NYSE$BBAI

Bigbear.Ai Holdings Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Revenue increased and Heathrow Airport MSA signed, but full-year revenue guidance adjusted due to timing of customer awards and regulatory approvals.

BigBear.ai reported a 3.4% increase in revenue to $39.8 million for Q2 2024 compared to $38.5 million in Q2 2023. The company signed an MSA with Heathrow Airport and announced upcoming exercises for ConductorOS. However, full-year 2024 revenue guidance was adjusted to $165-$180 million due to timing of customer awards and regulatory approvals.

  • Revenue increased by 3.4% year-over-year to $39.8 million.
  • Gross margin increased to 27.8% compared to 23.3% in the same quarter last year.
  • Net loss decreased to $11.7 million compared to $16.9 million in the same quarter last year.
  • Ending backlog was $266 million as of June 30, 2024.

Headline financials

Total Revenue

$39.8M

Previous: $38.5M+3.4%
EPS

-$0.05

Previous: -$0.12+58.3%
Adjusted EBITDA

-$3.68M

No prior period
Capital Expenditures

-$167K

Previous: -$2K-8250.0%
Free Cash Flow

-$11.9M

Previous: -$16.9M+29.5%
Net Income

-$11.7M

Previous: -$16.9M+30.5%
Operating Income

-$16.7M

Previous: -$10.2M-63.2%
Gross Profit

$11.1M

Previous: $8.96M+23.4%
Cash & Equivalents

$72.3M

Previous: $29.9M+141.5%
Total Assets

$361M

Previous: $208M+73.3%
R&D Expense

$3.57M

No prior period
Stock-Based Comp

$5.75M

Previous: $3.99M+43.9%

Revenue & EPS history

Bigbear.Ai · Revenue · Quarterly

$39.8M

Q2 2024+3.4%vs Q2 2023
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

For the year-ended December 31, 2024, the Company projects revenue between $165 million and $180 million. The projections include the results of Pangiam after the acquisition date of February 29, 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-10.0%

Avg return

Earnings day

-10.4%

Avg return

5 days after

-1.5%

Avg return

30 days after

21%

4 / 19 earnings

Positive

+6.0%

Q3 2025

Best reaction

-32.7%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.7%+0.2%+14.4%
Q4 2025-7.1%+3.7%-12.7%
Q3 2025+6.0%+6.1%+18.0%
Q1 2025+0.4%-8.7%+24.6%
Q4 2024-20.5%-22.1%-32.1%
Q3 2024-1.2%+9.3%+77.6%
Q2 2024-11.3%-18.5%+5.3%
Q1 2024-13.4%-14.0%-12.8%
Q4 2023-32.7%-39.0%-49.0%
Q3 2023+1.4%+6.1%+11.6%
Q2 2023-13.1%-7.1%-13.1%
Q1 2023-8.6%-14.7%-24.4%
Q4 2022-13.8%-18.4%+41.9%
Q3 2022-4.6%+0.9%-11.1%
Q2 2022-27.0%-29.9%-52.2%
Q1 2022-20.5%-24.1%-49.3%
Q4 2021-23.8%-26.6%+49.5%
Q3 2021+0.2%+0.1%-15.4%
Q2 2021-0.2%-0.2%+0.1%
Q4 2020
Q1 2021
Q3 2020

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