ACHR at a glance
Archer Aviation Inc. (ACHR, SEC CIK 1824502) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on October 2, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Archer Aviation Inc. (ACHR) reported revenue of $300,000 and a net loss of $618.2 million. Diluted EPS was -$0.99.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Archer Aviation Inc. (ACHR) shares worth $1.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lyon Benjamin on September 21, 2026 of 45,359 shares at $5.43 per share.
- In the last 90 days, ACHR insiders reported 0 open-market purchases ($0) and 6 open-market sales ($1.7M) on Form 4, a net sale of $1.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $300K
- 10-K XBRL
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$1.7M
- 13F holders
- 38 funds
- $1.2B · −2 vs prior quarter
- Latest 8-K
- Sep 24, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: development and commercialization of eVTOL aircraft and advanced aviation technologies for commercial air taxi and defense markets
- New emphasis on dual-use hybrid-electric autonomous VTOL aircraft for defense and commercial cargo/medical evacuation, leveraging partnership with Anduril
- Strategic shift: acquisition of Hawthorne Airport as operational and innovation hub, supporting U.S. air taxi network and AI-powered aviation tech development
- Notable metric: first third-party adoption of electric powertrain by Anduril and EDGE Group for autonomous defense air vehicle announced November 2025
- Unique fact: active participation and multi-state applications in White House eVTOL Integration Pilot Program to accelerate U.S. air taxi deployment
Risk Factors
- FAA final airworthiness criteria for Midnight aircraft issued May 2024 under 14 CFR Part 21.17(b)
- Exposure to UAE market regulation via GCAA’s Restricted Type Certification for early commercial operations
- Production certification dependent on FAA approval of manufacturing systems and quality controls for Midnight aircraft
- Competitive risk from potential market entrants in urban air mobility with piloted eVTOL aircraft
- Key-person dependency on pilot training academy enabled by Part 141 Certificate and specialized engineering talent
Management Discussion & Analysis
- Revenue $0.3M in 2025 vs $0 in 2024, from Hawthorne Airport hangar lease
- Operating loss $729.3M in 2025 vs $509.7M in 2024; R&D up 38.1% to $493.9M, G&A up 54.9% to $235.4M
- No segments generating significant revenue; commercial and defense lines still in development
- Net cash used in operations $432.9M in 2025 vs $368.6M in 2024; financing raised $1.8B in 2025 including direct offerings and PIPE financings
- Management expects continued losses, increased R&D and capex for aircraft development, manufacturing scale-up, and UAM infrastructure expansion
AI summary of the ACHR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $5.0M, up $5.0M YoY from $0, led by $3.0M FBO operations
- Operating margin -5584.0% vs unavailable YoY; net loss $263.2M vs $206.0M
- Worst performance, planned commercial and defense lines: no significant revenue generated
- Cash, equivalents and short-term investments $1,560.6M at June 30, 2026
- Operating cash flow $(305.5)M vs $(198.0)M; $69.7M property-equipment purchases
- Outlook: additional losses and higher operating expenses; liquidity expected for at least 12 months
Risk Factors
- New acquisition risk triggered by Target Companies transaction: closing depends on regulatory and export approvals
- Most material update: Boeing share issuance equal to 19.75% of pre-closing shares, plus two $100.0 million warrants
- Regulatory risk: combined company will newly face government-contracting and export-control compliance regimes
- Operational risk: limited management experience with Insitu’s defense-contracting and unmanned-systems operations
- Liquidity risk: cash settlement of warrants could require significant outlay if stockholder approval is unavailable
AI summary of the ACHR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- HSR waiting period expired September 18, clearing a key antitrust condition for Archer’s acquisition of Boeing subsidiaries
- Transaction includes Wisk Aero, Insitu and SkyGrid, combining eVTOL, UAS and airspace-intelligence capabilities
Item 7.01: Regulation FD Disclosure
- Acquisition remains subject to regulatory approvals, other closing conditions, and potential termination
- Expected acquisition benefits may be delayed, unrealized, or offset by higher integration costs
Item 8.01: Other Events
- Public warrants expire September 16, 2026 at 5:00 p.m. New York time
- $11.50 exercise price per warrant for one Class A common share
AI summaries of ACHR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ACHR
Don't miss the next ACHR filing
- Alerts as it files. A push when ACHR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ACHR, by share count.
- Ask anything. An AI agent that reads every ACHR filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lyon Benjamin | Sell | Sep 21, 2026 | 45,359 | $5.43 |
| Lentell Eric | Sell | Aug 20, 2026 | 100,000 | $6.31 |
| Gupta Priya | Sell | Aug 17, 2026 | 10,015 | $6.41 |
| Lyon Benjamin | Sell | Aug 17, 2026 | 50,188 | $6.41 |
| Lentell Eric | Sell | Aug 17, 2026 | 52,762 | $6.41 |
| Rungta Harsh | Sell | Aug 17, 2026 | 13,880 | $6.41 |
| Rungta Harsh | M | Aug 15, 2026 | 12,412 | - |
| Rungta Harsh | M | Aug 15, 2026 | 21,754 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $0 | $0 | $300K |
| Operating Income | -$446.9M | -$509.7M | -$729.3M |
| Net Income | -$457.9M | -$536.8M | -$618.2M |
| Op. Margin | - | - | -243100.0% |
| Net Margin | - | - | -206066.7% |
| Balance Sheet | |||
| Total Assets | - | $1.0B | $2.5B |
| Equity | - | $752.6M | $2.2B |
| ROE | - | -71.3% | -28.1% |
| Per Share | |||
| EPS | - | $-1.42 | $-0.99 |
| Cash Flow | |||
| Operating CF | -$271.6M | -$368.6M | -$432.9M |
| CapEx | - | $82.0M | $78.8M |
Source: XBRL data in Archer Aviation Inc. (ACHR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ACHR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $1.20B |
| Q1 2026 | 40 | $1.21B |
| Q4 2025 | 38 | $1.89B |
| Q3 2025 | 35 | $2.12B |
| Q2 2025 | 33 | $2.29B |
| Q1 2025 | 30 | $765.5M |
| Q4 2024 | 23 | $955.2M |
| Q3 2024 | 18 | $137.2M |
- Morgan Stanley+5.79M (+55%)
- Vanguard Portfolio Management LLC+5.62M (+24%)
- State Street Corp+5.03M (+12%)
- Vanguard Capital Management LLC+4.54M (+19%)
- Dimensional Fund Advisors+3.43M (+2262%)
- ARK Investment Management−5.47M (-15%)
- Blackstone Group−2.55M (-51%)
- Goldman Sachs Group−2.46M (-43%)
- Citadel Advisors LLC−1.84M (-63%)
- D.E. Shaw & Co−540.5K (-95%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 255 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ACHR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 2, 2026 | - | - | - |
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 4 | Sep 23, 2026 | - | - | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Aug 7, 2026 | - | - | |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 8-K | Jun 30, 2026 | - | Analysis | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - |
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ACHR SEC filings: frequently asked questions
Are ACHR insiders buying or selling?
In the last 90 days, Archer Aviation Inc. (ACHR) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $1.7 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ACHR stock?
As of June 30, 2026, the largest Archer Aviation Inc. (ACHR) holders among the 13F filers tracked by SignalX were BlackRock ($285.0 million), State Street Corp ($230.2 million), ARK Investment Management ($151.2 million), Vanguard Capital Management LLC ($137.6 million), Vanguard Portfolio Management LLC ($135.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ACHR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Archer Aviation Inc. (ACHR) reported revenue of $300,000 and a net loss of $618.2 million. Diluted EPS was -$0.99. The figures come from the XBRL data in the 10-K.
What are the main risks in ACHR's latest 10-K?
In the 10-K filed March 2, 2026, Archer Aviation Inc. (ACHR) flagged: FAA final airworthiness criteria for Midnight aircraft issued May 2024 under 14 CFR Part 21.17(b). Exposure to UAE market regulation via GCAA’s Restricted Type Certification for early commercial operations. (AI summary of the Risk Factors section.)
What did ACHR report in its latest 8-K?
Archer Aviation Inc. (ACHR) filed an 8-K on September 24, 2026 reporting Item 7.01 (Regulation FD Disclosure). HSR waiting period expired September 18, clearing a key antitrust condition for Archer’s acquisition of Boeing subsidiaries.
What are the latest ACHR SEC filings?
Archer Aviation Inc. (ACHR) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on October 2, 2026 and a Form 4 insider filing on September 23, 2026.
What is ACHR's SEC CIK number?
Archer Aviation Inc. (ACHR)'s SEC Central Index Key (CIK) is 1824502. EDGAR lists every ACHR filing under that number.
Ask anything about ACHR
The research agent reads ACHR's filings, financials, insider trades and 13F holders, then answers with sources.