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北京时间·🕒 发布 18:00:00(美东 06:00)·⟳ 抓取 18:00:14·⚡ 决策 08-04 18:01:17 +1m03s·84.0 天前

Eve Holding发布2026年二季度业绩,亏损收窄但仍处研发期且无收入催化

公司仍处eVTOL研发阶段,明确表示开发期不预计产生有意义收入,本次没有订单、认证、交付或商业化里程碑。

📄 原文EVEX↗ 原文
Eve Holding, Inc. Reports Second Quarter 2026 Results
MELBOURNE, Fla., Aug. 4, 2026 /PRNewswire/ -- Eve Holding, Inc. ("Eve") (NYSE: EVEX and EVEXW / B3: EVEB31) reports its…
不做 Eve Holding(EVEX.US)
业绩披露缺少收入、订单、认证或交付等短线硬催化;亏损收窄主要来自研发费用和付款节奏,无法形成正期望交易。
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

🔎 新鲜度:最早出现 2026-08-04 · 扩散 low · price-in 风险 medium ↗

关键理由

  • 公司仍处eVTOL研发阶段,明确表示开发期不预计产生有意义收入,本次没有订单、认证、交付或商业化里程碑。
  • 二季度净亏损从去年同期6470万美元收窄至3420万美元,主要来自研发费用下降和供应商谈判,更多是成本节奏变化而非需求或收入超预期。
  • 全年现金消耗仍预计约2.5亿美元中位水平,5.313亿美元总流动性支撑至2028年,属于 runway 更新而非短线可重定价催化。

主要风险

  • 若电话会披露认证进度、订单转正式合同或融资安排出现超预期新信息,需由新信号重新判断。
  • 低流动性研发型航空标的可能因盘前情绪波动而异动,但本次正文缺少可验证的基本面增量。

原文全文

展开原文 · 6,982 字
Eve Holding, Inc. Reports Second Quarter 2026 Results
MELBOURNE, Fla., Aug. 4, 2026 /PRNewswire/ -- Eve Holding, Inc. ("Eve") (NYSE: EVEX and EVEXW / B3: EVEB31) reports its second quarter 2026 earnings results.
Financial Highlights
Eve Air Mobility is an aerospace company dedicated to developing an eVTOL (electric Vertical Takeoff and Landing) aircraft and the Urban Air Mobility (UAM) ecosystem. This includes aircraft development, Services & Support solutions like Eve TechCare® and Eve Vector®, an Urban Air Traffic Management system. Eve is pre-operational. We do not expect meaningful revenue, if any, during the aircraft development phase. Financial results during this period are expected to be driven mostly by program development costs.
Eve reported a net loss of $34.2 million in 2Q26 versus $64.7 million in 2Q25. The reduction in net loss in 2Q26 was mainly due to lower Research & Development expenses. These costs and activities are necessary to advance our suite of UAM products and services, including the Master Service Agreement (MSA) with Embraer. R&D expenses were $28.9 million in 2Q26 compared to $45.7 million in 2Q25 and reflect better than expected supplier contract negotiations and program development updates. The decrease came despite continuous supplier engagement and R&D activity – including eVTOL development and allocation of Embraer engineering resources to our project. R&D continues to demand additional program development activities and testing infrastructure. The MSA primarily drives our R&D costs with Embraer, which performs several critical activities for Eve.
Selling, General & Administrative (SG&A) was relatively flat yoy, at $8.3 million in 2Q26 ($8.2 million in 2Q25). The number of direct Eve employees remained unchanged yoy at 185 contributors, and despite the c.8% appreciation of the Brazilian Real versus the US Dollar, personnel and outsourced expenses decreased by about 5% yoy – Eve is already capturing some of the additional cost savings and synergies identified with Embraer. This decrease was offset by higher depreciation charges, reflecting the growth of Eve's fixed-asset base.
Eve's total cash consumption in 2Q26 was $49.4 million – vs. $56.9 million in 2Q25, despite continuous design & development activities, with some MSA-related payments deferred to the beginning of the third quarter. Including this payment, Eve's full year 2026 cashflow consumption is expected to reach the mid-range of our guidance at $250 million as we start to capture additional synergies with Embraer. Eve's Cash, Cash Equivalents, and Financial Investments totaled $403.3 million at the end of 2Q26. Total liquidity – including undrawn credit lines with the Brazil's National Development Bank (BNDES) and a grant, reached a $531.3 million. We believe this funding is sufficient to support our operations and program investments through 2028.
For additional information, please access the full 2Q26 Earnings release, available at the Investor Relations website ir.eveairmobility.com
Webcast details
Management will discuss the results on a conference call on Tuesday, August 04, 2026, at 8:00 AM (Eastern Time). The webcast will be publicly available in the Upcoming Events section of the company website: www.eveairmobility.com
To listen by phone, please dial 1-877-407-0752 or 1-201-389-0912. A replay of the call will be available until August 18, 2026, by dialing 1-844-512-2921 or 1-412-317-6671 and entering passcode 13761886.
About Eve Holding, Inc.
Eve is dedicated to accelerating the Urban Air Mobility ecosystem. Benefitting from a start-up mindset, backed by Embraer S.A.'s more than 50-year history of aerospace expertise, and with a singular focus, Eve is taking a holistic approach to progressing the UAM ecosystem, with an advanced eVTOL project, comprehensive global services and support network and a unique air traffic management solution. Since May 10, 2022, Eve has been listed on the New York Stock Exchange, where its shares of common stock and public warrants trade under the tickers "EVEX" and "EVEXW". In December 2025, the Company was listed on the B3, Brazilian Stock Exchange, under the ticker EVEB31. The information on, or accessible through, any website referenced herein is not incorporated by reference into, and is not a part of, this release. For more information, please visit www.eveairmobility.com
Forward Looking Statements
Certain statements contained in this release are forward-looking statements within the meaning of the 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 which the company is not currently aware of 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:https://www.prnewswire.com/news-releases/eve-holding-inc-reports-second-quarter-2026-results-302841618.html
SOURCE Eve Holding, Inc.
Released August 4, 2026

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