Beta Technologies, Inc. (BETA)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-04
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-04
QuarterlyIQ Insights · BETA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-04.
The screen ranks BETA against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Financial Outlook BETA increases full year 2026 revenue guidance to be in the range o f $52 million to $57 million and maintains full year 2026 Adjusted EBITDA guidance to be in the range of ($400) m…
Stated in 3 of 3 supplied quarters. Management reported: “• Delivered Record Revenue: Generated record quarterly revenue of $17.7 million, representing 98% year-over-year growth and exceeding the Company’s guidance range.” “Financial Outlook BETA increases full year 2026 revenue guidance to be in the range o f $52 million to $57 million and maintains full year 2026 Adjusted EBITDA guidance to be in the range of ($400) million to ($445) million.” Revenue was $17.672 million in 2026-Q3.
“Financial Outlook BETA increases full year 2026 revenue guidance to be in the range o f $52 million to $57 million and maintains full year 2026 Adjusted EBITDA guidance to be in the range of ($400) m…”
“Financial Outlook BETA increases our full year 2026 revenues to be in the range o f $42 million to $50 million and updates full year 2026 Adjusted EBITDA to be in the range of ($400) million to ($445…”
“Financial Outlook BETA reaffirms full year 2026 revenues to be in the range of $39 million to $43 million and updates full year 2026 Adjusted EBITDA to be in the range of ($355) million to ($445) mil…”
• Increased Aircraft Backlog: Increased commercial aircraft backlog to just over $4.0 billion, surpassing the Company’s year-end target.
Stated in 3 of 3 supplied quarters. Management reported: “• Increased Aircraft Backlog: Increased commercial aircraft backlog to just over $4.0 billion, surpassing the Company’s year-end target.” “The backlog represents 1,040 aircraft in firm and option orders supported by financial commitments.”
“• Increased Aircraft Backlog: Increased commercial aircraft backlog to just over $4.0 billion, surpassing the Company’s year-end target.”
Business Highlights • Achieved Historic FAA Authorization: BETA’s A250 became the first electric vertical takeoff and landing (VTOL) aircraft to receive a Federal Aviation Administration (“FAA”) Spec…
Stated in 3 of 3 supplied quarters. Management reported: “Business Highlights • Achieved Historic FAA Authorization: BETA’s A250 became the first electric vertical takeoff and landing (VTOL) aircraft to receive a Federal Aviation Administration (“FAA”) Special Airworthiness Certificate for market surveys, enabling demonstration flights with customers onboard ahead of type certification.” “• Surpassed Year-End Flight Target: Exceeded 250,000 nautical miles flown across BETA’s aircraft fleet ahead of schedule, building operational experience across a range of missions and environments.”
• Expanded Charging Network to 168 Sites: Increased the reach of BETA’s open, interoperable charging infrastructure, supporting aircraft operations across the United States and providing the infrastr…
Stated in 3 of 3 supplied quarters. Management reported: “• Expanded Charging Network to 168 Sites: Increased the reach of BETA’s open, interoperable charging infrastructure, supporting aircraft operations across the United States and providing the infrastructure for broader electric aviation adoption.” “• Expanded Charging Infrastructure: Grew BETA’s network to 138 charging sites, while announcing the deployment of up to 250 charging sites, including airports and vertiports in California, Texas, Florida, and New York under the America’s Consortium for Electric Skyways (“ACES”) with Archer Aviation and Macquarie Capital.”
Financial Outlook BETA increases full year 2026 revenue guidance to be in the range o f $52 million to $57 million and maintains full year 2026 Adjusted EBITDA guidance to be in the range of ($400) m…
Stated in 3 of 3 supplied quarters. Management reported: “Financial Outlook BETA increases full year 2026 revenue guidance to be in the range o f $52 million to $57 million and maintains full year 2026 Adjusted EBITDA guidance to be in the range of ($400) million to ($445) million.” “Net loss and Adjusted EBITDA for the quarter ended September 30, 2026 were ($119.1) million and ($97.4) million, respectively.”
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
5 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-04.
“1 • Strengthened Commercial Backlog: Following successful cargo flight demonstrations completed across Scotland, Loganair signed a term sheet for five CX300 aircraft, with options for five additional…”
“Total commercial aircraft backlog grew to $3.9 billion across 991 aircraft.”
“Business Highlights • Achieved Historic FAA Authorization: BETA’s A250 became the first electric vertical takeoff and landing (VTOL) aircraft to receive a Federal Aviation Administration (“FAA”) Spec…”
“• Advanced Certification Across BETA’s Common Platform: Reached agreement with the FAA on the H500A’s continued-rotation compliance approach, completed durability and lightning-strike teardowns with…”
“Business Highlights • Advanced Certification: Completed the first company-conforming CTOL aircraft and surpassed 85,000 hours of flight and ground testing on H500A engines, including the completion o…”
“• Expanded Charging Network to 168 Sites: Increased the reach of BETA’s open, interoperable charging infrastructure, supporting aircraft operations across the United States and providing the infrastr…”
“• Expanded Charging Infrastructure: Grew BETA’s network to 138 charging sites, while announcing the deployment of up to 250 charging sites, including airports and vertiports in California, Texas, Flo…”
“• Grew Nationwide Charging Network: Expanded global charging network to 123 sites, signed agreement with the Florida Department of Transportation to provide 34 chargers and thermal management systems…”
“Financial Outlook BETA increases full year 2026 revenue guidance to be in the range o f $52 million to $57 million and maintains full year 2026 Adjusted EBITDA guidance to be in the range of ($400) m…”
“Financial Outlook BETA increases our full year 2026 revenues to be in the range o f $42 million to $50 million and updates full year 2026 Adjusted EBITDA to be in the range of ($400) million to ($445…”
“Financial Outlook BETA reaffirms full year 2026 revenues to be in the range of $39 million to $43 million and updates full year 2026 Adjusted EBITDA to be in the range of ($355) million to ($445) mil…”