"Archer reported Q4 2025 revenue of $300,000, a figure that is a milestone for the company: it represents the company's first-ever revenue recognition. The company posted an EPS loss of -$0.26 for the quarter, with a net loss of $188.9 million and operating expenses of $234.70 million, partly inflated by a $36.10 million jump in non-cash stock-based compensation."
"Archer became the first eVTOL manufacturer to achieve 100% FAA acceptance of all 797 Means of Compliance for its Midnight aircraft. That is a real structural milestone. But the forward guidance was a cold shower for anyone hoping burn rates would ease. The company guided Q1 2026 Adjusted EBITDA to a loss of $160 million to $180 million."
"CEO Adam Goldstein struck a confident tone on the call. 'My job is to drive execution: fly aircraft, deploy them in cities, complete certification, scale manufacturing, and deliver to the customers who are waiting.' That is a clear mandate. The market's response suggests investors want to see it executed before pricing it in."
Archer Aviation and Quantum Computing Inc. experienced sharp declines following their earnings reports. Archer reported its first-ever revenue of $300,000 in Q4 2025 but posted a net loss of $188.9 million with operating expenses of $234.70 million. The company achieved a significant FAA milestone by obtaining 100% acceptance of all 797 Means of Compliance for its Midnight aircraft. However, forward guidance disappointed investors, with Q1 2026 Adjusted EBITDA projected at a loss of $160-180 million. Quantum Computing reported Q4 2025 revenue of $198,000, missing consensus estimates. Both companies are speculative growth names facing heavy losses and burn rates, though Archer maintains approximately $2.0 billion in liquidity.
Read at 24/7 Wall St.
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