BETA Technologies, Inc. Class A (BETA)
NYSE:BETA
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Earnings Data
Report Date
Dec 03, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
-9.83Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights robust operational progress—major eIPP awards, backlog growth, charging network expansion, strategic partnerships (GE, General Dynamics), continued flight-testing and a strong cash balance—balanced against meaningful near-term challenges: FAA certification timing uncertainty for the electric engine, substantial negative adjusted EBITDA and high operating spend, a low current production rate, and dependency on final OTAs and permitting. Management framed the investments (including ~$50M eIPP pull-forward) as strategic and tied to long-term commercialization. Overall, operational and strategic milestones are substantial and the company retains strong liquidity, but material near-term costs and schedule uncertainty temper near-term financial outlook.Company Guidance
Major eIPP Selection and Commercial Acceleration
BETA was selected for 7 of 8 eVTOL Integration Pilot Program (eIPP) awards—more than any other OEM—spanning 26 states; company expects this to pull forward commercialization by more than a year and drive near-term infrastructure and operations revenue streams (charging, training/maintenance, aircraft).
Backlog Growth and Key Customer Order
Commercial aircraft backlog increased to $3.9 billion and 991 aircraft after adding a significant order from Surf Air Mobility (added $375 million to backlog in two months); company reiterated year-end target of $4.0 billion backlog.
Revenue Beat and YoY Growth
Q1 revenue of $10.1 million, a 6% year-over-year increase, exceeded the prior Q1 guidance range of $7M–$10M; Q2 revenue guide $8M–$11M and full-year 2026 revenue guidance unchanged at $39M–$43M.
Strong Cash Position
Ended Q1 with $1.59 billion in cash and short-term investments, providing liquidity to fund certification, eIPP investments, CapEx, and production ramp activities.
Charging Network Expansion and Early Infrastructure Wins
Added 16 charging sites since last call for a total of 123 sites; secured state-level business including Florida Department of Transportation contract for 34 chargers (structured as 17 Charge Cubes + 17 smaller chargers) plus thermal management systems; reported ~30,000 charging sessions last year.
Certification and Test Progress
Completed multiple key tests and milestones: 11 conforming electric engines in use, four-credit lightning tests, icing/ingestion testing, and completion of requirements-based software testing across 2,100 engine software requirements with a targeted month-end milestone for 100% dispositioning.
Defense and Strategic Partnerships
Entered a new program contract with General Dynamics; accelerated MV-250 program by six months due to demand; completed preliminary design review on hybrid turbo generator with GE Aerospace and deepened collaboration with GE (ODA support) to accelerate propulsion and compliance work.
Operational Data Accumulation
Fleet has exceeded 139,000 nautical miles flown through May 10 with a full-year target of 250,000 miles; flights are customer- and test-focused with a perfect safety record reported.
M&A to Improve Efficiency
Completed a tuck-in acquisition of an AI firm for software validation in regulated applications; management expects efficiency gains (noted in lower CapEx guidance and improved labor/facilities cost forecasts) from this integration.
BETA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BETA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $18.59 | $18.11 | -2.58% |
Mar 09, 2026 | $19.27 | $21.57 | +11.94% |
Nov 04, 2025 | ― | $36.00 | ― |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does BETA Technologies, Inc. Class A (BETA) report earnings?
BETA Technologies, Inc. Class A (BETA) is schdueled to report earning on Dec 03, 2026, Before Open (Confirmed).
What is BETA Technologies, Inc. Class A (BETA) earnings time?
BETA Technologies, Inc. Class A (BETA) earnings time is at Dec 03, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is BETA EPS forecast?
Currently, no data Available