7B | -0.5% | 9.4% |
| VGNT Versigent | Q3 2026 | $2.5B | +7% | 7.6% |
| DAN Dana | Q3 2026 | $2.0B | +6% | 4.5% |
Source: AEye 10-Q on SEC EDGAR · CIK 1818644 · Motor Vehicle Parts & Accessories
Guidance and outlook
13F: who owns LIDR and who is buying
More on LIDR
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results