NYSE$ACHR

Archer Aviation Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Archer Aviation announced its Q2 2023 financial and operating results, securing a $215M investment and advancing towards FAA certification and commercial operations in 2025.

Archer Aviation secured a $215 million investment, received FAA approval to begin flying its Midnight eVTOL aircraft, and reached an agreement with Boeing and Wisk for autonomous flight collaboration and settling litigation. They are on track to complete what they believe will be the first ever eVTOL aircraft delivery to a customer as part of its recently announced contracts with the Department of Defense (DoD).

  • Archer secured $215 million investment from Stellantis, Boeing, United Airlines, and ARK Invest, increasing total funding to over $1.1 billion.
  • Midnight received FAA Special Airworthiness Certificate, expected to begin flight test and become the first eVTOL aircraft to be delivered to a customer as part of Archer’s contracts with the Department of Defense (DoD).
  • Stellantis led investment round by accelerating investment under existing strategic funding agreement.
  • Boeing, Archer, and Wisk reached agreement to enter into autonomous flight collaboration and settle litigation.

Headline financials

EPS (adj)

-$0.44

Previous: -$0.30-46.7%
Total operating expenses

$181M

Previous: $80.2M+126.2%
Net loss

$184M

Previous: -$71.7M+356.8%
Capital Expenditures

$8.1M

Previous: $1.5M+440.0%
Free Cash Flow

-$65.2M

Previous: -$47.1M-38.4%
Net Income

-$184M

Previous: -$71.7M-156.8%
Operating Income

-$181M

Previous: -$71.7M-153.0%
Cash & Equivalents

$408M

Previous: $655M-37.8%
Total Assets

$482M

Previous: $691M-30.3%
Stock-Based Comp

$26.5M

Previous: $25.6M+3.5%

Revenue & EPS history

Archer Aviation · Revenue · Quarterly

$1.6M

Q1 2026
Beat estimate in 0 of 8 quarters(0%)
ActualEstimate

Forward guidance

Archer provided financial estimates for the third quarter of 2023.

Tailwinds

  • GAAP total operating expenses of $42 million to $52 million
  • Non-GAAP total operating expenses of $75 million to $85 million
  • This reflects a total of $26 million expected stock-based compensation, warrant expense and other non-cash charges
  • One-time non cash credit of $59 million as a result of the reversal of an unrealized expense relating to founder equity grants.

Headwinds

  • Stock-based compensation expense is impacted by the future fair market value of our common stock and other factors, all of which are difficult to predict, subject to frequent change, or not within our control.
  • The actual amount of these expenses during 2023 will have a significant impact on our future GAAP financial results.
  • Reconciliation of non-GAAP total operating expenses is not available without unreasonable effort.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+3.7%

Avg return

Earnings day

+10.4%

Avg return

5 days after

+11.0%

Avg return

30 days after

55%

12 / 22 earnings

Positive

+23.1%

Q1 2022

Best reaction

-16.0%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%-6.8%-22.2%
Q4 2025-10.8%-16.8%-27.9%
Q3 2025-7.7%-2.6%-3.2%
Q2 2025+7.4%+2.9%-11.0%
Q1 2025+22.8%+46.5%+29.2%
Q4 2024+12.1%+2.7%-8.3%
Q3 2024+21.2%+45.2%+157.9%
Q1 2024-2.1%+7.2%-9.9%
Q4 2023-0.2%-5.4%-1.5%
Q3 2023-4.6%+14.8%+29.2%
Q2 2023+0.2%+10.2%+18.2%
Q1 2023-16.0%+9.2%+36.6%
Q4 2022+8.1%+2.8%-9.5%
Q3 2022+11.2%+8.0%-14.1%
Q2 2022+9.4%+5.5%-19.9%
Q1 2022+23.1%+23.1%+26.5%
Q2 2021+5.0%+39.7%+28.4%
Q4 2021+5.0%+39.7%+28.4%
Q3 2021-3.5%+0.7%+22.9%
Q3 2020+0.0%+0.1%+0.2%
Q1 2021+0.0%+0.1%+0.2%
Q4 2020-0.9%+1.1%-8.8%
Q2 2020
Q1 2020

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