eVTOL and air taxis stocks

Joby Aviation, Inc. is a vertically integrated air mobility firm specializing in the development of electric vertical takeoff and landing (eVTOL) aircraft. These innovative vehicles are designed to provide on-demand air transportation, with the ultimate aim of launching an aerial ridesharing service. The company was founded in 2009 and operates from its headquarters in Santa Cruz, California.

Joby is an eVTOL manufacturer pursuing FAA type certification and already participates in BETA-linked charging interoperability, so live eIPP operations are directly relevant to its operating model.

Archer Aviation Inc. is a company focused on urban air mobility, specializing in the development, manufacturing, and operation of electric vertical takeoff and landing (eVTOL) aircraft for passenger transport. Initially incorporated as Atlas Crest Investment Corp., the organization later rebranded to its current name, Archer Aviation Inc. Established in 2018, its main operational base is located in Palo Alto, California.

Archer is an eVTOL manufacturer pursuing FAA type certification and is a named participant in the BETA-linked ACES infrastructure effort.

Archer is the direct developer of the Midnight eVTOL; completing Phase 3 of the FAA certification process is a fundamental regulatory de-risking event that clears the path for Type Inspection Authorization (TIA) and moves the company closer to its 2026 commercialization goal.

BETA Technologies, Inc. is a U.S.-based company that specializes in the design, engineering, and production of innovative electric aircraft platforms and integrated propulsion systems for the aviation sector. Its comprehensive product portfolio encompasses various electric aerial vehicles, advanced electric propulsion units, charging infrastructure, and essential components. The company's electric aircraft offerings include the piloted ALIA-CTOL (CX300), which is designed for freight operations, and the adaptable ALIA VTOL (A250), a vertical takeoff and landing model suitable for cargo, logistics, medical missions, and passenger services. For military applications, BETA provides the ALIA Defense VTOL (MV250), tailored for defense logistics and larger aircraft support. Beyond complete aircraft, BETA produces specialized components such as the H500A and V600 motors, which find application in both aerospace and marine environments, alongside proprietary battery systems for its electric aircraft. Its charging solutions include the "charge cube," "thermal management system cube," and "mini cubes." The company also supplies ground support equipment and sophisticated flight control systems. BETA Technologies engages with a diverse clientele, selling its aircraft to military and commercial entities. It provides replacement battery units to operators, supplies propulsion systems to other electric vertical takeoff and landing (eVTOL) manufacturers, and distributes charging equipment to state authorities, operators, Fixed Base Operators (FBOs), and other electric aviation companies. The company's operations span four key aerospace sectors: cargo and logistics, medical services, defense, and passenger transport. Furthermore, BETA offers thorough training programs utilizing flight simulators and virtual reality technologies. Established in 2017, BETA Technologies is based in South Burlington, Vermont.

Eve Holding, Inc. specializes in pioneering urban air mobility initiatives. The firm is actively engaged in crafting and producing electric Vertical Take-off and Landing (eVTOL) vehicles. Beyond manufacturing, Eve also furnishes a complete array of operational and maintenance support for its eVTOLs, encompassing everything from parts supply and upkeep to technical assistance, pilot and ground crew training, ground operations management, and data intelligence services. Furthermore, the company develops sophisticated air traffic management systems specifically tailored for urban environments. Eve Holding, Inc.'s operations are anchored in Melbourne, Florida.

Vertical Aerospace Ltd. is a company dedicated to the creation, manufacturing, and distribution of electrically powered aerial vehicles. Their primary product is the VX4, an innovative aircraft designed for electric vertical take-off and landing (eVTOL). The firm was established in 2016 and is headquartered in Bristol, United Kingdom.

Vertical is primarily focused on UK CAA and EASA certification, trailing the U.S. front-runners in FAA milestones.

Vertical is currently focused on transition testing and scaling its supplier network, trailing Joby's TIA milestones.

New Horizon Aircraft Ltd., an aerospace original equipment manufacturer company, designs hybrid-electric vertical takeoff and landing (eVTOL) aircraft for the regional air mobility market in the United States. It focuses on the design and delivery of the Cavorite X7, a hybrid electric 7-seat aircraft that can take off and land vertically. The company was founded in 2013 and is headquartered in Lindsay, Canada.

EHang Holdings Limited is a technology company focused on autonomous aerial vehicles (AAVs). The company operates a comprehensive platform that encompasses the design, development, manufacturing, sale, and operation of these advanced aircraft, alongside their essential supporting systems and infrastructure. Established in 2014 and headquartered in Guangzhou, People's Republic of China, EHang extends its reach across various global markets, including East Asia, Europe, and other international regions. Its innovative AAV solutions cater to a diverse range of applications, such as urban air mobility for passengers, efficient logistics, smart city management, and aerial media production.

Chinese developer of autonomous aerial vehicles for commercial air mobility.

Nanchang Sanrui Intelligence Technology Co., Ltd. engages in the research, development, production, and sales of electric power systems for civilian drones and robots. The company is also actively developing electric vertical take-off and landing (eVTOL) power systems. The firm's products include electric power systems, including motors, electronic speed regulators, propellers and integrated power systems. Its brands include: LIGPOWER, T-HOBBY, CUBEMARS, SUPER-E and MEPSKING. The company was founded by Wan Zhi Jian, Wan Kai, Xiong Cheng Xiang and Wu Jie on October 14, 2009 and is headquartered in Nanchang, China.

Honeywell’s avionics, sensors, flight-control, and stabilization systems are relevant enabling subsystems for certified eVTOL operations, although no BETA design win is disclosed.

Live eVTOL operations can accelerate demand for certified avionics, sensors, flight-control, and aircraft-management systems as the FAA develops operational data and certification standards. Honeywell is identified as an aerospace avionics and flight-control supplier, but no BETA design win or North Carolina contract is disclosed.

Critical provider of the energy storage (battery) systems for high-voltage flight.

BAE Systems provided the battery systems for this groundbreaking flight. Successfully powering a megawatt-class system for over two hours at 30,000 feet serves as a critical performance validation for BAE's aerospace energy storage and power management capabilities.

Toyota is documented as a supplier of key powertrain and actuation components for Joby production aircraft.

Toyota is a major investor and manufacturing partner providing engineering support to scale Joby's production. Joby's transition to commercial revenue generation in 2026 demonstrates that Toyota's lean manufacturing expertise is successfully being applied to the eVTOL sector, de-risking Toyota's high-tech mobility investments.

While already revenue-generating, the 'imminent' shift refers to the transition of its passenger network from traditional helicopters to Joby's eVTOLs starting in 2026.

Joby's 2026 revenue targets are heavily reliant on the commercial infrastructure and passenger base acquired from Blade in 2025. Joby's success in scaling this revenue directly validates the business model and terminal assets originally developed by Blade.

United has already paid for and planned around 100 initial Archer aircraft, creating meaningful dependence on Midnight production and delivery timing.

As a key commercial partner planning to integrate Archer's aircraft into its airport-to-city transport networks, the regulatory milestone confirms United's timeline for market entry and service launch.

Delta is a major strategic partner planning to integrate Joby flights into its premium customer journey.

Delta is a key strategic partner and investor in Joby, planning to bundle eVTOL flights into premium tickets for 'home to airport' services. Joby's 2026 revenue guidance validates Delta's long-term strategy to offer differentiated premium last-mile connectivity in major hubs like NYC and LA.

Duke Energy is identified as a utility developing vertiport rate structures and interconnection protocols, giving it a relatively direct grid-infrastructure pathway.

A statewide electric-aircraft network creates a potential new high-power load at airports and hospital-linked landing sites. Duke Energy is specifically identified as developing vertiport rate structures and interconnection protocols, creating potential regulated distribution, transformer, and grid-upgrade demand, although the retrieved material does not establish that Duke serves every North Carolina site.