AEROS AND THE LOGISTICS SHIFT IN THE UAM ERA

As artificial intelligence continues to dominate headlines and portfolios, many investors are asking: What’s next? For those looking beyond AI, Urban Air Mobility (UAM) is emerging as a compelling answer.

Why UAM, Why Now?

Today’s urban centers face a perfect storm of challenges:

  • Population density increasing pressure on existing systems
  • Ground infrastructure reaching capacity limits
  • E-commerce deliveries overwhelming last-mile networks
  • Emissions targets demanding cleaner transport solutions

Ground networks alone cannot scale to meet these converging demands but UAM offers a practical solution. By unlocking the underused “third dimension” above our cities, low-altitude electric or hybrid-electric aircraft—such as air taxis, drones, and cargo airships—can bypass traditional constraints. With vertical takeoff and landing (eVTOL) capabilities, these aircraft create new mobility corridors previously inaccessible.

An Industry Gaining AI-Like Momentum

The UAM sector is rapidly commercializing with substantial validation:

  • Research and Markets projects growth from $5.4 billion (2023) to $12.6 billion by 2030—a 12.9% CAGR.
  • Morgan Stanley estimates the total addressable market could reach $1.5 trillion by 2040, with upside potential to $2.9T.
  • Major transportation and aerospace companies including United Airlines, American Airlines, Airbus, Hyundai—are already investing and testing.
  • Governments are supporting UAM as part of smart city and climate initiatives.
  • Regulatory frameworks are rapidly advancing, with the FAA establishing specific UAM integration pathways.

Aeros: Powering the Logistic Layer of UAM

While passenger eVTOLs have captured headlines, freight and logistics represent one of UAM’s most immediate commercial applications. Aeros has developed the enabling technology that addresses this need through a novel approach to mid-air cargo delivery.

At the core is the Electric Variable Buoyancy Airship (eVBA)—a fully tested, rigid, infrastructure-free vehicle capable of vertical takeoff, in-flight buoyancy control, and cargo operations without landing. Paired with drones, this system forms the Airborne Fulfillment Center (AFC)—a mobile logistics hub that enables same-hour delivery directly from the air.

While most UAM and drone delivery systems still rely on ground-based depots and infrastructure, the eVBA operates fully untethered: no airports, no warehouses, and no support crews. Drones are launched mid-flight within the pilot’s line of sight, complying with FAA Part 107 regulations. This enables safer integration and significantly extends delivery range in dense urban zones.

The FAA has issued a formal memorandum supporting the AFC’s integration into the sky, signaling regulatory alignment as this new layer of logistics takes shape.

Positioning for Growth

Urban Air Mobility today is where AI stood in 2017. As cities rethink infrastructure and logistics under growing pressure, airborne systems like Aeros’ AFC illustrate how freight mobility can evolve in parallel with regulatory progress and urban demand.

Join us in shaping the future of urban mobility and logistics—through the air, not the road.

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This “testing the waters” communication is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Aeros is currently “testing the waters” to gauge potential investor interest in a possible public securities offering under Regulation A Tier 2. No investment decisions should be made without reviewing the final offering statement, which will contain important information about the investment and its risks. The Securities and Exchange Commission has not approved or disapproved of these securities.

Disclaimer: (1) no funds or other consideration is being solicited, and if money is sent, it will not be accepted by the company; (2) no sales will be performed or commitments to purchase accepted until the offering statement is qualified and any such offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of its acceptance given after the qualification date; and (3) a proposed purchaser’s indication of interest is non-binding and involves no obligation or commitment of any kind.

Aeros is a global leader in designing, FAA certifying, manufacturing, and delivering advanced airships and aerostats worldwide. For over a century, airships have faced a fundamental challenge—losing stability as cargo is unloaded. Competitors have failed to solve this. Aeros has not only solved it—we’ve patented it. Like a submarine adjusting depth, our aircraft control buoyancy in real-time, enabling unrestricted logistics from transcontinental freight to last-mile delivery—without ground infrastructure. To learn more, visit www.Aeroscraft.com