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Cash Burn vs. Cautious Capital: Which eVTOL Strategy Will Win
Written by Jeffrey Neal Johnson. Published 10/21/2025.
Key Points
- Joby and Archer are leveraging strong balance sheets to acquire strategic assets, rapidly accelerating their pathways to commercial and defense markets.
- Vertical Aerospace is executing a capital-efficient manufacturing strategy by partnering with world-class aerospace suppliers to de-risk its path to production.
- Vertical's partnership-based OEM model and clear financial blueprint present a compelling and potentially undervalued path to long-term profitability and success.
The electric vertical take-off and landing (eVTOL) sector is rapidly moving from concept to reality, with successful public flight demonstrations, strategic acquisitions, and major partnerships validating the technology.
As the industry matures, a strategic divide is emerging. One camp is building vertically integrated empires to control every aspect of the customer experience. The other favors a leaner, capital-efficient model that relies on strategic partnerships.
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Download your Small-Cap Signal Blueprint now before the next setup triggersThis divergence creates two distinct investment theses. Leading the high-spend operator model are Joby Aviation (NYSE: JOBY) and Archer Aviation (NYSE: ACHR). Championing a de-risked manufacturer model is Vertical Aerospace (NYSE: EVTL). For investors betting on the future of electric vertical flight, the difference matters.
The All-In Playbook: Spending Billions to Build an Airline
The vertically integrated strategy is a bold bet on total market control. The aim is to own the full value chain—from factory to passenger—to build a strong brand and capture all revenue opportunities. Joby and Archer are pursuing this model aggressively, funding growth through large capital raises and strategic acquisitions. That approach is capital intensive and risky, but it offers the potential for outsized returns if executed successfully.
Joby accelerated its U.S. launch by acquiring the passenger business of Blade Air Mobility for up to $125 million.
The deal gives Joby an immediate operational platform, including 12 urban terminals and a customer base of more than 50,000 annual passengers. Rather than building from scratch, Joby purchased a ready-made ecosystem, reducing the path to revenue once its aircraft are certified.
Archer is executing a parallel strategy.
The company acquired the entire patent portfolio of rival Lilium for about $21 million, securing intellectual property that was developed with more than $1.5 billion in prior investment.
That acquisition strengthens Archer's technological position. At the same time, Archer has pursued transactions to support its Archer Defense program, creating a second potential revenue stream.
This all-in approach shows up clearly in their financial reports. In its second-quarter 2025 earnings report, Archer reported non-GAAP operating expenses of $123.5 million, while Joby reported an operating loss of $167.9 million in its second-quarter earnings report.
Both companies have demonstrated an ability to raise the capital required. Archer's balance sheet shows an industry-leading liquidity position of roughly $1.8 billion, and Joby recently closed a $514 million stock offering. That backing gives them the runway to pursue their ambitious visions.
The Airbus of eVTOLs: A Partnership Masterclass
By contrast, Vertical Aerospace is positioning itself as the Airbus (OTCMKTS: EADSF) of eVTOLs.
Rather than operating an airline, Vertical aims to be the leading original equipment manufacturer (OEM): design, certify, and sell aircraft to a global market of established operators.
This asset-light approach shifts major costs and execution risks to experienced industry partners through strategic agreements.
- Manufacturing risk: Vertical has avoided spending hundreds of millions on factories by partnering with Tier 1 supplier Aciturri—an established manufacturer for aerospace majors—to build its airframe.
- Operational risk: It has outsourced the complexities of airline operations through a Ready-to-Fly model with Bristow, a global helicopter operator that will manage flight operations and maintenance for customers.
- Regulatory risk: Vertical has reduced certification risk by appointing Patrick Ky, the former executive director of the European Union Aviation Safety Agency (EASA), to its board, bringing top-tier regulatory expertise to the company.
Vertical Aerospace's asset-light model is supported by a clear financial plan. At its recent Capital Markets Day, the company projected it will need about $700 million in net funding to achieve certification in 2028 and is targeting cash-flow breakeven in Q4 2029.
That financial transparency, combined with a razor-and-blades revenue model—initial aircraft sales followed by high-margin, recurring battery-pack sales—provides a plausible path to profitability.
A Clear Choice for the Future of Flight
The eVTOL sector offers two credible but fundamentally different routes to market. Joby and Archer are building capital-intensive, vertically integrated transportation companies. Vertical Aerospace is focused on being a capital-efficient, lower-risk aerospace manufacturer. Investors' choice depends on whether they prefer operational exposure or financial discipline.
The divergence shows up in market valuations. Vertical Aerospace's market capitalization is roughly $480 million, compared with Joby's about $14.43 billion and Archer's roughly $7.54 billion. That gap suggests the market may be underappreciating the advantages of Vertical's de-risked, capital-light model.
By outsourcing its largest financial and operational challenges, Vertical has created a more durable and potentially more sustainable path to commercialization.
While the sector as a whole is poised for transformative growth, Vertical Aerospace's focus on capital efficiency, risk mitigation, and a clear path to profitability makes a compelling investment case. In the expensive race to redefine aviation, the winner may not be the company that spends the most, but the one with the most durable and intelligent strategy.
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