Bridger Aerospace Group Holdings, Inc. (BAER)
NASDAQ:BAER
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.03Last Year’s EPS
-0.12Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced meaningful operational and market positives—strong market demand signals, product/technology launches (Ignis), fleet and crew enhancements, solid multi-year contracts, and reiterated full-year guidance—with near-term financial stresses including a large Q1 revenue decline, widened losses, negative adjusted EBITDA, and a substantial reduction in cash. Management emphasized seasonality and strategic investments to support a stronger second half, and retains significant liquidity capacity via a $100M delayed-draw facility. Given both the material operational momentum and the pronounced short-term financial headwinds, the tone is cautiously optimistic but mixed.Company Guidance
Reiterated Full-Year Guidance and Growth Outlook
Company reiterated 2026 guidance of $135M–$145M in revenue and $55M–$60M in adjusted EBITDA, representing approximately 29% growth when excluding nonrecurring 2025 return-to-service revenue on Spanish scoopers.
Strong Demand Signals and Market Positioning
Management cited increasing fire risk (record warm March, low snowpack, drought) and federal momentum toward consolidated wildfire response, positioning Bridger to benefit from longer-term contracts and prepositioning of aviation assets.
Technology and Product Launches (Ignis & Sensor Aircraft)
Ignis aviation module being launched in Q2 with live streaming and modeling capabilities; sensor-enhanced aircraft already deployed and hours flown on sensor planes nearly doubled year-over-year in Q1 (~100% increase), supporting initial attack and real-time decision-making.
Fleet Expansion and Multi-Mission Capabilities
First-time multi-mission aircraft contract began Feb 1; additional surveillance aircraft modified and added to fleet (end of 2025 additions active in 2026); expansion of MMA fleet planned midyear to support growth and margin expansion.
Operational Readiness and Crew Qualification
Investments in fleet readiness, staggered maintenance cycles, winter maintenance and extensive training; qualified two new Scooper captains and two new initial attack captains (bringing total to four initial attack captains) to extend operational availability.
Defense/Engineering Business Momentum (FMS Aerospace)
FMS Aerospace listed on seven IDIQs across military branches, positioned to capture defense budget increases and sensor/aviation upgrade work; management expects growth in existing awarded programs and new IDIQ-driven opportunities.
New State-Level Contract Wins
Won an $18.6M multiyear exclusive-use contract in Alaska (two aircraft) providing surge and call-when-needed capacity and demonstrating success in securing state-level commitments.
Liquidity Backstop via Credit Facility
Company ended Q1 with $9.0M cash and has approximately $90M available under a delayed-draw credit facility (up to $100M) to support fleet expansion and working capital needs.
BAER Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BAER Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $2.00 | $1.73 | -13.50% |
Mar 05, 2026 | $2.34 | $2.21 | -5.77% |
Nov 06, 2025 | $1.61 | $1.62 | +0.62% |
Aug 07, 2025 | $2.05 | $1.88 | -8.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bridger Aerospace Group Holdings, Inc. (BAER) report earnings?
Bridger Aerospace Group Holdings, Inc. (BAER) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Bridger Aerospace Group Holdings, Inc. (BAER) earnings time?
Bridger Aerospace Group Holdings, Inc. (BAER) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is BAER EPS forecast?
BAER EPS forecast for the fiscal quarter 2026 (Q2) is -0.03.