8-K: AITX's RAD Extends Construction Sector Momentum with New Order

Artificial Intelligence Technology Solutions, Inc. announced a new five-unit ROSA order, extending its momentum in the construction sector with AI-driven autonomous security solutions.

Summary

• Artificial Intelligence Technology Solutions, Inc. (AITX) and its wholly owned subsidiary, Robotic Assistance Devices, Inc. (RAD), announced a new five-unit ROSA order.
• Each ROSA unit is licensed with the Company's SARA (Speaking Autonomous Responsive Agent) agentic AI platform for use at an active construction site.
• The order was secured through an authorized dealer and reflects continued demand from construction operators for consistent, autonomous monitoring and response.
• This order follows a steady cadence of construction-focused announcements, including a ten-unit RIO Mini deployment on January 23, 2026, and a sixteen-unit RIO Mini deployment on December 8, 2025.
• ROSA is a multiple award-winning, compact, self-contained, portable security and communication solution that can be installed and activated in approximately 15 minutes.
• ROSA's AI-driven security analytics include human, firearm, vehicle detection, license plate recognition, responsive digital signage, and audio messaging.
• RAD solutions are designed to provide cost savings to businesses of between 35%-80% when compared to traditional manned security guarding and monitoring.
• The Company's operations and internal controls have been validated through successful completion of its SOC 2 Type 2 audit, reinforcing credibility with enterprise and government clients.

Sentiment

Score: 8

Explanation: The filing announces a new order and highlights consistent market momentum in a key sector, reinforcing the company's value proposition and technological leadership, supported by strong management and a validated operational framework (SOC 2 Type 2).

Positives

• Secured a new five-unit ROSA order, demonstrating continued market penetration and demand for autonomous security solutions.
• The order includes the SARA agentic AI platform, highlighting the adoption of advanced AI capabilities.
• The announcement extends a 'steady cadence' of construction sector wins, indicating strong and consistent business momentum and repeat adoption.
• RAD's solutions offer significant cost savings, estimated between 35%-80% compared to traditional manned security services.
• Successful completion of a SOC 2 Type 2 audit enhances the Company's credibility and compliance with data protection and security standards.
• ROSA's rapid deployment (approximately 15 minutes) and comprehensive AI-driven analytics provide a compelling value proposition for customers.
• The Company has a prospective sales pipeline of over 35 Fortune 500 companies, suggesting significant future growth potential.

Risks

• Construction sites are dynamic, exposed environments where loitering, trespassing, and theft can quickly lead to significant financial and operational problems.
• Industry estimates place annual losses from construction site crime in the hundreds of millions of dollars nationwide.
• Stolen equipment and materials often lead to project delays, disrupted schedules, and higher insurance costs for construction operators.
• Forward-looking statements are subject to risks and uncertainties, and actual results may differ materially from those projected.

Future Outlook

The company expects to continue attracting new business as it converts existing sales opportunities into deployed clients, generating a recurring revenue stream. Each Fortune 500 client has the potential for numerous reorders over time.

Management Comments

• "This order reflects what we are consistently hearing from construction operators across the country." Troy McCanna, Chief Security Officer and Chief Revenue Officer at RAD.
• "Job sites are dynamic, exposed environments where loitering, trespassing, and theft can quickly turn into real financial and operational problems." Troy McCanna.
• "Our autonomous security solutions are being selected because they provide continuous visibility, fast response, and a level of consistency that traditional approaches struggle to deliver as sites grow, shift, and scale." Troy McCanna.

Industry Context

The announcement highlights the increasing adoption of autonomous security solutions within the construction sector, driven by the inherent challenges of securing large, dynamic, and exposed job sites. This trend reflects a broader industry shift towards leveraging AI and robotics to enhance security efficiency, reduce costs, and mitigate significant financial losses from crime, positioning AITX as a key player in this evolving market.

Comparison to Industry Standards

• RAD's solutions are positioned to redefine the nearly $50 billion (US) security and guarding services industry by offering substantial cost savings of 35%-80% compared to traditional manned security.
• ROSA is described as a multiple award-winning solution, indicating recognition and competitive standing within the security technology sector.
• The leadership team includes individuals with extensive experience in security industry leadership, law enforcement (former FBI Special Agent), and security robotics innovation (co-founder of Knightscope), suggesting a strong competitive advantage in expertise and strategic direction.

Corporate Governance

Stakeholder Impact

• Shareholders: Positive impact due to new orders, market expansion, and potential for recurring revenue and growth.
• Customers (Construction Operators): Benefit from enhanced security, reduced losses from crime, improved operational consistency, and significant cost savings (35%-80%).
• Employees: Continued growth and market penetration could lead to job stability and potential expansion opportunities.

Next Steps

• RAD will continue to work with organizations to evaluate site-specific risks, deploy rapidly, and scale protection as projects evolve.
• The company expects to continue to attract new business and convert existing sales opportunities into deployed clients, generating recurring revenue.

Key Dates

Recommendation

The filing demonstrates strong operational momentum with repeat orders and expansion into a critical sector (construction) where the company's AI-driven security solutions address a significant pain point (hundreds of millions in annual losses). The stated cost savings of 35-80% compared to traditional methods, coupled with a SOC 2 Type 2 audit, validate the company's value proposition and operational integrity. This consistent execution and clear market fit suggest a positive trajectory for revenue growth and market share, making it an attractive investment.

Keywords

Artificial Intelligence, AI, Security, Robotics, Autonomous Security, Construction, Job Site Security, RAD, ROSA, SARA, AITX, Surveillance, Theft Prevention, SOC 2 Type 2, Corporate Governance