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Archer Aviation Inc. (ACHR) Q4 2025 Earnings Call Transcript

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Archer Aviation reported Q4 2025 earnings with revenue of $300K, beating estimates by $300K, and an EPS loss of $0.14, outperforming forecasts by $0.03. CEO Adam Goldstein highlighted progress in building a next-generation aerospace company, emphasizing both civil and defense applications for its electric vertical takeoff and landing (eVTOL) aircraft. The company reiterated plans to begin commercial operations in 2025, targeting urban air mobility with its Midnight aircraft, pending FAA certification. CFO Priya Gupta noted cost discipline and operational efficiency as key priorities, with cash reserves positioned to support development through certification milestones. Analysts questioned production timelines, regulatory hurdles, and market demand, with management reaffirming confidence in meeting 2025 launch goals.
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Archer Aviation Inc. (ACHR) Q4 2025 Earnings Call Transcript

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SA Transcripts158.76K FollowersFollow5ShareSaveCommentsQ4: 2026-03-02 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of -$0.14 beats by $0.03 | Revenue of $300.00K beats by $300.00K Archer Aviation Inc. (ACHR) Q4 2025 Earnings Call March 2, 2026 5:00 PM EST Company Participants Kate Kiewel - Head of Investor RelationsAdam Goldstein - Founder, CEO & ChairmanPriya Gupta - Acting CFO, Acting Principal Financial Officer & VP of FinanceThomas Muniz - Chief Technology OfficerBenjamin Lyon Conference Call Participants Xin Yu - Deutsche Bank AG, Research DivisionSavanthi Syth - Raymond James & Associates, Inc., Research DivisionAndres Sheppard-Slinger - Cantor Fitzgerald & Co., Research DivisionAmit Dayal - H.C. Wainwright & Co, LLC, Research DivisionAustin Moeller - Canaccord Genuity Corp., Research DivisionDavid Zazula - Barclays Bank PLC, Research DivisionChristopher Pierce - Needham & Company, LLC, Research Division Presentation Operator Good afternoon. Thank you for attending today's Archer Aviation Company Q4 '25 Financial Results Conference Call. My name is Tamia, and I will be your moderator for today's call. [Operator Instructions] I would now like to pass the conference over to your host, Kate Kiewel, Head of Investor Relations. You may proceed. Kate KiewelHead of Investor Relations Welcome to Archer's earnings call. This is Kate Kiewel, Archer's Head of Investor Relations. Today, we will be making forward-looking statements that are based on current assumptions. We don't undertake any obligation to update those assumptions as a result of new information or future events. Risks and uncertainties may cause our actual results to differ materially from those contemplated by these statements. For more information about potential risks and uncertainties, review the risk factors in our SEC filings. Today, we will also be discussing both GAAP and non-GAAP financial measures. A reconciliation of those measures is included in our shareholder letter and earnings release from today. Now I'll turn it over to Adam. Adam? Adam GoldsteinFounder, CEO & Chairman Thanks, Kate. At Archer, we are building a next-generation aerospace company with civil and defense

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