Supplier additions are incremental program milestones but lack hard financial data. Monitor the next quarterly update for progress on certification timeline and cash burn rate, the pre-order book (~1,500 units) remains the key value driver.
Price Chart
Executive Summary
Vertical Aerospace announced long-term supplier agreements with ANH Structure (seating systems) and Northrop Grumman LITEF (inertial reference system) for its Valo eVTOL aircraft. The agreements add certified aerospace suppliers to Vertical's network as it progresses toward certification and production, but no financial terms, revenue, or timeline milestones were disclosed.
Key Facts
- Entered long-term supply agreements with ANH Structure and Northrop Grumman LITEF on October 15, 2026.
- ANH will design, certify, and manufacture Valo's pilot and passenger seating system with proprietary 30G energy-absorption technology.
- NG LITEF will supply the LCR-110 inertial reference system, approved to EASA and FAA technical standards.
- Vertical has ~1,500 pre-orders of Valo from customers including American Airlines, Avolon, Bristow, GOL, and Japan Airlines.
- No financial terms, contract values, or revenue guidance were disclosed in the filing.
Financial Impact
No financial terms disclosed; agreements are programmatic supply contracts with undisclosed value.
Risk Factors
- Certification timeline for eVTOL aircraft remains uncertain and subject to regulatory approval.
- No disclosed contract value or revenue contribution from these supplier agreements.
- Pre-orders may not convert to firm orders; certain customer obligations expected to be fulfilled via third-party agreements.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001104659-26-116373 |
| Document: tm2627657d1_6k.htm | 0001104659-26-116373 |
| Document: 0001104659-26-116373-index-headers.html | 0001104659-26-116373 |
| Document: 0001104659-26-116373-index.html | 0001104659-26-116373 |
| Document: 0001104659-26-116373.txt | 0001104659-26-116373 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 3 | $0.3900 | awaiting T+5 | awaiting T+5 | $0.4370 (+12.05%) |
Oct 22, 2026 5d ago | 6-K | $0.3850 | awaiting T+5 | awaiting T+5 | $0.4370 (−13.51%) |
Oct 21, 2026 7d ago | 6-K | $0.4080 | awaiting T+5 | awaiting T+5 | $0.4370 (+7.11%) |
Oct 16, 2026 12d ago | 6-K | $0.4000 $0.3850 | ▼ −3.75% | ▼ −3.32% | $0.4370 (+9.25%) |
Oct 7, 2026 21d ago | 6-K | $0.5530 $0.3620 | ▼ −34.54% | ▼ −33.56% | $0.4370 (−20.98%) |
Oct 5, 2026 23d ago | 6-K | $0.5420 $0.4898 | ▼ −9.63% | ▼ −10.05% | $0.4370 (−19.37%) |
Oct 2, 2026 25d ago | 6-K | $0.5420 $0.4898 | ▲ +9.63% | ▲ +10.05% | $0.4370 (+19.37%) |
Sep 24, 2026 4w ago | SC 13D/A | $0.7390 $0.5940 | ▼ −19.62% | ▼ −19.40% | $0.4370 (−40.87%) |
Sep 24, 2026 4w ago | 6-K | $0.6770 $0.6118 | ▼ −9.63% | ▼ −9.21% | $0.4370 (−35.45%) |
Sep 21, 2026 5w ago | 6-K | $0.6301 $0.6652 | ▲ +5.57% | ▲ +6.59% | $0.4370 (−30.65%) |
US Market Status
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