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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Edison Yu | Deutsche Bank | 10 questions · 0% challenging |
| Savi Syth | Raymond James | 10 questions · 10% challenging |
| Andres Sheppard | Cantor Fitzgerald | 10 questions · 0% challenging |
| Austin Moeller | Canaccord Genuity | 10 questions · 0% challenging |
| Amit Dayal | H.C. Wainwright | 10 questions · 0% challenging |
| Chris Pierce | Needham | 6 questions · 0% challenging |
| Dave Zazula | Barclays | 6 questions · 33% challenging |
| Bill Peterson | JPMorgan | 5 questions · 40% challenging |
| Jim Kirby | JPMorgan | 4 questions · 0% challenging |
| Josh Sullivan | JonesTrading | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Raymond James | 2 analysts | 12 questions · 8% challenging |
| Canaccord Genuity | 1 analyst | 10 questions · 0% challenging |
| Cantor Fitzgerald | 1 analyst | 10 questions · 0% challenging |
| Deutsche Bank | 1 analyst | 10 questions · 0% challenging |
| H.C. Wainwright | 1 analyst | 10 questions · 0% challenging |
| JPMorgan | 2 analysts | 9 questions · 22% challenging |
| Needham | 2 analysts | 7 questions · 0% challenging |
| Barclays | 1 analyst | 6 questions · 33% challenging |
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Archer Aviation, a pre-commercial eVTOL developer, remained pre-revenue and deeply loss-making in Q1 (GAAP EPS of -$0.28) while emphasizing execution across its civil, defense and software lines. The headline progress was regulatory and technical: management said Archer became the first eVTOL company to close Phase II of the FAA's four-phase type certification process, advanced Phase I in parallel, and ran its most expensive flight-test quarter yet with piloted flights on a nearly daily basis, targeting piloted transition and EIPP operations in the second half of the year. Commercial momentum built around 3 winning EIPP applications across 8 states, the LA '28 Olympics as official air-taxi provider, a multibillion-dollar Midnight order book with 7 major airlines, and a clean-sheet hybrid defense aircraft being built with Anduril. Revenue began to grow as Archer expanded Hawthorne Airport operations, and the company ended the quarter with roughly $1.8 billion in liquidity and less than $100 million in debt. Management guided a Q2 adjusted EBITDA loss of $170 million to $200 million, framing the step-up in investment as deliberate and short-lived.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | — | — | — | — | — | — | -$129M |
| FY2025 Q1 | $0 | — | -$0.17 | n/m | — | — | -$105M |
| FY2025 Q2 | $0 | — | -$0.36 | n/m | — | — | -$122M |
| FY2025 Q3 | — | — | -$0.20 | n/m | — | — | -$126M |
| FY2025 Q4 | — | — | — | — | — | — | -$159M |
| FY2026 Q1Selected | $2M | n/m | -$0.28 | n/m | -15912.5% | -13606.3% | -$182M |
| FY2026 Q2 | $5M | n/m | -$0.34 | n/m | -5584.0% | -5264.0% | -$194M |
FY2025 Q1: Prior-year quarter was a loss (-$0.36 EPS), so a percent change isn't meaningful.
FY2025 Q2: Prior-year quarter was a loss (-$0.32 EPS), so a percent change isn't meaningful.
Product Launch | Regulation Policy | Capex Investment | Innovation & R&D | Geographic Expansion | Revenue Growth | M&A | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 1 | 2 | 3 | 2 | 1 | |
| 2025Q1 | 5 | 4 | 3 | 2 | 2 | 1 | ||
| 2025Q2 | 2 | 3 | 1 | 1 | 2 | 2 | 1 | 1 |
| 2025Q3 | 4 | 2 | 1 | 1 | 1 | 3 | 4 | |
| 2025Q4 | 5 | 3 | 1 | 2 | ||||
| 2026Q1 | 6 | 5 | 4 | 2 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 4 | 5 | 2 | 5 | 6 | |
| Regulation Policy | 2 | 4 | 3 | 4 | 3 | 5 |
| Capex Investment | 1 | 3 | 1 | 2 | 1 | 4 |
| Innovation & R&D | 2 | 2 | 1 | 1 | 2 | 2 |
| Geographic Expansion | 2 | 2 | 1 | 4 | ||
| Revenue Growth | 3 | 1 | 2 | 1 | ||
| M&A | 2 | 1 | 3 | |||
| Capital Allocation | 1 | 1 | 4 |
FY2025 Q3: Prior-year quarter was a loss (-$0.29 EPS), so a percent change isn't meaningful.
FY2026 Q1: Prior-year quarter was a loss (-$0.17 EPS), so a percent change isn't meaningful.
FY2026 Q2: Prior-year quarter was a loss (-$0.36 EPS), so a percent change isn't meaningful.
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call May 11, 2026
FY2026 Q1 in brief
Archer Aviation, a pre-commercial eVTOL developer, remained pre-revenue and deeply loss-making in Q1 (GAAP EPS of -$0.28) while emphasizing execution across its civil, defense and software lines.
Newest scored quarter FY2026 Q2 is part of Pro · see what Pro adds →
Starting score, anchored to GAAP revenue YoY band.
Sources. Tellvest earnings-call sentiment score for Archer Aviation Inc. (ACHR), FY2026 Q1: 5/10. Scores: Archer Aviation Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ACHR daily prices (open, high, low, close) with a 50-day moving average; lines mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Mentions of other companies on ACHR's FY2026 Q1 call, and mentions of ACHR on other companies' calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We've also done a lot of work with beta and really talking through the charging infrastructure that is going to be necessary there.”
Archer describes collaborating with Beta Technologies on the charging infrastructure needed for eVTOL operations, a signal on industry cooperation around advanced-air-mobility charging standards.
“we're developing clean sheet new aircraft, that's a hybrid vehicle, partnering with Anderol.”
Archer's defense strategy centers on co-developing a clean-sheet hybrid dual-use autonomous aircraft with Anduril (rendered 'Anderol' in the transcript), a signal for Anduril's push into next-generation vertical-lift defense platforms.
“as well as NVIDIA and Starlink, both of which will bring next-generation capabilities to midnight.”
Archer names SpaceX's Starlink as a technology partner bringing next-generation connectivity capabilities to its Midnight aircraft.
“as well as NVIDIA and Starlink, both of which will bring next-generation capabilities to midnight.”
Archer names NVIDIA as a technology partner bringing next-generation capabilities to its Midnight aircraft, a design-win signal for NVIDIA compute in eVTOL/aerospace autonomy.
“So we've really focused more on the application layer versus a Palantir of the world that's focusing more on the integration layer.”
Archer positions itself on the software application layer for airspace/ATC tools while framing Palantir as focused on the integration layer, a signal on where Palantir is playing in aviation-infrastructure software.
“Palantir, for example, 1 of our partners is participating in the Smart program.”
Archer names Palantir as a partner participating in the FAA's SMART program (a finalist per management), a signal for Palantir's expansion into air-traffic-control / national-airspace modernization software.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| ACHRArcher Aviation Inc. | 5 | n/a | Archer Aviation, a pre-commercial eVTOL developer, remained pre-revenue and deeply loss-making in Q1 (GAAP EPS of -$0.28) while emphasizing execution across its civil, defense and software lines | |
| AXONAxon Enterprise Inc. | 10 | +33.8% | AI Era Plan Driving Explosive Adoption | |
| BAThe Boeing Company | 7 | +14.0% | 737 production stabilized at 42/month, rate 47 this summer | |
| GDGeneral Dynamics | 8 | +10.3% | Strong Revenue Growth Across All Segments | |
| GEGE Aerospace | 7 | +24.7% | Exceptional Commercial Services Growth | |
| HIIHuntington Ingalls Industries | 6 | +13.3% | Strong Shipbuilding Revenue Growth Continues at 18% | |
| HWMHowmet Aerospace | 9 | +19.1% | Record Q1 Revenue Up 19% with 32% EBITDA Margin | |
| LHXL3Harris | 8 | +11.9% | Revenue surged to $5.7 billion with 15% organic growth and broad-based strength across all segments, while GAAP EPS of $2.72 rose 33% year-over-year | |
| LMTLockheed Martin | 4 | +0.3% | Munitions Production Ramp Accelerates | |
| LUNRIntuitive Machines, Inc. | 3 | +198.7% | Intuitive Machines reported record first-quarter revenue of $186.7 million, roughly 3x the prior-year quarter, though the increase was driven almost entirely by the January 2026 Lanteris acquisition rather than organic growth | |
| NOCNorthrop Grumman | 6 | +4.4% | B-21 Production Rate Acceleration | |
| RKLBRocket Lab USA, Inc. | 8 | +63.5% | Rocket Lab delivered its strongest first quarter ever, with record revenue of $200.3 million, up 63.5% year-over-year and just above the high end of guidance, led by Space Systems at $136.7 million (up 57.2%) | |
| RTXRTX Corporation | 9 | +8.7% | Strong Organic Growth Across All Three Channels | |
| SPCXSpace Exploration Technologies Corp. | Has not reported Q1 2026 | n/a | Has not reported Q1 2026 | |
| TDGTransDigm Group | 10 | +18.3% | TransDigm delivered a beat-and-raise second quarter, with GAAP revenue up roughly 18% year over year (organic growth of approximately 11%) as all three channels grew: commercial aftermarket rose about 14%, commercial OEM about 12%, and defense about 11% | |
| TXTTextron | 7 | +11.8% | Industrial Separation Announced to Create Pure-Play A&D |
Archer Aviation, a pre-commercial eVTOL developer, remained pre-revenue and deeply loss-making in Q1 (GAAP EPS of -$0.28) while emphasizing execution across its civil, defense and software lines
737 production stabilized at 42/month, rate 47 this summer
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| ACHR | 5 | 5 | 5 | 5 | 5 | 5 |
| AXON | 8 | 8 | 8 | 8 | 10 | 10 |
| BA | 2 | 8 | 8 | 8 | 9 | 7 |
| GD | 8 | 8 | 8 | 8 | 6 | 8 |
| GE | 6 | 8 | 9 | 9 | 9 | 7 |
| HII | 3 | 5 | 7 | 9 | 9 | 6 |
| HWM | 9 | 9 | 9 | 9 | 9 | 9 |
| LHX | 8 | 5 | 7 | 8 | 7 | 8 |
| LMT | 6 | 7 | 6 | 8 | 7 | 4 |
| LUNR | 8 | 3 | 5 | 2 | 3 | 3 |
| NOC | 6 | 1 | 7 | 8 | 9 | 6 |
| RKLB | 8 | 8 | 8 | 8 | 8 | 8 |
| RTX | 9 | 6 | 5 | 9 | 7 | 9 |
| SPCX | No score | No score | No score | No score |
Exceptional Commercial Services Growth
Strong Shipbuilding Revenue Growth Continues at 18%
Revenue surged to $5.7 billion with 15% organic growth and broad-based strength across all segments, while GAAP EPS of $2.72 rose 33% year-over-year
Intuitive Machines reported record first-quarter revenue of $186.7 million, roughly 3x the prior-year quarter, though the increase was driven almost entirely by the January 2026 Lanteris acquisition rather than organic growth
Rocket Lab delivered its strongest first quarter ever, with record revenue of $200.3 million, up 63.5% year-over-year and just above the high end of guidance, led by Space Systems at $136.7 million (up 57.2%)
Has not reported Q1 2026
TransDigm delivered a beat-and-raise second quarter, with GAAP revenue up roughly 18% year over year (organic growth of approximately 11%) as all three channels grew: commercial aftermarket rose about 14%, commercial OEM about 12%, and defense about 11%
| No score |
| No score |
| TDG | 9 | 7 | 8 | 9 | 7 | 10 |
|---|
| TXT | 3 | 5 | 5 | 7 | 9 | 7 |
|---|