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eVTOL Sector Divided: Joby, Archer, and Vertical Aerospace Vie for Market Dominance
ByAinvest
Wednesday, Oct 22, 2025 7:37 am ET1min read
The electric vertical take-off and landing (eVTOL) sector is experiencing a strategic divide between vertically integrated companies like Joby Aviation and Archer Aviation, and de-risked manufacturers like Vertical Aerospace. Joby and Archer invest heavily to control the entire value chain, while Vertical Aerospace prioritizes capital efficiency and strategic partnerships. This divergence creates two distinct investment theses, with each model holding potential for significant returns.
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