Q4 2025 Eve Holding Inc Earnings Call Transcript
Key Points
- Eve Holding Inc (EVEX) successfully conducted the first flight of its engineering prototype, marking a major milestone in its development process.
- The company has accumulated over an hour of flight time with 28 flights, demonstrating progress in its flight test campaign.
- Eve Holding Inc (EVEX) has a strong financial position with $641 million in liquidity, including cash and credit facilities.
- The company secured a firm order from Japan AirX for two aircraft, with options for an additional 48, highlighting market interest and potential.
- Eve Holding Inc (EVEX) has a substantial preorder backlog of approximately 2,700 aircraft, valued at around $13.5 billion, indicating strong demand for its products.
- The company anticipates increased cash consumption in 2026, estimated between $225 million and $275 million, due to intensified development activities.
- Eve Holding Inc (EVEX) reported a net loss of $224 million for the full year 2025, reflecting the costs associated with its program development.
- There are significant challenges ahead in finalizing product characteristics and managing the certification process, which could impact timelines.
- The company experienced a slight contraction in its preorder backlog, attributed to changes in customer strategies and market conditions.
- Eve Holding Inc (EVEX) faces uncertainties related to regulatory compliance and certification, which could affect its entry into service timeline.
Day and welcome to the Eve Holding Inc fourth-quarter 2025 earnings conference call. (Operator Instructions) Please note this event is being recorded.
I would now like to turn the conference over to Lucio Aldworth, Director of Investor Relations. Please go ahead.
Thank you, operator. Good morning, everyone. This is Lucio Aldworth, the Director of Investor Relations at Eve, and I wanted to welcome everyone to our fourth quarter and full year 2025 earnings conference call. Our CEO, Johann Bordais; and CFO, Eduardo Couto, are joining me on the call today. After their prepared remarks, we will open the call for questions. At which point Luiz Valentini, our Chief Technology Officer, will also join us to address more technical questions.
We have a deck with a few slides and additional pictures and videos that showcase our achievements in the quarter, including, of course, the initial stages of the test flights of our full-scale prototype. The deck is available on our website at ir
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