Aurora backs 30,000-truck target as it plans a shift to customer-owned fleets
CFO David Maday says the goal is achievable as Aurora forecasts more than 1,000 trucks by the end of 2027 and a technology-fee model to support expansion.
Aurora says it can put more than 30,000 autonomous trucks on the road and generate US$5 billion in annual revenue by the end of 2030. CFO David Maday defended the forecast in an interview with TechCrunch, calling it achievable. The figures remain company targets, not results.
The scale-up would begin from a fleet Aurora expects to reach 200 trucks by the end of 2026, rising to more than 1,000 a year later. Maday said that 30,000 trucks would be modest beside the 250,000 to 300,000 new trucks he said major manufacturers produce annually.
Aurora currently owns and operates its trucks, charging about US$2 per mile including a fuel surcharge. It plans to cap that transportation-as-a-service operation at roughly 500 trucks and move towards a model in which customers own and maintain the vehicles, paying Aurora an expected US$0.85 per mile for its autonomous driving technology.
Aurora forecasts run-rate breakeven gross margins in the first half of 2027 with about 500 trucks operating. That measure covers direct operating costs; it does not indicate overall company profitability.
At the end of 2027, Aurora expects Aumovio to mass-produce, finance and service its third-generation autonomous hardware. Maday said Aurora aims to expand across most of the continental US by 2030. The company has also said it intends to enter the robotaxi market eventually.
