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AEye (LIDR) Q3 2026 earnings results (third quarter 2026)

10-Q filed Nov 6, 2026

AEye (LIDR) reported revenue of $506K for the third quarter 2026 (Q3 2026), +912% from a year earlier and +150% from the quarter before.

Revenue$506K
Year over year+912%
Quarter over quarter+150%
Operating margin—
Net earnings−$11.2M

AEye, Q3 2026: revenue $506K (+912% year over year), net loss $11.2M, operating cash flow −$8.0M. The chart follows the revenue to costs, profit and cash.

Q3 2026AmountQ/QY/Y
Revenue$506K+150%+912%
Operating profit−$11.3M——
Net earnings−$11.2M——
Operating cash flow−$8.0M——

What changed

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.

Questions

What was AEye's revenue in the third quarter 2026?

AEye (LIDR) reported revenue of $506K for the third quarter 2026 (Q3 2026), +912% from a year earlier and +150% from the quarter before.

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Source: AEye 10-Q on SEC EDGAR.