BETA Technologies (BETA) Q1 FY26 earnings call

Earnings call· Mar 2026 (Q1 FY26)· Industrials· May 12, 2026

Source: earnings call transcript

BETA Technologies achieved significant commercial and operational milestones in Q1 FY26, notably securing 7 out of 8 eIPP selections and growing its aircraft backlog to $3.9 billion. While revenue exceeded expectations, the company adjusted its full-year adjusted EBITDA guidance to account for strategic investments in eIPP deployment. Certification efforts for the H500A engine are progressing, though some test procedure negotiations with the FAA are taking longer than anticipated, requiring transparent adjustments to the timeline.

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BETA operating KPIs by quarter

BETA operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Dec 2025 Q4 FY25	This call Mar 2026 Q1 FY26	Jun 2026 Q2 FY26	Change vs prior quarter
Aircraft backlog	891 Our current aircraft backlog sits at 891 aircraft in firm and option orders backed by a financial commitment. Source: earnings call transcript	991 Since then, we've announced a significant order from Surf Air Mobility, which helped grow our total commercial aircraft backlog to $3.9 billion and 991 aircraft. Source: earnings call transcript	1,001 Our backlog now stands at 1,001 aircraft and $3.9 billion. Source: earnings call transcript	+1%
Charging sites	—	123 We've added 16 charging sites since our last call, bringing our total to 123. Source: earnings call transcript	138 We now have 138 charging sites. Source: earnings call transcript	+12.2%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.