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BigBear.ai Holdings Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | -$0.0800 |
| EPS actual | -$0.120 |
| EPS Surprise | -50.00% |
| Revenue estimate | 33.598M |
| Revenue actual | 34.435M |
| Revenue Surprise | 2.49% |
| Release date | Mar 02, 2026 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0400 |
| EPS Surprise | 20.00% |
| Revenue estimate | 33.316M |
| Revenue actual | 27.3M |
| Revenue Surprise | -18.06% |
| Release date | Nov 10, 2025 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0700 |
| EPS Surprise | -16.67% |
| Revenue estimate | 33.309M |
| Revenue actual | 33.143M |
| Revenue Surprise | -0.497% |
| Release date | Aug 11, 2025 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.0600 |
| EPS Surprise | 14.29% |
| Revenue estimate | 40.412M |
| Revenue actual | 32.472M |
| Revenue Surprise | -19.65% |
Last 4 Quarters for BigBear.ai Holdings
Below you can see how BBAI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 11, 2025 |
| Price on release | $7.09 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.0600 |
| EPS surprise | 14.29% |
| Date | Price |
|---|---|
| Aug 05, 2025 | $7.04 |
| Aug 06, 2025 | $6.72 |
| Aug 07, 2025 | $6.61 |
| Aug 08, 2025 | $7.14 |
| Aug 11, 2025 | $7.09 |
| Aug 12, 2025 | $5.97 |
| Aug 13, 2025 | $5.81 |
| Aug 14, 2025 | $5.84 |
| Aug 15, 2025 | $6.14 |
| 4 days before | 0.710% |
| 4 days after | -13.40% |
| On release day | -15.80% |
| Change in period | -12.78% |
| Release date | Nov 10, 2025 |
| Price on release | $5.71 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0700 |
| EPS surprise | -16.67% |
| Date | Price |
|---|---|
| Nov 04, 2025 | $5.73 |
| Nov 05, 2025 | $6.16 |
| Nov 06, 2025 | $5.66 |
| Nov 07, 2025 | $5.68 |
| Nov 10, 2025 | $5.71 |
| Nov 11, 2025 | $6.06 |
| Nov 12, 2025 | $7.17 |
| Nov 13, 2025 | $6.34 |
| Nov 14, 2025 | $6.06 |
| 4 days before | -0.277% |
| 4 days after | 6.05% |
| On release day | 6.05% |
| Change in period | 5.76% |
| Release date | Mar 02, 2026 |
| Price on release | $4.10 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0400 |
| EPS surprise | 20.00% |
| Date | Price |
|---|---|
| Feb 24, 2026 | $3.90 |
| Feb 25, 2026 | $3.93 |
| Feb 26, 2026 | $4.15 |
| Feb 27, 2026 | $3.96 |
| Mar 02, 2026 | $4.10 |
| Mar 03, 2026 | $3.78 |
| Mar 04, 2026 | $3.83 |
| Mar 05, 2026 | $4.04 |
| Mar 06, 2026 | $4.25 |
| 4 days before | 5.13% |
| 4 days after | 3.66% |
| On release day | -7.80% |
| Change in period | 8.97% |
| Release date | May 05, 2026 |
| Price on release | $4.14 |
| EPS estimate | -$0.0800 |
| EPS actual | -$0.120 |
| EPS surprise | -50.00% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $3.82 |
| Apr 30, 2026 | $3.98 |
| May 01, 2026 | $4.14 |
| May 04, 2026 | $4.17 |
| May 05, 2026 | $4.14 |
| May 06, 2026 | $4.37 |
| May 07, 2026 | $4.17 |
| May 08, 2026 | $4.18 |
| May 11, 2026 | $4.32 |
| 4 days before | 8.38% |
| 4 days after | 4.35% |
| On release day | 5.56% |
| Change in period | 13.09% |
BigBear.ai Holdings Earnings Call Transcript Summary of Q1 2026
BigBear.ai reported Q1 2026 results and provided strategic updates. Key financials: Q1 revenue was $34.4M (flat year-over-year), gross margin expanded to 34% (up ~1,300 bps), net loss was $56.8M, and adjusted EBITDA was negative $9.9M. Cash and investments stood at $131M at year-end 2025. Backlog increased 14% quarter-over-quarter to $281.9M. Management reaffirmed full-year 2026 revenue guidance of $135M–$165M. Operational highlights: a $53M ceiling classified sole-source contract (prime) with an intelligence community customer; new trade & travel wins at Chicago O'Hare and Dallas Fort Worth (~$7M combined); shipbuilding-related contracts with Chantier Davie and Bollinger Shipyards; new generative-AI platform contracts with NASA, Army INSCOM, and the Naval Research Lab; and product integrations and upgrades following the AskSage and CargoSphere acquisitions. Strategic initiatives: a go-to-market realignment to align sales/technology/delivery teams around national security and trade & travel operators, leadership hires (CHRO and Chief Corporate Affairs Officer), launch of upgraded GenAI platform commercial offerings, and a retail shareholder voting program. Management emphasized focus on operator-driven, mission-ready AI, improving execution, cross-selling acquired products, and capitalizing on favorable government funding and DHS developments.
