Stocks Technology BBAI
NYSE · TechnologyBigBear.ai Holdings, Inc. (BBAI)
BigBear.ai Holdings, Inc. brought in $142.1M of revenue over the twelve months to September 30, 2026, down 1.5% from a year earlier. It posted a net loss of $180.2M. In fiscal 2025 capital spending exceeded operating cash flow by $42.5M. At September 30, 2026 it held $77.1M in cash against $16.7M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 28, 2026.
Key facts about BigBear.ai Holdings, Inc.
- Net worth
- BigBear.ai Holdings, Inc. has a market value (market cap) of $1.1B at the latest share price, and shareholders' equity of $681.6M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $127.7M (-19.3% year on year), with a net loss of $293.9M. Over the 12 months to September 30, 2026: revenue $142.1M, net loss $180.2M.
- Cash flow
- In fiscal 2025 operations used $42M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 28, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- BigBear.ai Holdings, Inc.'s next report is expected around March 1, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What BigBear.ai Holdings, Inc. does
BigBear.ai Holdings, Inc. is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NYSE under the ticker BBAI.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $127.7M | -$293.9M | -$0.82 | -$42.5M |
| 2024 | $158.2M | -$295.5M | -$1.27 | -$38.6M |
| 2023 | $155.2M | -$70.7M | -$0.47 | -$18.3M |
| 2022 | $155M | -$111.4M | -$0.87 | -$49.7M |
| 2021 | $145.6M | -$123.6M | -$1.05 | -$20.4M |
| 2019 | $73.6M | $6.2M | n/a | $4.1M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where BBAI ranks in Technology
Latest SEC filings
What BigBear.ai Holdings, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 28, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 31% to $43.6M versus the same quarter last year; diluted EPS -$0.19 versus -$0.03.
- October 28, 2026Quarterly results 8-K/A
- October 27, 2026
- September 15, 2026
- August 17, 2026
- July 31, 2026Other event 8-K
- July 31, 2026Passive stake (5% or more) SCHEDULE 13G
- July 30, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 13% to $36.7M versus the same quarter last year; diluted EPS -$0.05 versus -$0.71.
- July 30, 2026
- July 27, 2026Passive stake changed SCHEDULE 13G/A
Insider trades
What the people running BigBear.ai Holdings, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 5 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 14, 2026 | Ricker Sean RaymondChief Financial Officer | Shares withheld for tax | 34,050 | $81.4K |
| September 30, 2026 | Ricker Sean RaymondChief Financial Officer | Shares withheld for tax | 6,991 | $18.5K |
| September 30, 2026 | Blankenship CarolynGeneral Counsel and Secretary | Shares withheld for tax | 9,020 | $23.9K |
| September 30, 2026 | McAleenan KevinChief Executive Officer, Director | Shares withheld for tax | 21,523 | $57K |
| August 13, 2026 | Gainey Sean AlexanderDirector | Received as pay | 32,776 | - |
| June 30, 2026 | Ricker Sean RaymondChief Financial Officer | Shares withheld for tax | 10,069 | $36.2K |
| June 30, 2026 | Blankenship CarolynGeneral Counsel and Secretary | Shares withheld for tax | 9,019 | $32.5K |
| June 30, 2026 | McAleenan KevinChief Executive Officer, Director | Shares withheld for tax | 23,562 | $84.8K |
Who owns BBAI
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Capital Management13G, passive | 5.18% | July 31, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 327 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 40,571,630 | +4,617,576 |
| Vanguard Capital Management LLC | 21,201,689 | +1,944,133 |
| Geode Capital Management, LLC | 12,396,241 | +1,802,219 |
| State Street Corp | 12,186,162 | +1,683,488 |
| Vanguard Portfolio Management LLC | 10,774,316 | +820,579 |
| UBS Group AG | 9,691,775 | -469,469 |
| Van Eck Associates Corp | 8,178,320 | -1,305,704 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5,779,715 | -499,480 |
| Citadel Advisors LLC | 5,379,946 | -1,944,270 |
| Northern Trust Corp | 4,331,092 | +622,618 |
| Charles Schwab Investment Management Inc | 4,025,620 | +416,342 |
| Goldman Sachs Group Inc | 3,514,896 | -379,735 |
| Vanguard Fiduciary Trust Co | 3,245,786 | +374,130 |
| Captrust Financial Advisors | 2,525,722 | +570,167 |
| Morgan Stanley | 2,394,175 | +522,799 |
| First Trust Advisors LP | 2,167,259 | -251,983 |
| National Bank of Canada | 2,148,780 | +1,128,400 |
| Susquehanna International Group, Llp | 2,115,759 | +346,324 |
| Graham Capital Management, L.P. | 1,627,317 | -100 |
| Bank of New York Mellon Corp | 1,428,503 | +164,097 |
Insiders
11 insiders reported holding 5,016,581 shares in total, about $11.6M at the last price.
| Holder | Shares |
|---|---|
| McAleenan KevinChief Executive Officer, Director | 1,406,985 |
| Blankenship CarolynGeneral Counsel and Secretary | 762,506 |
| Ricker Sean RaymondChief Financial Officer | 551,852 |
| Braden Pamela JoyceDirector | 544,757 |
| Cannito Peter Anthony JrDirector | 479,168 |
| Fulchino Paul EDirector | 440,830 |
| Pangiam Ultimate Holdings, LLCDirector | 299,506299,506 held indirectly |
| Hayes Dorothy DDirector | 240,220 |
| Battle Sean BernardDirector | 206,819 |
| Evangelista AnthonyDirector | 51,162 |
Questions about BBAI
What does BigBear.ai Holdings, Inc. do?
BigBear.ai Holdings, Inc. is a company in the Technology sector, listed on NYSE as BBAI. Its shares trade on NYSE under the ticker BBAI.
What is BigBear.ai Holdings, Inc.'s net worth?
BigBear.ai Holdings, Inc. has a market value (market cap) of $1.1B at the latest share price, and shareholders' equity of $681.6M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is BigBear.ai Holdings, Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $180.2M on revenue of $142.1M.
How much revenue does BigBear.ai Holdings, Inc. make?
Over the twelve months to September 30, 2026 BigBear.ai Holdings, Inc. reported revenue of $142.1M. That is 1.5% less than a year earlier.
When did BigBear.ai Holdings, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 28, 2026. It covers the period to September 30, 2026.
When is BigBear.ai Holdings, Inc.'s next earnings report?
BigBear.ai Holdings, Inc.'s next report is expected around March 1, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values BigBear.ai Holdings, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.