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BigBear.ai Holdings, Inc.(BBAI)Earnings, Financials & Key Ratios
BBAI•NYSE
$3.43
Price updated Jul 7, 2026
AboutBigBear.ai Holdings, Inc. provides artificial intelligence and machine learning for decision support. The company operates through two segments, Cyber & Engineering and Analytics. The Cyber & Engineering segment offers high-end technology and management consulting services. It focuses in the areas of cloud engineering and enterprise IT, cybersecurity, computer network operations and wireless, systems engineering, and strategy and program planning. The Analytics segment provides high-end technology and consulting services. This segment focuses on the areas of big data computing and analytical solutions, including predictive and prescriptive analytics solutions. Its solutions assist customers in aggregating, interpreting, and synthesizing data to enable real-time decision-making capabilities. The company is headquartered in Columbia, Maryland.Show more
- Revenue$128M-19.3%
- EBITDA-$68M+44.0%
- Net Income-$294M+0.6%
- EPS (Diluted)-0.82+35.4%
- Gross Margin22.31%-21.9%
- EBITDA Margin-53.36%+30.5%
- Operating Margin-65.33%+22.5%
- Net Margin-230.21%-23.3%
- ROE-96.66%
BBAI Price & Volume
BigBear.ai Holdings, Inc. (BBAI) stock price & volume — 10-year historical chart
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Persistent Operational Losses Challenge Long-Term Viability
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Decelerating
Profitability:Negative
Financial:Adequate
Cash Flow:Burning
Primary Risk:Contract retention and execution
Key Thesis Takeaways
- BigBear.ai faces a precarious financial outlook characterized by structural revenue volatility and an inability to achieve operating scale, as evidenced by a -66.9% operating margin in 2026Q1.
- While the company maintains a low debt-to-equity ratio of 0.03, its reliance on inorganic growth and heavy stock-based compensation suggests that shareholder value remains at risk.
- Investors should monitor the company's ability to convert its project-based backlog into consistent cash flow, as the current trajectory of deep net losses and rapid cash depletion appears unsustainable.
Verdict Logic
the company's inability to generate positive operating cash flow, evidenced by a 2026Q1 OCF/NI ratio of 0.32, suggests that the current business model lacks the necessary scale for long-term profitability.
BBAI Growth Metrics
BigBear.ai Holdings, Inc. (BBAI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years6.93%
3 Years-6.26%
TTM-20.34%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-22.8%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM7.22%
Return on Capital
10 Years-24.44%
5 Years-44.3%
3 Years-48.18%
Last Year-19.63%
BBAI Recent Earnings
BigBear.ai Holdings, Inc. (BBAI) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 1/12 qtrs (8%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$0.08+0.0%
$0.08
Rev
$34M+2.5%
$34M
Q2 2026
Mar 2, 2026Metric
Actual
Est
EPS
$0.04+20.0%
$0.05
Rev
$27M-18.1%
$33M
Q4 2025
Nov 10, 2025Metric
Actual
Est
EPS
$0.07-16.7%
$0.06
Rev
$33M-0.5%
$33M
Q3 2025
Aug 11, 2025Metric
Actual
Est
EPS
$0.06+14.3%
$0.07
Rev
$32M-19.6%
$40M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $0.08vs $0.08+0.0% | $34Mvs $34M+2.5% |
| Q2 2026 | Mar 2, 2026 | $0.04vs $0.05+20.0% | $27Mvs $33M-18.1% |
| Q4 2025 | Nov 10, 2025 | $0.07vs $0.06-16.7% | $33Mvs $33M-0.5% |
| Q3 2025 | Aug 11, 2025 | $0.06vs $0.07+14.3% | $32Mvs $40M-19.6% |
Based on last 12 quarters of dataView full earnings history →
Latest BBAI News
Recent stock market news and headlines for BigBear.ai Holdings, Inc. (BBAI)
Fool - Investing News·22h ago
Did BigBear AI Investors Just Shoot Themselves in the Foot? Or Did They Set the Stock Up to Soar?The Palantir competitor could turn its fortunes (and its stock) around.
Zacks Investment Research·5 days ago
Can BigBear.ai Expand Beyond AI Software With Industrial Solutions?BBAI is expanding beyond AI software with industrial, logistics and supply-chain solutions to diversify its long-term growth.
The Motley Fool·6 days ago
This Palantir Rival Could Soar 36% in a Year, According to Wall Street. Is It a Buy Right Now?BigBear.ai is forecasting an improvement in its financial performance in 2026. However, the company's gains will be driven by a recent acquisition.
Fool - Investing News·6 days ago
BigBear.ai vs. SoundHound AI: Which AI Stock Is a Better Buy in 2026?BigBear.ai leans on government contracts while SoundHound AI accelerates in commercial markets, see how their 2025 financials and risk profiles compare.
Peers Comparison
Key metrics vs top competitors for BigBear.ai Holdings, Inc. (BBAI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $3.43 | $16.23B | -4.18 | -19.32% | -230.21% | -96.66% | — | |
| $134.37 | $307.9B | 213.29 | 56.18% | 43.67% | 31.73% | — | |
| $50.34 | $9.44B | 387.23 | 18.52% | 2.08% | 1.26% | — | |
| $16.84 | $564.64M | 11.30 | -35.22% | 76.44% | 0.21% | — | |
| $4.31 | $578.32M | -28.73 | 22.42% | -4.63% | -4.34% | — | |
| $1.19 | $1.14M | -0.05 | -37.06% | -2507.27% | -0% | — |
Compare BBAI vs Peers
BigBear.ai Holdings, Inc. (BBAI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
BBAI SEC Filings & Documents
BigBear.ai Holdings, Inc. (BBAI) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 5, 2026·SEC
Material company update
Apr 22, 2026·SEC
Material company update
Mar 2, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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BBAI Frequently Asked Questions
BigBear.ai Holdings, Inc. (BBAI) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is BigBear.ai Holdings, Inc.'s revenue?
BigBear.ai Holdings, Inc. (BBAI) reported $127.3M in revenue for fiscal year 2025. This represents a 73% increase from $73.6M in 2019.
How fast is BigBear.ai Holdings, Inc. growing?
BigBear.ai Holdings, Inc. (BBAI) saw revenue decline by 19.3% over the past year.
Is BBAI profitable?
BigBear.ai Holdings, Inc. (BBAI) reported a net loss of $288.7M for fiscal year 2025.
Dividend & Returns
What is BBAI's return on equity?
BigBear.ai Holdings, Inc. (BBAI) has a return on equity (ROE) of -96.7%. Negative ROE indicates the company is unprofitable.
What is BigBear.ai Holdings, Inc.'s free cash flow?
BigBear.ai Holdings, Inc. (BBAI) had negative free cash flow of $56.4M in fiscal year 2025, likely due to heavy capital investments.