Second Quarter 2026 Shareholder Letter JULY 29, 2026 Exhibit 99.1 A letter to shareholders The second quarter represented a meaningful leap forward in our path to scale, anchored by a number of customer wins. To capitalize on this growing demand, last week, we launched our new fleet of driverless trucks based on the International® LT® series vehicle — without a person behind the wheel. This milestone includes the integration of our second-generation commercial hardware kit and officially moves Aurora into the start of our commercial scaling phase. Backed by this momentum, we are already fully allocated to exit the year with 200 driverless trucks in operation and are in negotiations with a number of customers for our Driver as a Service (DaaS) business model for 2027 and beyond. Accelerating commercial flywheel Our commercial momentum continues to accelerate after a strong start to the year, driven by a powerful customer flywheel effect. We recently executed Transportation as a Service (TaaS) agreements with two customers that aim to optimize operations and grow their networks with Aurora Driver-powered trucks, starting in Laredo, Texas, where nearshoring is driving unprecedented freight volume. Charger Logistics will use the Aurora Driver to add capacity on its network and drive higher utilization, starting between Dallas and Laredo, one of its busiest freight lanes in the Sun Belt. Autonomous trucking represents a transformational opportunity for the freight industry. By deploying the Aurora Driver on one of our busiest U.S. freight corridors, we expect to enhance capacity, improve asset utilization, and strengthen service reliability for customers moving temperature-controlled, pharmaceutical, and other mission-critical freight. This marks an important step in advancing the future of safe, efficient, and technology-enabled logistics.” —ANDY KHERA, PRESIDENT, CHARGER LOGISTICS 32Q26 SHAREHOLDER LETTER We’re proud to work alongside Aurora to move autonomous trucking from possibility to everyday