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What factors drove the changes in Bridger Aerospace's revenue and profit?

- **Record Operational & Financial Performance**: 38% YoY revenue growth to $114.3M, 36% EBITDA growth to $54.8M. Fleet utilization up 10%, Super Scoopers flew 220 days vs. 150 guaranteed.
- **Strategic Capital Restructuring**: $331M debt facility & $49M sale-leaseback enable fleet expansion. Free cash flow ~$14M/year to acquire new aircraft.
- **Federal Tailwinds**: Fire Ready Nation Act & Wildland Fire Service Plan align with Bridger's multi-mission fleet, driving exclusive-use contracts with states.
- **Innovation Leadership**: Ignis app integrates real-time sensor data with air attack aircraft, enabling live video streaming for wildfire response.

**【CEO Summary Section】**
- **Operational Excellence**: Record task orders and 10% year-over-year increase in utilization across the fleet. Super Scoopers flew 220 days vs. guaranteed 150 days, with a 9% increase in average flight hours. 
- **Financial Overperformance**: Surpassed annual revenue guidance in first 9 months, on track for high end of $42-48M adjusted EBITDA. Completed $49M sale-leaseback and $331M debt facility to fund fleet expansion.
- **Strategic Positioning**: Federal wildfire initiatives (Fire Ready Nation Act, Wildland Fire Service Plan) align with Bridger's multi-mission fleet. Secured exclusive-use contracts with states, driving year-round revenue growth.

**【CFO Financial Commentary】**
- **Q3 2025 Results**: Revenue $67.9M (5% YoY growth), adjusted EBITDA $49.1M (4% YoY). First 9 months revenue $114.3M (38% YoY), adjusted EBITDA $54.8M (36% YoY).
- **Balance Sheet Strength**: $55.1M cash post-sale-leaseback. New credit facility provides $331M for fleet expansion, reducing debt by 50%.
- **Guidance Update**: Full year revenue now $118-123M (vs. prior $105-111M). Free cash flow ~$14M/year, to be used for aircraft acquisitions.

**【Q&A Highlights】**
- **Cash Utilization**: ~$14M annual free cash flow to fund fleet expansion under new credit facility.
- **Spanish Scoopers Deployment**: Exploring options to deploy 2 airworthy scoopers in Europe or U.S., with 2 more nearing completion. High demand for these scarce assets gives strategic flexibility.

Bridger Aerospace Group Holdings, Inc. (BAER) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

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Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

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Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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Basic EPS from Discontinued Operations

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Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

BAER

BAER fundamentals

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