2Semana·

Archer Aviation Q2'25 Earnings Highlights

$ACHR

🔹 Adj EPS: -$0.17 (Est. -$0.20) 🟢

🔹 Net Loss: $(206.0M)

🔹 Adjusted EBITDA: $(118.7M)

🔹 Cash & Equivalents: $1.724B

🔹 Oper Expenses: $176.1M (GAAP) / $123.5M (Non-GAAP)

Outlook (Q3’25):

🔹 Adj. EBITDA loss expected: $110M–$130M

Operations:

🔹 Six Midnight aircraft in production; three in final assembly

🔹 Facilities: Silicon Valley “golden manufacturing line” + Georgia high-volume plant

🔹 FAA reviews/inspections underway for production certificate

Commercial & Strategic Updates:

🔹 Selected as Official Air Taxi Provider for LA28 Olympic Games

🔹 UAE Launch Edition program started — first Midnight delivered, flight tests in Abu Dhabi, initial commercial payments expected this year

🔹 Accelerated defense program with two acquisitions (Overair patent/talent + Mission Critical Composites assets)

CEO:

🔸 “We’re executing from a position of strength with $1.7B in liquidity and ramping manufacturing ahead of early commercial deployments.”

3 Comentarios

Daniel@UserDaniel

@Tenbagger2024 what do you say ?

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Tenbagger2024@Tenbagger2024

@UserDaniel
https://aktie.traderfox.com/visualizations/US03945R1023/XNYS/archer-aviation-inc#tdf-growth-check-pane

Archer Aviation - Air cab provider wins bid for the 2028 Olympics in Los Angeles!

Business driver: Archer Aviation (ACHR) is one of the leading technology providers of electric vertical take-off and landing aircraft (eVTOL) and has positioned itself alongside other providers such as eHang in a promising growth market. With the "Midnight" model, a five-seater eVTOL aircraft that is optimized for short-haul flights of around 20 miles (approx. 32 kilometers) and has a maximum range of 120 kilometers, the company is strongly positioned in this segment.

I am not convinced by the fundamental figures.
Anyone who believes in the story goes in. As you can see from the performance.
There is a lot of future fantasy here.

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Tenbagger2024@Tenbagger2024

@UserDaniel
Archer Aviation reduces its losses by 20% in the 1st quarter! Cooperation with Palantir to improve technology!

Bank of America sees billion-dollar market in the low-flying sector

According to a recent report by Bank of America (BofA), the "low-altitude economy" - a term that sounded like science fiction just a few years ago - is on the verge of a breakthrough. This refers to the airspace below 1,000 meters, previously home to drones and helicopters, but which will be dominated by electric vertical take-off and landing vehicles (eVTOLs) in the future. With expected annual growth of 62% by 2030, this sector is one of the fastest growing markets of all.

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