Bigbear.Ai Holdings, Inc. (BBAI)
NYSE:BBAI
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.71Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights meaningful commercial momentum (large classified prime, multiple product and platform wins, backlog up ~14%), a substantial gross margin improvement (~1,300 bps to 34%), strong liquidity (~$131M) and strategic product and hiring progress. Offsetting this progress are material GAAP losses ($56.8M), a larger negative adjusted EBITDA (negative $9.9M), increased SG&A and R&D spending (SG&A up ≈29%, R&D up ≈31%), and ~ $36M of noncash charges related to debt conversion. Management affirmed full-year guidance ($135M–$165M) and emphasized go-to-market realignment and integration momentum. Overall, operational and commercial positives appear to outweigh the near-term financial drag, though profitability and expense discipline remain workstreams.Company Guidance
Revenue Stability with GenAI Contribution
Q1 revenue of $34.4M, essentially flat versus prior-year quarter, driven by increased revenue from GenAI platforms and products following the AppSage acquisition.
Large New Contract Wins and Customer Momentum
Signed a classified sole-source prime contract with an intelligence community customer with a ceiling value of approximately $53M (two-year execution), plus two trade & travel contracts for Chicago O’Hare and Dallas Fort Worth totaling $7M; additional wins with Chantier Davie and Bollinger Shipyards and generative AI platform contracts with NASA, Army INSCOM, and the Naval Research Lab.
Backlog Growth
Ending backlog of ~$281.9M (reported as ~$282M), up roughly 14% versus the prior period, driven by new orders.
Material Gross Margin Improvement
Gross margin of 34% in Q1, an expansion of almost 1,300 basis points (≈13 percentage points) year-over-year, attributed to a higher mix of technology and GenAI product revenue.
Strong Liquidity Position
Reported $131M of cash and investments, described as a strong balance sheet to support growth and execution.
Strategic Integration, Product Enhancements and Commercialization
Progress on integrations of Ask Sage and CargoSphere; CargoSphere launched invoice-fraud detection for air cargo, AtSage launched v2 UI and a commercial GenAI offering extending access beyond government, and Shipyard AI and ProModel demand continues across shipbuilding and manufacturing.
Affirmed 2026 Outlook
Company affirmed full-year 2026 revenue guidance of $135M to $165M, indicating management confidence in execution and pipeline.
Senior Hires Strengthening Go-to-Market and Mission Credibility
Added Troy Miller (former Acting CBP Commissioner) to lead DHS efforts, Joanne Bjornson as CHRO, and Alex Thompson as Chief Corporate Affairs Officer to bolster government relationships, talent and communications.
BBAI 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
BBAI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $4.14 | $4.37 | +5.56% |
Mar 02, 2026 | $4.10 | $3.80 | -7.32% |
Nov 10, 2025 | $5.71 | $6.06 | +6.13% |
Aug 11, 2025 | $7.09 | $5.97 | -15.80% |
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 Bigbear.Ai Holdings, Inc. (BBAI) report earnings?
Bigbear.Ai Holdings, Inc. (BBAI) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Bigbear.Ai Holdings, Inc. (BBAI) earnings time?
Bigbear.Ai Holdings, Inc. (BBAI) earnings time is at Aug 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BBAI EPS forecast?
BBAI EPS forecast for the fiscal quarter 2026 (Q2) is -0.05.
