BBAI — BigBear.ai Holdings, Inc.
NYSE · Technology · Information Technology Services
About BigBear.ai Holdings, Inc.
BigBear.ai Holdings, Inc. harnesses artificial intelligence (AI) and machine learning (ML) capabilities to provide robust decision support. The company organizes its operations into two core segments: Cyber & Engineering and Analytics. The Cyber & Engineering division delivers high-level technology and management consulting, focusing on areas such as cloud infrastructure, enterprise information technology, cybersecurity, computer network operations (including wireless), systems engineering, and strategic program development. The Analytics segment similarly offers sophisticated technological and advisory services, concentrating on large-scale data processing and advanced analytical solutions, encompassing both predictive and prescriptive modeling. Through these offerings, BigBear.ai empowers clients to aggregate, interpret, and synthesize complex data, facilitating informed, real-time decision-making. The firm's corporate headquarters are situated in Columbia, Maryland.
🤖 AI Earnings Analysis
BigBear.ai’s raised FY2026 revenue guidance and $44M Q3 sales, up 33% year over year and $5M above estimates, signal strong defense-AI demand; however, a $0.06 EPS loss and $90M operating loss underscore severe profitability risk.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-27 | Q3 2026 | -0.05 | -0.06 | -20.00% | $43.6M | ❌ Miss | — | — | — |
| 2026-07-30 | Q2 2026 | -0.05 | -0.05 | +0.00% | $36.7M | ➖ Inline | -1.41% | +6.36% | +7.77% |
| 2026-05-05 | Q1 2026 | -0.08 | -0.04 | +50.00% | $34.4M | ✅ Beat | +5.56% | +1.21% | +15.22% |
| 2026-03-02 | Q4 2025 | -0.06 | -0.01 | +83.33% | $27.3M | ✅ Beat | -7.32% | +2.44% | -14.15% |
| 2025-11-10 | Q3 2025 | -0.07 | -0.03 | +57.14% | $33.1M | ✅ Beat | +6.13% | -2.45% | +15.76% |
| 2025-08-11 | Q2 2025 | -0.06 | -0.49 | -716.67% | $32.5M | ❌ Miss | -15.80% | -17.49% | -33.29% |
| 2025-03-06 | Q4 2024 | -0.05 | -0.42 | -740.00% | $43.8M | ❌ Miss | -20.48% | -22.14% | -32.14% |
| 2024-11-05 | Q3 2024 | -0.06 | -0.05 | +16.67% | $41.5M | ✅ Beat | -9.66% | +3.41% | +62.50% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q1 FY26 · $30.3M total
| Segment | Share | Revenue | YoY | Q2 FY22 | Q3 FY22 | Q4 FY22 | Q2 FY25 |
|---|---|---|---|---|---|---|---|
| Time-and-Materials Contract | 56.6% | $17.1M | — | — | — | — | — |
| Fixed-Price Contract | 43.4% | $13.1M | — | — | — | — | — |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.