Win-Win Deal: Here's Why the Archer Aviation and Boeing Deal Adds Value to Both Stocks

Boeing and Archer Aviation have signed a definitive deal that reshapes both companies’ eVTOL plans. Under the agreement, Archer will acquire three Boeing businesses—Wisk, SkyGrid, and Insitu—in exchange for a near-20% stake in Archer’s electric vertical takeoff and landing segment. Specifically, Boeing will receive 19.75% of Archer’s outstanding Class A stock. Boeing’s Wisk focuses on autonomous eVTOL under a transportation-as-a-service model, while SkyGrid provides air-traffic management that can support autonomous and piloted air mobility, including eVTOL. Insitu designs and manufactures uncrewed aircraft systems with more than $200 million in annual revenue.