olivLaw · US equity research
Archer Aviation Inc. ACHR
Aircraft · SIC 3721 · Vertical: Aircraft (SIC 3721)
Archer Aviation develops eVTOL aircraft for air taxi service (Midnight) and dual-use autonomous VTOL platforms for defense and commercial customers. The company remains pre-commercial, with large net losses and liquidity that supports development, while the proposed acquisition of Wisk, Insitu and SkyGrid could shift its profile toward defense and aviation AI.
At the close of 04 Nov 2026, Archer Aviation Inc. (ACHR) stock was 4.12 USD (−0.24% on the day), with market capitalisation 3.2 bn USD, beta 2.62, 52-week range 3.80–9.57 USD. Latest reported quarter (Q2 2026): revenue of 5.0 m USD, net income of -263.2 m USD, diluted EPS -0.34 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 40.0
- weak (30–45)
- Bollinger (20, 2)
- 3.63 – 4.81
- in the lower half of the band · %B 0.42 · band width 28.0%
- SMA 50 / 200
- 4.94 / 5.74
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -0.22 / -0.28
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −12.7% | −1.1% | −11.6 pp | — |
| 3 months | −20.8% | −0.5% | −20.3 pp | — |
| 6 months | −35.7% | +4.4% | −40.1 pp | — |
| Year to date | −45.2% | +12.3% | −57.5 pp | — |
| 1 year | −56.9% | +13.5% | −70.4 pp | −47.6% |
| 3 years | −24.7% | +76.4% | −101.1 pp | −16.5% |
| 5 years | −34.5% | +63.7% | −98.2 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | 0 | 0 | — | — | 1.6 m | 5.0 m |
| Cost of revenue | — | — | 0 | 0 | — | — | 1.3 m | 4.3 m |
| Research & development | 89.8 m | 94.6 m | 103.7 m | 122.4 m | 120.7 m | 147.1 m | 171.7 m | 186.0 m |
| Operating income | -122.1 m | -124.2 m | -144.0 m | -176.1 m | -174.8 m | -234.4 m | -254.6 m | -279.2 m |
| Depreciation & amortisation | 3.3 m | 3.5 m | 4.1 m | 4.8 m | 5.1 m | 6.0 m | 7.8 m | 10.1 m ≈ |
| Pre-tax income | -115.2 m | -198.3 m | -93.3 m | -205.9 m | -129.8 m | -188.9 m | -217.6 m | -263.2 m |
| Income tax | 100.0 k | -200.0 k | 100.0 k | 100.0 k | 100.0 k | 0 | 100.0 k | 0 |
| Net income | -115.3 m | -198.1 m | -93.4 m | -206.0 m | -129.9 m | -188.9 m | -217.7 m | -263.2 m |
| Diluted EPS | -0.29 | -0.44 ≈ | -0.17 | -0.36 | -0.20 | -0.26 ≈ | -0.28 | -0.34 |
| Operating cash flow | -97.2 m ≈ | -104.4 m | -94.6 m | -103.4 m ≈ | -105.6 m ≈ | -129.3 m | -149.1 m | -156.4 m ≈ |
| Capex | 19.6 m ≈ | 24.2 m | 10.0 m | 18.9 m ≈ | 20.3 m ≈ | 29.6 m | 32.6 m | 37.1 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Revenue | unavailable | unavailable | unavailable | 0 | 0 | 300.0 k |
| Revenue YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| Net income | -24.8 m | -347.8 m | -317.3 m | -457.9 m | -536.8 m | -618.2 m |
| Net income YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| Diluted EPS | -0.49 | -3.14 | -1.32 | -1.69 | -1.42 | -0.99 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| net % | unavailable | unavailable | unavailable | unavailable | unavailable | -206,066.7% |
| Free cash flow | -24.2 m | -111.9 m | -207.3 m | -315.9 m | -450.6 m | -511.7 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 1.0 bn USD
- Financial debt
- 80.3 m USD
- Net debt
- -941.2 m USD
- Equity
- 2.2 bn USD
- Total assets
- 2.5 bn USD
- Debt / equity
- 0.04x
- Current ratio
- 19.89x
- ROE
- -41.8%
- ROA
- -35.7%
- FCF margin
- -170,566.7%
Financial statements (source on every figure)
Revenue and net income (USD)
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | 0 | 0 | 300.0 k | SEC (XBRL)· 02 Mar 2026verified |
| Cost of revenue | — | — | — | 0 | 0 | 200.0 k | SEC (XBRL)· 02 Mar 2026verified |
| Gross profit | — | — | — | 0 ≈ | 0 ≈ | 100.0 k ≈ | SEC (XBRL)· 02 Mar 2026derived |
| Research & development | 21.1 m | 64.3 m | 171.5 m | 276.4 m | 357.7 m | 493.9 m | SEC (XBRL)· 02 Mar 2026verified |
| Operating income | -24.6 m | -358.3 m | -347.4 m | -446.9 m | -509.7 m | -729.3 m | SEC (XBRL)· 02 Mar 2026verified |
| Depreciation & amortisation | — | — | 3.1 m | 6.5 m | 11.7 m | 20.0 m | SEC (XBRL)· 02 Mar 2026verified |
| EBITDA | — | — | -344.3 m ≈ | -440.4 m ≈ | -498.0 m ≈ | -709.3 m ≈ | SEC (XBRL)· 02 Mar 2026derived |
| Interest expense | 200.0 k | 1.0 m | — | — | — | — | SEC (XBRL)· 14 Mar 2022verified |
| Pre-tax income | -24.8 m | -347.8 m | -317.3 m | -457.4 m | -536.6 m | -617.9 m | SEC (XBRL)· 02 Mar 2026verified |
| Income tax | — | 0 | 0 | 500.0 k | 200.0 k | 300.0 k | SEC (XBRL)· 02 Mar 2026verified |
| Net income | -24.8 m | -347.8 m | -317.3 m | -457.9 m | -536.8 m | -618.2 m | SEC (XBRL)· 02 Mar 2026verified |
| Diluted EPS | -0.49 | -3.14 | -1.32 | -1.69 | -1.42 | -0.99 | SEC (XBRL)· 02 Mar 2026verified |
| Weighted average diluted shares | 50.2 m | 110.8 m | 240.5 m | 270.4 m | 376.7 m | 624.3 m | SEC (XBRL)· 02 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Revenue − Cost of revenue; Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 36.6 m | 746.6 m | 69.4 m | 464.6 m | 834.5 m | 1.0 bn | SEC (XBRL)· 02 Mar 2026verified |
| Current assets | 37.4 m | 754.8 m | 545.5 m | 480.2 m | 858.4 m | 2.1 bn | SEC (XBRL)· 02 Mar 2026verified |
| Property, plant & equipment, net | 1.6 m | 5.9 m | 11.5 m | 57.6 m | 126.8 m | 253.6 m | SEC (XBRL)· 02 Mar 2026verified |
| Goodwill | — | — | — | — | 0 | 100.0 k | SEC (XBRL)· 02 Mar 2026verified |
| Intangibles (excl. goodwill) | 500.0 k | 500.0 k | 400.0 k | 400.0 k | 300.0 k | 80.2 m | SEC (XBRL)· 02 Mar 2026verified |
| Total assets | 41.8 m | 768.4 m | 573.8 m | 554.3 m | 1.0 bn | 2.5 bn | SEC (XBRL)· 02 Mar 2026verified |
| Accounts payable | 2.1 m | 3.4 m | 3.6 m | 14.3 m | 14.6 m | 30.2 m | SEC (XBRL)· 02 Mar 2026verified |
| Short-term debt | 600.0 k | 9.5 m | 9.3 m | 0 | 0 | 800.0 k | SEC (XBRL)· 02 Mar 2026verified |
| Long-term debt | 300.0 k | 9.3 m | 0 | 7.2 m | 64.0 m | 79.5 m | SEC (XBRL)· 02 Mar 2026verified |
| Current liabilities | 3.8 m | 28.3 m | 53.3 m | 114.0 m | 71.1 m | 104.4 m | SEC (XBRL)· 02 Mar 2026verified |
| Total liabilities | 5.9 m | 69.5 m | 80.5 m | 187.2 m | 248.6 m | 263.1 m | SEC (XBRL)· 02 Mar 2026verified |
| Equity | 35.9 m † | 698.9 m † | 493.3 m † | 367.1 m † | 752.6 m | 2.2 bn | SEC (XBRL)· 10 Aug 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | -22.8 m | -108.4 m | -200.4 m | -271.6 m | -368.6 m | -432.9 m | SEC (XBRL)· 02 Mar 2026verified |
| Capex | 1.4 m | 3.5 m | 6.9 m | 44.3 m | 82.0 m | 78.8 m | SEC (XBRL)· 02 Mar 2026verified |
| Free cash flow | -24.2 m ≈ | -111.9 m ≈ | -207.3 m ≈ | -315.9 m ≈ | -450.6 m ≈ | -511.7 m ≈ | SEC (XBRL)· 02 Mar 2026derived |
| Investing cash flow | -1.9 m | -3.5 m | -464.3 m | 420.7 m | -82.0 m | -1.2 bn | SEC (XBRL)· 02 Mar 2026verified |
| Financing cash flow | 51.2 m | 822.2 m | -9.9 m | 250.1 m | 820.4 m | 1.8 bn | SEC (XBRL)· 02 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
- indicators available: 4 of at least 6
- score weight coverage: 29.2% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 3.2 bn USD
Key indicators
Coverage and freshness
Score by group
29% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · the reported interest expense is far older than the latest period (the filer changed its XBRL tag): a stale figure is not used
- Peers: EV/EBITDAunavailable · the base of the ratio is not positive
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 4 of at least 6; score weight coverage: 29.2% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | -69.3% | 20 (vs peers) | 36% |
| Net margin · Quality | -11,589.9% | 0 (vs peers) | 21% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | unavailable | unavailable | — |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 10.2x | 100 (on a fixed band) | 14% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | -20.8% | 0 (on a fixed band) | 29% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/3 factors with a value
- Growth· partialunavailable · 0/2 factors with a value
- Quality13/100 · 2/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation· partial0/100 · 1/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Archer Aviation Inc. (ACHR). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 300.0 k USD in 2025; net margin -11,589.9%; ROE -44.8%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 4 of at least 6; score weight coverage: 29.2% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Current ratio: 10.2x
What contradicts it
- ROIC: -69.3%
- Net margin: -11,589.9%
- FCF yield: -20.8%
Not assessed (insufficient data or a ratio without meaning): FCF conversion, Revenue CAGR 3Y, EPS CAGR 3Y, Net debt / EBITDA, Interest coverage, P/E (TTM), EV/EBITDA, Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Aircraft (SIC 3721) · same industry (4-digit SIC) · compared with 10 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| BAThe Boeing Company | 140.3 bn | 18.6 | — | 8.1% | +34.5% | −6% / −24% |
| EMBJEmbraer S.A. | 56.8 bn | 163.6 | 10.8% | 4.6% | +18.5% | +25% / +349% |
| AVAVAerovironment, Inc. | 5.8 bn | — | -4.6% | -10.1% | +140.9% | −59% / −18% |
| JOBYJoby Aviation, Inc. | 5.0 bn | — | -65.9% | -755.1% | +39,183.1% | −65% / −15% |
| ACHRArcher Aviation Inc. | 3.2 bn | — | -44.8% | -11,589.9% | unavailable | −57% / −25% |
| BETABETA Technologies, Inc. | 951.1 m | — | -46.8% | -1,007.8% | +136.0% | −7% / unavailable |
| AIROAIRO Group Holdings, Inc. | 171.0 m | — | -3.6% | -23.9% | +4.6% | −37% / unavailable |
| MOBMobilicom Limited | 36.5 m | — | -369.2% | -705.4% | +5.8% | −58% / +115% |
| UAVSAgEagle Aerial Systems Inc. | 21.8 m | — | -106.1% | -276.5% | −4.3% | −74% / −100% |
| DUKRDUKE Robotics Corp. | 11.2 m | — | -66.6% | -611.0% | +249.1% | +1,382% / +3,160% |
| EVTLVertical Aerospace Ltd. | — | — | — | — | +51.7% | −91% / −94% |
1- and 3-year price returns: for ACHR from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Scenarios are not available. input data missing
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Archer Aviation develops eVTOL aircraft for air taxi service (Midnight) and dual-use autonomous VTOL platforms for defense and commercial customers. The company remains pre-commercial, with large net losses and liquidity that supports development, while the proposed acquisition of Wisk, Insitu and SkyGrid could shift its profile toward defense and aviation AI 123.
SWOT
Strengths
- Archer has a strong financial position, with large liquidity that supports aircraft development and certification 12. Certification progress and flight testing experience with Midnight are relevant strengths 3. Partnerships with Anduril and Boeing strengthen access to defense and technology markets 23.
- The autonomous and electric propulsion technology portfolio offers development benefits reusable across commercial and defense segments 13. The company also has a large engineering and certification team 1.
- The proposed acquisition would bring an existing UAS and AI technology business, reducing reliance on future air taxi revenue alone 23.
Weaknesses
- The company has high net losses and has not generated significant revenue from its planned lines, making dependence on financing a constant risk 1. Research and administrative costs have risen considerably year over year 1.
- The company has limited experience in volume aircraft production and commercial operations, which could delay cost and delivery targets 1.
- Integrating several complex acquisitions and different technologies could place pressure on management and internal resources 2.
Opportunities
- Demand for autonomous aircraft in defense and for AI solutions in air traffic management could open new revenue streams 23. U.S. and UAE government programs could accelerate early commercial operations 12.
- Charging infrastructure consortia and vertiport networks could lower costs and make operations easier to scale 2.
- Technologies developed for defense could later transfer to commercial products, especially in autonomy and cost reduction 3.
Threats
- Delays or refusals in certification by the FAA and other authorities could postpone or block commercialization of the Midnight aircraft 1.
- Competitors that certify earlier or benefit from government support could win market share 1.
- Macroeconomic conditions and lower investor confidence could make additional financing more expensive or unavailable 1.
Risks
- Certification and regulationhigh
Obtaining FAA and GCAA type and production approvals is not assured and could be delayed by regulatory processes or government disruptions 1.
- Losses and capital needshigh
The company expects continued losses and high spending until it generates significant revenue, which could require new equity or debt issuance 1.
- Scaling productionmedium
Limited volume manufacturing experience and dependence on supply chains could prevent meeting cost and delivery targets 1.
- Completion of the Boeing acquisitionmedium
The transaction is subject to closing conditions and regulatory approvals, and its failure could change strategy and integration plans 2.
- Market acceptancemedium
Adoption of air taxis could be slower than expected if the public or governments do not see the service as safe, affordable or useful 1.
Investment thesis
What would need to be true (bull case)
- The company has high liquidity and strategic partnerships with Boeing and Anduril, which could accelerate development and access to defense markets 23.
- If Midnight obtains certification and operations in Los Angeles and the UAE start on time, Archer could become an early commercial air taxi operator in the U.S. 12.
- The Insitu acquisition could provide an existing revenue base, reducing dependence on the nascent air taxi market 3.
What would break the thesis
- High net losses and the absence of significant revenue could force the company to scale back plans or raise financing on unfavorable terms 1.
- FAA certification remains unconfirmed, and delays could postpone the commercial launch and expected revenue 1.
- Integrating several acquisitions and different technologies could raise expenses and dilute focus on the core product 2.
What to watch
- Completion of the Wisk, Insitu and SkyGrid acquisition and its closing conditionsby year end 2026
- Start of Midnight operations under the eIPP program2026
- Progress of FAA type certification for Midnightnext 10-K
- Development of hangar and FBO revenue at Hawthorne AirportQ3 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Archer Aviation describes its business as developing technologies and aircraft for advanced aviation, with a platform to deliver aircraft, technologies and services to customers across commercial and defense sectors 1. Its main product is Midnight, an eVTOL aircraft designed for urban air taxi operations, while the company works with aviation authorities for certification and with partners for vertiport networks 1. The company reported that it has not generated significant revenue from its planned lines, with revenue coming mainly from leasing hangar space at Hawthorne Airport 12.
On the technology side, Archer is developing a hybrid-electric autonomous VTOL platform with Anduril, aimed at the vertical lift needs of the U.S. and its allies 13. In August 2026 the company announced an agreement to acquire Wisk Aero, Insitu and SkyGrid from Boeing, a transaction subject to regulatory approvals and closing conditions 2. If completed, the portfolio would include air taxis, unmanned aircraft systems and AI solutions for aviation 23.
Manufacturing operations are concentrated in California and Georgia, where Archer is scaling capacity for certification and early commercial deployments 1. The company stated that losses are expected to continue over the long term as it invests in development, certification and UAM networks 1.
Segments
Commercial (air taxis)
The commercial segment includes sales of piloted aircraft, physical AI solutions and related services, as well as direct-to-consumer air taxi services in selected metropolitan areas 12. The Launch Edition program offers aircraft and services to governments in the United Arab Emirates, and Archer was recently named a partner in eIPP applications in the U.S. 12.
Defense and UAS
The defense segment targets sales of next-generation unmanned aircraft, the Halo/Thunder aircraft developed with Anduril and electric propulsion technologies, following a first third-party adoption deal in November 2025 13. The proposed Insitu acquisition would add an existing revenue base from Group 2 and Group 3 UAS production 3.
Market context
The eVTOL and air taxi market is still developing, and adoption depends on certification, the regulatory framework and public acceptance on safety and noise 1. Growing global demand in Europe, the Middle East, Africa and Asia-Pacific is cited by the company as a sign of commercial readiness 2. In defense, government interest in autonomous VTOL aircraft is a key growth factor 3.
The UAS and AI airspace management market is fragmented, and integrating autonomous aircraft into shared airspace remains a regulatory challenge 23. The proposed acquisition would expand Archer's activity in these segments, but outcomes will depend on completing the transaction and on integration 2.
Trends
- U.S. eIPP programmixed
The White House eVTOL Integration Pilot Program could accelerate early air taxi operations in several states if partner applications are approved 12. Delays in federal approvals could postpone the launch 1.
- Demand for autonomous defense aircrafttailwind
Rising interest in autonomous VTOL systems for defense could support future revenue in the defense segment, especially through the Anduril partnership 13.
- Capital costs and financingheadwind
High investment in development and certification could require additional financing through equity or debt, with dilution for shareholders, if capital markets become less favorable 1.
- Consolidation through acquisitions in autonomous aviationmixed
The Boeing transaction could accelerate autonomy and AI development, but integration and higher costs could affect profitability 2.
Competitive position
The company cites competition from aircraft manufacturers and larger rivals with more experience or resources, which could obtain FAA certification before it does 1. In air taxis it also competes with ground alternatives such as personal cars, ride-sharing and helicopter charters 1.
In defense, competition takes the form of bid processes and partnerships where partners can also be competitors, and UAS and aviation AI technologies are contested by established industry companies 12.
- BoeingBA
Partner in the proposed transaction and aerospace technology supplier, but also a potential competitor in advanced aviation segments, according to the industry context described by the company.
- Anduril Industries
Strategic partner for the Halo/Thunder platform, but also a potential competitor in defense, since the industry involves partnerships with firms that can compete for contracts.
- Helicopter manufacturers and operators
Traditional alternative for air transport and defense missions, against which Archer's aircraft are compared on noise, cost and trip duration 1.
- Other eVTOL developers
Companies working on eVTOL certification that could obtain regulatory approvals before Archer, as noted in the risks the company describes 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Kill the archer, not the arrows: Ukraine asked Trump again and again to free Starshield against Russia’s ballistic launchersEuromaidan Press (UA, EN) · 03 Nov 2026 · EN
- (Asiad) Compound archer regroups to win individual gold after disappointing team performanceYonhap News (KR, EN) · 01 Oct 2026 · EN
- (Asiad) Archer vows to build on confidence gained in debutYonhap News (KR, EN) · 01 Oct 2026 · EN
- (Asiad) Teen archer rejoices after beating role model for bronzeYonhap News (KR, EN) · 01 Oct 2026 · EN
- (Asiad) Teen archer voices confidence in another medal after helping team to bronzeYonhap News (KR, EN) · 30 Sept 2026 · EN
- Archer-Daniels Midland Vs. Bunge: These Two U.S. Agribusinesses Soar If the Trump-Xi Summit Yields ConcessionsYahoo Finance — News · 22 Sept 2026 · EN
- Archer Aviation vs. Rocket Lab: Which Aerospace Stock Is a Better Buy in 2026?Yahoo Finance — News · 21 Sept 2026 · EN
- Is Archer Aviation Stock a No-Brainer Buy While It's Trading Near $5?Yahoo Finance — News · 21 Sept 2026 · EN
- Archer Aviation Trades Near $5. Could a $5,000 Investment Set You Up for Life?Yahoo Finance — News · 20 Sept 2026 · EN
- Cathie Wood Sold Palantir and AMD, Then Poured $3.35 Million Into Archer Aviation. Is ARK Betting Big on Flying Taxis?Yahoo Finance — News · 19 Sept 2026 · EN
- Latvia chooses Czech howitzers over Swedish Archer offerDefense News (US, EN) · 18 Sept 2026 · EN
- Target Hospitality CEO Archer Buys 13,385 SharesYahoo Finance — News · 17 Sept 2026 · EN
- Joby Slips and Is Down 53% This Year as the eVTOL Trade Keeps Unwinding; Archer Dips, EHang EasesYahoo Finance — News · 15 Sept 2026 · EN
- Is Archer-Daniels-Midland Stock Outperforming the Nasdaq?Yahoo Finance — News · 14 Sept 2026 · EN
- Should You Buy Archer Aviation Stock While It's Below $6?Yahoo Finance — News · 12 Sept 2026 · EN
- Better eVTOL Stock: Archer Aviation vs. Joby AviationYahoo Finance — News · 10 Sept 2026 · EN
- Why Archer Aviation Skyrocketed 24.6% Last MonthYahoo Finance — News · 08 Sept 2026 · EN
- Should You Buy Archer Aviation Below $6?Yahoo Finance — News · 07 Sept 2026 · EN
- Buying Archer Aviation Today Could Set You Up for LifeYahoo Finance — News · 06 Sept 2026 · EN
- Archer-Daniels-Midland (ADM) Bets Big On Oilseed Crush CapacityYahoo Finance — News · 01 Sept 2026 · EN
SEC filings
- Current report02 Oct 2026Regulation FD disclosure
- Current report24 Sept 2026Regulation FD disclosure
- Current report04 Sept 2026Delisting notice · Other events
- Current report18 Aug 2026Item 3.02 · Other events
- Quarterly report10 Aug 2026
- Current report10 Aug 2026Results of operations · Financial statements and exhibits
- Current report10 Aug 2026Material agreement · Item 3.02 · Regulation FD disclosure · Financial statements and exhibits
- Current report30 Jun 2026Shareholder vote
- Current report14 May 2026Other events · Financial statements and exhibits
- Quarterly report11 May 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Archer Aviation Inc. · 02 Mar 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Archer Aviation Inc. · 10 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Archer Aviation Inc. · 10 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.