WhiteFiber Revenue at $28.839 Million; AIRO to Report Results on November 12
Key Facts
WhiteFiber set a November 10, 2026, call to discuss its third-quarter results at 9:00 a.m. Eastern time, while AIRO will report results before the market opens on November 12 and hold a call at 8:00 a.m. Eastern time that day. WhiteFiber’s results cover the quarter ended September 30, 2026, according to a company release via PR Newswire. AIRO announced the timing of its results release and call via Business Wire, without the statement cited here specifying a date for WhiteFiber to publish results separately from its call. The two dates put the companies’ updates on a closely spaced two-week schedule, with their activities differing between WhiteFiber’s computing and AI infrastructure and AIRO’s aerospace and defense operations. The new results will offer a read on business developments after second-quarter data showed revenue growth at both companies, although their operating performance details differed.
WhiteFiber reported total revenue of $28.839 million in the second quarter of 2026, compared with $18.662 million in the same period of 2025, according to its filing with the U.S. Securities and Exchange Commission. In a separate second-quarter results update, the company said initial billing had begun at the NC-1 facility and that it expected to reach the full contractual billing rate across 40 megawatts of contracted technology capacity later in August 2026. Progress on billing at the facility provides operational context for third-quarter results, which cover the period ended September 30. WhiteFiber will discuss those results on its November 10 call, but the statement does not specify a separate release date. The published revenue comparison between the two second quarters provides a numerical basis for tracking what the company reports about its performance in the following quarter.
AIRO, meanwhile, reported revenue of $43.2 million in the second quarter of 2026, up 76% from $24.6 million in the second quarter of 2025, according to the results release accompanying its filing with the SEC. Gross margin was 64%, compared with 61% in the year-earlier period and 27% in the first quarter of 2026. The company also swung to operating income of $1.7 million, after an operating loss of $19.7 million in the second quarter of 2025. AIRO attributed revenue growth to "stronger-than-expected performance in the drone segment," partly offset by "weaker-than-expected performance in avionics and training." Those results provide a baseline for the November call, when the company will present third-quarter results after a period of year-over-year revenue growth and improvement in margin and operating results.
On the demand side, AIRO’s drone backlog stood at about $163 million as of June 30, 2026, excluding U.S. orders from that figure. The company said it expects to convert most of that backlog into revenue over the twelve months following that date. Cash was $25.9 million as of June 30, then rose to about $56 million on July 31 after it collected payments for drone deliveries, according to the results release. These figures link orders, deliveries and liquidity ahead of the third-quarter results announcement. The November 12 call will give the company an opportunity to present results for the new period against the outlook it has announced for the year.
AIRO reaffirmed its guidance for full-year 2026 revenue growth of 15% to 25% year over year, according to its release accompanying the SEC filing. The company is scheduled to report third-quarter results before the market opens on Thursday, November 12, then hold its call at 8:00 a.m. Eastern time. Participants can dial in from the United States at 1-833-461-5787, or internationally at 1-585-542-9983. WhiteFiber’s next date is November 10 at 9:00 a.m. Eastern time to discuss results for the quarter ended September 30. The two companies’ disclosures are therefore set for mid-November, with AIRO reporting results before its call, while WhiteFiber’s statement specifies the call time to discuss results.