电动垂直起降峰会：Dronamics预计未来十年空中货运市场规模达260亿美元

USA | Aerospace & Defense ElectronicsEquity ResearchJune 5, 2025 Sheila Kahyaoglu *  | Equity Analyst+1 (212) 336-7216 | sheila.kahyaoglu@jefferies.comGreg Konrad, CFA *  | Equity Analyst+1 (212) 284-2391 | gkonrad@jefferies.comEllen Page *  | Equity Associate+1 (212) 323-3381 | epage@jefferies.comKyle Wenclawiak *  | Equity Associate+1 (212) 323-7671 | kwenclawiak@jefferies.comConor Walters *  | Equity Associate+1 (212) 323-3395 | cwalters@jefferies.comEegan McDermott *  | Equity Associate+1 (212) 323-3325 | emcdermott1@jefferies.comeVTOL Summit: Dronamics Sizing The AAMCargo Market at $26BB Over Next DecadeWe hosted Stephen Cugliari, VP of Corporate Development at Dronamics atour 3rd Annual Jefferies eVTOL Summit. Key takes include: 1) Dronamics andOliver Wyman estimate a $26BB obtainable market for AAM cargo over the nextdecade; 2) Compared to other cargo transport methods, Dronamics claims upto 80% faster delivery, 50% lower cost, and 60% fewer emissions; and 3) TheBlack Swan targe