Archer Aviation Inc-A 2026年季度报告

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March31, 2026OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-39668 Archer Aviation Inc. (Exact name of registrant as specified in its charter) Delaware85-2730902(State or other jurisdiction of incorporation ororganization)(I.R.S. Employer Identification No.) 95134 (650) 272-3233 Registrant's telephone number, including area code N/A (Former name, former address, and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports);and (2) has been subject to such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted andposted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter periodthat the registrant was required to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reportingcompany,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer Non-accelerated filer If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act). Yes☐No☒As of May6, 2026, the number of shares of the registrant’s Class A common stock outstanding was 759,598,009. Archer Aviation Inc. Form 10-Q For the Quarterly Period Ended March31, 2026 Table of Contents Special Note Regarding Forward-Looking StatementsPart I—Financial InformationItem 1.Financial StatementsCondensed Consolidated Balance SheetsCondensed Consolidated Statements of OperationsCondensed Consolidated Statements of Comprehensive LossCondensed Consolidated Statements of Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Condensed Consolidated Financial StatementsItem 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and Procedures Part II—Other InformationItem 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report contains forward-looking statements. All statements, other than statements of present or historical fact,included or incorporated by reference in this Quarterly Report regarding our future financial performance, as well as our strategy, futureoperations, financial position, estimated revenues and losses, projected costs, prospects, plans, and objectives of management areforward-looking statements. When used in this Quarterly Report, the words “anticipate,” “believe,” “continue,” “could,” “estimate,”“expect,” “future,” “intends,” “may,” “might,” “plan,” “possible,” “potential,” “predict,” “project,” “seek,” “should,” “will,” “would,”the negative of such terms and other similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. These forward-looking statements are based on information available as of the date of this Quarterly Report, and currentexpectations, assumptions, hopes, beliefs, intentions and strategies regarding future events. Accordingly, forward-looking statements inthis Quarterly Report and in any document incorporated herein by reference should not be relied upon as representing our views as ofany subsequent date, and we do not undertake any obligation to update forward-looking statements to reflect events or circumstancesafter the date they were made, whether as a result of new information, future events or otherwise, except as may be required underapplicable securities laws. As a result of a number of known and unknown risks and uncertainties, our actual results or performance may be materiallydifferent from those expressed or implied by these forward-