NYSE$BBAI

Bigbear.Ai Holdings Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

BBAI reported Q4 2025, revenue of $27.3M, a net loss of $5.8M.

For Q4 2025, BBAI reported revenue of $27.3M, a net loss of $5.8M. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $27.3M.
  • Net loss $5.8M.
  • BBAI MD&A covers liquidity, operating priorities, and sector risks.

Headline financials

Total Revenue

$27.3M

Previous: $43.8M-37.7%
EPS (adj)

-$0.01

Previous: -$0.43+97.7%
Gross Margin

20.3%

Previous: 37.4%-45.7%
Adjusted EBITDA

-$10.3M

Previous: $1.96M-622.8%
Impairment of Assets

$53.4M

No prior period
Total Cash and Investments

$462M

No prior period
Net Income

-$5.8M

Previous: -$108M+94.6%
Operating Income

-$80.5M

Previous: -$8.14M-889.0%
Gross Profit

$5.55M

Previous: $16.4M-66.2%

Revenue & EPS history

Bigbear.Ai · Revenue · Quarterly

$27.3M

Q4 2025-37.7%vs Q4 2024
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro or input-cost pressure may affect margins.
  • One-time items can affect YoY comparability.

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 Q4 2025

Historical avgQ4 2025

-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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