BigBear.ai Q2 Earnings Miss Estimates, Revenue Down 18.5% YoY

BigBear.ai Holdings reported a Q2 loss of $0.06 per share, missing revenue estimates by 20.78% with $32.47 million in revenues. The company has surpassed consensus EPS estimates three times in the last four quarters, but has not beaten consensus revenue estimates. BigBear.ai's shares have added 60.5% since the beginning of the year. The company's earnings outlook is expected to be neutral, with a Zacks Rank of #3 (Hold).

BigBear.ai Holdings, Inc. (BBAI) reported a quarterly loss of $0.06 per share for the quarter ended June 2025, compared to the Zacks Consensus Estimate of a loss of $0.07 per share [1]. This represents an earnings surprise of +14.29%, as the company reported a loss of $0.04 per share a year ago [1]. The company's revenue for the quarter was $32.47 million, missing the Zacks Consensus Estimate by 20.78% [1]. This compares to year-ago revenues of $39.78 million [1].

Despite missing revenue estimates, BigBear.ai has surpassed consensus EPS estimates three times in the last four quarters [1]. The company's shares have added about 60.5% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [1].

The sustainability of the stock's immediate price movement will depend on management's commentary during the earnings call. The company's earnings outlook is expected to be neutral, with a Zacks Rank of #3 (Hold) [1]. The current consensus EPS estimate for the coming quarter is -$0.06 on $44.14 million in revenues, and -$0.41 on $166.85 million in revenues for the current fiscal year [1].

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock. The Computers - IT Services industry is currently in the top 41% of the 250 plus Zacks industries [1].

Evolv Technologies Holdings, Inc. (EVLV), another stock in the same industry, is expected to report results for the quarter ended June 2025 on August 14. The company is expected to post a quarterly loss of $0.09 per share, representing a year-over-year change of -550% [1].

References:
[1] https://www.nasdaq.com/articles/bigbearai-holdings-inc-bbai-reports-q2-loss-lags-revenue-estimates
[2] https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3U31VT:0-bigbear-ai-holdings-inc-reports-results-for-the-quarter-ended-june-30-earnings-summary/
[3] https://finance.yahoo.com/news/bigbear-ai-holdings-inc-bbai-225503302.html