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Eve Air Mobility与Shearwater签署最多16架eVTOL的非约束性意向订单
本次只是最多16架eVTOL的LOI，且Eve此前披露约2800至2900架非约束性订单管线，新增量相对既有管线很小。
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Skip to main content Skip to section navigation Skip to footer Eve Air Mobility's prototype latest flight video View Vi…
不做 Eve Air Mobility（EVEX.US）
最多16架且未披露金额的非约束性LOI，相对既有约2800至2900架订单管线太小，且认证/交付仍远，缺少足以支撑短线做多的正期望。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司公告称与Shearwater签署最多16架eVTOL的LOI，属于一手确认但仍为非约束性意向订单。市场反应:发布时为周末美股闭市，未形成连续交易反应。
- PRNewswire同步分发同一公告，传播仍主要停留在公司新闻稿渠道。
关键理由
- 本次只是最多16架eVTOL的LOI，且Eve此前披露约2800至2900架非约束性订单管线，新增量相对既有管线很小。
- Eve历史披露显示其订单管线本身多为非约束性LOI，商业化与认证仍是核心变量，单个小额LOI难以改变短期基本面预期。
- 2026年媒体报道Eve认证时间线修订至2028年，订单转收入仍有较长执行和监管不确定性。
主要风险
- 若市场把该订单解读为融资租赁渠道打开而非单纯16架订单，EVEX.US这类小市值高波动标的可能出现题材性跳涨。
- 未披露单价、交付节奏、定金或是否转为约束性订单，无法估算短期收入或现金流贡献。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-05-06 · 影响 weakens
近期报道显示认证时间线延至2028年，订单到收入兑现周期长，削弱把小LOI当短线利好的力度。
检索:Eve Air Mobility certification timeline revised 2028 risk 原文 ↗ - 做多前查反向 · 来源 web · 日期 2025-05-13 · 影响 weakens
公司披露既有订单管线约2800架且以非约束性LOI为主，本次最多16架边际新增不足。
检索:Eve Air Mobility backlog non-binding LOI 2800 units 14 billion 原文 ↗
原文全文
展开原文 · 7,732 字
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Press Releases
Eve Air Mobility Secures an Order for Up to 16 eVTOL Aircraft from Shearwater Global Capital, Bay Point's Aviation Finance Company
July 19, 2026 6:00 AM EDT
Download as PDF
The agreement demonstrates growing demand for advanced air mobility and leasing solutions for eVTOLs.
FARNBOROUGH, England , July 19, 2026 /PRNewswire/ -- Eve Air Mobility (NYSE: EVEX, EVEXW; B3: EVEB31), a leader in advanced air mobility solutions, has signed a Letter of Intent (LOI) with Shearwater Global Capital ("Shearwater"), the aviation finance company of Bay Point is a specialist aviation lender providing asset-based financing to borrowers globally, for up to 16 vertical take-off and landing (eVTOL) aircraft. The agreement supports Shearwater's strategy to broaden its aviation finance platform to include emerging asset classes such as advanced air mobility (AAM), reflecting its continued focus on financing solutions for the evolving aviation sector.
The order marks a step in Shearwater's strategy since joining Bay Point in April 2026 as a lessor to invest in transformative aviation technologies, expand its business aviation portfolio, and align with the future of sustainable transportation. As a financial institution focused on aviation investments, Shearwater and Bay Point intend to leverage Eve's industry-leading backlog to offer leasing solutions that will advance air mobility operators access aircraft and accelerate fleet deployment. The companies will also explore additional financing opportunities as demand grows for advanced air mobility and efficient, lower-emissions transportation solutions.
"We are pleased to welcome Shearwater to Eve's growing network of customers and partners," said Johann Bordais, CEO of Eve Air Mobility. "We believe advanced air mobility will play an important role in shaping the future of transportation, and we look forward to supporting Shearwater as it offers leasing solutions to the market."
Eve's eVTOL aircraft is designed to deliver an efficient, sustainable, and customer-centric transportation experience. Backed by more than five decades of Embraer's aerospace expertise, Eve's aircraft and service ecosystem are positioned to support operators seeking to introduce advanced air mobility services safely and efficiently.
"This order reflects our confidence in Eve's technology, leadership team, and vision for advanced air mobility," said Chris Miller, managing director – Aviation, Shearwater Global Capital, a Bay Point company. "We believe advanced air mobility will become a global market, and Shearwater intends to play a leading role in supporting that growth through innovative leasing solutions. By leveraging Eve's industry-leading backlog and integrated ecosystem of aircraft and services, we see a compelling opportunity to help operators expand and create long-term value."
The agreement adds to Eve's industry-leading backlog of aircraft commitments from customers and investors worldwide and highlights continued momentum in the advanced air mobility sector and the growing commercial value of its ecosystem.
As the AAM industry advances toward commercialization, Eve continues to work with operators, investors, lessors, and infrastructure partners worldwide to develop practical, scalable use cases that enable safe, efficient, and sustainable air transportation.
Images : Bay Point eVTOL
About Shearwater Global Capital
Shearwater Global Capital, the aviation finance company of Bay Point, is a specialist aviation lender providing asset-based financing to borrowers globally. The firm, founded in 2014 by Chris Miller, focuses on non-bank clients across commercial and private aviation, with deep expertise in pre-delivery financings, special mission aircraft, and older-vintage assets. Shearwater joined Bay Point, an Atlanta-based private credit firm specializing in asset-backed lending across niche markets underserved by traditional lenders, in 2026 to establish a dedicated aviation finance vertical. For more information about Shearwater Global Capital visit www.shearwaterglobal.com and for more information about Bay Point visit www.baypointadvisors.com .
About Eve Air Mobility
Eve Air Mobility is dedicated to accelerating the Urban Air Mobility (UAM) ecosystem. Benefitting from a start-up mindset, backed by Embraer's 56-year history of aerospace expertise, and with a singular focus, Eve is taking a holistic approach to advancing the UAM ecosystem, with an advanced eVTOL project, a comprehensive global services and support network, and a unique air traffic management solution. Eve is listed on the New York Stock Exchange (EVEX; EVEXW) and the São Paulo Stock Exchange (EVEB31), where its shares of common stock, public warrants and Brazilian Depository Receipts are traded. For more information, please visit www.eveairmobility.com .
Forward-Looking Statement Disclosure
Certain statements contained in this release are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by words such as "may," "will," "expect," "intend," "anticipate," "believe," "estimate," "plan," "project," "could," "should," "would," "continue," "seek," "target," "guidance," "outlook," "if current trends continue," "optimistic," "forecast" and other similar words or expressions. All statements, other than statements of historical facts, are forward-looking statements, including, but not limited to, statements about the company's plans, objectives, expectations, outlooks, projections, intentions, estimates, and other statements of future events or conditions, including with respect to all companies or entities named within. These forward-looking statements are based on the company's current objectives, beliefs and expectations, and they are subject to significant risks and uncertainties that may cause actual results and financial position and timing of certain events to differ materially from the information in the forward-looking statements. These risks and uncertainties include, but are not limited to, those set forth herein as well as in Part I, Item 1A. Risk Factors and Part II, Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations of the company's most recent Annual Report on Form 10-K, Part I, Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations and Part II, Item 1A. Risk Factors of the company's most recent Quarterly Report on Form 10-Q, and other risks and uncertainties listed from time to time in the company's other filings with the Securities and Exchange Commission. Additionally, there may be other factors of which the company is not currently aware that may affect matters discussed in the forward-looking statements and may also cause actual results to differ materially from those discussed. The company does not assume any obligation to publicly update or supplement any forward-looking statement to reflect actual results, changes in assumptions or changes in other factors affecting these forward-looking statements. other than as required by law. Any forward-looking statements speak only as of the date hereof or as of the dates indicated in the statement.
View original content to download multimedia: https://www.prnewswire.com/news-releases/eve-air-mobility-secures-an-order-for-up-to-16-evtol-aircraft-from-shearwater-global-capital-bay-points-aviation-finance-company-302829137.html
SOURCE Eve Air Mobility
Released July 19, 2026
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Skip to section navigation
Skip to footer
Eve Air Mobility's prototype latest flight video
View Video
Press Releases
Eve Air Mobility Secures an Order for Up to 16 eVTOL Aircraft from Shearwater Global Capital, Bay Point's Aviation Finance Company
July 19, 2026 6:00 AM EDT
Download as PDF
The agreement demonstrates growing demand for advanced air mobility and leasing solutions for eVTOLs.
FARNBOROUGH, England , July 19, 2026 /PRNewswire/ -- Eve Air Mobility (NYSE: EVEX, EVEXW; B3: EVEB31), a leader in advanced air mobility solutions, has signed a Letter of Intent (LOI) with Shearwater Global Capital ("Shearwater"), the aviation finance company of Bay Point is a specialist aviation lender providing asset-based financing to borrowers globally, for up to 16 vertical take-off and landing (eVTOL) aircraft. The agreement supports Shearwater's strategy to broaden its aviation finance platform to include emerging asset classes such as advanced air mobility (AAM), reflecting its continued focus on financing solutions for the evolving aviation sector.
The order marks a step in Shearwater's strategy since joining Bay Point in April 2026 as a lessor to invest in transformative aviation technologies, expand its business aviation portfolio, and align with the future of sustainable transportation. As a financial institution focused on aviation investments, Shearwater and Bay Point intend to leverage Eve's industry-leading backlog to offer leasing solutions that will advance air mobility operators access aircraft and accelerate fleet deployment. The companies will also explore additional financing opportunities as demand grows for advanced air mobility and efficient, lower-emissions transportation solutions.
"We are pleased to welcome Shearwater to Eve's growing network of customers and partners," said Johann Bordais, CEO of Eve Air Mobility. "We believe advanced air mobility will play an important role in shaping the future of transportation, and we look forward to supporting Shearwater as it offers leasing solutions to the market."
Eve's eVTOL aircraft is designed to deliver an efficient, sustainable, and customer-centric transportation experience. Backed by more than five decades of Embraer's aerospace expertise, Eve's aircraft and service ecosystem are positioned to support operators seeking to introduce advanced air mobility services safely and efficiently.
"This order reflects our confidence in Eve's technology, leadership team, and vision for advanced air mobility," said Chris Miller, managing director – Aviation, Shearwater Global Capital, a Bay Point company. "We believe advanced air mobility will become a global market, and Shearwater intends to play a leading role in supporting that growth through innovative leasing solutions. By leveraging Eve's industry-leading backlog and integrated ecosystem of aircraft and services, we see a compelling opportunity to help operators expand and create long-term value."
The agreement adds to Eve's industry-leading backlog of aircraft commitments from customers and investors worldwide and highlights continued momentum in the advanced air mobility sector and the growing commercial value of its ecosystem.
As the AAM industry advances toward commercialization, Eve continues to work with operators, investors, lessors, and infrastructure partners worldwide to develop practical, scalable use cases that enable safe, efficient, and sustainable air transportation.
Images : Bay Point eVTOL
About Shearwater Global Capital
Shearwater Global Capital, the aviation finance company of Bay Point, is a specialist aviation lender providing asset-based financing to borrowers globally. The firm, founded in 2014 by Chris Miller, focuses on non-bank clients across commercial and private aviation, with deep expertise in pre-delivery financings, special mission aircraft, and older-vintage assets. Shearwater joined Bay Point, an Atlanta-based private credit firm specializing in asset-backed lending across niche markets underserved by traditional lenders, in 2026 to establish a dedicated aviation finance vertical. For more information about Shearwater Global Capital visit www.shearwaterglobal.com and for more information about Bay Point visit www.baypointadvisors.com .
About Eve Air Mobility
Eve Air Mobility is dedicated to accelerating the Urban Air Mobility (UAM) ecosystem. Benefitting from a start-up mindset, backed by Embraer's 56-year history of aerospace expertise, and with a singular focus, Eve is taking a holistic approach to advancing the UAM ecosystem, with an advanced eVTOL project, a comprehensive global services and support network, and a unique air traffic management solution. Eve is listed on the New York Stock Exchange (EVEX; EVEXW) and the São Paulo Stock Exchange (EVEB31), where its shares of common stock, public warrants and Brazilian Depository Receipts are traded. For more information, please visit www.eveairmobility.com .
Forward-Looking Statement Disclosure
Certain statements contained in this release are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by words such as "may," "will," "expect," "intend," "anticipate," "believe," "estimate," "plan," "project," "could," "should," "would," "continue," "seek," "target," "guidance," "outlook," "if current trends continue," "optimistic," "forecast" and other similar words or expressions. All statements, other than statements of historical facts, are forward-looking statements, including, but not limited to, statements about the company's plans, objectives, expectations, outlooks, projections, intentions, estimates, and other statements of future events or conditions, including with respect to all companies or entities named within. These forward-looking statements are based on the company's current objectives, beliefs and expectations, and they are subject to significant risks and uncertainties that may cause actual results and financial position and timing of certain events to differ materially from the information in the forward-looking statements. These risks and uncertainties include, but are not limited to, those set forth herein as well as in Part I, Item 1A. Risk Factors and Part II, Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations of the company's most recent Annual Report on Form 10-K, Part I, Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations and Part II, Item 1A. Risk Factors of the company's most recent Quarterly Report on Form 10-Q, and other risks and uncertainties listed from time to time in the company's other filings with the Securities and Exchange Commission. Additionally, there may be other factors of which the company is not currently aware that may affect matters discussed in the forward-looking statements and may also cause actual results to differ materially from those discussed. The company does not assume any obligation to publicly update or supplement any forward-looking statement to reflect actual results, changes in assumptions or changes in other factors affecting these forward-looking statements. other than as required by law. Any forward-looking statements speak only as of the date hereof or as of the dates indicated in the statement.
View original content to download multimedia: https://www.prnewswire.com/news-releases/eve-air-mobility-secures-an-order-for-up-to-16-evtol-aircraft-from-shearwater-global-capital-bay-points-aviation-finance-company-302829137.html
SOURCE Eve Air Mobility
Released July 19, 2026
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