Joby and Archer Aviation Are Falling Just as Air Taxis Near Reality
Here's why Joby and Archer Aviation stocks are falling as the evtol dream nears the commercialization stage later this year.
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Boeing and Airbus face aircraft backlogs and supply constraints, putting GE Aerospace and RTX in focus as engine demand rises.
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Here's why Joby and Archer Aviation stocks are falling as the evtol dream nears the commercialization stage later this year.
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The global hybrid aircraft market is projected to grow from USD 3.87 billion in 2026 to USD 15.76 billion by 2031, driven by stricter emissions regulations, battery technology advances, and increased demand for regional connectivity. Regional transport aircraft dominate with 41.82% market share, while Advanced Air Mobility (eVTOL) shows the fastest growth at 39.58% CAGR. North America leads with 40.12% market share, while Asia-Pacific records the fastest regional growth at 35.72% CAGR. Key challenges include certification framework gaps and powertrain weight penalties.
CFM International (GE Aerospace and Safran joint venture) increased LEAP engine deliveries by 41% in the first half of 2026, which is critical for Boeing and Airbus to ramp up production and clear their massive aircraft backlogs. While the increased engine supply relieves supply-chain bottlenecks and benefits aircraft manufacturers' revenues and margins, it creates near-term margin pressure for GE Aerospace as new engine sales are typically lower-margin compared to lucrative long-term aftermarket service agreements.