Welcome to our dedicated page for BETA TECHNOLOGIES SEC filings (Ticker: BETA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for BETA Technologies, Inc. (NYSE: BETA), an aerospace company focused on electric aircraft, propulsion systems and charging infrastructure. Through these filings, investors can review how BETA reports its financial performance, material events and risk factors as a public company.
Core documents include annual reports on Form 10-K and quarterly reports on Form 10-Q, which describe BETA’s business model, the ALIA CTOL and ALIA VTOL aircraft programs, charging network deployments, research and development spending and revenue from products and services. These reports also present GAAP financial statements alongside non-GAAP measures such as EBITDA and Adjusted EBITDA, with reconciliations and management’s discussion of operating trends.
Current reports on Form 8-K, such as the filing announcing BETA’s quarterly results press release, disclose material events including earnings announcements, financing transactions, strategic partnerships or significant operational milestones. For users tracking ownership changes, Form 4 insider transaction reports detail purchases, sales and grants involving BETA’s officers, directors and large shareholders.
Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, explain complex accounting or regulatory language in simpler terms and surface items that may matter most to investors, such as changes in backlog, certification progress or major contracts. Real-time updates from EDGAR ensure that new 10-Ks, 10-Qs, 8-Ks and Form 4 filings for BETA appear here quickly, giving users a central place to review the company’s regulatory history and ongoing disclosure record.
BETA Technologies officer Brian Dunkiel, the company’s Chief Legal Officer, Vice President and Secretary, reported an insider transaction involving employee stock options. On 12/31/2025, he exercised an employee stock option at an exercise price of $5.8218 per share, converting 6,544 options into Class A common stock. Following this transaction, he beneficially owns 76,622 shares of Class A common stock directly, plus additional indirect holdings of 15,692 shares through the Leslie J. Halperin Trust Exempt Fund and 1,500 shares through the Leslie J. Halperin Trust, for which he disclaims beneficial ownership except to the extent of his pecuniary interest. The option was granted on March 27, 2023 and is scheduled to be fully vested by January 27, 2027 under a staged vesting schedule.
Beta Technologies Inc disclosed that investment manager FMR LLC has a significant passive stake in the company. FMR LLC reports beneficial ownership of 32,967,610 shares of Beta Technologies Class A common stock, representing 15.0% of the class, with sole voting and dispositive power over these shares.
Abigail P. Johnson is reported as a separate filing person with sole dispositive power over the same 32,967,610 shares and no voting power, reflecting her control position over FMR LLC. The filing states that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Beta Technologies, consistent with a passive institutional ownership position.
BETA Technologies, Inc. reports rapid top-line growth alongside very heavy losses for the quarter ended September 30, 2025. Revenue reached $8.9 million, up from $3.1 million a year earlier, driven by higher sales of propulsion systems, batteries, flight controls and services to commercial and U.S. government customers. Product revenue rose to $2.9 million, while service revenue climbed to $6.0 million, both more than doubling year over year.
Despite improving gross margin of $6.2 million, the company’s intensive spending on aircraft and infrastructure development produced an operating loss of $80.6 million and a net loss of $437.2 million in the quarter. Results were heavily affected by a $355.6 million non-cash loss on the issuance of Series C and C‑1 preferred stock. For the first nine months, BETA used $183.4 million of cash in operating activities, but ended with $692.6 million in cash, cash equivalents and restricted cash after raising $150.4 million from Series C, $422.4 million from Series C‑1, and completing a $32.7 million sale‑leaseback. Subsequent to quarter-end, it completed an IPO of 34.3 million Class A shares at $34.00, generating about $1.10 billion in net proceeds.
BETA Technologies, Inc. filed a current report to announce that it has released its financial and operating results for the quarter ended September 30, 2025. The company issued a press release on December 4, 2025 and scheduled a conference call on the same day to discuss these quarterly results. The press release is provided as Exhibit 99.1 and is incorporated by reference, while the information is furnished under Item 2.02 of the Exchange Act and is not deemed filed for liability purposes.