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- **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

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BAER

BAER fundamentals

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