Bridger Aerospace Group Holdings Inc (NAS:BAER)

Q2 2025 Bridger Aerospace Group Holdings Inc Earnings Call Transcript

Aug 7, 2025 / 09:00 PM GMT

Release Date Price: $2.05 (+1.49%)

Transcript 10-Q8-K

Key Points

Positve

Bridger Aerospace Group Holdings Inc (BAER) reported a record-breaking Q2 2025 with revenue doubling to $30.8 million compared to the previous year.
The company achieved positive net income of $0.3 million, a significant improvement from a net loss of $10 million in Q2 2024.
All six super scoopers and two PC-12s were successfully deployed to Alaska, marking the first time all scoopers operated together in one location.
Bridger secured two 120-day task orders for its super scoopers, demonstrating strong adoption of its platform within the wildfire fighting landscape.
The company is on track to meet the higher end of its annual guidance, with expected adjusted EBITDA between $42 million to $48 million on revenue of $105 million to $111 million.

Negative

The company faced increased costs of revenues, rising to $18.7 million in Q2 2025, driven by higher flight operations and maintenance expenses.
There were delays in revenue from FMS due to federal budgeting uncertainties, impacting short-term financial performance.
The return to service work for the Spanish Super scoopers added approximately $3.9 million in expenses, affecting overall profitability.
Interest expenses remained high at $5.7 million for Q2 2025, slightly down from $5.9 million in Q2 2024, indicating ongoing financial pressure.
Cash and cash equivalents decreased to $17 million from $39.3 million at the end of 2024, primarily due to winter maintenance and training expenses.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BAER.OQ - Bridger Aerospace Group Holdings Inc
Q2 2025 Bridger Aerospace Group Holdings Inc Earnings Call
Aug 07, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Bridger Aerospace 2nd quarter fiscal 2025 investor conference call.

As a reminder, this call is being recorded.

It is now my pleasure to introduce your host Eric Jarrett, Chief Financial Officer.

Thank you, Mr. Jarrett. You may begin.

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Unidentified_2 [2]
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Thank you. Good afternoon and thank you for joining us today. I'm joined today by our Chief Executive Officer SAM Davis.

Before we begin, please note that certain statements contained in this conference

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