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AEye, Inc.(LIDR)Earnings, Financials & Key Ratios
LIDR•NASDAQ
$1.34
Price updated Jul 7, 2026
AboutAEye, Inc. provides lidar systems for vehicle autonomy, advanced driver-assistance systems, and robotic vision applications in the United States, Europe, and Asia. It offers 4Sight A, a software-configurable lidar solution for automotive markets, including 4Sight at Design, Triggered 4Sight, or Responsive 4Sight software levels; and 4Sight M, a software-configurable lidar solution for the mobility and industrial markets, including 4Sight at Design, Triggered 4Sight, Responsive 4Sight, and Predictive 4Sight software levels. The company was formerly known as US LADAR, Inc. and changed its name to AEye, Inc. in March 2016. The company was founded in 2013 and is headquartered in Dublin, California.Show more
- Revenue$233K+15.3%
- EBITDA-$32M+11.5%
- Net Income-$34M+4.2%
- EPS (Diluted)-0.90+79.9%
- Gross Margin-137.77%+51.7%
- EBITDA Margin-13551.93%+23.3%
- Operating Margin-13618.45%+23.2%
- Net Margin-14574.25%+17.0%
- ROE-70.4%+56.2%
LIDR Price & Volume
AEye, Inc. (LIDR) stock price & volume — 10-year historical chart
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Persistent Revenue Volatility Masks Structural Operating Deficits
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Commercialization and liquidity failure
Key Thesis Takeaways
- AEye faces a challenging path to commercial viability as it struggles to transition from prototype development to a scalable, high-volume revenue model.
- While the company maintains a $45.2 million cash position as of 2026Q1, the lack of consistent top-line growth and deeply negative gross margins suggest significant execution risk.
- Investors should monitor the firm's ability to secure long-term production contracts, as the current reliance on external financing and equity dilution remains a primary concern for long-term value creation.
Verdict Logic
the company's inability to generate meaningful revenue, evidenced by a P/S ratio of 260.40, combined with consistent quarterly operating losses, suggests a high risk of continued shareholder dilution.
LIDR Growth Metrics
AEye, Inc. (LIDR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-31.8%
3 Years-60.02%
TTM9.76%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-3.1%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-151.11%
Return on Capital
10 Years-1370.42%
5 Years-89.09%
3 Years-99.03%
Last Year-64.67%
LIDR Recent Earnings
AEye, Inc. (LIDR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 3/12 qtrs (25%)
Q2 2026Latest
May 13, 2026Metric
Actual
Est
EPS
$0.15-36.4%
$0.11
Rev
$101,000-63.3%
$275,000
Q2 2026
Mar 16, 2026Metric
Actual
Est
EPS
$0.15+18.9%
$0.18
Rev
$97,000+21.3%
$80,000
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$0.17+8.1%
$0.18
Rev
$50,000-37.5%
$80,000
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$0.35-48.9%
$0.23
Rev
$22,000-37.1%
$35,000
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 13, 2026 | $0.15vs $0.11-36.4% | $101,000vs $275,000-63.3% |
| Q2 2026 | Mar 16, 2026 | $0.15vs $0.18+18.9% | $97,000vs $80,000+21.3% |
| Q4 2025 | Nov 6, 2025 | $0.17vs $0.18+8.1% | $50,000vs $80,000-37.5% |
| Q3 2025 | Jul 31, 2025 | $0.35vs $0.23-48.9% | $22,000vs $35,000-37.1% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for AEye, Inc. (LIDR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $1.34 | $62.06M | -1.49 | 15.35% | -14574.25% | -70.4% | — | |
| $40.74 | $24.32B | -6.44 | -12.44% | -572.79% | — | — | |
| $0.69 | $152.43M | -2.03 | 127% | -181.46% | -101.64% | — | |
| $44.06 | $2.81B | -41.18 | 52.46% | -30.12% | -22.2% | — | |
| $21.57 | $1.36B | -8.46 | 99.44% | -693.94% | — | — | |
| $0.38 | $125.32M | -1.08 | -74.28% | -5887.77% | -139.2% | — |
Compare LIDR vs Peers
AEye, Inc. (LIDR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
LIDR SEC Filings & Documents
AEye, Inc. (LIDR) SEC filings — annual & quarterly reports (10-K, 10-Q)
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LIDR Frequently Asked Questions
AEye, Inc. (LIDR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is AEye, Inc.'s revenue?
AEye, Inc. (LIDR) reported $0.3M in revenue for fiscal year 2025. This represents a 82% decrease from $1.5M in 2019.
How fast is AEye, Inc. growing?
AEye, Inc. (LIDR) grew revenue by 15.3% over the past year. This is strong growth.
Is LIDR profitable?
AEye, Inc. (LIDR) reported a net loss of $34.3M for fiscal year 2025.
Dividend & Returns
What is LIDR's return on equity?
AEye, Inc. (LIDR) has a return on equity (ROE) of -70.4%. Negative ROE indicates the company is unprofitable.
What is AEye, Inc.'s free cash flow?
AEye, Inc. (LIDR) had negative free cash flow of $28.8M in fiscal year 2025, likely due to heavy capital investments.