Slide 1: Q2 2026 Unlock the Skies
Q2 2026 UNLOCK THE BUILDING THESKIES PHYSICAL AI FUTURE OF AEROSPACE & DEFENSE Q2 2026 SHAREHOLDER LETTER | 1
Slide 2: Signed deal to acquire Boeing's Wisk Aero, Insitu and SkyGrid
Signed deal to acquire Boeing’s Wisk Aero, Insitu and SkyGrid in a highly strategic transaction with Boeing to invest in Archer and collaborate* Unveiled Halo/Thunder, a jointly-developed autonomous, hybrid, VTOL platform designed to serve both defense and commercial applications with Anduril Announ
Slide 3: Dear Shareholders
Dear Shareholders, Today, we announced that we entered into agreements to acquire Wisk Aero, Insitu, and SkyGrid, three highly innovative Boeing-owned companies, in exchange for Boeing taking a strategic equity stake in Archer1. We anticipate closing the transaction by year end. This transaction wil
Slide 4: As part of this transaction, we are also set to acquire Insitu
As part of this transaction, we are also set to acquire Insitu, one of the most trusted and reputable intelligence, surveillance, and reconnaissance (ISR) drone manufacturers, operating profitably with over $200M in annual revenue across 35 countries2. Insitu, which has manufactured over 4,000 Group
Slide 5: A stronger Archer with a physical AI platform for aerospace and defense
I am confident that the other side of this transaction with Boeing is a stronger Archer with a groundbreaking end-to-end physical AI platform for aerospace and defense. I’ve tasked my team with integrating these companies to do so in a thoughtful and synergistic way that will not structurally increas
Slide 6: Building the physical AI future of aerospace & defense
BUILDING THE PHYSICAL AI FUTURE OF AEROSPACE & DEFENSE UNLOCK THE SKIES Q2 2026 SHAREHOLDER LETTER | 6
Slide 7: Autonomy Technology & Top Talent to Accelerate Our Aircraft Programs
AUTONOMY TECHNOLOGY & TOP TALENT TO ACCELERATE OUR AIRCRAFT PROGRAMS 6 generations of aircraft over nearly 20 years End-to-end flight autonomy stack – designed to achieve the highest commercial aviation safety standards 1,700+ hours of autonomous test flights – across six aircraft generations since it
Slide 8: One of the Most Trusted & Reputable ISR Drone Companies in the Industry
ONE OF THE MOST TRUSTED & REPUTABLE ISR DRONE COMPANIES IN THE INDUSTRY Pioneer in the design, development, production, and operation of high-performance, cost-effective, tactical Group 2 / 3 uncrewed aircraft systems (UAS) $200M+ annualized revenue and profitable with customers across 35 countries N
Slide 9: Next-Generation Airspace Management Solution Highly Complementary to Archer's ZEE
NEXT-GENERATION AIRSPACE MANAGEMENT SOLUTION HIGHLY COMPLEMENTARY TO ARCHER’S ZEE AI solution enabling safe integration of autonomous aircraft into shared airspace via next generation technology Fuses critical datasets to form a high-fidelity digital model of the airspace for air traffic controllers
Slide 10: Other Highlights From the Quarter
OTHER HIGHLIGHTS FROM THE QUARTER Unveiled Halo/Thunder: Archer’s Dual-Use Autonomous, Hybrid VTOL Platform With Anduril In July, Archer and Anduril unveiled their jointly-developed autonomous, hybrid VTOL aircraft platform at the Farnborough International Airshow, introduced as Thunder for defense
Slide 11: Unlock the Skies Q2 2026 Shareholder Letter
UNLOCK THE SKIES Q2 2026 SHAREHOLDER LETTER | 11
Slide 12: Archer Halo Anduril Thunder
Archer Halo Anduril Thunder UNLOCK THE SKIES Q2 2026 SHAREHOLDER LETTER | 12
Slide 13: Archer Halo Anduril Thunder
Archer Halo Archer Halo Archer Halo Anduril Thunder unveil presentation at Farnborough International Airshow UNLOCK THE SKIES Q2 2026 SHAREHOLDER LETTER | 13
Slide 14: Farnborough International Airshow, Archer Chalet
Farnborough International Airshow, Archer Chalet UNLOCK THE SKIES Q2 2026 SHAREHOLDER LETTER | 14
Slide 15: Farnborough International Airshow
Farnborough International Airshow UNLOCK THE SKIES Q2 2026 SHAREHOLDER LETTER | 15
Slide 16: Recent Midnight flight test
Recent Midnight flight test UNLOCK THE SKIES Q2 2026 SHAREHOLDER LETTER | 16
Slide 17: Archer x BETA | ACES Infrastructure Consortium
Archer x BETA | ACES Infrastructure Consortium Archer Zee predicting real-time aircraft trajectories UNLOCK THE SKIES Q2 2026 SHAREHOLDER LETTER | 17
Slide 18: Archer's ZEE showcasing real-time aircraft trajectories prediction capabilities
Archer’s ZEE showcasing real-time aircraft trajectories prediction capabilities UNLOCK THE SKIES Q2 2026 SHAREHOLDER LETTER | 18
Slide 19: Forward-Looking Statements & Disclaimers
Forward-Looking Statements & Disclaimers This shareholder letter contains forward-looking statements under the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These statements include those regarding the design, safety, target specifications, and use cases of its air
Slide 20: Forward-Looking Statements & Disclaimers (continued)
Forward-Looking Statements & Disclaimers (continued) government spend for the air traffic control system; our ability to market eVTOL aircraft, attract customers and compete with existing and new competitors in existing and new markets; risks related to infrastructure development, vertiport availabi
Slide 21: Unlock the Skies Q2 2026 Shareholder Letter
UNLOCK THE SKIES Q2 2026 SHAREHOLDER LETTER | 21