Archer Aviation Inc.

For the period ended Sep 30, 2026. Filed Nov 9, 2026.

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Sep 30, 2026 · Filed Nov 9, 2026

ACHR$4.71-2.1%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Condensed Consolidated Statements of Stockholders’ Equity

Common Stock · Additional Paid-in Capital · Accumulated Other Comprehensive Loss · Total Stockholders’ Equity · Noncontrolling Interest
Class A · AccumulatedDeficit · Total
Shares · Amount
Balance as of December 31, 2025	744,046,194	$0.1	$4,507.9	$(2,303.8)	$(1.4)	$2,202.8	$—	$2,202.8
Issuance of Class A common stock	6,547,560	—	42.1	—	—	42.1	—	42.1
Issuance of RSU and restricted stock expense	6,484,721	—	1.8	—	—	1.8	—	1.8
Exercise of stock options	348,957	—	0.1	—	—	0.1	—	0.1
Issuance of warrants and warrant expense	—	—	1.8	—	—	1.8	—	1.8
Exercise of warrants, net	142,450	—	—	—	—	—	—	—
Issuance of Class A common stock in connection with business acquisition	341,984	—	2.9	—	—	2.9	—	2.9
Stock-based compensation	—	—	47.4	—	—	47.4	—	47.4
Net loss	—	—	—	(217.7)	—	(217.7)	—	(217.7)
Other comprehensive loss	—	—	—	—	(1.8)	(1.8)	—	(1.8)
Balance as of March 31, 2026	757,911,866	$0.1	$4,604.0	$(2,521.5)	$(3.2)	$2,079.4	$—	$2,079.4
Issuance of Class A common stock	4,546,337	—	28.5	—	—	28.5	—	28.5
Issuance of RSU and restricted stock expense	4,797,429	—	—	—	—	—	—	—
Exercise of stock options	180,733	—	—	—	—	—	—	—
Issuance of warrants and warrant expense	—	—	0.5	—	—	0.5	—	0.5
Exercise of warrants, net	1,669,783	—	—	—	—	—	—	—
Common stock issued under employee stock purchase plan	899,573	—	5.2	—	—	5.2	—	5.2
Business acquisition with noncontrolling interest	—	—	—	—	—	—	23.3	23.3
Stock-based compensation	—	—	42.3	—	—	42.3	—	42.3
Net loss	—	—	—	(263.2)	—	(263.2)	—	(263.2)
Other comprehensive loss	—	—	—	—	(0.4)	(0.4)	—	(0.4)
Balance as of June 30, 2026	770,005,721	$0.1	$4,680.5	$(2,784.7)	$(3.6)	$1,892.3	$23.3	$1,915.6

Common Stock · Additional Paid-in Capital · Accumulated Other Comprehensive Loss · Total Stockholders’ Equity · Noncontrolling Interest
Class A · AccumulatedDeficit · Total
Shares · Amount
Issuance of Class A common stock	8,261,273	—	52.2	—	—	52.2	—	52.2
Issuance of RSU and restricted stock expense	4,246,394	—	—	—	—	—	—	—
Exercise of stock options	22,648	—	—	—	—	—	—	—
Issuance of warrants and warrant expense	—	—	10.7	—	—	10.7	—	10.7
Stock-based compensation	—	—	37.1	—	—	37.1	—	37.1
Net loss	—	—	—	(274.5)	—	(274.5)	(0.1)	(274.6)
Other comprehensive loss	—	—	—	—	(0.4)	(0.4)	—	(0.4)
Balance as of September 30, 2026	782,536,036	$0.1	$4,780.5	$(3,059.2)	$(4.0)	$1,717.4	$23.2	$1,740.6

Common Stock · Additional Paid-in Capital · Accumulated Other Comprehensive Loss · Total Stockholders’ Equity · Noncontrolling Interest
Class A · AccumulatedDeficit · Total
Shares · Amount
Balance as of December 31, 2024	503,777,464	$0.1	$2,438.4	$(1,685.6)	$(0.3)	$752.6	$—	$752.6
Issuance of Class A common stock	1,906,161	—	16.7	—	—	16.7	—	16.7
Issuance of RSU and restricted stock expense	4,544,253	—	1.9	—	—	1.9	—	1.9
Exercise of stock options	168,510	—	—	—	—	—	—	—
Issuance of warrants and warrant expense	—	—	0.8	—	—	0.8	—	0.8
Exercise of warrants	3,000	—	—	—	—	—	—	—
PIPE financing	2,982,089	—	9.6	—	—	9.6	—	9.6
Registered Direct Offering	35,500,000	—	289.5	—	—	289.5	—	289.5
Stock-based compensation	—	—	33.5	—	—	33.5	—	33.5
Net loss	—	—	—	(93.4)	—	(93.4)	—	(93.4)
Other comprehensive income	—	—	—	—	0.1	0.1	—	0.1
Balance as of March 31, 2025	548,881,477	$0.1	$2,790.4	$(1,779.0)	$(0.2)	$1,011.3	$—	$1,011.3
Issuance of Class A common stock	2,425,223	—	23.5	—	—	23.5	—	23.5
Issuance of RSU and restricted stock expense	3,613,804	—	0.5	—	—	0.5	—	0.5
Exercise of stock options	97,967	—	—	—	—	—	—	—
Issuance of warrants and warrant expense	—	—	0.8	—	—	0.8	—	0.8
Common stock issued under ESPP	618,173	—	3.9	—	—	3.9	—	3.9
Registered Direct Offering	85,000,000	—	816.8	—	—	816.8	—	816.8
Stock-based compensation	—	—	30.0	—	—	30.0	—	30.0
Net loss	—	—	—	(206.0)	—	(206.0)	—	(206.0)
Other comprehensive income	—	—	—	—	0.1	0.1	—	0.1
Balance as of June 30, 2025	640,636,644	$0.1	$3,665.9	$(1,985.0)	$(0.1)	$1,680.9	$—	$1,680.9

Common Stock · Additional Paid-in Capital · Accumulated Other Comprehensive Loss · Total Stockholders’ Equity · Noncontrolling Interest
Class A · AccumulatedDeficit · Total
Shares · Amount
Issuance of Class A common stock	2,793,225	—	26.6	—	—	26.6	—	26.6
Issuance of RSU and restricted stock expense	3,819,435	—	—	—	—	—	—	—
Exercise of stock options	68,990	—	—	—	—	—	—	—
Issuance of warrants and warrant expense	—	—	0.8	—	—	0.8	—	0.8
Exercise of warrants	57,050	—	—	—	—	—	—	—
Common Stock issued under at-the-market program	3,921,875	—	46.4	—	—	46.4	—	46.4
Stock-based compensation	—	—	31.8	—	—	31.8	—	31.8
Net loss	—	—	—	(129.9)	—	(129.9)	—	(129.9)
Other comprehensive loss	—	—	—	—	(2.3)	(2.3)	—	(2.3)
Balance as of September 30, 2025	651,297,219	$0.1	$3,771.5	$(2,114.9)	$(2.4)	$1,654.3	$—	$1,654.3

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.