ACHR Earnings Prediction
The chart below shows how ACHR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ACHR sees a +2.06% change in stock price 10 days leading up to the earnings, and a -3.83% change 10 days following the report. On the earnings day itself, the stock moves by +2.48%. This data can give you a slight idea of what to expect for the next quarter's release.
ACHR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
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Gross Margin
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Operating Margin
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Net Margin
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EPS
-0.44
-22.22%
51.72%
No Data Available
ACHR Earnings Analysis
Archer Aviation Inc Corporation (ACHR.N) Earnings Conference Call
Positive
Midnight Aircraft Deployment: Archer is on track to begin deploying revenue-generating Midnight aircraft later this year, indicating progress towards commercial operations.
Partnership with Abu Dhabi Aviation: The company has signed Abu Dhabi Aviation as its first Launch Edition partner, allowing for early revenue generation and operational support in the UAE.
Manufacturing Expansion Plans: Archer's factory in Georgia is operational, with plans to manufacture up to 10 Midnight aircraft this year, demonstrating scaling capabilities.
Strong Liquidity Position: The company has raised an additional $300 million, bringing its liquidity to over $1 billion, the strongest position to date, which supports future growth.
FAA Certification Achievement: Archer has received FAA certification for part 141, allowing them to train and certify Midnight pilots, a critical step for commercial launch.
Defense Partnership Opportunities: The partnership with Anduril for defense applications is expected to create multibillion-dollar opportunities, diversifying revenue streams.
Commercialization Readiness Progress: The company has made significant progress in engineering milestones and manufacturing ramp, indicating readiness for commercialization.
Negative
Operating Expenses Surge: Q4 2024 saw a significant increase in operating expenses, with GAAP operating expenses rising to $124.2 million, a 14% increase year-over-year, primarily due to investments in personnel and materials.
Operating Expenses Increase: Non-GAAP operating expenses for Q4 were $98.3 million, which is a 22% increase year-over-year, indicating rising costs associated with development and testing.
Cash Burn Concerns: The company reported cash used in operations and investing activities for 2024 was $450.6 million, which raises concerns about cash burn as they prepare for revenue-generating operations.
Projected EBITDA Loss: Despite a strong liquidity position of over $1 billion, the company is still projecting an adjusted EBITDA loss of $95 million to $110 million for Q1 2025, indicating ongoing financial challenges as they ramp up operations.
External Funding Dependency: The reliance on external funding, including a $300 million raise and potential additional capital from Stellantis, highlights the company's dependency on investor confidence and market conditions to sustain operations.
ACHR FAQs
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ACHR Earning Call Sentiment
Archer Aviation Inc. (ACHR) Q4 2024 Earnings Call Transcript
ACHR.N
3.45%Positive
The earnings call highlights a major partnership with Abu Dhabi Aviation, accelerating commercialization. Despite increased expenses, significant cash was raised, de-risking the path to commercialization. The Launch Edition program provides revenue opportunities ahead of full FAA certification. Analysts showed interest in the company's strategy, particularly in new revenue lines from software and hybrid applications. The partnership announcement and optimistic guidance suggest a positive market reaction, especially for a small-cap stock.
