EVEXHIGH SIGNALRISK10-K

EVEX shows severe financial deterioration with net losses widening 62% to $224M while burning through cash despite achieving a major operational milestone of flying their full-scale prototype.

The company is experiencing rapid cash burn with operating losses expanding to $225M and total liabilities doubling to $311M, creating potential liquidity concerns despite the cash increase. While the successful prototype flight in December 2025 represents significant technical progress, the dramatic increase in R&D spending and interest expenses suggests the company is heavily investing and leveraging to reach commercialization, making execution risk extremely high.

Comparing 2026-03-16 vs 2025-03-11View on EDGAR →
FINANCIAL ANALYSIS

EVEX's financials show a company in heavy investment mode with R&D expenses surging 50% to $195M and capital expenditures increasing 141% to $13M, driving operating losses 44% higher to $225M. Despite cash increasing 83% to $103M, the company's financial position has deteriorated significantly with current liabilities doubling to $125M, total debt rising 36% to $180M, and interest expense tripling to $10M, indicating increasing financial stress. The overall picture signals a pre-revenue aerospace company burning cash rapidly while scaling operations, creating significant financial risk despite operational progress.

FINANCIAL STATEMENT CHANGES
Interest Expense
P&L
+177%
$3.7M$10.1M

Interest expense surged 177% — significant debt increase or rising rates materially impacting earnings.

Capital Expenditure
Cash Flow
+140.7%
$5.2M$12.6M

Capital expenditure jumped 140.7% — major investment cycle underway; assess returns on deployment.

Current Liabilities
Balance Sheet
+110.3%
$59.3M$124.8M

Current liabilities surged 110.3% — significant near-term obligations; verify ability to meet short-term debt.

Cash & Equivalents
Balance Sheet
+83.1%
$56.4M$103.2M

Cash position surged 83.1% — strong cash generation or capital raise providing significant financial cushion.

Net Income
P&L
-62.3%
-$138.2M-$224.3M

Net income declined 62.3% — review whether driven by operations, interest costs, or non-recurring items.

Total Liabilities
Balance Sheet
+60.1%
$194.3M$311.1M

Liabilities grew 60.1% — significant increase in debt or obligations, assess impact on financial flexibility.

R&D Expense
P&L
+49.9%
$129.8M$194.7M

R&D investment increased 49.9% — signals commitment to future product development, though near-term margin impact.

Operating Income
P&L
-44.1%
-$156.4M-$225.4M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Total Assets
Balance Sheet
+36.6%
$318.2M$434.9M

Asset base grew 36.6% — expansion through organic growth, acquisitions, or capital deployment.

Total Debt
Balance Sheet
+36.2%
$132.0M$179.8M

Debt increased 36.2% — substantial leverage increase; assess whether deployed for growth or covering losses.

LANGUAGE CHANGES
NEW — 2026-03-16
PRIOR — 2025-03-11
ADDED
See the definitions of large accelerated filer, accelerated filer, smaller reporting company, and emerging growth company in Rule 12b-2 of the Exchange Act.
7262(b)) by the registered public accounting firm that prepared or issued its audit report.
As of March 16, 2026, there were 348,304,584 shares of common stock, par value of $0.001 per share, issued and outstanding.
References to our management or our management team refer to our officers and directors.
Business Overview Eve Holding, Inc., a Delaware corporation, is an aerospace company with operations in Melbourne, Florida and S o Paulo, Brazil.
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REMOVED
See the definitions of large accelerated filer, accelerated filer, smaller reporting company, and emerging growth company in Rule 12 b- 2 of the Exchange Act.
7262 (b)) by the registered public accounting firm that prepared or issued its audit report.
As of March 11, 2025 , there w ere 297,644,298 sh ares of common stock , par value $ 0.001 per share, issued and outstanding.
Referen ces to our management or our management team refer to our officers and directors.
Busines s Overview Eve Holding, Inc., a Delaware corporation, is an aerospace company with operations in Melbourne, Florida and Brazil.
+7 more — sign up free →
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