Jun 2026 (Q2 FY26) — Jul 30, 2026
BigBear.ai Q2 FY26 — Strong Revenue Growth and Strategic AI Wins
Read the full callBigBear.ai earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 36.7 | +13.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -77.7 | +200.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -25.7 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $8.52 on 15 Oct 2025 → $2.16. High $8.52 (15 Oct 2025), low $2.16 (16 Oct 2026).
Overview
Call summaries
BigBear.ai Q2 FY26 — Strong Revenue Growth and Strategic AI Wins
Read the full callEvery analysed call
Financials
Net profit, year on year: +89% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 42 | 44 | 35 | 32 | 33 | 27 | 34 | 37 |
| Operating profit | -11 | -8 | -21 | -90 | -22 | -81 | -24 | -29 |
| Operating margin | −25.4% | −18.6% | −61.0% | −278.1% | −66.0% | −295.0% | −70.4% | −77.7% |
| Profit before tax | -15 | -138 | -62 | -229 | 3 | -28 | -57 | -26 |
| Tax rate | −0.1% | 0.2% | −0.0% | −0.0% | 0.7% | 78.9% | −0.0% | −0.0% |
| Net profit | -15 | -138 | -62 | -229 | 3 | -6 | -57 | -26 |
| EPS ($ per share) | -0.06 | — | -0.25 | -0.71 | 0.01 | — | -0.12 | -0.05 |
| Line item | Dec 2019 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Equity capital | — | 0 | 0 | 0 | 0 | 0 |
| Reserves | — | -131 | -253 | -276 | -572 | -866 |
| Total liabilities | — | 261 | 233 | 230 | 347 | 283 |
| Fixed assets | — | 1 | 1 | 1 | 2 | 2 |
| Total assets | — | 383 | 195 | 200 | 344 | 895 |
| Line item | Dec 2019 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | 4 | -20 | -49 | -18 | -38 | -42 |
| Cash from investing | -0 | -1 | -5 | -4 | 3 | -607 |
| Cash from financing | -3 | 181 | -103 | 42 | 52 | 691 |
| Net cash flow | 1 | 160 | -157 | 20 | 18 | 43 |
| Capital expenditure | -0 | -1 | -1 | -0 | -0 | -1 |
| Free cash flow | 4 | -20 | -50 | -18 | -39 | -42 |
42 filings between Nov 18, 2025 and Oct 14, 2026.
Purchases
None
No insider bought shares.
Sales
$626.4K
5 sales by 3 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Braden Pamela Joyce | — | $320.0K | Mar 16, 2026 |
| HAYES DOROTHY D | — | $263.1K | May 8, 2026 |
| Ricker Sean Raymond | — | $43.3K | May 22, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 14, 2026 | Ricker Sean Raymond Chief Financial Officer | Tax withheld | 34,050 | $81.4K |
| Sep 30, 2026 | Ricker Sean Raymond Chief Financial Officer | Tax withheld | 6,991 | $18.5K |
| Sep 30, 2026 | McAleenan Kevin Chief Executive Officer | Tax withheld | 21,523 | $57.0K |
| Sep 30, 2026 | Blankenship Carolyn General Counsel and Secretary | Tax withheld | 9,020 | $23.9K |
| Aug 13, 2026 | Gainey Sean Alexander Director | Award | 32,776 | $0 |
| Jun 30, 2026 | Blankenship Carolyn General Counsel and Secretary | Tax withheld | 9,019 | $32.5K |
| Jun 30, 2026 | McAleenan Kevin Chief Executive Officer | Tax withheld | 23,562 | $84.8K |
| Jun 30, 2026 | Ricker Sean Raymond Chief Financial Officer | Tax withheld | 10,069 | $36.2K |
| Jun 14, 2026 | PANGIAM ULTIMATE HOLDINGS, LLC Director | Award | 36,070 | $0 |
| Jun 14, 2026 | FULCHINO PAUL E Director | Award | 36,070 | $0 |
| Jun 14, 2026 | HAYES DOROTHY D Director | Award | 36,070 | $0 |
| Jun 14, 2026 | Evangelista Anthony Director | Award | 36,070 | $0 |
| Jun 14, 2026 | BATTLE SEAN BERNARD Director | Award | 36,070 | $0 |
| Jun 14, 2026 | Braden Pamela Joyce Director | Award | 36,070 | $0 |
| Jun 14, 2026 | Cannito Peter Anthony Jr Director | Award | 36,070 | $0 |
| Jun 6, 2026 | Ricker Sean Raymond Chief Financial Officer | Tax withheld | 9,759 | $41.0K |
| May 22, 2026 | Ricker Sean Raymond Chief Financial Officer | Sale | 10,000 | $43.3K |
| May 8, 2026 | HAYES DOROTHY D Director | Sale | 15,000 | $61.6K |
| Apr 1, 2026 | McAleenan Kevin Chief Executive Officer | Tax withheld | 39,424 | $138.8K |
| Apr 1, 2026 | Blankenship Carolyn General Counsel and Secretary | Tax withheld | 13,649 | $48.0K |
| Apr 1, 2026 | Ricker Sean Raymond Chief Financial Officer | Tax withheld | 10,665 | $37.5K |
| Mar 31, 2026 | Blankenship Carolyn General Counsel and Secretary | Tax withheld | 5,606 | $17.0K |
| Mar 31, 2026 | Ricker Sean Raymond Chief Financial Officer | Tax withheld | 4,324 | $13.1K |
| Mar 31, 2026 | McAleenan Kevin Chief Executive Officer | Tax withheld | 22,392 | $68.1K |
| Mar 26, 2026 | Ricker Sean Raymond Chief Financial Officer | Award | 122,107 | $0 |
| Mar 26, 2026 | McAleenan Kevin Chief Executive Officer | Award | 290,730 | $0 |
| Mar 26, 2026 | Blankenship Carolyn General Counsel and Secretary | Award | 125,923 | $0 |
| Mar 16, 2026 | Braden Pamela Joyce Director | Sale | 80,000 | $320.0K |
| Mar 6, 2026 | HAYES DOROTHY D Director | Sale | 17,000 | $67.7K |
| Mar 2, 2026 | McAleenan Kevin Chief Executive Officer | Tax withheld | 46,449 | $183.9K |
| Mar 2, 2026 | McAleenan Kevin Chief Executive Officer | Award | 104,311 | $0 |
| Mar 2, 2026 | Blankenship Carolyn General Counsel and Secretary | Tax withheld | 15,075 | $59.7K |
| Mar 2, 2026 | Blankenship Carolyn General Counsel and Secretary | Award | 36,143 | $0 |
| Mar 2, 2026 | Ricker Sean Raymond Chief Financial Officer | Tax withheld | 18,725 | $74.2K |
| Mar 2, 2026 | Ricker Sean Raymond Chief Financial Officer | Award | 49,999 | $0 |
| Jan 15, 2026 | McAleenan Kevin Chief Executive Officer | Tax withheld | 48,691 | $304.8K |
| Dec 31, 2025 | Blankenship Carolyn General Counsel and Secretary | Tax withheld | 5,945 | $32.7K |
| Dec 31, 2025 | Ricker Sean Raymond Chief Financial Officer | Tax withheld | 6,625 | $36.4K |
| Dec 31, 2025 | McAleenan Kevin Chief Executive Officer | Tax withheld | 4,663 | $25.6K |
| Dec 19, 2025 | FULCHINO PAUL E Director | Award | 18,650 | $0 |
| Dec 7, 2025 | Ricker Sean Raymond Chief Financial Officer | Tax withheld | 1,227 | $8.4K |
| Nov 18, 2025 | HAYES DOROTHY D Director | Sale | 22,000 | $133.9K |
| Oct 14, 2025 | Ricker Sean Raymond Chief Financial Officer | Award | 200,000 | $0 |
| Sep 30, 2025 | Ricker Sean Raymond Chief Financial Officer | Tax withheld | 6,625 | $42.8K |
| Sep 30, 2025 | Blankenship Carolyn General Counsel and Secretary | Tax withheld | 5,945 | $38.4K |
| Sep 30, 2025 | McAleenan Kevin Chief Executive Officer | Tax withheld | 3,132 | $20.2K |
| Aug 27, 2025 | Ricker Sean Raymond Chief Financial Officer | Sale | 11,978 | $64.1K |
| Aug 26, 2025 | Ricker Sean Raymond Chief Financial Officer | Sale | 2 | $11 |
| Aug 14, 2025 | HAYES DOROTHY D Director | Sale | 30,000 | $174.9K |
| Aug 12, 2025 | Evangelista Anthony Director | Award | 15,092 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow BigBear.ai Holdings, Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading