AEye Inc-A 2026年季度报告

FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 001-39699 AEye, Inc.(Exact name of registrant as specified in its charter) Delaware37-1827430(State or other jurisdiction of incorporation or organization)(I.R.S. Employer Identification No.) 4670 Willow Road, Suite 125, Pleasanton, CA94588(Address of Principal Executive Offices)(Zip Code)(925) 400-4366Registrant’s telephone number, including area code Not Applicable(Former name, former address and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Actof 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports); and (2) has been subjectto such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required tosubmit such files).Yes☒No☐ Table of Contents Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, or a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer”, “smaller reporting company”, and“emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying withany new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act). Yes☐No☒ As of May 12, 2026, the registrant had 46,314,820shares of common stock, 0.0001par value per share, outstanding. AEye, Inc.Quarterly Report on Form 10-QFor the Quarterly Period Ended March 31, 2026 TABLE OF CONTENTS CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS Item 1. Financial Statements(Unaudited)Condensed Consolidated Balance SheetsCondensed ConsolidatedStatementsof Operations and Comprehensive LossCondensed Consolidated Statementsof Stockholders' EquityCondensed Consolidated Statementsof Cash FlowsNotes To Condensed Consolidated Financial StatementsItem 2. Management's Discussion and Analysis of Financial Condition and Results of OperationsItem 3. Quantitative and Qualitative Disclosures About Market RiskItem 4. Controls and ProceduresPART II - OTHER INFORMATION Item 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 3. Defaults Upon Senior SecuritiesItem 4. Mine Safety DisclosuresItem 5. Other InformationItem 6. ExhibitsSignatures CAUTIONARY NOTE REGARDING FORWARD LOOKING STATEMENTS This Quarterly Report on Form 10-Q (this “Form 10-Q”) contains forward-looking statements within the meaning ofSection 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which involve substantial risksand uncertainties. These statements reflect the current views of management with respect to future events and our financialperformance. In some cases, you can identify these statements by forward-looking words such as “outlook,” “believes,” “expects,”“potential,” “continues,” “may,” “will,” “should,” “could,” “seeks,” “approximately,” “predicts,” “intends,” “plans,” “estimates,”“anticipates,” or the negative version of these words or other comparable words or phrases, but the absence of these words does notmean that a statement is not forward-looking. These forward-looking statements, which are subject to risks, uncertainties, andassumptions about us, may include projections of our future financial performance, our anticipated growth strategies, andanticipated trends in our business. These statements are only predictions based on our current expectations and projections about future events. Thesestatements involve known and unknown risks, uncertainties, and other important factors that could cause our actual results, level ofactivity, performance, or achievements to differ materially from the results, level of activity, performance, or achievementsexpressed or implied by the forward-looking statements. Given these risks, uncertainties, and other factors, you should not placeundue reliance on these forward-looking statements. These factors include the information set forth in Part 1, Item 1A, of ourAnnual Report on Form