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- **Certification Milestones**: H500A engine testing complete; CX-3100 65% through FAA submissions; A250 VTOL expected Q1 2026.
- **Financial Strength**: $8.9 million Q3 revenue; $687.6 million cash post-IPO; $1 billion 10-year motor deal with EVE.
- **Strategic Growth**: 100,000+ nautical miles flown; 62,000+ charging cycles; 3.5B deposit-backed orders.
- **Military Innovation**: MV250 hybrid VTOL with GE for 2x performance; Abu Dhabi cargo flights launching 2026.
- **Aftermarket Dominance**: Total backlog $4B (3x aircraft sales), driven by battery replacements and energy-by-the-hour services.

**【CEO Summary Section】**
- Beta Technologies achieved significant milestones in electric aviation, including certifications for the H500A engine and CX-3100 aircraft, with A250 VTOL certification nearing completion.
- The company secured $3.5 billion in deposit-backed orders, with a total backlog (including aftermarket) valued at $4 billion. Key customers include Republic Airways, Bristow Group, and Abu Dhabi airports.
- Strategic partnerships with GE Aerospace and Embraer (EVE) were highlighted, with Beta supplying $1 billion in motors and services over 10 years.
- KPIs tracked include nautical miles flown (100,000+), charging network expansion (62,000+ cycles), and production readiness at the 188,000 sq ft facility.

**【CFO Financial Commentary】**
- Q3 2025 revenue: $8.9 million (year-to-date: $24.5 million), driven by motor sales and engineering services.
- Operating expenses: $86.8 million (Q3) and $256.7 million (year-to-date), with R&D and SG&A investments.
- Adjusted EBITDA: -$67.6 million (Q3) and -$200.7 million (year-to-date), with cash reserves of $687.6 million post-IPO.
- Capital expenditures: $25.7 million (year-to-date), supporting production capacity and testing facilities.

**【Q&A Highlights】**
- **Certification Progress**: H500A engine testing completed; CX-3100 65% through FAA submissions; A250 VTOL expected in early 2026.
- **Supply Chain & Labor**: Vertical integration and pre-buy strategies mitigate risks; 600+ applicants for 100+ roles in manufacturing.
- **Military Contracts**: MV250 hybrid VTOL with GE for long-range cargo support; testing underway with potential for 2x performance over manned aircraft.
- **Partnerships**: 10 state applications for eVTOL Integration Pilot Program (EIPP); Abu Dhabi contract for cargo flights.
- **Aftermarket Growth**: Battery replacement and energy-by-the-hour services generate 3x revenue per aircraft over 20 years.

BETA Technologies Inc (BETA) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

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Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

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Income (Loss) from Associates

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Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

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Net Income from Continuing Operations

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Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

BETA

BETA fundamentals

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