Eve Holding, Inc. · NYSE:EVEX
Eve — Investor Day (February 2026)
43 slides from Eve's investor day presentation, Feb 9, 2026
Slide 1: Investor Day
I N V E S TO R DAY February 9, 2026 Melbourne, FL
Slide 2: Lucio Aldworth, Director of Investor Relations
INVESTOR DAY 2026 L U C I O AL DWORTH DIRECTOR OF INVESTOR RELATIONS
Slide 3: Investor Day 2026 agenda
12:00 – 12:05: Lucio Aldworth | Director of Investor Relations 12:05 – 12:15: Johann Bordais | Chief Executive Officer 12:15 – 13:00: Luiz Valentini | Chief Technology Officer 13:00 – 13:40: Megha Bhatia | Chief Commercial Officer 13:40 – 14:00: Eduardo Couto | Chief Financial Officer INVESTOR DAY 2
Slide 4: Johann Bordais, Chief Executive Officer
INVESTOR DAY 2026 J OHANN BORDAI S CHIEF EXECUTIVE OFFICER
Slide 5: Austin, Texas 2014 – 2026
Austin, Texas 2014 2026
Slide 6: Fortaleza, Brazil
I= Fortaleza, Brazil 2026 i t wen fj
Slide 7: Global and urban population growth
Global population in Urban population in billions of people billions of people 9.7 6.7 8.1 4.6 2023 2050 2023 2050 Source: Eve Global Market Outlook - 2025
Slide 8: Energy-related CO2 emissions from transport
Energy-related CO2 emissions per year ~37 23% billion tons of CO2 worldwide by transport Source: Eve Global Market Outlook - 2025
Slide 9: Hours lost in congestion by person
HOURS LOST IN CONGESTION BY PERSON 196h 226h 222h São Paulo 112h Johannesburg 234h Bengaluru New York London Source: Eve Global Market Outlook - 2025
Slide 10: Value proposition
VALUE PROPOSITION High Safety High Availability Commercial aviation ↑ Profitability standards Scale operations without ↑ New Routes not proportional fleet and personnel growth operated by single engine helicopters Low Noise Profile Optimized for UAM Avoid Curfew 60-mile range ↑ Flight Frequency Vert
Slide 11: Proven A&D suppliers for program excellence
POWER DISTRIBUTION FLIGHT CONTROL AIR DATA EXTERNAL LIGHTS ROTORS & SYSTEM COMPUTERS SENSORS & OTHER SENSORS PROPELLER PROVEN A&D SUPPLIERS FOR SEATS PYLONS INTERIOR WINDOWS PILOT CONTROL PROGRAM EXCELLENCE LANDING GEAR HV BATTERY WING PARTS ACTUATORS DOORS EMPENNAGE & FUSELAGE THERMAL AVIONICS, & E
Slide 12: Video available at ir.eveairmobility.com
VIDEO AVAILABLE AT https://ir.eveairmobility.com/company-information/presentations
Slide 13: Luiz Valentini, Chief Technology Officer
INVESTOR DAY 2026 L U I Z VAL ENTI NI CHIEF TECHNOLOGY OFFICER
Slide 14: Eve has come a long way in a short time
EVE HAS COME A LONG WAY IN A SHORT TIME 2017 2020 2022 • Eve is created • Concept Evolution • Canard to Fixed-wing within Embraer-X as • Project launch • Dual to Single Pusher a truly disruptive innovation project.
Slide 15: Eve has come a long way in a short time
EVE HAS COME A LONG WAY IN A SHORT TIME 2023 2024 2025 • New cabin • 4-blades foldable mechanism • Lifters upgrade • Pylon height increase • Pylon empennage disconnection • New pusher supplier • Fuselage optimization • New battery concept for thermal runway • Landing gear • Increased pax living spac
Slide 16: High utilization capability
HIGH UTILIZATION CAPABILITY Designed for Reduced Noise and Carbon Footprint Single Engine Dual Engine Helicopter Helicopter Operational days 4,300 +550 days (12 years)[1] 3,700 3,800 Productivity 24,000 24,000 (12 years)[2] 48,000 flights +100% flights flights Noise [3] -60% 62 dB(A) 66 dB(A) 72dB(A
Slide 17: Reducing energy and maintenance costs
REDUCING ENERGY AND MAINTENANCE COSTS Expected to achieve 50-65% ~3x lower costs vs. helicopters ~2x Energy and Maintenance Costs per Trip Base: 1 Base: 1 EVE-100 Single Engine Dual Engine Helicopter Helicopter Fuel/Energy Costs Maintenance Costs Source: Eve Air Mobility
Slide 18: Eve aircraft fit for urban missions
EVE AIRCRAFT FIT FOR URBAN MISSIONS Product features prioritized for last-mile and sightseeing routes Single Engine Dual Engine Aircraft Eve Tilt rotor eVTOLs Helicopter Helicopter Seats 1+4 1+4 1+5 1+7 Aircraft Cost DMC (Direct Maintenance Cost) DOC (Direct Operating Cost) Dispatch Reliability Max
Slide 19: Engineering prototype
ENGINEERING PROTOTYPE Representative of commercial aircraft (Eve-100) Similar dimensions, components and suppliers Same configuration (8 lifters, 1 pusher) Same flight characteristics 1:1 Prototype Uncrewed Knowledge gain 50 ft wingspan Pilot & Flight engineers Building block strategy 33 ft long in
Slide 20: Unparalleled testing capabilities
Remote Piloting Station Truck Boom Rig Custom-built to command-and-control Simulate actual conditions to which prototype flight, with minimal pilot- rotors will be subjected in flight eVTOL latency. UNPARALLELED Telemetry and video capabilities, with real-time data for real-time analysis by TESTING
Slide 21: Flight #6 Jan. 21, 2026
FLIGHT #6 Jan. 21, 2026 VIDEO AVAILABLE AT https://ir.eveairmobility.com/company-information/presentations
Slide 22: Prototype 2026 flight campaign
PROTOTYPE 2026 FLIGHT CAMPAIGN Total Flights: 20 Total Flight Time: 47 minutes 20 TOTAL FLIGHTS FLIGHT #7 Jan. 22, 2026 Denotes two flights / day: Jan.21, Jan. 27, Jan. 28 Last Update: Feb 06, 2026
Slide 23: Prototype 2026 flight campaign
PROTOTYPE 2026 FLIGHT CAMPAIGN 300+ FLIGHTS PLANNED 1st Flight Dec Early Mid Late 2025 2026 2026 2026 Hover & Low Speed Flights Transition Flights Cruise Flights Consolidated Assessment Lifters Only Lifters + Pusher Pusher Only All Phases • IGE - In ground effect • Lifter & Pusher synchronization •
Slide 24: EVE-100: certification campaigns in Brazil and US
EVE-100: CERTIFICATION CAMPAIGNS IN BRAZIL AND US 2026 2027 Brazil + USA Certification Global validation Submission 6 Conforming of Test Prototypes Results Ground + Flight Campaign Definition of Acceptance of Definition Submission Means of Certification of Noise of Test + Compliance Plans Criteria P
Slide 25: Eve is the most efficient eVTOL development program
EVE IS THE MOST EFFICIENT EVTOL DEVELOPMENT PROGRAM Cash Burn (through 3Q25) Expected 8 years EIS 2027 ~US$500M Kick-off (2020) Market estimate Kick-off (2018) 10 years EIS 2027 ~US$1.5B Market estimate A250 - eVTOL 11 years EIS 2027 ~US$720M Kick-off (2017) Market estimate 19 years EIS 2027 ~US$1.9
Slide 26: Megha Bhatia, Chief Commercial Officer
INVESTOR DAY 2026 ME GHA BHATI A CHIEF COMMERCIAL OFFICER
Slide 27: Eve tailored for urban missions
EVE TAILORED FOR URBAN MISSIONS 10mi | 16 km Balneário Camboriu, SC, Brazil | NVT Airport – Balneário Camboriu 12 mi | 20 km Orlando, FL, USA | MCO Airport – Int. Drive 19mi | 31 km New York, NY, USA | JFK – Manhattan 19 mi | 31 km Perth, WA, Australia | PER Airport – Fremantle 21 mi | 34 km Foz do
Slide 28: Industry leading backlog
I ND USTRY L EADI NG B ACKLOG Total orders (Firm + Letters of Intent) 3,000 2,500 Total eVTOL Orders 2,000 1,500 1,000 500 0 Eve global footprint Diversified customer types 28 customers in 9 countries • Airlines (United, Republic) • Leasing Companies (Azorra, Falko) • Helicopter Operators (Helisul,
Slide 29: Case 1: Brazil airport shuttle
CASE 1 BRAZIL AIRPORT SHUTTLE/POINT-TO-POINT ENTRY INTO SERVICE – SÃO PAULO AIRPORT SHUTTLE eVTOL Operations in São Paulo VCP GRU Barueri Revo CGH EIS* EIS +5Y *Entry into Service TOTAL MARKET SAO PAULO IN 2032 60 720K 30 15 15 min. 25 miles Expected # Expected Routes Vertiports Average trip Average
Slide 30: eVTOLs to better support São Paulo airport
eVTOLs TO BETTER SUPPORT SÃO PAULO AIRPORT Helicopter Noise Curfew Arrivals (# of Commercial Aircraft ) Time of day 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Departures (# of Commercial Aircraft ) 1st Passenger wave 2nd Passenger Wave 8 eVTOL flights 8 eVTOL flights Ave
Slide 31: Case 2: US last mile / urban point-to-point
CASE 2 US LAST MILE / URBAN POINT-TO-POINT ACCESS TO KEY UAM MARKET IN NEW YORK eVTOL Operations in NYC JFK W30th EWR Pier 6 EIS* EIS +5Y *Entry into Service TOTAL MARKET NYC IN 2032 180 1.9M 20 14 12 min. 13 Miles Expected # Expected Routes Vertiports Average trip time Average trip distance of eVTO
Slide 32: Case 3: Brazil tourism / sightseeing
CASE 3 BRAZIL TOURISM / SIGHTSEEING SUSTAINABLE ECO TOURISM FLIGHTS OVER RIO DE JANEIRO AND IGUAÇU FALLS UNIQUE PASSENGER EXPERIENCE 15 215K 15 65% Higher Panoramic Expected # Flights/ Safety Views Expected Lower Noise of eVTOLs Perception Pax/Year Day/eVTOL In-cabin
Slide 33: Case 4: Florida airport shuttle
CASE 4 FLORIDA AIRPORT SHUTTLE/URBAN POINT -TO-POINT PROJECTED EVTOL NETWORK DEPLOYMENT IN MIAMI AND ORLANDO EVTOL OPERATIONS IN MIAMI EVTOL OPERATIONS IN ORLANDO WPB Boca MCO Raton Amusement Parks FLL Cape Canaveral MIA MLB EIS* EIS +5 EIS* EIS +5 *Entry into Service TOTAL MARKET MIAMI & ORLANDO IN
Slide 34: Case 5: Sightseeing & charter in Japan
CASE 5 SIGHTSEEING & CHARTER IN JAPAN A NEW EXPERIENCE IN TOURISM MOBILITY ARRIVING IN OITA AND OSAKA AirX OPERATIONS 2 binding +30K Sapporo + 48 options Sightseeing seats/Year +10 Cities covered 15 min. by AirX’s partner Average trip time AOCs Tokyo TOTAL MARKET JAPAN IN 2032 Nagoya Osaka 390 3.2M
Slide 35: Case 6: Airport shuttle & charter in Middle East
CASE 6 AIRPORT SHUTTLE & CHARTER IN MIDDLE EAST ADVANCING SUSTAINABLE AIR MOBILITY SOLUTIONS IN THE MIDDLE EAST, STARTING WITH BAHRAIN BAHRAIN Turkey Damman Bahrain 18 min. ~100 k International Airport Average trip time Bahrain’s Formula 1 Grand Prix audience Bahrain in a weekend Qatar Egypt UAE Sau
Slide 36: Global market outlook
Europe & CIS 5,215 eVTOLs North America 17% of world fleet 8,715 Asia - Pacific eVTOLs 29% of world fleet Middle East 12,200 eVTOLs 1,300 41% of world fleet eVTOLs 4% of world fleet G L O B AL Latin America M AR K E T 2,060 Africa eVTOLs OUTLOOK 7% 510 of world fleet eVTOLs 2% of world fleet 800 cit
Slide 37: Eduardo Couto, Chief Financial Officer
INVESTOR DAY 2026 E DU ARDO C OU TO CHIEF FINANCIAL OFFICER
Slide 38: ~$1.2 billion raised since 2022
~$1.2 BILLION RAISED SINCE 2022 NYSE | 2022 DEBT | 2023, 2024 De-SPAC Combination with PIPE Investments ~$290 million EQUITY | 2024 ~$1.2 Billion raised in total ~$390 million + FINANCIAL INVESTORS NEW DEBT | 2025, 2026 ~$96 million NEW EQUITY | 2025 $395 Million in last six months + FINANCIAL INVES
Slide 39: Current liquidity
~ $ 6 5 0MILLION C U R R E N T L I Q U I D I T Y $648 million Equity capital raise of $230mn, Aug. ‘25 100 Dual listing in the US and Brazil 106 Trading liquidity > $6mn/day (vs.<$1mn/day before) 442 Syndicated loan of $150mn, Jan. ‘26 3Q25 Pro-forma Cash Available BNDES credit lines Syndicate Liqui
Slide 40: Market cap comparison
MA R KET C AP C O MPARI SON (US$ millions) Source: S&P Global Market Intelligence Market prices as of February 6, 2026 41
Slide 41: NYSE
NYSE
Slide 42: Mockup & bizjet site visit
MOCKUP & BIZJET SITE VISIT
Slide 43: Disclaimer
Disclaimer The information contained herein has been prepared by Eve Holding, Inc. (the "Company") for informational purposes only. No representation or warranty, express or implied, is made regarding the accuracy or completeness of the information contained herein. This disclaimer applies to this d