SENSEI'S INSIGHTS: VERTICAL AEROSPACE UP 40%, JOBY FLYING ON HYDROGEN, ARCHER, EARNINGS SEASON TAKING OFF - SATURDAY EVTOL SHOW WITH VAZ

Vertical Aerospace comeback after dilution, Joby flying on Hydrogen, RIAT 2025 with Vertical Aerospace on ML, Archer CFO steps down, New NASA leadership, GE Aerospace Q2 beat and more LIVE with Vaz.

🛫 Vertical Aerospace Breaks New Ground in eVTOL Flight

Vertical Aerospace ($EVTL) achieved a major milestone this week by completing the world’s first public airport-to-airport flight of an electric vertical takeoff and landing (eVTOL) aircraft. The VX4 demonstrator successfully flew 17 miles from Cotswold (Kemble) Airport to RAF Fairford, reaching speeds over 100 mph. This wasn’t just a media demo—it marked a live integration into regulated airspace and airport operations, providing crucial validation for real-world readiness.

⚡ Hybrid Vision Set to Redefine the Market

Looking ahead, Vertical announced the development of a hybrid-electric version of the VX4, designed to dramatically extend flight range and expand use-case potential. The hybrid variant is scheduled to begin flight testing in Q2 2026, unlocking new markets such as longer-range regional connections, cargo delivery, and defence applications. This hybrid shift gives Vertical a unique edge over fully electric competitors, particularly in infrastructure-limited regions.

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💰 Funding Secured Through Mid-2026

To support this next phase, the company completed a $60 million public share offering, providing a clear financial runway through summer 2026. While this introduces modest dilution, the timing aligns perfectly with their hybrid timeline. Analyst sentiment remains cautiously optimistic, citing strong execution, differentiated product strategy, and increasing momentum in regulatory engagement.

✈️ RIAT Spotlight: VX4 presentation at Air Tattoo

Vertical will be on site this weekend at the Royal International Air Tattoo (RIAT) with the VX4 on static display, just days after flying directly into the event airfield. This marks a symbolic close to a historic week—showing that Vertical Aerospace is not only in the air, but firmly on the radar of both the public and the aviation industry. Keep your eyes on the runway—Vertical is here to stay.

We are covering RIAT LIVE on Sunday on the main channel, Vaz is on the ground - tune in to see Vertical Aerospace’s VX4 LIVE on the screen!

More on this topic further below!

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✈️ Aerospace Earnings Preview (W/C 21 July 2025)

The Q2 earnings season is slowly taking off, and the aerospace sector is delivering a strong lineup over the coming days. These earnings calls can be requested during any of our live shows with a $5 Superchat—an ideal chance to explore the market sentiment, guidance shifts, and strategic pivots in real time.

📅 Upcoming Calls

• RTX Corporation (NYSE: $RTX)
  Date: Tuesday, 22 July
  Time: 8:30 AM ET
  Preview: Insights into defense performance, propulsion systems, and geopolitical demand drivers are expected to headline.

• GE Vernova (NYSE: $GEV)
  Date: Wednesday, 23 July
  Time: Pre-market
  Preview: Expect commentary on industrial-scale turbines, renewables, and aerospace-related power solutions.

• Honeywell International (NASDAQ: $HON)
  Date: Thursday, 24 July
  Time: 8:30 AM ET
  Preview: Core aerospace performance is in focus—but what makes Honeywell especially compelling is its growing footprint in the eVTOL space (see below).

• Boeing (NYSE: $BA)
  Date: Monday, 28 July
  Time: Pre-market
  Preview: Critical report following a volatile year. Look out for updates on 737 MAX and defense contracts, as well as AAM and drone mentions.

• Howmet Aerospace (NYSE: $HWM)
  Date: Thursday, 31 July
  Time: 11:00 AM ET
  Preview: Precision aerospace parts, demand trends, and pricing power will be closely watched amid A&D supply chain constraints.

🌟 Spotlight: Honeywell & the eVTOL Revolution

Honeywell (NASDAQ: $HON) continues to position itself as a core systems integrator in the advanced air mobility (AAM) sector—most notably through its deepening partnership with Vertical Aerospace (NYSE: $EVTL).

• In May 2025, Honeywell and Vertical expanded their collaboration in a $1 billion agreement spanning a decade. The deal includes:

  • Certification of the Anthem flight deck—a next-gen digital cockpit for eVTOL aircraft.

  • Advanced fly-by-wire flight control systems.

  • Pilot inceptors (ergonomic, intuitive hand controllers).

• These components are being engineered to airliner-grade safety standards (1 in a billion failure rate), with dual certification through UK CAA and EASA authorities.

• Vertical’s VX4 aircraft—equipped with these Honeywell systems—is targeting certification by 2028, with deliveries planned before 2030.

This partnership sets a precedent: few legacy aerospace giants have moved as decisively into eVTOL infrastructure as Honeywell. With first-mover advantage and certified avionics already under development, their upcoming earnings call could reveal more about rollout timelines, system orders, and growth in urban air mobility.

🎯 Why Tune In?

• Strategic leadership: Honeywell’s early foothold in eVTOL avionics puts it ahead of traditional rivals in a future-facing market.

• Investor angle: Look for updates on AAM-specific revenue, certification milestones, and margin implications from joint programs like the VX4.

• Broader opportunity: This earnings season could be pivotal for identifying supply chain winners and systems partners across the eVTOL and defense markets.

🛩️ In summary: RTX, GE Vernova, Honeywell, Boeing, and Howmet are on deck to report. Among them, Honeywell stands out for its accelerating push into the AAM space—especially through its partnership with Vertical Aerospace ($EVTL). Superchat your way in and don’t miss a word.

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🧪 Joby Flies 9+ Hours on Hydrogen Power — No Pilot, No Emissions

Joby Aviation ($JOBY) has just pulled off a game-changing milestone. On June 30, 2025, the company’s hydrogen-powered JAI 30 UAV completed a 9+ hour autonomous flight at the Pendleton UAS Test Range in Oregon. The stealthy aircraft — spotted by Hunterbrook Media — featured a bulbous fixed-wing design and was operated without an onboard pilot. Its power? A hydrogen-electric drivetrain, with ground operations controlled via an Xwing ground control station. No press release was issued, but the evidence speaks for itself: Joby’s transition into long-endurance, zero-emission, uncrewed aviation is well underway.

✈️ From 523 Miles to 9 Hours — A Quiet Hydrogen Revolution