Revenue distribution by industry:

• Aviation: 100% (2025)

TOP 3 Markets:

• USA: 70%
• Europe: 20%
• Asia: 10%

Archer Aviation Inc. is a company specializing in the development and production of electric vertical takeoff and landing aircraft (eVTOL). The entire revenue comes from the aviation industry as the company operates in this niche.

The main market for Archer Aviation is the USA, attributed to its strong presence and strategic partnerships within the country. Europe and Asia follow as other important markets, with the European market growing due to regulatory advancements and interest in sustainable mobility. In Asia, there is a growing interest in urban air mobility, strengthening the market share there.

Production Site: Covington, Georgia, USA

Archer Aviation Inc. has opened its production facility in Covington, Georgia. This facility is crucial for the manufacturing of their electric vertical takeoff and landing aircraft (eVTOL). The location was strategically chosen to expand production capacities and streamline the supply chain.

Current Strategy:

Archer Aviation Inc. specializes in the development and commercialization of electric vertical takeoff and landing aircraft (eVTOL). The company is pursuing a multi-pronged growth strategy:

1. Technological Innovation: Archer is heavily investing in research and development to enhance the efficiency and range of their eVTOL aircraft. The goal is to reduce operating costs and increase safety.

2. Partnerships and Collaborations: The company has formed strategic partnerships with leading companies in the aviation industry to expedite the development and deployment of their aircraft. These partnerships encompass both technological and commercial aspects.

3. Market Expansion: Archer plans to expand its market presence by entering new geographic markets. The focus is on urban areas affected by traffic congestion that could benefit from an air mobility solution.

4. Regulatory Approvals: A key component of the strategy is securing the necessary regulatory approvals to commence commercial operation of their aircraft. Archer is closely collaborating with aviation authorities to expedite the certification of their eVTOLs.

5. Sustainability: Promoting sustainable mobility solutions is at the core of the company's strategy. Archer aims to reduce the CO2 footprint in urban transportation and relies on renewable energy sources for operating their aircraft.

These strategic initiatives are intended to help Archer Aviation establish itself as a leading provider in the emerging market for urban air mobility.

Main raw materials: Aluminum, carbon fiber, lithium-ion batteries

Countries of origin:

• Aluminum: Canada, Australia
• Carbon fiber: Japan, USA
• Lithium-ion batteries: China, South Korea

Archer Aviation Inc., a company specializing in the development of electric vertical takeoff and landing aircraft (eVTOL), requires a variety of raw materials for the production of its aircraft. Aluminum is often used for the structure of the aircraft due to its lightweight yet robust nature. Canada and Australia are leading exporters of this metal.

Carbon fiber is another important material preferred for its high strength and low density. Japan and the USA are significant producers of carbon fiber, which is widely used in the aviation industry.

Lithium-ion batteries are crucial for Archer Aviation's electric propulsion technology. The main suppliers of these batteries are China and South Korea, which are global leaders in battery cell production.

Market Share: Estimated 12% in the eVTOL market (2025)
Technology Development: Leading in battery technology and autonomous flying (2025)
Partnerships: Collaborations with major airlines such as United Airlines (2025)

Archer Aviation Inc. has gained a significant competitive advantage in the emerging market for electric vertical takeoff and landing aircraft (eVTOL). With an estimated market share of 12%, the company is among the leading providers in this sector.

One of Archer's key advantages lies in its advanced technology development, particularly in the areas of battery technology and autonomous flying. These technological advancements enable Archer to offer more efficient and safer flight solutions, attracting the interest of investors and partners.

In addition, Archer has formed strategic partnerships with major airlines such as United Airlines, which not only strengthens the company's credibility but also provides access to a broader customer base. These collaborations are crucial for further expanding their market position and accelerating the introduction of their aircraft into commercial operation.

Institutional Investor Share: 65% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share in Archer Aviation Inc. is estimated to be 65%, indicating a strong confidence from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions.

There were no significant insider transactions in the last quarter, suggesting that the management and other insiders are currently not making significant changes to their holdings in the company. This could indicate a stable assessment of the company's performance by the insiders.

Market share of Archer Aviation Inc. (NYSE:ACHR): 8% (estimated, 2025)

Top competitors and their market share:

1. Joby Aviation (NYSE:JOBY): 15%
2. Lilium N.V. (NASDAQ:LILM): 12%
3. Vertical Aerospace (NYSE:EVTL): 10%
4. EHang Holdings Limited (NASDAQ:EH): 9%
5. Archer Aviation Inc. (NYSE:ACHR): 8%
6. Volocopter GmbH: 7%
7. Wisk Aero LLC: 6%
8. Beta Technologies: 5%
9. Kitty Hawk Corporation: 4%
10. Urban Aeronautics Ltd.: 3%

Moat of Archer Aviation Inc.:

Archer Aviation Inc. has secured a certain technological and operational advantage through strategic partnerships, especially with major aviation companies and automakers. This could be considered as a moderate moat, as such partnerships can accelerate the development and market introduction of their aircraft.

Compared to competitors, Joby Aviation has a stronger moat due to extensive test flight experience and an earlier market entry. Lilium and Vertical Aerospace excel in innovative designs and strong financing rounds, which also give them an advantage.

Overall, Archer Aviation's moat is less pronounced compared to industry leaders. The competition has the upper hand in some areas, such as technology development and market access. Archer must continue to invest in research and development and expand strategic alliances to strengthen its market position.

Revenue Growth: 25% (estimated 2024)
Market Share in the eVTOL Sector: 15% (2024)
Research & Development Spending Increase: 30% (2024)

Archer Aviation Inc. has experienced strong revenue growth in recent years, estimated at 25% for 2024. This is an indicator of the increasing demand for their electric vertical takeoff and landing aircraft (eVTOLs).

The company has secured a significant market share of 15% in the growing eVTOL sector. This positioning could be advantageous in the long term as the industry is expected to further expand.

Furthermore, Archer Aviation has increased its research and development spending by 30%, signaling enhanced innovation capabilities and the ambition to achieve technological leadership. These investments in the future could place the company in a strong position to benefit from the increasing acceptance of eVTOL technologies.

Overall, the combination of strong revenue growth, a solid market share, and high investments in research and development suggests that Archer Aviation could be a promising investment for the future. However, investors should also consider the risks and volatility in the emerging eVTOL industry.

Dividend: No payout (as of 2025)

Archer Aviation Inc. currently does not pay a dividend. The company is in a growth phase and is heavily investing in research and development as well as in the market launch of its electric aircraft. Typically, companies in this phase focus on using their financial resources for expansion and innovation rather than distributing profits to shareholders.

Since Archer Aviation does not pay a dividend yet, no statement can be made about the reliability of a future payout. However, it is common for companies in the aviation and technology industry to consider dividends only once they have achieved a stable profit situation.