Archer Aviation, Inc. (ACHR)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-05
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-05
QuarterlyIQ Insights · ACHR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks ACHR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
The transaction is expected to close by the end of 2026.
Stated in 1 of 2 supplied quarters. Management reported: “This is the next big step forward in becoming a diversified platform, rapidly growing our revenue base and bringing scale to our business.”” “In conjunction with the transaction, Boeing and Archer are entering into a collaboration and technology-sharing arrangement through which Boeing will retain access to the Wisk core autonomous flight technology for its current and next-generation commercial and defense aircraft.”
“This is the next big step forward in becoming a diversified platform, rapidly growing our revenue base and bringing scale to our business.””
Under the eIPP, Archer was selected as an air taxi partner in 3 winning applications encompassing 8 states, including Florida, Texas and New York.
Stated in 1 of 2 supplied quarters. Management reported: “Under the eIPP, Archer was selected as an air taxi partner in 3 winning applications encompassing 8 states, including Florida, Texas and New York.” “Advanced Commercial Readiness Expanded flight test program, with piloted VTOL and CTOL flights across expanded fleet taking place on a near daily basis and often multiple times a day.”
Record FAA Certification Progress Archer reached a key milestone on its path to FAA Type Certification of Midnight, becoming the first eVTOL company to close Phase 3 of the FAA’s 4-phase Type Certifi…
Stated in 1 of 2 supplied quarters. Management reported: “Record FAA Certification Progress Archer reached a key milestone on its path to FAA Type Certification of Midnight, becoming the first eVTOL company to close Phase 3 of the FAA’s 4-phase Type Certification process.* In parallel with its work to close out Phase 3, Archer has already been advancing its work in Phase 4 for some time now.” “This is where Midnight's compliance with FAA airworthiness requirements will be demonstrated through formal testing and analysis.”
As part of this program, Archer anticipates beginning to win phased government awards this year.
Stated in 1 of 2 supplied quarters. Management reported: “As part of this program, Archer anticipates beginning to win phased government awards this year.” “Rapidly Advancing AI Stack Archer continued to advance its AI stack this quarter through its partnerships with three category-defining technology leaders.”
“As part of this program, Archer anticipates beginning to win phased government awards this year.”
Archer is now a multi-threat company and we expect to begin initial operations of our air taxis in US cities, winning phased government awards, and deploying our AI solutions later this year.
Stated in 1 of 2 supplied quarters. Management reported: “Archer is now a multi-threat company and we expect to begin initial operations of our air taxis in US cities, winning phased government awards, and deploying our AI solutions later this year.” Operating income was $-254.600 million in 2026-Q1.
Over the trailing year it converted 0.77x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
31 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-05.
“Under the eIPP, Archer was selected as an air taxi partner in 3 winning applications encompassing 8 states, including Florida, Texas and New York.”
“Record FAA Certification Progress Archer reached a key milestone on its path to FAA Type Certification of Midnight, becoming the first eVTOL company to close Phase 3 of the FAA’s 4-phase Type Certifi…”
“Archer is now a multi-threat company and we expect to begin initial operations of our air taxis in US cities, winning phased government awards, and deploying our AI solutions later this year.”