Beta Technologies, Inc. (BETA)

NYSE: BETA · Aircraft · South Burlington, VT · filing with the SEC since 2021

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Grade5.5

◀ Past 5.6● Present 5.2▶ Future 5.8

3 est.

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

The grade of Beta Technologies, Inc.

Nine metrics read from its own filings, by tense

Headline grade

5.5/10

◀ Past5.630% of the headline

● Present5.240% of the headline

▶ Future5.830% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 6 read as filed from the record and 3 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.6/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed

7.3/10

Has it survived what it has been through?

No warning events in its filings since 2021.

weight 33% of this tense · 73rd percentile among 15 sector filers · read for itself

From the record

Beta Technologies, Inc.'s filings since 2021 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed

4.7/10

What has it actually done, year after year?

+52.2% a year over 3 filed years; profitable in 0 of 3.

weight 45% of this tense · 47th percentile among 10 sector filers · read for its customers

From the record

Beta Technologies, Inc.'s 3 filed years say what it did: revenue went from $15 million in fiscal 2023 to $36 million in fiscal 2025, up 52.2% a year; it rose in 1 of 2 years; the deepest fall was 2% from fiscal 2023 to fiscal 2024; net income was positive in 0 of 3 of those years (its annual reports).

What it rests on

revenue growth over the filed span52.2%top 19% of its family
the share of years revenue rosebottom 17% of its family
the share of filed years with a profitbottom 35% of its family
the deepest fall from a revenue peak1.7%top 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate

4.6/10

How has it treated the people who own it?

SI estimate 4.6/10, confidence 35 of 100 (one part).

weight 22% of this tense · 46th percentile among 14 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: Read from one part only, the share count over the years, which ranks in the bottom 46% of 14 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read: Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned: one part: the share count over the years, the one part on file, ranked among 14 in its family.
Confidence: 35 of 100
What would change it: A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Beta Technologies, Inc.'s shareholder treatment is put at 4.6 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the bottom 46% of 14 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

5.2/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed

4.1/10

Is it financially healthy right now?

ROE -41%: lost 41¢ per shareholder dollar. Leverage 14%: owes 14¢ per asset dollar.

weight 45% of this tense · 41st percentile among 14 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Beta Technologies, Inc. lost about 41 cents for every dollar of shareholders' money, and gross profitability: its products earned about 1 cents per dollar of everything the company owns. Leverage: it owed about 14 cents per dollar of assets, and net share issuance: its share count grew 65.7% over the year (the filed statements).

What it rests on

what it owes per dollar of assetstop 25% of its family
return on equitybottom 42% of its family
gross profit against assetsbottom 15% of its family
the share count against the year beforebottom 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed

5.0/10

How strong is its position in its industry?

top 50% of 12 in its family; net margin -2094.2%.

weight 33% of this tense · 50th percentile among 12 sector filers · read for its customers

From the record

Beta Technologies, Inc.'s standing among 12 graded names in its industry family: revenue of $36 million in fiscal 2025 ranks in the bottom 45% by size; a net margin of -2094.2% ranks in the bottom 21%; revenue growth of 52.2% a year over the last 2 filed years ranks in the top 15% (its annual reports).

What it rests on

revenue against the family$35.6Mbottom 45% of its family
net margin-2094.2%bottom 21% of its family
three-year revenue growth52.2%top 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate

7.7/10

What are the people in charge doing?

SI estimate 7.7/10, confidence 35 of 100 (one part).

weight 22% of this tense · 77th percentile among 11 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 23% of 11 in its family; the record of its people begins on 2025-11-03 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 1 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read: The record of its people begins on 2025-11-03 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 1 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned: one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 11 in its family.
Confidence: 35 of 100
What would change it: A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Beta Technologies, Inc.'s leadership is put at 7.7 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 23% of 11 in its family; the record of its people begins on 2025-11-03 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 1 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.8/1030% of the headline grade · 2 of 3 filed, 1 estimated

Room to expand

as filed

6.7/10

How much room does it have to grow?

top 33% of 11 in its family for room to expand.

weight 45% of this tense · 67th percentile among 11 sector filers · read for itself

From the record

Beta Technologies, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.7 billion against debt of $180 million leaves 72.9% of its assets as net cash, top 27% of its family; cash from operations less capital spending is -879.5% of revenue (bottom 23%); a gross margin of 72.2% (top 5%); research spending of 729.7% of revenue (top 23%) (its annual report).

What it rests on

cash less debt against assets72.9%top 27% of its family
cash from operations less capital spending against revenue-879.5%bottom 23% of its family
gross margin72.2%top 5% of its family
research spending against revenue729.7%top 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed

4.5/10

What could actually drive growth from here?

bottom 45% of 10 in its family for growth drivers.

weight 33% of this tense · 45th percentile among 10 sector filers · read for its customers

From the record

Beta Technologies, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 52.2% a year over the last three filed years against 52.2% over all 3, speeding up (top 50% of its family); the newest year grew 136.1% (top 39%); research spending grew 37.1% a year (top 35%); capital spending grew -45.5% a year (bottom 5%) (its annual reports). Beta Technologies, Inc. reported 2 product lines in fiscal 2025: Service at $23 million (65%), Product at $12 million (35%); 2 of 2 grew against the year before (its annual report).

What it rests on

three-year growth against the whole span+0.0 points a yeartop 50% of its family
the newest year's revenue growth136.1%top 39% of its family
three-year growth of research spending37.1%top 35% of its family
three-year growth of capital spending-45.5%bottom 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

SI estimate

5.7/10

Did its newest year beat what its own record pointed to?

SI estimate 5.7/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 6 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 6 members with one.
What the record cannot read: The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned: family median, 6 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Beta Technologies, Inc.'s expectations vs reality is put at 5.7 of 10 with a confidence of 20 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 6 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton BETA · research, not advice