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Innovative Aerospace Summit Takes: Certification, Scale & Lift-Off

发布日期: 2026-06-11研究机构: Jefferies报告页数: 11原文语言: 英语证据页码: 1

研报英文原文证据摘录

Innovative Aerospace Summit Takes: Certification, Scale & Lift-Off

USA | Aerospace & Defense Electronics EquityJuneResearch11, 2026

Innovative Aerospace Summit Takes:

Certification, Scale & Lift-Off

We hosted 17 companies at our 4th annual Innovative Aerospace Summit,

representing passenger and dedicated logistic OEMs, component suppliers,

infrastructure developers, and operators. We include key takeaways /

perspectives from players in the emerging ecosystem and summarize data

points offered by attending OEMs. Amongst covered companies, BETA and

EVEX presented and we heard from a range of uncovered and private industry

players.

Certification And Early Operations Are Becoming The Primary Industry Proof Points. Multiple

participants emphasized that the industry is transitioning from aircraft concepts toward

conforming vehicles, regulatory validation, and initial commercial operations. BETA highlighted

its stepwise certification strategy, with CX300 certification expected in 2027, while the eVTOL

Integration Pilot Program could enable for-hire cargo and medical operations before full type

certification. JOBY noted it is in the final stage of FAA certification, with FAA-conforming aircraft

flying, five conforming aircraft planned to run testing in parallel, and initial 2026 operations expected

through limited routes and controlled environments. EVEX is targeting certification in Brazil and

the U.S. in 2028, with five conforming prototypes planned for the 12-month flight test campaign

beginning in 2027. EVTL expects certification around 2028 under EASA/CAA standards, with

management emphasizing its full transition flight as a key technology de-risking milestone. EH

is furthest along commercially in China, having obtained Type Certificate, Production Certificate,

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