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Dec 31, 2025
BETA Technologies, Inc Q4 2025 Earnings Report
BETA Technologies, Inc. reported its fourth quarter and full year 2025 financial results, highlighting significant revenue growth and a strengthened cash position following its IPO.
Key Takeaways
BETA Technologies exceeded performance guidance in Q4 2025, driven by increased product deliveries and engineering services. While the company reported a net loss of $150 million for the quarter, it ended the year with a robust cash balance of $1.7 billion and a commercial backlog of 891 aircraft valued at approximately $3.5 billion.
Quarterly revenue grew 151% year-over-year to $11.13 million, driven by motor deliveries and engineering services.
Successfully completed an IPO and private financings, resulting in a cash balance of $1.71 billion at year-end.
Commercial aircraft backlog reached 891 units (289 firm orders) with a total value of approximately $3.5 billion.
On track for FAA type certification of the H500A electric engine in the first half of 2026.
Revenue by Segment
Forward Guidance
BETA provided full year 2026 guidance reflecting continued growth in revenue and ongoing investment in certification and production scaling.
Positive Outlook
- Full year 2026 revenue expected to grow to between $39 million and $43 million.
- H500A electric engine on track for FAA type certification in 1H 2026.
- Expected start of U.S. aircraft deliveries in partnership with multiple states.
- Expansion of charging network through the eVTOL Integration Pilot Program.
- Selection as motor supplier for Eve Air Mobility provides long-term revenue potential.
Challenges Ahead
- Full year 2026 Adjusted EBITDA expected to remain negative between ($305) million and ($395) million.
- Continued high research and development spending required for certification.
- Uncertainty regarding stock-based compensation expense impacts on GAAP results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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