BETA Q3 Revenue Hits Record $17.7M, Guidance Raised to $52M-$57M
BETA sits 62% above its 52-week low of $13.43.
Summary
BETA posted record Q3 revenue of $17.7 million (up 98%) and raised 2026 revenue guidance to $52M-$57M, while backlog topped $4.0 billion and cash stood at $1.34 billion against a $97.4 million quarterly Adjusted EBITDA burn.
Key Events · Earnings and Guidance · BETA
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Record Q3 Revenue Beats Guidance
Revenue of $17.7 million rose 98% from $8.9 million a year earlier and exceeded the company's guidance range; product revenue was $5.2 million and service revenue $12.5 million.
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Full-Year Revenue Guidance Raised
2026 revenue guidance lifted to $52 million-$57 million from the prior $42 million-$48 million range; Adjusted EBITDA guidance held at ($400) million to ($445) million.
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Backlog Tops $4.0 Billion
Commercial aircraft backlog reached just over $4.0 billion, representing 1,040 aircraft in firm and option orders supported by financial commitments, surpassing the year-end target.
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Losses Widen on R&D Spend
Net loss was $119.1 million and Adjusted EBITDA ($97.4) million; operating loss widened to $127.8 million from $80.6 million as R&D rose to $90.5 million, including $5.8 million of non-cash GE Aerospace warrant expense.
Analysis · BETA · Manufacturing
Revenue of $17.7 million beat the company's own guidance range and grew 98% year-over-year, prompting management to lift full-year 2026 revenue guidance to $52M-$57M from the $42M-$48M set with Q2 results in August. Commercial traction now has hard numbers behind it: backlog passed $4.0 billion (1,040 aircraft in firm and option orders), and the A250 received the first FAA Special Airworthiness Certificate for market surveys. Against that, the quarter still burned $97.4 million of Adjusted EBITDA, and the loss from operations widened to $127.8 million from $80.6 million a year ago, so the $1.34 billion cash balance is what funds the certification runway.
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At the time of this filing, BETA was trading at $21.77 on NYSE in the Manufacturing sector, with a market capitalization of approximately $4.8B. The 52-week trading range was $13.43 to $39.50. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.