AIRO Group Holdings, Inc.

NasdaqGM:AIRO Stock Report

Market Cap: US$239.0m

AIRO Group Holdings Management

Management criteria checks 2/4

AIRO Group Holdings' CEO is Joe Burns, appointed in Jan 2020, has a tenure of 6.5 years. total yearly compensation is $1.07M, comprised of 34.1% salary and 65.9% bonuses, including company stock and options. directly owns 5.28% of the company’s shares, worth $12.63M. The average tenure of the management team and the board of directors is 4 years and 1.1 years respectively.

Key information

Joe Burns

Chief executive officer

US$1.1m

Total compensation

CEO salary percentage34.11%
CEO tenure6.5yrs
CEO ownership5.3%
Management average tenure4yrs
Board average tenure1.1yrs

Recent management updates

Recent updates

Narrative Update Jun 26

AIRO: ISR Drone Launch Will Drive Long-Term Upside Potential

Analysts have trimmed their price target on AIRO Group Holdings from $19.00 to $16.00, citing updated assumptions around revenue growth, discount rates and future P/E multiples, even as projected profit margins move higher in their models. What’s in the News for AIRO Group Holdings AIRO Group Holdings and its Sky Watch subsidiary publicly unveiled the RQ 70 deep reach ISR drone at Eurosatory 2026 in Paris, highlighting extended range, up to 8 hours of endurance, and AI enabled operation in GPS/GNSS denied environments.
Seeking Alpha Jun 07

AIRO Group's Biggest Breakout May Be Ahead

Summary AIRO Group is transforming into a pure-play defense drone company as military demand accelerates across NATO and U.S. markets. The company holds a backlog exceeding $150 million, nearly double annual revenue, creating significant future revenue visibility. Blue UAS certification could unlock U.S. Department of Defense procurement channels and materially expand AIRO's addressable market. AIRO trades at only 1.8x forward EV/sales, a substantial discount to drone and defense peers despite strong catalysts. Read the full article on Seeking Alpha
Analysis Article Jan 08

Is AIRO Group Holdings (NASDAQ:AIRO) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Dec 18

Positive Sentiment Still Eludes AIRO Group Holdings, Inc. (NASDAQ:AIRO) Following 28% Share Price Slump

To the annoyance of some shareholders, AIRO Group Holdings, Inc. ( NASDAQ:AIRO ) shares are down a considerable 28% in...

CEO Compensation Analysis

How has Joe Burns's remuneration changed compared to AIRO Group Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$18m

Dec 31 2025US$1mUS$363k

-US$4m

Compensation vs Market: Joe's total compensation ($USD1.07M) is below average for companies of similar size in the US market ($USD1.64M).

Compensation vs Earnings: Insufficient data to compare Joe's compensation with company performance.


CEO

Joe Burns (64 yo)

6.5yrs
Tenure
US$1,065,562
Compensation

Captain. Joseph D. Burns, also known as Joe, is Chief Executive Officer and Director of AIRO Group Holdings, Inc. since its Inception in 2020. Captain Burns served as Managing Director of Technology and Fl...


Leadership Team

NamePositionTenureCompensationOwnership
Joseph Burns
CEO & Director6.5yrsUS$1.07m5.28%
$ 12.6m
John Uczekaj
President4yrsUS$1.24m1.1%
$ 2.6m
Mariya Pylypiv
Chief Financial Officer2.2yrsUS$1.18m0.26%
$ 611.3k
Chirinjeev Kathuria
Co-Founder & Executive Chairman6.5yrsno data2.99%
$ 7.1m
Dan Johnson
Executive Vice President of Marketing & Investor Relationsno datano datano data
Isabella Limonta
Vice President of Legalno datano datano data
Martin Peryea
Senior VP & GM for Electric Air Mobility Divisionno datano datano data
Martin Schousboe
CEO of Sky-watchno datano datano data
Christopher Levy
Senior VP and GM for Training & Business Developmentno datano datano data
4.0yrs
Average Tenure
62yo
Average Age

Experienced Management: AIRO's management team is considered experienced (4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Joseph Burns
CEO & Director6.5yrsUS$1.07m5.28%
$ 12.6m
John Uczekaj
Presidentno dataUS$1.24m1.1%
$ 2.6m
Chirinjeev Kathuria
Co-Founder & Executive Chairman6.5yrsno data2.99%
$ 7.1m
John Belcher
Independent Director1.6yrsUS$61.00k0.054%
$ 130.2k
Elizabeth Ng
Independent Director1.1yrsUS$60.50k0.014%
$ 33.9k
Brian Nelson
Independent Director1.1yrsUS$57.50k0.014%
$ 33.9k
Gregory Winfree
Independent Director1.1yrsUS$57.50k0.014%
$ 33.9k
Per Erik Svehag
Director1.1yrsno datano data
Sherrie McCandless
Independent Director1.1yrsUS$57.00k0.014%
$ 33.9k
1.1yrs
Average Tenure
60yo
Average Age

Experienced Board: AIRO's board of directors are not considered experienced ( 1.1 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 04:20
End of Day Share Price 2026/07/06 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

AIRO Group Holdings, Inc. is covered by 3 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andre MadridBTIG
Colin CanfieldCantor Fitzgerald & Co.
Brett LinzeyMizuho Securities USA LLC