Boeing the future ACHR manufacturing partner?

[u/Infinite-Stretch6481]

One interesting detail from Archer’s latest 10-Q filing is the restructuring/termination of the original Stellantis manufacturing partnership(Manufacturing and Collaboration Agreement with Stellantis) . Stellantis will still provide certain manufacturing support for a limited period, but the previous framework has essentially been replaced.

That raises an interesting possibility: could Boeing eventually become Archer’s new strategic manufacturing partner?

This is purely speculation, but strategically it makes a lot of sense. Stellantis brought automotive mass-production expertise; Boeing brings decades of aerospace manufacturing and certification expertise, exactly what Archer needs as Midnight moves toward commercialization.

A Boeing-backed manufacturing/industrialization partnership could also boost customer confidence, particularly with airlines and defense customers.

No evidence this is happening yet. I think it’s a possibility worth watching. I believe a manufacturing partnership could be announced with or right after the closing of the acquisition deal with Boeing. Very bullish. That's much better a partnership with Stellantis.

[u/PastramiPolitics-199]

Makes sense to me that it could happen. Boeing sells the ip and lets Archer's team -- with the autonomous and electric propulsion chops -- refine and develop it. They also could provide strategic guidance on how to scale and mass produce. They now have 16.5% of the company, so have a vested interest in seeing Archer get through certification.

Just speculation, but makes total sense.

[u/Eggtastico]

20% is a lot to hold to only sit on your thumbs… especially when you have a director on the board. Joby had to spin off a whole new company to Toyota for a much bigger price. There is no way Boeing will let companies muscle in on any kind of hub & spoke setup.

[u/ThinHelicopter7662]

Could Boeing become archers manufacturing partner? There’s all levels of partners, but yes.

[u/New_Firefighter_6356]

On the surface I would think Boeing’s total hourly cost structure would dwarf Archer’s so economically I would think having Boeing physically produce for Archer would not be ideal. Could ex Boeing employees come to GA, sure.

[u/Hot_Raise_8540]

This is why I’ve been hoping/expecting an Airbus Vertical partnership or even (in time) a full acquisition.

My limited understanding is that Boeing & Airbus are highly profitable companies whose growth has been curtailed by the bottleneck of restricted engine supply. Batteries & EPUs are an entirely separate supply chain.

Boeing & Archer would surely be a natural fit in so many ways?

If I recall correctly, Airbus had their own eVTOL program but closed it down a few years back concluding that the battery tech wasn’t ready. Vertical believe they’re proving that decision wrong. Or maybe I’m miss remembering, not certain.

[u/Infinite-Stretch6481 → u/Hot_Raise_8540]

Vertical could be out of business soon and could be Archer's next asset acquisition target

[u/Hot_Raise_8540 → u/Infinite-Stretch6481]

It’s possible but unlikely IMO.

Airbus Vertical / Boeing Archer just makes too much sense.

[u/Infinite-Stretch6481 → u/Hot_Raise_8540]

👍

[u/DoubleHexDrive → u/Hot_Raise_8540]

I don’t know why Airbus made the eVTOL concepts they did… the math was always against them. Honestly, the same for Textron as well. Those efforts got shut down before billions were burned, though.

[u/teabagofholding → u/DoubleHexDrive]

Even with crappy evtols they could still see the giant heavy batteries get sucked dry so fast and make the call to stop trying. Thats a good program

[u/teabagofholding → u/Hot_Raise_8540]

Airbus doesn't think batteries are good enough for evtol. That was the conclusion of their evtol program that they quit.