Aurora Innovation said it has nearly doubled its driverless customers in 2026 as it moves into a larger commercial rollout of its autonomous trucking business.
The company said it is fully allocated to exit 2026 with 200 driverless trucks in operation under transport-as-a-service agreements. It also said Hirschbach plans to scale to 500 trucks under a driver-as-a-service arrangement, with truck deliveries slated to begin in 2027. Aurora said it is in negotiations with additional customers for similar agreements.
On the operating side, Aurora said its driverless trucks have now logged more than 500,000 miles since commercial launch. It also said trucks operating for McLane, Werner and other customers are averaging an annualized rate of more than 225,000 miles per year, more than double the utilization of a traditional truck.
In its hardware business, Aurora said its second-generation commercial hardware kit is designed for a one-million-mile operating lifespan and cuts costs by more than half. Roush has started volume upfitting and is targeting production of 20 trucks per week in October.
Aurora said its current system is being upfitted on International LT Series trucks and integrated on Volvo VNL autonomous trucks at Volvo’s New River Valley facility. It also said it and Paccar are working on a third-generation commercial hardware kit for a future autonomy-enabled platform.
Looking ahead, Aurora said it is targeting more than 30,000 driverless trucks in operation by 2030, a level it said would support a multi-billion-dollar revenue stream. The market has reacted to these announcements by moving the company's shares -8.59% to a price of $5.905. For the full picture, make sure to review Aurora Innovation's 8-K report.
