(BETA) Beta Technologies - Overview

Sector: Industrials | Industry: Aerospace & Defense | Exchange: NYSE (USA) | Market Cap: 3.577m USD | Total Return: -54.5% in 12m

Electric Aircraft, Propulsion Systems, Charging Infrastructure
Total Rating 10
Safety 24
Buy Signal -0.65
Aerospace & Defense
Industry Rotation: +12.9
Market Cap: 3.58B
Avg Turnover: 33.4M
Risk 3d forecast
Volatility75.9%
VaR 5th Pctl13.9%
VaR vs Median11.1%
Reward TTM
Sharpe Ratio-1.42
Rel. Str. IBD3.1
Rel. Str. Peer Group6.3
Character TTM
Beta4.000
Beta Downside4.000
Hurst Exponent0.607
Drawdowns 3y
Max DD63.07%
CAGR/Max DD-1.20
CAGR/Mean DD-1.90
EPS (Earnings per Share) EPS (Earnings per Share) of BETA over the last years for every Quarter: "2023-12": null, "2024-09": null, "2024-12": null, "2025-03": null, "2025-06": -25.57, "2025-09": -1.94, "2025-12": -1.71, "2026-03": -0.4019,
Qual. Beats: 0
Revenue Revenue of BETA over the last years for every Quarter: 2023-12: 15.357, 2024-09: 3.066, 2024-12: 4.437, 2025-03: 7.7825, 2025-06: 7.7825, 2025-09: 8.918, 2025-12: 11.133, 2026-03: 10.133,
Rev. CAGR: 52.29%
Rev. Trend: 85.7%
Qual. Beats: 0

Warnings

Share dilution 404.6% YoY

Interest Coverage Ratio -57.6 is critical

Altman Z'' -9.66 < 1.0 - financial distress zone

Tailwinds

No distinct edge detected

Description: BETA Beta Technologies

BETA Technologies, Inc. is a Vermont-based aerospace firm specializing in the development of electric vertical takeoff and landing (eVTOL) and conventional takeoff and landing (eCTOL) aircraft. The company integrates its ALIA aircraft platform with proprietary electric propulsion systems and a dedicated multi-modal charging infrastructure. Its business model addresses diverse sectors including defense, medical logistics, and commercial cargo.

The electric aviation sector is currently driven by advancements in battery energy density and the pursuit of lower operating costs compared to traditional turbine engines. BETA’s approach of developing both flight hardware and ground charging stations aims to mitigate infrastructure bottlenecks common in the emerging Advanced Air Mobility (AAM) market. Investors evaluating these long-term industry trends can find additional sector analysis on ValueRay.

Founded in 2017, the company operates within the Aerospace & Defense industry, focusing on zero-emission transportation solutions. By controlling the production of components and propulsion systems, the firm seeks to maintain vertical integration across its global supply chain.

Headlines to Watch Out For
  • FAA certification milestones for ALIA aircraft dictate commercial entry timelines
  • Department of Defense contract awards drive early stage revenue growth
  • Multimodal charging infrastructure deployment creates recurring service revenue streams
  • Battery energy density improvements determine aircraft range and payload capacity
  • Scaling manufacturing operations increases capital expenditure and impacts near-term margins
Piotroski VR-10 (Strict) 1.0
Net Income: -788.8m TTM > 0 and > 6% of Revenue
FCF/TA: -0.38 > 0.02 and ΔFCF/TA 5.95 > 1.0
NWC/Revenue: 4.07k% < 20% (prev 1.79k%; Δ 2.28k% < -1%)
CFO/TA -0.15 > 3% & CFO -305.9m > Net Income -788.8m
Net Debt/EBITDA: error (EBITDA <= 0)
Current Ratio: 21.37 > 1.5 & < 3
Outstanding Shares: last quarter (230.8m) vs 12m ago 404.6% < -2%
Gross Margin: 50.25% > 18% (prev -0.39%; Δ 5.06k% > 0.5%)
Asset Turnover: 2.83% > 50% (prev 2.26%; Δ 0.57% > 0%)
Interest Coverage Ratio: -57.63 > 6 (EBITDA TTM -768.2m / Interest Expense TTM 13.7m)
Altman Z'' -9.66
A: 0.77 (Total Current Assets 1.62b - Total Current Liabilities 75.9m) / Total Assets 2.01b
B: -1.01 (Retained Earnings -2.04b / Total Assets 2.01b)
C: -0.59 (EBIT TTM -791.1m / Avg Total Assets 1.34b)
D: -7.07 (Book Value of Equity -2.04b / Total Liabilities 287.8m)
Altman-Z'' = -9.66 = D
Beneish M -3.20
DSRI: 0.21 (Receivables 6.43m/12.2m, Revenue 38.0m/15.1m)
GMI: 1.00 (fallback, negative margins)
AQI: 0.38 (AQ_t 0.00 / AQ_t-1 0.00)
SGI: 2.52 (Revenue 38.0m / 15.1m)
TATA: -0.24 (NI -788.8m - CFO -305.9m) / TA 2.01b)
Beneish M = -3.20 (Cap -4..+1) = AA
What is the price of BETA shares?

As of May 26, 2026, the stock is trading at USD 16.76 with a total of 2,073,100 shares traded.
Over the past week, the price has changed by +8.76%, over one month by +6.89%, over three months by -10.23% and over the past year by -54.46%.

Is BETA a buy, sell or hold?

Beta Technologies has no consensus analysts rating.

Beta Technologies (BETA) - Fundamental Data Overview as of 22 May 2026
Market Cap USD = 3.58b (3.58b USD * 1.0 USD.USD)
P/S = 98.946
P/B = 1.9996
Revenue TTM = 38.0m USD
EBIT TTM = -791.1m USD
EBITDA TTM = -768.2m USD
Long Term Debt = 177.6m USD (from longTermDebt, last quarter)
Short Term Debt = 8.76m USD (from shortTermDebt, last quarter)
Debt = 224.3m USD (from shortLongTermDebtTotal, last quarter) + Leases 19.8m
Net Debt = -1.37b USD (calculated: Debt 224.3m - CCE 1.59b)
Enterprise Value = 2.21b USD (3.58b + Debt 224.3m - CCE 1.59b)
Interest Coverage Ratio = -57.63 (Ebit TTM -791.1m / Interest Expense TTM 13.7m)
EV/FCF = -2.85x (Enterprise Value 2.21b / FCF TTM -774.9m)
FCF Yield = -35.03% (FCF TTM -774.9m / Enterprise Value 2.21b)
 FCF Margin = -2.04k% (FCF TTM -774.9m / Revenue TTM 38.0m)
 Net Margin = -2.08k% (Net Income TTM -788.8m / Revenue TTM 38.0m)
 Gross Margin = 50.25% ((Revenue TTM 38.0m - Cost of Revenue TTM 18.9m) / Revenue TTM)
Gross Margin QoQ = -3.15% (prev 62.00%)
Tobins Q-Ratio = 1.10 (Enterprise Value 2.21b / Total Assets 2.01b)
Interest Expense / Debt = 6.12% (Interest Expense 13.7m / Debt 224.3m)
Taxrate = 21.0% (US default 21%)
NOPAT = -625.0m (EBIT -791.1m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 16.49 (Total Current Assets 1.62b / Total Current Liabilities 98.3m)
Debt / Equity = 0.13 (Debt 224.3m / totalStockholderEquity, last quarter 1.73b)
 Debt / EBITDA = 1.78 (negative EBITDA) (Net Debt -1.37b / EBITDA -768.2m)
 Debt / FCF = 1.76 (negative FCF - burning cash) (Net Debt -1.37b / FCF TTM -774.9m)
 Total Stockholder Equity = 1.19b (last 4 quarters mean from totalStockholderEquity)
RoA = -58.88% (Net Income -788.8m / Total Assets 2.01b)
RoE = -24.44% (Net Income TTM -788.8m / Total Stockholder Equity 3.23b)
RoCE = -23.23% (EBIT -791.1m / Capital Employed (Equity 3.23b + L.T.Debt 177.6m))
 RoIC = -32.65% (negative operating profit) (NOPAT -625.0m / Invested Capital 1.91b)
 WACC = 19.15% (E(3.58b)/V(3.80b) * Re(20.05%) + D(224.3m)/V(3.80b) * Rd(6.12%) * (1-Tc(0.21)))
Discount Rate = 20.05% (= CAPM, Blume Beta Adj.) -> capped to 13.17%
Shares (quarterly) Correlation: 90.48 | Cagr: 197.4%
 [DCF] Fair Price = unknown (Cash Flow -774.9m)
 EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: 85.70 | Revenue CAGR: 52.29% | SUE: N/A | # QB: 0
EPS current Quarter (2026-06-30): EPS=-0.56 | Chg30d=+8.20% | Revisions=+20% | Analysts=1
EPS next Quarter (2026-09-30): EPS=-0.51 | Chg30d=+19.05% | Revisions=+20% | Analysts=1
EPS current Year (2026-12-31): EPS=-2.15 | Chg30d=-12.07% | Revisions=-20% | GrowthEPS=+70.0% | GrowthRev=+14.8%
EPS next Year (2027-12-31): EPS=-2.10 | Chg30d=-2.34% | Revisions=-20% | GrowthEPS=+2.3% | GrowthRev=+829.5%