Advanced Air Mobility (eVTOL) › Hybrid-Electric & Regional Electric Aircraft ▲Regulation
SRFM · Regulation · Positive Surf Air Mobility signed an MOA with the FAA to be a Participating Airspace User in the SMART program, contributing data and experts.
BETA · Demand · Positive BETA launched eIPP flight operations in North Carolina, flying healthcare cargo missions and expanding its charging network, a concrete deployment of its aircraft.
ECU Health · Demand · Positive ECU Health is named as a partner in BETA's eIPP campaign delivering healthcare cargo to rural medical access points.
Metro Aviation · Demand · Positive Metro Aviation is named as a partner working with BETA on the North Carolina eIPP healthcare cargo campaign.
WakeMed · Demand · Positive WakeMed is named as a partner in BETA's eIPP campaign connecting regional medical centers to rural communities.
Surf Air Mobility Inc.は、バレット・ブラウン氏を2026年9月30日付でSurfOSの社長に任命したと発表した。パランティア・テクノロジーズ出身の同氏は、同社のAI対応ソフトウェアオペレーティングシステムの市場投入、戦略、商業拡大を主導する役割を担う。ブラウン氏は2013年から2024年までパランティア・テクノロジーズに10年以上在籍し、2018年からはアジア部門責任者を務めた。直近では2024年以降、Turion Spaceで先端プロジェクトの助言を行っており、それ以前はMaxar Technologiesで副社長兼アジア太平洋部門責任者を務めていた。同社によると、SurfOSの当面の優先事項は、BrokerOS、OperatorOS、OwnerOSを含む主力製品群の商用化、企業および中小企業顧客の採用拡大、そしてSurfOS事業の収益化への道筋を継続することであり、BrokerOSとOperatorOSの両方について外部顧客との確定契約が締結済みであると述べた。ロサンゼルスを拠点とする航空モビリティプラットフォームであるSurf Air Mobilityは、定期便数で米国最大級のコミューター航空会社の一つを運営し、プライベートチャーターサービスも提供している。
Advanced Air Mobility (eVTOL) › Cargo & Delivery Drone Systems ▲Demand
Robotics & Physical AI › Civil Drones & UAV ▲Demand
Advanced Air Mobility (eVTOL) › Hybrid-Electric & Regional Electric Aircraft Technology
VTOL · Demand · Positive Bristow expanded its early delivery reservations for the Chaparral to 15 and sees potential applications across commercial, government, and special mission operations.
KTOS · Demand · Positive Kratos is the exclusive U.S. manufacturer of the Chaparral, so Bristow's expanded early delivery reservations (15 total, up to 100 pre-ordered) signal growing orders for its production.
Advanced Air Mobility (eVTOL) › Hybrid-Electric & Regional Electric Aircraft ▲Technology
Heart Aerospace · Technology · Positive Heart Aerospace's X1 battery-electric demonstrator completed its first 27-minute flight, advancing development of the ES-30 hybrid-electric regional aircraft.
0SE9.LSE · Demand · Positive Air Canada has ordered 30 ES-30 aircraft and invested $5 million in Heart Aerospace, a concrete order for the electric regional aircraft.
Breakthrough Energy Ventures · Capital · Positive Breakthrough Energy Ventures made a $107 million investment in Heart Aerospace, a financing event.
AIR.PA · Technology · Positive Airbus will receive the tested subsystems for further aircraft-level integration, supporting its hybrid-electric aircraft development.
GE · Technology · Positive GE Aerospace announced a hybrid-electric flight breakthrough above 30,000 feet, demonstrating its megawatt-class propulsion system.
Advanced Air Mobility (eVTOL) › Hybrid-Electric & Regional Electric Aircraft ▲Technology
RTX · Technology · Positive Pratt & Whitney Canada, a subsidiary of RTX, begins ground testing hybrid-electric propulsion system for RTX flight demonstrator, advancing technology.
KETL.LSE · Capital · Neutral Strix is mentioned as backing the propulsion system verification phase through Canada's INSAT program, but no direct impact on Strix's business.
ファンボロー国際航空ショーの初日、ボーイングとエアバスはそれぞれSMBCアビエーション・キャピタルからナローボディ機100機のコミットメントを獲得した。SMBCはエアバスA320neoファミリー100機(A321neo 65機、A320neo 35機)を発注し、別途ボーイング737 MAX 100機にもコミットした。アビエーション・キャピタル・グループは、日本のスカイマーク航空にボーイング737-10型機7機をリースすることで合意し、納入は2028年から開始される。エンジン関連では、ジャクソン・スクエア・アビエーションが非公開数のエアバスA320neoファミリー向けにプラット・アンド・ホイットニーのギヤードターボファンエンジンを選定した。この日は防衛と電動航空のハイライトもあり、BETAテクノロジーズが軍用物流向けのハイブリッド電気自律垂直離着陸機MV250を初公開し、バーティカル・エアロスペースは同ショーで初の公開eVTOL遷移飛行を完了したと発表した。
Advanced Air Mobility (eVTOL) › Hybrid-Electric & Regional Electric Aircraft ▲Technology
GE · Technology · Positive GE Aerospace's hybrid-electric transatlantic flight proves next-gen propulsion, a key technology milestone.
GE · Capital · Positive Q2 earnings beat estimates with EPS of $2.02, raised full-year guidance to $7.65-$7.85, and highlighted $210B backlog.
BA · Demand · Positive Boeing's $695B commercial backlog and 737 program at 42/month drive demand for GE's LEAP and GEnx engines, benefiting Boeing's supply chain and program stability.
BETA · Technology · Positive Beta Technologies participated in the hybrid-electric flight test, validating its technology and partnership with GE and Boeing.
Electrification & Mobility › EV Powertrain & Power Electronics ▲Technology
BA.LSE · Technology · Positive BAE Systems' battery system powered the first hybrid-electric flight demo, a key milestone for its aviation battery technology.
GE · Technology · Positive GE Aerospace's hybrid-electric demonstrator successfully flew, powered by BAE Systems' battery, advancing its propulsion technology.
BETA · Demand · Positive BETA Technologies is the eVTOL aircraft manufacturer that completed the inaugural flights, demonstrating operational capability and advancing toward commercial use.
UTHR · Demand · Positive United Therapeutics' manufactured organs were transported in the flights, showcasing a concrete application for its products and validating the logistics use case.