“The increase was attributable to contracts with commercial customers of $13.1 million related to engineering and consulting services to support our customers’ research and development activities and $0.3 million related to priority access to the Company’s cha…”10-Q · Aug 12, 2026 ↗
BETA Technologies, Inc.
BETA
Market read
BETA dominates a concentrated Autonomous Mobility move.
BETA accounts for 50.6% of the group's measured movement across 3.1 effective names. all 7 measured members are falling in raw terms, but 3 of 7 SPY-adjusted paths align to the downside. Capital-flow agreement is 36%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
TSLA, HSAI, BIDU moved materially before BETA. BETA crossed its material path threshold at 09:35 ET, 1115 minutes after the first measured mover.
5 of 7 members in Autonomous Mobility are active. 0 of 2 disclosed connections are confirming.
- At least 5 of 7 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as LCID begins moving with the group.
Invalidation: The live read weakens if participation falls to 2 of 7 members or fewer.
Research brief
The story so far
BETA accounts for 50.6% of the group's measured movement across 3.1 effective names. all 7 measured members are falling in raw terms, but 3 of 7 SPY-adjusted paths align to the downside. Capital-flow agreement is 36%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 5 of 7 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as LCID begins moving with the group.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +136.0% year over year.
- Operating margin changed +757.4 percentage points in the latest annual period.
- Input and raw-material costs has repeated favorable evidence across 3 filings.
- Labor availability and costs has repeated favorable evidence across 3 filings.
- Net margin changed -267.8 percentage points in the latest annual period.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
19.90Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Financing Activities F or the three months ended March 31, 2026, net cash used in financing activities was $1.2 million, primarily due to repayment of borrowings of $1.4 million, offset by other financing activities.”10-Q · May 12, 2026 ↗
“As part of these efforts, we incurred increased expenses for parts and materials of $7.5 million, labor costs including stock-based compensation expense of $14.1 million, warrant expense of $5.6 million resulting from the collaborative arrangement with GE Aer…”10-Q · May 12, 2026 ↗
“As part of these efforts, we incurred increased expenses for parts and materials of $7.5 million, labor costs including stock-based compensation expense of $14.1 million, warrant expense of $5.6 million resulting from the collaborative arrangement with GE Aer…”10-Q · May 12, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 41.9× · EV/sales —. Comparisons use only industry-matched filing peers.
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:50 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for BETA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for BETA. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind BETA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
SRFMFiling-linked namepartnerMay 12, 2026 ▾
“On March 12, 2026, BETA and Surf Air Mobility Inc.”
GEGE AerospacepartnerDec 4, 2025 ▾
“On September 3, 2025, the Company entered into a Strategic Collaboration Agreement and Joint Technology Development Agreement (together, the “GE Collaboration Agreements”) with General Electric Company, operating as GE Aerospace (“GE Aerospace”) within the sc…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
BETA is currently a Leader in the organic co-movement group Autonomous Mobility. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.