Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Archer Aviation Inc. (ACHR) is 5/10, unchanged from the prior quarter.
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.
Scored from Archer Aviation Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
Full Pro access for 30 days when you create a free account. No credit card required.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $0 | — | $-0.46 | -27.8% | — | — | $-129M |
| FY2025 Q1 | $0 | — | $-0.17 | +52.8% | — | — | $-105M |
| FY2025 Q2 | $0 | — | $-0.36 | -12.5% | — | — | $-122M |
| FY2025 Q3 | $0 | — | $-0.20 | +31.0% | — | — | $-126M |
| FY2025 Q4 | $300,000 | — | $-0.26 | +43.5% | -78133.3% | -62966.7% | $-159M |
| FY2026 Q1 | $2M | — | $-0.28 | -64.7% | -15756.3% | -13606.3% | $-182M |
| FY2026 Q2 | $5M | — | $-0.34 | +5.6% | -5584.0% | -5264.0% | $-193M |