Aurora CFO says 30,000 driverless trucks by 2030 is within reach

Aurora expects to have more than 30,000 self-driving trucks on the road by the end of 2030, generating $5 billion in annual revenue. The company told investors last week that it expects to end 2026 with 200 driverless trucks and an $80 million revenue run rate.

CFO David Maday told TechCrunch that the 2030 target is achievable, noting that four major truck manufacturers produce between 250,000 and 300,000 new trucks a year. Aurora expects its fleet to grow from 200 trucks at the end of 2026 to more than 1,000 a year later.

Aurora currently owns and operates its trucks through a transportation-as-a-service model, which it plans to limit to about 500 trucks. It charges customers, including Detmar Logistics, Hirschbach, McLane, and Werner, about $2 per mile, including a fuel surcharge. Starting in 2027, Aurora plans to shift to a driver-as-a-service model: customers would own and maintain the trucks and pay about $0.85 per mile for Aurora’s self-driving technology. Aurora would maintain the driving system and hardware.

The company expects to reach breakeven gross margins on a run-rate basis in the first half of 2027, with around 500 trucks operating. At the end of 2027, it plans to introduce third-generation hardware, mass-produced by partner Aumovio, formerly known as Continental. Aumovio is also financing the hardware and will service and repair the kits.

By 2030, Aurora expects to operate across most of the continental U.S. Maday said the company still plans to enter the robotaxi market eventually. Aurora shares closed down 12.42% at $5.29 on Monday, after continuing to slide following its September 23 investor day.