Sensei’s Insights – EHang Q2 Earnings, FAA ATC Fast-Tracking, Blade Air Mobility, Eve, Radom Tragedy – Saturday LIVE eVTOL Show with Vaz
EHang Earnings, FAA Air Traffic Control Overhaul, Joby and Blade Acquisition, Strata Transformation, Archer Piloted Flight Milestone, Eve Air Mobility Fundraising — and Much More with Vaz
🚁 EHang Q2 2025 Earnings – Balancing Growth with Sustainable Operations
EHang (NASDAQ: EH) delivered its Q2 2025 results this week, showing strong top-line momentum, progress in scaling commercial operations, and a cautious but strategic pivot toward long-term sustainability. While profitability is still in the making, the company demonstrated improving fundamentals, operational maturity, and global ambition.
JOIN US FOR THE SATURDAY LIVE EVTOL SHOW WITH VAZ
🔗 Connect with Us
Stay plugged in across platforms:
Sensei on X: sensei_crypto_
Martyn Lucas on X: MartynInvestor
Vaz on X: eVTOLHUB
💎 Premium Discord Access: Join the Discord
📺 YouTube Channel (Live & Replays): Martyn Lucas Investor
👕 Limited Merch: Shop Here
💰 Financial Highlights
Revenue: RMB 147.2M ($20.5M)
+44.2% YoY, +464% QoQ surge
Gross Margin: 62.6% (steady vs prior quarter)
Net Loss: RMB 81M ($11.3M)
Adjusted Net Income: RMB 9.4M ($1.3M)
Excluding share-based comp & one-off legal provisions
Cash Position: ~RMB 1.15B–1.2B ($160M–$167M)
Bolstered by a $23.8M at-the-market equity raise
📦 Deliveries: 68 EH216-S units in Q2
📑 Orders: 150+ new bookings in the quarter
✈️ Operational & Strategic Updates
EH216-S
Over 10,000 safe flights logged in H1 2025
Commercial pilots ongoing in Guangzhou and Hefei
Certified with TC, AC, and OC in China – a global first for a pilotless eVTOL
Global Expansion
Demo flights across 20+ countries
Regulatory sandboxes in EU, Middle East, SE Asia, Latin America
Partnerships & Ecosystem
Battery R&D with Goshen Hitech
Airframe innovation with Minth Group
Joint eVTOL institute with Tsinghua University
VT35 Program
Flight tests progressing, unveiling expected September 2025
Backed by RMB 500M ($70M) Hefei government partnership:
Hub for R&D & production
Supportive ecosystem & local infrastructure investment
📉 Guidance Update
2025 Revenue Guidance: Adjusted to RMB 500M ($69.7M)
Down from previous RMB 900M ($125.5M)
Reflects pivot toward safe, sustainable operations over rapid volume scaling
📊 Market Reaction
Stock Performance: Shares traded down ~3.5% in the first session post-earnings, reflecting disappointment in lowered revenue guidance.
However, analysts flagged the strong QoQ growth, margin stability, and adjusted profitability as positives supporting long-term potential.
📈 Investor Implications
Short-Term:
⚠️ Volatility expected as guidance reset weighs on near-term sentiment.
Revenue miss vs expectations may keep institutional buyers cautious.
Good entry opportunities may emerge if shares retrace toward the $14–15 support zone.
Long-Term:
✅ Clear regulatory leadership (EH216-S certification + OC) positions EHang ahead of Western peers.
✅ VT35 and Hefei hub investments expand beyond urban short-range flights into regional mobility.
✅ Strong cash base ($160M+) and adjusted profitability highlight growing operational maturity.
🌏 Global regulatory pathways & partnerships provide de-risking for international adoption.
🔎 Bottom Line
EHang’s Q2 reinforced its status as the first mover in certified, pilotless eVTOL commercialization. While scaling revenue will take longer than expected, the blend of regulatory breakthroughs, strategic investment, and cautious execution may set EHang apart as a long-term category leader.
For investors, the near-term may bring price consolidation and volatility, but the long runway toward intercity VT35 deployment, strong Chinese backing, and global sandbox adoption makes EHang one of the most strategically positioned players in the eVTOL race.
🏆 The Second Coolest Thing Manufactured in Georgia!
Archer Aviation’s Midnight eVTOL has been awarded the title of second coolest thing made in Georgia, finishing just behind the Lockheed Martin C-130J Super Hercules in the statewide competition. The award was determined by a public vote and shines a spotlight on Midnight’s mission to bring electric air taxi travel into the everyday lives of Georgians.
🚁 Why This Matters for Archer and the eVTOL Market
Public Validation: Midnight’s recognition highlights growing awareness and acceptance of eVTOL technology.
Industry Spotlight: Archer gains valuable visibility in Georgia’s strong aerospace and advanced manufacturing ecosystem.
Momentum Boost: The accolade reinforces Midnight as a symbol of Georgia’s innovation future and strengthens Archer’s investor narrative.
🛫 FAA Launches Prime Integrator Process – A Game-Changer for Aviation
On August 28, 2025, U.S. Transportation Secretary Sean P. Duffy announced the FAA’s new Prime Integrator selection process to overhaul America’s aging air traffic control (ATC) system.
A full Request for Solutions (RFS) is now open
Goal: deploy a brand-new ATC system within 3–4 years
Modernization will cover radar, telecoms, hardware, and software
The integrator will face strict accountability and performance-based incentives
This isn’t just an upgrade—it’s a structural reset of U.S. airspace management.
🚁 Implications for the eVTOL Ecosystem
The modernization effort is a direct enabler for urban air mobility and eVTOL growth. Key impacts:
Manufacturers: Stronger case for certification as ATC infrastructure adapts for high-density, low-altitude flights
Operators: Safer integration into busy city corridors, with predictable scheduling and routing
Network Providers: Opportunities for contracts around automation, sensors, and digital airspace platforms
Regulation & Milestones: Faster, clearer regulatory timelines thanks to an ATC system built with new aviation entrants in mind
📈 Why Investors Should Watch Closely
For investors, this development could accelerate adoption and strengthen valuations across aviation and eVTOL stocks:
Keep reading with a 7-day free trial
Subscribe to Sensei.news to keep reading this post and get 7 days of free access to the full post archives.