r/ACHR•
gumshoe2000

A little earnings surprise nobody is talking about

Bullish🚀

People are circulating around the two acquisitions that ACHR did in the last few months. They acquired Overair's IP and employees, as well as an advanced composite manufacturer.

With the composite manufacturer, Mission Critical Composites, the focus has been on how it will be used to develop new aircraft rapidly. Surely it has connections & relationships with aerospace manufacturers in the valley as well that could be fruitful.

But one nice little upside that will stick its head out come earnings that nobody is talking about is the fact that MCC is a business with 50-200 employees doing $25-100m of revenue (according to Glassdoor). Whatever the real numbers are, Archer low key just got 8-9 figures of revenue and probably 7-8 figures of annual profit.

It's not earth shattering and the synergies with the core business are no doubt more exciting, but a little cash flow certainly helps when cash runway is the name of the game at this point.

I think it's safe to say Archer is now the highest revenue EVTOL company.

Posted Aug 7, 2025, 4:42 PM UTC

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