By Digifin Pty Ltd · About this coverage
Key Points
- Q3 revenue up 24% year over year to US$87.9 million on a pro forma basis
- ARR of US$355.0 million, revised from US$357.4 million in the Appendix 4C
- Adjusted FCF of US$12.4 million; Adjusted EBITDA negative US$14.9 million
- Reaffirmed 2026 outlook for 20%+ ARR growth
- Management evaluating a potential dual listing on a U.S. stock exchange
About Aura (ASX:AXQ)
Aura Consolidated Group, Inc. is a United States incorporated online safety and digital wellbeing company headquartered in Boston, with its securities quoted on the ASX under the code AXQ. It sells subscription services that protect individuals and families from identity theft, financial fraud and online threats, and, through Qoria, supplies schools and parents with child online safety tools. It also offers an enterprise security product for managed service providers and small and mid-sized businesses.
Aura (ASX:AXQ) reported its first quarter since completing the Qoria acquisition, reaffirming its 2026 outlook and disclosing that management is evaluating a potential dual listing on a U.S. stock exchange.
Figures are in US dollars and on an unaudited pro forma basis that combines Aura and Qoria for each full period. Q3 revenue grew 24% year over year to $87.9 million, and ARR was $355.0 million, also up 24%. ARR was revised from the $357.4 million previously reported in the Appendix 4C after approximately $200,000 of September revenue was reclassified from recurring to non-recurring. Adjusted FCF was $12.4 million, a $15.5 million improvement year over year, while Adjusted EBITDA was negative $14.9 million, a 45% improvement. Net debt was $2.6 million as of September 30, 2026. D2C subscribers grew 13% to 1.1 million. Aura reaffirmed 20%+ ARR growth for 2026 and positive Adjusted Free Cash Flow from Transaction Close to year-end, and says year-to-date and planned Q4 cost actions represent approximately $66 million in total savings against the $55 million program outlined in February 2026.
Any dual listing remains subject to Board approval and required regulatory processes, and the release names no exchange or timetable. Adjusted EBITDA remains negative, and the new Aura product is in limited beta, with broader availability expected in early 2027.
Source: Aura Consolidated Group, Inc. (ASX:AXQ), 12 November 2026. Summary content supplied by Digifin Pty Ltd.
News summary only, not financial advice. It does not consider your objectives, financial situation or needs.