Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus: revenue of $36.7M slightly beat the $36.4M estimate (+1.04%), while gross margin reached 32.8%, significantly exceeding the 31.0% expectation (+1.80pct). However, GAAP EPS missed expectations at -$0.05 vs. -$0.045 consensus, driven by a $10.4M YoY surge in SG&A expenses related to the Ask Sage acquisition and legal costs. Management reaffirmed FY26 revenue guidance of $135M-$165M, in-line with market views, but elevated operating losses remain a focal point.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: BigBear.ai(BBAI) the Revenue is 36.75 M (+13.17%), Beat estimate;the EBIT is -28.56 M (+68.38%), Miss estimate;the EPS is -0.05 (+92.96%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.04B13.17%
0.04B12.00%
+0.00B1.17%
EBITMiss expectations
-0.03B68.38%
-0.02B75.70%
-0.01B7.32%
EPSMiss expectations
-0.0592.96%
-0.04593.66%
-0.00500.70%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf