Eve Holding, Inc. (EVEX) Q1 2026 Earnings Call Transcript
ACHR vs EVEX: Partnerships, global expansion and tech advances shape the race as both eVTOL players push toward commercial air taxi operations.
Eve Holding remains a speculative 'Buy' after achieving its first eVTOL flight milestone in December 2025. EVEX has $641 million in pro-forma liquidity, covering approximately 2.5 years of projected free cash flow burn. Certification and production ramp-up risks remain significant, with first deliveries realistically expected in 2028–2029.
Eve Holding, Inc. (EVEX) Q4 2025 Earnings Call Transcript
Stocks and metals prices marched further into record territory on Wednesday, giving investors are little something extra to celebrate this Christmas.
Eve Holding remains a speculative "Buy," with price targets of $4.17-$5.10, representing 15%-40% upside potential. EVEX continues to face significant risks, including delays in certification, high cash burn, and potential shareholder dilution common in the eVTOL sector. Recent results showed little surprise, with cash burn aligning with guidance and sufficient capital raised to cover near-term needs.
Eve Holding, Inc. ( EVEX ) Q3 2025 Earnings Call November 4, 2025 8:00 AM EST Company Participants Lucio Aldworth - Director of Investor Relations Johann Christian Jean Bordais - Chief Executive Officer Eduardo Couto - Chief Financial Officer Luiz Valentini - VP of Engineering & Technology Conference Call Participants Savanthi Syth - Raymond James & Associates, Inc., Research Division Andres Sheppard-Slinger - Cantor Fitzgerald & Co., Research Division Eegan McDermott - Jefferies LLC, Research Division Sameer Joshi - H.C. Wainwright & Co, LLC, Research Division Andre Madrid - BTIG, LLC, Research Division Austin Moeller - Canaccord Genuity Corp., Research Division Presentation Operator Good day, and welcome to the Eve Holding, Inc. Third Quarter 2025 Earnings Conference Call.
EVEX edges ahead of JOBY in the eVTOL race, backed by Embraer expertise, strong LOIs and better earnings performance.
Eve Holding remains a speculative buy despite a six-month delay in EVE-100's first flight, with flight testing now expected in late 2025 or early 2026. The company raised $230 million to strengthen its liquidity, helping fund operations and reduce the risk of running out of cash before certification and production ramp-up. Partnership with Embraer and São Paolo's large helicopter market provides strategic advantages, supporting long-term growth potential for Eve's eVTOL business.
Eve Holding, Inc. (NYSE:EVEX ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Eduardo Siffert Couto - Chief Financial Officer Johann Christian Jean Charles Bordais - Chief Executive Officer Lucio Aldworth - Director of Investor Relations Luiz Valentini - VP of Engineering & Technology Conference Call Participants Andre Madrid - BTIG, LLC, Research Division Andres Juan Sheppard-Slinger - Cantor Fitzgerald & Co., Research Division Austin Nathan Moeller - Canaccord Genuity Corp., Research Division Ellen Dionysia Page - Jefferies LLC, Research Division Marcelo Garaldi Motta - JPMorgan Chase & Co, Research Division Savanthi Nipunika Prelis-Syth - Raymond James & Associates, Inc., Research Division Operator Please stand by. Your program is about to begin.
Eve Holding edges out Joby Aviation in the eVTOL race with strong LOIs, better earnings surprise history, and Embraer support.
ACHR and EVEX battle for eVTOL dominance as Archer nears 2025 rollout and Eve builds up momentum with global LOIs.