BETA Technologies Inc (FRA:9N8)

Q2 2026 BETA Technologies Inc Earnings Call Transcript

Aug 12, 2026 / 12:30 PM GMT

Release Date Price: €20.65 (+3.35%)

Transcript 10-Q8-K

Key Points

Positve

Revenue in Q2 2026 was $14.7 million, exceeding guidance and up 146% year-over-year, driven by EPFD program and charger deliveries.
Backlog reached 1,001 aircraft valued at $3.9 billion, nearly hitting the $4 billion year-end target by mid-year.
Achieved significant certification milestones, including resolving FAA policy issues for the H500A motor and completing the CX-300 requirements definition phase.
Launched EIPP operations with United Therapeutics, becoming the first company to do so, and expanded charging network to 138 sites with the ACES consortium targeting 250 more.
Expanded defense and component sales, including the MV-250 unveiling, flight control computer sales to Horizon, and growing partnerships with GE Aerospace and General Dynamics.

Negative

Adjusted EBITDA remained deeply negative at -$110 million in Q2, with full-year guidance widened to -$400 million to -$445 million.
Operating expenses were high at $166 million, reflecting continued heavy R&D and G&A spending.
Max demonstrated production rate remained unchanged, indicating a deliberate but slow ramp-up in manufacturing.
The company faces execution risks in certification, with remaining tests and FAA approvals still pending for the H500A and CX-300.
Cash burn is significant, though the planned $1 billion EXIM financing is intended to extend runway, but it is not yet finalized.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BETA.N - BETA Technologies, Inc.
Q2 2026 BETA Technologies Inc Earnings Call
Aug 12, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone.

Thank you for joining us and welcome to the Beta Technologies Second Quarter 2026 Financial Results Conference Call.

After today's prepared remarks, we will host a question-and-answer session.

If you would like to ask a question, please press star one on your telephone keypad.

I will now hand the call over to Devon Rothman, Head of Investor Relations. Please go ahead.

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Unidentified_2 [2]
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Thank you, operator, and good morning, everyone.

Thank you for joining us for Beta Technology's

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