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BETA Technologies (BETA) Q4 FY25 earnings call

Earnings call· Dec 2025 (Q4 FY25)· Industrials· Mar 9, 2026

Source: earnings call transcript

BETA Technologies concluded Q4 FY25 with significant advancements in certification, commercialization, and defense programs, highlighted by substantial backlog growth and increased flight miles. The company is strategically accelerating investments in vertical integration and its MV250 program, leveraging a strong balance sheet and the potential of the eIPP to pull forward its business model. Management emphasized disciplined capital allocation while navigating increased operating expenses for critical development.

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BETA operating KPIs by quarter

BETA operating KPIs stated on its earnings calls, by fiscal quarter
KPIThis call Dec 2025 Q4 FY25 Mar 2026 Q1 FY26 Jun 2026 Q2 FY26Change 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.