Equity Profile

ACHR

Archer Aviation Inc.

IndustrialsAerospace & Defense$4.2B

Aug10Mon

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Archer Aviation Inc. is an aerospace and defense company focused on developing electric vertical takeoff and landing (eVTOL) aircraft....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and revenue.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to scale its operations and attract customers in the competitive aerospace market.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ACHR Q2-2026 Earnings Preview

Context

Company Snapshot

Archer Aviation Inc. is an aerospace and defense company focused on developing electric vertical takeoff and landing (eVTOL) aircraft. With a market cap of $5 billion, it aims to revolutionize urban air mobility and reduce congestion in cities, making it a significant player in the growing aerospace sector.

Earnings Scorecard·Last 5Q

EPS Beat Streak

EPS Beat Rate

60%

Avg EPS Surprise

+12.92%

Avg Stock Reaction

-0.27%

Last Quarter Recap

In Q1 2026, Archer reported an EPS of -$0.28, which was better than the expected -$0.36, marking a 23.29% surprise. The stock reacted positively, gaining 0.93% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are uncertain about Archer's upcoming earnings, especially since there are no analyst estimates available. Investors will be closely watching for any signs of revenue growth or improvements in EPS.

Bull Case

If Archer can demonstrate significant progress in its eVTOL development and show strong revenue growth, it could attract more investors and boost its stock price.

Bear Case

On the other hand, if the company fails to meet expectations or shows continued losses, it could lead to a decline in investor confidence and a drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the projected revenue growth for the eVTOL segment?

This will be crucial for understanding the company's market traction and potential for future profitability.

How does Archer plan to address its ongoing losses?

Investors will want clarity on the company's path to profitability and any strategies to reduce costs.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Archer's potential for revenue growth in the eVTOL market, especially given recent advancements in technology.

Supporting Evidence

The options market is pricing a 14.18% move, indicating higher expectations than historical performance suggests.

Archer's recent EPS surprises indicate a trend of exceeding expectations, which could continue.

Insider selling may suggest a lack of confidence, but it does not necessarily reflect the company's operational performance.

Key Risk

If the revenue growth exceeds expectations, it could shift the narrative significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Archer can show signs of financial improvement amidst ongoing development challenges.

Bull Confirmed If

A revenue growth rate exceeding 20% would confirm the bullish outlook.

Bear Confirmed If

If the EPS remains below -$0.30, it would reinforce bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±14.18%

Historical Avg

±3.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±14.2% while ACHR has averaged ±3.9% over the last 5 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

51.5%

Calls (7.5M)P/C Ratio: 0.32Puts (466K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$757,961.44

135,851 sh

4 insiders

Net

$757,961.44

Net selling

Most Active Insiders· 6 open-market trades

Chief Legal & Strategy OfficerLentell Eric
$583,569.42

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Archer beats expectations, history suggests the stock could rise by around 3% the next day, confirming positive market sentiment.

In-Line / Cautious

If results are in line but management is cautious, the stock may see muted movement as investors digest the commentary.

Miss

Should Archer miss expectations, history indicates a potential drop of around 5.62%, reflecting negative investor sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on the timeline for eVTOL aircraft production.
2Details on partnerships or contracts that could drive revenue.
3Insights into cost management strategies and their impact on future EPS.
4Feedback on market demand for urban air mobility solutions.
5Any changes in regulatory environment affecting operations.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Archer Aviation Inc. is an aerospace and defense company focused on developing electric vertical takeoff and landing (eVTOL) aircraft....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and revenue.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to scale its operations and attract customers in the competitive aerospace market.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ACHR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 5Q

EPS Beat Streak

EPS Beat Rate

60%

Avg EPS Surprise

+12.92%

Avg Stock Reaction

-0.27%

Last Quarter Recap

In Q1 2026, Archer reported an EPS of -$0.28, which was better than the expected -$0.36, marking a 23.29% surprise. The stock reacted positively, gaining 0.93% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Archer can demonstrate significant progress in its eVTOL development and show strong revenue growth, it could attract more investors and boost its stock price.

Bear Case

On the other hand, if the company fails to meet expectations or shows continued losses, it could lead to a decline in investor confidence and a drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the projected revenue growth for the eVTOL segment?

This will be crucial for understanding the company's market traction and potential for future profitability.

How does Archer plan to address its ongoing losses?

Investors will want clarity on the company's path to profitability and any strategies to reduce costs.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Archer's potential for revenue growth in the eVTOL market, especially given recent advancements in technology.

Supporting Evidence

The options market is pricing a 14.18% move, indicating higher expectations than historical performance suggests.

Archer's recent EPS surprises indicate a trend of exceeding expectations, which could continue.

Insider selling may suggest a lack of confidence, but it does not necessarily reflect the company's operational performance.

Key Risk

If the revenue growth exceeds expectations, it could shift the narrative significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Archer can show signs of financial improvement amidst ongoing development challenges.

Bull Confirmed If

A revenue growth rate exceeding 20% would confirm the bullish outlook.

Bear Confirmed If

If the EPS remains below -$0.30, it would reinforce bearish sentiment.

Pre-Earnings Positioning

Options Market

Implied Move

±14.18%

Historical Avg

±3.9%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±14.2% while ACHR has averaged ±3.9% over the last 5 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

51.5%

Calls (7.5M)P/C Ratio: 0.32Puts (466K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$757,961.44

135,851 sh

4 insiders

Net

$757,961.44

Net selling

Most Active Insiders· 6 open-market trades

Chief Legal & Strategy OfficerLentell Eric
$583,569.42

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Archer beats expectations, history suggests the stock could rise by around 3% the next day, confirming positive market sentiment.

In-Line / Cautious

If results are in line but management is cautious, the stock may see muted movement as investors digest the commentary.

Miss

Should Archer miss expectations, history indicates a potential drop of around 5.62%, reflecting negative investor sentiment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on the timeline for eVTOL aircraft production.
2Details on partnerships or contracts that could drive revenue.
3Insights into cost management strategies and their impact on future EPS.
4Feedback on market demand for urban air mobility solutions.
5Any changes in regulatory environment affecting operations.