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Eve Air Mobility Secures an Order for Up to 16 eVTOL Aircraft from Shearwater Global Capital, Bay Point's Aviation Finance Company

(Moderate)
(Very Positive)
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Eve Air Mobility (NYSE: EVEX) signed a Letter of Intent with Shearwater Global Capital, the aviation finance company of Bay Point, for up to 16 eVTOL aircraft. The LOI aligns with Shearwater’s strategy to expand into advanced air mobility and offer leasing solutions for emerging aircraft classes.

According to Eve, Shearwater and Bay Point plan to leverage Eve’s existing aircraft commitments to provide financing and leasing that can support operator fleet deployment. The prospective order adds to Eve’s disclosed backlog of eVTOL commitments and underscores collaboration with lessors, operators, investors, and infrastructure partners as the advanced air mobility market moves toward commercialization.

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Positive

  • LOI for up to 16 eVTOLs with Shearwater, Bay Point’s aviation finance company
  • Prospective order adds to Eve’s disclosed eVTOL backlog from global customers and investors
  • Partnership supports leasing-based access to Eve aircraft for air mobility operators

Negative

  • None.

Market Context

No recent insider activity was reported for EVEX in the platform context. That leaves the up-to-16-a...
Analysis

No recent insider activity was reported for EVEX in the platform context. That leaves the up-to-16-aircraft LOI as the central disclosed datapoint; monitoring whether it develops into additional commitments and financing details would add clarity.

Key Figures

Aircraft Order: up to 16 eVTOL aircraft Publication Date: July 19, 2026 Bay Point Joining Date: April 2026 +3 more
6 metrics
Aircraft Order up to 16 eVTOL aircraft Letter of Intent with Shearwater Global Capital
Publication Date July 19, 2026 Farnborough announcement
Bay Point Joining Date April 2026 Shearwater joined Bay Point
Firm Founding 2014 Shearwater Global Capital
Embraer Expertise more than five decades Aerospace expertise backing Eve
Embraer History 56-year history Aerospace expertise backing Eve

Historical Context

5 past events · Latest: Jul 14 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 14 Flight-test progress Positive +4.2% Flight testing advanced toward transition evaluation and six conforming prototypes planned.
Jul 13 Sustainability report Positive -5.8% Sustainability report highlighted cleaner transportation, renewable energy, and governance initiatives.
May 05 Quarterly earnings Negative -5.6% First-quarter loss and higher R&D costs outweighed reported liquidity resources.
Apr 09 Test-flight milestone Positive -1.5% The fiftieth test flight added prototype data supporting certification planning.
Mar 25 Prototype demonstration Positive +4.4% Public prototype demonstration reported flight progress and propulsion performance above expectations.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

The five-event record was mixed, with three reactions aligned with apparent news sentiment and two divergences.

Key Terms

evtol, letter of intent, asset-based financing, air traffic management
4 terms
evtol technical
"for up to 16 vertical take-off and landing (eVTOL) aircraft"
eVTOL stands for "electric vertical takeoff and landing" aircraft, which are small, electric-powered vehicles capable of taking off and landing vertically like a helicopter. They are designed to provide quick, on-demand transportation within cities or between locations, potentially transforming urban mobility. For investors, eVTOLs represent a growing segment of innovative transportation technology with potential for significant market impact and future growth.
letter of intent financial
"has signed a Letter of Intent (LOI) with Shearwater"
A letter of intent is a document that shows an agreement in principle between parties to work towards a future deal or transaction. It outlines their intentions and key terms, acting like a roadmap before a formal contract is signed. For investors, it signals serious interest and helps clarify expectations early in the process.
asset-based financing financial
"providing asset-based financing to borrowers globally"
Asset-based financing is a loan or line of credit that uses a company’s assets—such as accounts receivable, inventory, or equipment—as collateral to secure borrowing. It matters to investors because it affects a company’s access to cash, borrowing cost and financial risk: like using a car title to get a loan, lenders focus on the quality and value of pledged assets rather than just the company’s profits, which changes how fragile or flexible the business can be under stress.
air traffic management technical
"a unique air traffic management solution"
Air traffic management is the system of services, procedures and technologies that keep aircraft moving safely and efficiently through airports and airspace, acting like a traffic controller or orchestra conductor for planes. For investors it matters because how well air traffic is managed affects airline on-time performance, fuel and staffing costs, airport capacity and safety — all of which influence revenues, operating expenses, regulatory risk and demand for related technology and infrastructure.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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The agreement demonstrates growing demand for advanced air mobility and leasing solutions for eVTOLs.

FARNBOROUGH, England, July 19, 2026 /PRNewswire/ -- Eve Air Mobility (NYSE: EVEX, EVEXW; B3: EVEB31), a leader in advanced air mobility solutions, has signed a Letter of Intent (LOI) with Shearwater Global Capital ("Shearwater"), the aviation finance company of Bay Point is a specialist aviation lender providing asset-based financing to borrowers globally, for up to 16 vertical take-off and landing (eVTOL) aircraft. The agreement supports Shearwater's strategy to broaden its aviation finance platform to include emerging asset classes such as advanced air mobility (AAM), reflecting its continued focus on financing solutions for the evolving aviation sector.

Eve Air Mobility Logo

The order marks a step in Shearwater's strategy since joining Bay Point in April 2026 as a lessor to invest in transformative aviation technologies, expand its business aviation portfolio, and align with the future of sustainable transportation. As a financial institution focused on aviation investments, Shearwater and Bay Point intend to leverage Eve's industry-leading backlog to offer leasing solutions that will advance air mobility operators access aircraft and accelerate fleet deployment. The companies will also explore additional financing opportunities as demand grows for advanced air mobility and efficient, lower-emissions transportation solutions.

"We are pleased to welcome Shearwater to Eve's growing network of customers and partners," said Johann Bordais, CEO of Eve Air Mobility. "We believe advanced air mobility will play an important role in shaping the future of transportation, and we look forward to supporting Shearwater as it offers leasing solutions to the market."

Eve's eVTOL aircraft is designed to deliver an efficient, sustainable, and customer-centric transportation experience. Backed by more than five decades of Embraer's aerospace expertise, Eve's aircraft and service ecosystem are positioned to support operators seeking to introduce advanced air mobility services safely and efficiently.

"This order reflects our confidence in Eve's technology, leadership team, and vision for advanced air mobility," said Chris Miller, managing director – Aviation, Shearwater Global Capital, a Bay Point company. "We believe advanced air mobility will become a global market, and Shearwater intends to play a leading role in supporting that growth through innovative leasing solutions. By leveraging Eve's industry-leading backlog and integrated ecosystem of aircraft and services, we see a compelling opportunity to help operators expand and create long-term value."

The agreement adds to Eve's industry-leading backlog of aircraft commitments from customers and investors worldwide and highlights continued momentum in the advanced air mobility sector and the growing commercial value of its ecosystem.

As the AAM industry advances toward commercialization, Eve continues to work with operators, investors, lessors, and infrastructure partners worldwide to develop practical, scalable use cases that enable safe, efficient, and sustainable air transportation.

Images: Bay Point eVTOL

About Shearwater Global Capital

Shearwater Global Capital, the aviation finance company of Bay Point, is a specialist aviation lender providing asset-based financing to borrowers globally. The firm, founded in 2014 by Chris Miller, focuses on non-bank clients across commercial and private aviation, with deep expertise in pre-delivery financings, special mission aircraft, and older-vintage assets. Shearwater joined Bay Point, an Atlanta-based private credit firm specializing in asset-backed lending across niche markets underserved by traditional lenders, in 2026 to establish a dedicated aviation finance vertical. For more information about Shearwater Global Capital visit www.shearwaterglobal.com and for more information about Bay Point visit www.baypointadvisors.com.

About Eve Air Mobility

Eve Air Mobility is dedicated to accelerating the Urban Air Mobility (UAM) ecosystem. Benefitting from a start-up mindset, backed by Embraer's 56-year history of aerospace expertise, and with a singular focus, Eve is taking a holistic approach to advancing the UAM ecosystem, with an advanced eVTOL project, a comprehensive global services and support network, and a unique air traffic management solution. Eve is listed on the New York Stock Exchange (EVEX; EVEXW) and the São Paulo Stock Exchange (EVEB31), where its shares of common stock, public warrants and Brazilian Depository Receipts are traded. For more information, please visit www.eveairmobility.com.

Forward-Looking Statement Disclosure 

Certain statements contained in this release are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by words such as "may," "will," "expect," "intend," "anticipate," "believe," "estimate," "plan," "project," "could," "should," "would," "continue," "seek," "target," "guidance," "outlook," "if current trends continue," "optimistic," "forecast" and other similar words or expressions. All statements, other than statements of historical facts, are forward-looking statements, including, but not limited to, statements about the company's plans, objectives, expectations, outlooks, projections, intentions, estimates, and other statements of future events or conditions, including with respect to all companies or entities named within. These forward-looking statements are based on the company's current objectives, beliefs and expectations, and they are subject to significant risks and uncertainties that may cause actual results and financial position and timing of certain events to differ materially from the information in the forward-looking statements. These risks and uncertainties include, but are not limited to, those set forth herein as well as in Part I, Item 1A. Risk Factors and Part II, Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations of the company's most recent Annual Report on Form 10-K, Part I, Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations and Part II, Item 1A. Risk Factors of the company's most recent Quarterly Report on Form 10-Q, and other risks and uncertainties listed from time to time in the company's other filings with the Securities and Exchange Commission. Additionally, there may be other factors of which the company is not currently aware that may affect matters discussed in the forward-looking statements and may also cause actual results to differ materially from those discussed. The company does not assume any obligation to publicly update or supplement any forward-looking statement to reflect actual results, changes in assumptions or changes in other factors affecting these forward-looking statements. other than as required by law. Any forward-looking statements speak only as of the date hereof or as of the dates indicated in the statement.

 

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SOURCE Eve Air Mobility

FAQ

What did Eve Air Mobility (EVEX) announce with Shearwater Global Capital on July 19, 2026?

Eve Air Mobility announced a Letter of Intent with Shearwater Global Capital for up to 16 eVTOL aircraft. According to Eve, the agreement supports Shearwater’s move into advanced air mobility leasing and expands Eve’s disclosed backlog of aircraft commitments worldwide.

How many eVTOL aircraft are included in Eve Air Mobility’s LOI with Shearwater Global Capital?

The Letter of Intent covers up to 16 eVTOL aircraft from Eve Air Mobility. According to Eve, Shearwater and Bay Point plan to use these prospective aircraft for leasing solutions that help air mobility operators access fleets and accelerate deployment.

Is the Shearwater Global Capital agreement a firm order for Eve Air Mobility (EVEX) eVTOLs?

The disclosed agreement is a Letter of Intent, not a finalized purchase contract. According to Eve, the LOI represents a prospective order for up to 16 eVTOL aircraft and supports Shearwater’s strategy to expand its aviation finance platform into advanced air mobility assets.

How does the Shearwater Global Capital LOI affect Eve Air Mobility’s eVTOL backlog?

The LOI adds to Eve Air Mobility’s disclosed backlog of eVTOL aircraft commitments. According to Eve, the agreement highlights continued momentum in advanced air mobility and underscores the growing commercial value of its integrated ecosystem of aircraft, services, and air traffic management solutions.

What role will Shearwater Global Capital and Bay Point play in Eve Air Mobility’s leasing strategy?

Shearwater and Bay Point intend to act as lessors and aviation financiers for Eve’s eVTOLs. According to Eve, they aim to leverage Eve’s aircraft commitments to offer leasing solutions that support operator fleet growth in advanced air mobility markets.

Why is Eve Air Mobility partnering with an aviation finance company like Shearwater Global Capital?

Eve is partnering with Shearwater to expand leasing and financing options for its eVTOL aircraft. According to Eve, working with specialized aviation lenders helps operators gain capital-efficient access to advanced air mobility fleets as the industry moves toward commercialization.