Archer Aviation Inc. is a company focused on urban air mobility, specializing in the development, manufacturing, and operation of electric vertical takeoff ...
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Est. EPS $-0.34 · Revenue $3.57M · 2 analysts
Est. EPS $-0.34 · Revenue $4.64M · 2 analysts
Est. EPS $-1.31 · Revenue $15.18M · 4 analysts
Est. EPS $-0.31 · Revenue $18.11M · 1 analysts
EPS $-0.36 · Revenue $0.00
EPS $-0.17 · Revenue $0.00
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $300000 | — | +212.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-618.2M | -15.2% | -20.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | 0.0% | — | +103.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -243100.0% | — | +64.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -206066.7% | — | +61.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-511.7M | -13.6% | -6.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -170566.7% | — | +66.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 5.5% | -47.3% | +13.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 19.89x | +64.7% | -43.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.5B | +146.3% | -4.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.99 vs -0.95 | -3.8% | -0.34 vs -0.34 | -1.3% |
| Revenue Surprise | $300000 vs $750000 | -60.0% | $5.0M vs $1.9M | +157.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Lentell Eric | officer: Chief Strategy Officer | Class A Common Stock | D | 100,000 | $6.31 |
| Aug 17, 2026 | Lyon Benjamin | officer: President, Aircraft OEM | Class A Common Stock | D | 50,188 | $6.41 |
| Aug 17, 2026 | Rungta Harsh | officer: Chief Accounting Officer | Class A Common Stock | D | 13,880 | $6.41 |
| Aug 17, 2026 | Gupta Priya | officer: Interim CFO | Class A Common Stock | D | 10,015 | $6.41 |
| Aug 17, 2026 | Lentell Eric | officer: Chief Legal & Strategy Officer | Class A Common Stock | D | 52,762 | $6.41 |
Operator: Hello, everyone. Thank you for joining us, and welcome to the Archer Aviation Second Quarter Financial Results Conference Call. [Operator Instructions] I will now hand the conference over to Kate Kiewel, Head of Investor Relations. Kate Kiewel: Welcome to Archer's earnings call. This is Kate Kiewel, Archer's Head of Investor Relations. Today, we will be making forward-looking statements that are based on current assumptions. We don't undertake any obligation to update those assumptions as a result of new information or future events. Risks and uncertainties may cause our actual results to differ materially from those contemplated by these statements. For more information about potential risks and uncertainties, review the risk factors in our SEC filings. Today, we will also be discussing both GAAP and non-GAAP financial measures. A reconciliation of those measures is included in our earnings release from today. Now, I'll turn it over to Adam. Adam? Adam Goldstein: Thanks, Kate. Today marks an important inflection point for Archer. So let me spend some time walking you through the rationale for the exciting transaction we announced with Boeing earlier today. We entered into agreements to acquire 3 highly innovative Boeing-owned companies, Wisk Aero, Insitu and SkyGrid in exchange for Boeing taking a strategic equity stake in Archer. We anticipate closing the transaction by the end of the year. This partnership will help accelerate the evolution you've heard me talk about for a long time. Archer has diversified aerospace and defense platform with a physical AI product portfolio that will span air taxis, unmanned aircraft systems from Group 2 to Group 5, purpose-built AI for aviation and the vertical technology stack for autonomous flight. Let me walk you through how we got here. I founded Archer with one goal, finding the most efficient path to commercializing air taxis and built a world-class team to do it. We remain incredibly focused on this goal as air taxi will always be core to our mission. And Midnight is well on its way. We went from an unknown in 2018 to the front of the pack on FAA certification today. Defense, as I've been saying for the last 18 months, is becoming one of the largest near-term markets for the VTOL industry. We first announced our partnership with Anduril at the end of 2024. Palmer Luckey, one of the founders, had come to me with a concept for an autonomous, dual-use loyal wingman for attack reconnaissance helicopters like Apache, and they chose Archer's team to build it alongside them. Since then, our teams have been building this aircraft together. Archer took all our learnings from years of eVTOL development, airframe design, rotors, powertrain and actuation systems, knowledge from the Midnight program and put it into something new, a clean sheet, autonomous hybrid aircraft platform for both commercial and defense. Last month at Farnborough, we jointly revealed the Halo/Thunder platform, and I'm confident it …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Adam D. Goldstein | Founder, Chief Executive Officer & Chairman | USD 1,500,000 | Male | 1980 | Active |
Thomas Paul Muniz | Chief Technology Officer | USD 1,064,475 | Male | 1985 | Active |
Eric Lentell | Chief Legal & Strategy Officer | USD 825,000 | Male | 1980 | Active |
Priya Gupta | Acting Chief Financial Officer, Acting Principal Financial Officer & Vice President of Finance | USD 619,677 | Female | 1983 | Active |
Geoff Bower | Chief Engineer | — | Male | — | Active |
Harsh Rungta | Senior Vice President of Finance & Chief Accounting Officer | — | Male | 1983 | Active |
Julien Montousse | Head of Design | — | Male | — | Active |
Kate Kiewel | Head of Investor Relations | — | Female | — | Active |
Miles Rogers | Senior Vice President & Head of Marketing | — | Male | — | Active |
Eric Wright | Head of Certification | — | Male | — | Active |
Archer Aviation is transitioning from a development-stage startup to a commercial aerospace company with a substantial order book. GE Aerospace is the aviation business split off from the old General Electric, focusing on high-margin jet engines and defense technology.
Archer is advancing toward FAA certification for its Midnight eVTOL aircraft with major backing from legacy aerospace and airline partners. SpaceX dominates the global launch market and has built a massive satellite internet business that serves millions of subscribers.
ACHR and EVEX advance eVTOL aircraft, infrastructure and operating ecosystems as urban air mobility moves toward commercialization.
The average of price targets set by Wall Street analysts indicates a potential upside of 72.5% in Archer Aviation (ACHR). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
ACHR's ZEE AI model and planned acquisitions add new capabilities across autonomous flight, airspace intelligence and aviation.
