Transaction Overview - Blade Passenger division 将以高达 1.25 亿美元的价格出售给 Joby Aviation[9]，这笔交易的价格可能会以现金或 Joby 股票支付[10] - Blade 的医疗部门将保留公开上市资格，并更名为 Strata Critical Medical ("Strata")，成为一家纯粹的合同医疗业务公司[9] - 预计资产剥离在调整后的 EBITDA 和自由现金流方面将保持中性，并得到约 700 万美元的年度企业成本效率的支持[9] Financial Performance (Q2 2025) - Medical 部门收入同比增长 18%[18] - Passenger 部门收入同比下降 13%[13] - Medical 部门调整后的 EBITDA 利润率为 13.4%，同比下降 1 个百分点[18] - Passenger 部门调整后的 EBITDA 同比增长 160 万美元[18] - 短途收入（不包括加拿大）同比下降 6%[18] Medical Segment Growth Drivers - 2018 年至 2024 年，心脏、肝脏和肺移植距离增加了 64%[38] - Blade 在器官移植航空物流领域的市场份额估计约为 30%[40] - 地面运输的总潜在市场为 2 亿美元[46] - 器官配置服务的总潜在市场约为 2.5 亿美元[53] Trinity Air Medical Acquisition Impact - 截至 2024 年 9 月 30 日的 12 个月内，Blade/Trinity Medical 部门的总收入约为 1.42 亿美元，分部调整后的 EBITDA 为 1630 万美元[62]

Exhibit 99.1 August 5, 2025 Blade Air Mobility Announces Second Quarter 2025 Results NEW YORK — (August 5, 2025) — Blade Air Mobility, Inc. (Nasdaq: BLDE, "Blade" or the "Company"), today announced financial results for the second quarter ended June 30, 2025. | | | | | GAAP FINANCIAL RESULTS | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (in thousands except percentages, unaudited) | | | | | | | | | | Three Months Ended June 30, | | | | Six Months Ended June 30, | | | | ...

NEW YORK, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Blade Air Mobility, Inc. (Nasdaq: BLDE, "Blade" or the "Company"), today announced financial results for the second quarter ended June 30, 2025. GAAP FINANCIAL RESULTS (in thousands except percentages, unaudited) NON-GAAP FINANCIAL RESULTS (in thousands except percentages, unaudited) | | | | Three Months Ended | | | | | Six Months Ended June | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | June 30, | | | | | 30, | | | | | | ...

Core Insights - Joby Aviation (JOBY) has announced an acquisition of Blade Air Mobility's (BLDE) urban air mobility passenger business for up to $125 million, which will enhance Joby's market presence in the eVTOL sector [1][10] - The acquisition will provide Joby with immediate access to Blade's existing urban air routes and infrastructure, particularly in New York City, thereby strengthening its position in medical logistics [2][4] - Blade's medical division will remain separate and will be rebranded as Strata Critical Medical, partnering with Joby for organ transportation [3][10] Group 1: Acquisition Details - The deal allows Joby to leverage Blade's experience in premium customer transportation, potentially reducing infrastructure investment and customer acquisition costs [4][5] - Joby aims to commence passenger operations in Dubai next year, aligning with its air taxi commercialization efforts [4] - The acquisition is expected to provide Joby with a competitive edge by enhancing market access and scale while lowering costs for new vertiports [5] Group 2: Market Context - Archer Aviation (ACHR), a competitor in the eVTOL market, is also advancing with its Midnight aircraft for short-haul air taxi services, indicating a growing competitive landscape [6] - Archer has secured agreements for deploying its aircraft in multiple countries, showcasing the international expansion of eVTOL services [7] - Joby's stock performance has significantly outpaced its industry, with shares surging in triple digits over the past year [8][12] Group 3: Financial Metrics - Joby is currently trading at a price-to-book value of 15.81X, which is substantially higher than the industry average of 3.51X, indicating a premium valuation [12] - The Zacks Consensus Estimate for Joby's losses in 2025 and 2026 has remained stable, suggesting consistent expectations among analysts [13] - Joby currently holds a Zacks Rank of 4 (Sell), reflecting market sentiment towards the stock [14]

Group 1 - Joby Aviation is acquiring Blade Air Mobility, Inc., which is described as an "Uber for helicopters," leading to a 21% intraday spike in Joby shares [1] - The trade structure involves a net debit of $2.60, with a maximum gain that is uncapped, a maximum loss of $1,020, and a break-even point at $16.80 according to Fidelity's model [1][2] - The trade includes buying an $18 strike call expiring on January 16, 2026, selling a $17.50 strike put expiring on August 8, 2025, and buying a $15 strike put expiring on August 8, 2025 [4] Group 2 - The catalyst for this trade is the upcoming earnings report, which is expected to have additional headline potential in the following weeks [4] - The strategy aims to take advantage of elevated pre-earnings implied volatility to reduce net cost while maintaining uncapped upside potential [4] - The trade is designed to limit drawdown in case the catalyst does not meet expectations, indicating a cautious approach to risk management [4]

本文源自：智通财经网 周一，Joby Aviation(JOBY.US)股价走高，截至发稿，该股涨超17%，报20.13美元。Blade Air Mobility(BLDE.US)涨超28%，报4.86美元。消息面上，该公司有意以公司股票或现金形式最高出资1.25 亿美元收购Blade Air Mobility的客运业务。这笔交易预计将在未来几周内完成。 ...

Core Viewpoint - Joby Aviation is planning to acquire Blade Air Mobility's passenger business for up to $125 million in cash or stock, which has positively impacted the stock prices of both companies [1] Group 1: Company Performance - Joby Aviation's stock price increased by over 17%, reaching $20.13 [1] - Blade Air Mobility's stock price surged by over 28%, reaching $4.86 [1] Group 2: Acquisition Details - The acquisition is expected to be completed within the next few weeks [1] - The total potential investment for the acquisition is up to $125 million [1]

Group 1 - Joby Aviation's stock price increased over 17%, reaching $20.13 [1] - Blade Air Mobility's stock price rose over 28%, reaching $4.86 [1] - Joby Aviation intends to acquire Blade Air Mobility's passenger business for up to $125 million in stock or cash [1] Group 2 - The acquisition is expected to be completed in the coming weeks [1]

If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. Urban Air Mobility stocks are attractive but have higher risk opportunities in today's market. Within that market segment, Joby Aviation (NYSE: JOBY ) is often considered more attractive compared to other eVTOL developers due to the progress on ...

电动空中出租车制造商Joby Aviation(JOBY.US)证实，有意以公司股票或现金形式最高出资1.25亿美元收 购Blade Air Mobility(BLDE.US)的客运业务。这笔交易预计将在未来几周内完成。消息公布后，截至发 稿，Joby盘前上涨了约5%，而Blade则大幅上涨近29%。 此次收购涵盖了Blade在美国和欧洲的客运业务、休息室、候机楼以及Blade品牌。Blade的医疗部门未被 纳入此次交易范围，仍将保持独立的上市公司身份，并更名为Strata Critical Medical。该公司将继续与 Joby保持长期合作关系。作为此次交易的一部分，Joby还将成为Blade器官运输业务的首选垂直起降飞 机合作伙伴。 Joby创始人兼首席执行官JoeBen Bevirt表示："这是一项具有战略意义的收购，将有助于Joby在迪拜成功 开展商业运营、推动后续的全球扩张计划，并确保公司在该领域的持续领先地位。" ...