Archer Aviation Set to Report Q2 Earnings: What to Expect

Archer Aviation will report Q2 2025 earnings on August 11 after the market closes. The stock has soared 146% over the past year, driven by global partnerships and growing excitement around electric air taxis. Analysts expect a loss per share of $0.25 and revenues of $200.00K. Investors will watch spending, flight approval, and commercial aircraft deliveries.

Archer Aviation (ACHR), the first publicly traded electric vertical takeoff and landing (eVTOL) developer, will report its Q2 2025 earnings on August 11 after the market closes. The stock has soared 146% over the past year, driven by global partnerships and growing excitement around electric air taxis. Analysts expect a loss per share of $0.25 and revenues of $200,000. Investors will be closely watching spending, flight approval, and commercial aircraft deliveries.

Financial Performance and Cash Management

Archer ended Q1 2025 with a record $1.03 billion in cash, a 23% increase from Q4 2024 [1]. However, its cash burn rate of $95–$110 million and an adjusted EBITDA loss of $109 million underscore the challenges of scaling a pre-revenue business. The company expects its burn rate to accelerate in Q2 as it prepares for piloted flights and commercial deployment. Investors will be scrutinizing Archer's cash burn guidance and its ability to manage expenses effectively.

Regulatory Hurdles and FAA Certification

The Federal Aviation Administration (FAA) remains a critical variable for Archer. As of Q1 2025, the company's Type Certification for the Midnight aircraft was only 15% complete, pushing commercial operations to 2026 [1]. Any delay in FAA certification could significantly impact the stock. Investors will be listening for details on flight test results and the timeline for the final stages of certification.

Strategic Partnerships and Commercial Contracts

Archer's partnerships with Stellantis and the UAE represent significant advantages. Stellantis' $55 million investment in July 2024 and the UAE's $20 million contract for the Midnight's "Launch Edition" provide liquidity and operational footholds [1]. However, the company has explicitly warned that "significant additional capital" will be required to achieve commercial operations. The upcoming earnings report will provide insight into the progress of these partnerships and their impact on production timelines.

Investor Sentiment and Volatility

Archer's stock has traded with extreme volatility, reflecting the sector's speculative nature. The put/call ratio of 0.16 suggests bullish options positioning, but investors must temper this optimism with the company's financial realities [1]. The stock's low float and high leverage to news flow create opportunities for outsized gains if the company clears key milestones. Conversely, a misstep in cash management or regulatory delays could trigger a sharp selloff.

Conclusion

Archer Aviation embodies the classic innovation paradox: it is simultaneously a high-risk, capital-intensive venture and a potential harbinger of a new transportation era. For investors willing to endure the turbulence of early-stage disruption, the company's upcoming earnings report represents a pivotal moment. While the near-term risks are undeniable, the long-term rewards—should Archer succeed in commercializing the Midnight—could be transformative.

References:
[1] https://www.ainvest.com/news/archer-aviation-achr-navigating-earnings-volatility-path-commercialization-2508/
[2] https://finance.yahoo.com/news/archer-q2-2025-preview-midnights-235026498.html