Core Viewpoint - The executive order signed by President Trump on June 6, 2025, is expected to significantly boost the eVTOL industry by reinforcing the U.S. leadership in drone technology and integrating eVTOL pilot training into national strategy, leading to increased investment interest in the air mobility sector [1] Group 1: Archer Aviation - Archer Aviation's commercial progress is accelerating, with its Midnight eVTOL model entering a new phase of manned flight testing, demonstrating seamless transitions between vertical and conventional takeoff and landing, laying the technical foundation for commercial operations in 2026 [3] - The company has made substantial progress in its collaboration with the FAA for airworthiness certification and is building a complete industry chain with strategic alliances with United Airlines and Stellantis NV, which is expected to simplify regulatory approval processes for eVTOL commercialization [3] - Following the executive order, Archer completed an $850 million financing round, continuing the momentum from an earlier $300 million investment led by BlackRock, enhancing its capital reserves [3] Group 2: Market Impact - Archer's partnership with United Airlines to develop a New York air taxi network and its designation as the official air mobility service provider for the 2028 Los Angeles Olympics further strengthen market confidence in its commercialization capabilities [3] - The positive policy environment has also benefited the broader eVTOL sector, with Joby Aviation's stock rising 16.3% and Vertical Aerospace's stock increasing by 7.2% during the same period [4] - Joby Aviation is advancing its all-electric air taxi project with support from the new policy, while its ongoing FAA certification and global regulatory cooperation network are paving the way for international expansion [4] - Vertical Aerospace is developing a hybrid version of its flagship VX4 model to address high-value applications in defense logistics and medical rescue, potentially overcoming the limitations of current pure electric eVTOLs in specialized fields [4]

Key Takeaways Trump's June 6 executive order aims to boost U.S. dominance in unmanned and eVTOL aircraft systems. ACHR's shares rose 11.7% post-announcement, outperforming the industry's 0.4% return through June 10. Archer began piloting Midnight test flights, showing both vertical and conventional takeoff capabilities. U.S. President Donald Trump signed an executive order on June 6, 2025, primarily aimed at boosting America’s dominance in unmanned aircraft systems, including the integration of an electri ...

这位以投资困境企业闻名的操盘手，近期掌控了英国航空初创公司Vertical Aerospace(EVTL.US)。该公 司正在研发电动垂直起降飞行器(eVTOL)。 穆德里克的基金将1.3亿美元债务转为股权，罢免了创始人斯蒂芬·菲茨帕特里克，并计划在2028年前推 出旗舰机型VX4。 智通财经APP注意到，在成功押注迷因股（MEME股）狂潮后，对冲基金经理杰森·穆德里克如今正支 持一项更具未来色彩的赌注：飞行出租车。 VX4设计可搭载六名乘客，以接近优享优步的价格实现短途静音高效飞行，例如40分钟从曼哈顿直达汉 普顿。穆德里克承认这听起来像《杰森一家》式的幻想，但强调"飞行器确实已经升空"。 Vertical面临激烈竞争。美国竞争对手Archer Aviation(ACHR.US)、Beta Technologies和Joby Aviation(JOBY.US)过去一年共融资逾14亿美元，而Vertical今年1月仅募资9000万美元。 尽管欧洲更严苛的认证标准可能使Vertical推迟至2026年后投入商用，但所有竞争者都瞄准这个时间窗 口。 尽管遭遇欧洲同行接连破产的行业逆风，Vertical仍押注于简明 ...

1.【英国飞行出租车完成首飞】据英国《每日电讯报》网站5月27日报道，英国近日进行了有史以来 首次空中出租车飞行。这架VX4原型电动飞机能像直升机一样垂直起降，能够搭载1名飞行员和4名乘 客，航程可达160公里，时速可达240公里。英国政府设定的目标是在2028年前让飞行出租车成为现 实。（科创板日报） 2.【郑州航空港区启动首次常态化低空物流试飞】5月30日上午10点整，郑州航空港经济综合实验区 首次常态化低空物流试飞活动正式启动，标志着航空港区在探索低空经济领域迈出重要一步。此次试 飞活动由顺丰速运河南分公司和江西丰羽顺途科技有限公司合作完成，采用丰翼方舟20无人机执飞。 本次试飞活动开设了两条航线，分别为郑州国际陆港顺丰仓至比亚迪（百汇新天地起降点）和郑州国 际陆港顺丰仓至岗李乡镇区（顺丰速运网点起降点），旨在满足比亚迪周边及岗李乡镇区群众的寄递 需求。按照规划航线，无人机避开人口密集区域、交通要道及可能的禁飞区域，以最高15m/s的速度 平稳飞行。满载包裹的无人机仅需10分钟即可直达乡镇，相较于传统陆运时效提升了4倍，实现了物 流与低空配送的无缝衔接。（大河财立方） 更多智能制造产业资讯 …… 扫码订 ...

Industry Overview - The aerospace defense industry is experiencing growth despite supply-chain challenges, driven by increased defense budgets and positive projections for global air passenger numbers in the second half of 2025 [1][3] - A White House report indicates a proposed 13% increase in U.S. defense spending to $1.01 trillion for fiscal year 2026, which is expected to benefit defense-focused companies [4] - The Zacks-defined Aerospace – Defense Industry ranks in the top 16% of Zacks Industry Rank, suggesting it will outperform the market in the next three to six months [5] Company Summaries GE Aerospace - GE Aerospace is seeing strong demand for commercial engines and propulsion technologies, supported by rising defense budgets and geopolitical tensions [8] - The company raised its dividend by 28.6% to 36 cents per share in February 2025, with expected organic revenue growth in the low-double-digit range for 2025 [9] - GE Aerospace has an expected revenue growth rate of -6.8% and an earnings growth rate of 19.6% for the current year [9] Howmet Aerospace Inc. - Howmet Aerospace is benefiting from robust momentum in the commercial aerospace market and strength in its defense business due to rising defense budgets [10] - The company has a strong liquidity position and expects revenue and earnings growth rates of 8.5% and 28.6%, respectively, for the current year [11] Leidos Holdings Inc. - Leidos Holdings reported strong earnings and revenue growth, with increased contract wins from the Pentagon leading to a solid backlog of $46.30 billion [12][14] - The company is well-positioned to contribute to the development of a next-generation missile defense shield, with expected revenue and earnings growth rates of 2.7% and 4.3%, respectively, for the current year [14] Huntington Ingalls Industries Inc. - Huntington Ingalls is a leading U.S. shipbuilder with a solid order backlog, driven by strong demand for its nuclear-powered aircraft carriers and submarines [15][16] - The company expects revenue and earnings growth rates of 3.3% and 2.5%, respectively, for the current year [17] Vertical Aerospace Ltd. - Vertical Aerospace is focused on designing and manufacturing zero-emission electric vertical takeoff and landing (eVTOL) aircraft, with significant growth potential in the advanced air mobility market [18] - The company has an expected revenue growth rate of 1% and an earnings growth rate of over 100% for the current year [19]

Vertical Aerospace (EVTL) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Charlotte Cowley - Director of Strategic FinanceStuart Simpson - Chief Executive OfficerLimhi Somerville - Director of EngineeringSavanthi Syth - MD - Airlines & Advance Air MobilityAustin Moeller - Director - Equity ResearchJesse Sobelson - VP - Equity ResearchLaura Li - Equity Research Associate Conference Call Participants Amit Dayal - Managing Director & Senior Technology AnalystDavid Zazula - Analyst Operator ...

Vertical Aerospace (EVTL) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Speaker0 Thank you for standing by. My name is Carly, and I will be your conference operator today. At this time, I would like to welcome everyone to the Vertical Aerospace Q1 twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Simply press star followed by the number one on your telephone keypad. If yo ...

Vertical Aerospace (EVTL) Q4 2024 Earnings Call March 11, 2025 08:30 AM ET Company Participants Charlotte Cowley - Director of Strategic FinanceStuart Simpson - Chief Executive OfficerSimon Davies - Chief Test PilotSavanthi Syth - Managing DirectorAustin Moeller - Director - Equity ResearchJesse Sobelson - VP - Equity Research Conference Call Participants Edison Yu - AnalystSameer Joshi - Senior Equity Research AnalystChris Pierce - Senior Analyst Operator Good morning. My name is Jay, and I will be your co ...