Bridger Aerospace Group Holdings Inc (NAS:BAER)

Q4 2025 Bridger Aerospace Group Holdings Inc Earnings Call Transcript

Mar 5, 2026 / 10:00 PM GMT

Release Date Price: $2.34 (-6.02%)

Transcript 10-K8-K

Key Points

Positve

Bridger Aerospace Group Holdings Inc (BAER) achieved record operational and financial performance in 2025, with revenue and adjusted EBITDA both growing by more than 20%.
The company generated positive net income and posted the second year of positive cash flow.
Increased utilization rates, measured in days on contract, were up almost 10% year over year.
Bridger Aerospace Group Holdings Inc (BAER) secured a 5-year IDIQ contract for fixed-wing transportation services in Alaska, estimated at $18.6 million.
The company is well-positioned for another year of greater than 25% growth in 2026, supported by new aircraft acquisitions and increased utilization of existing assets.

Negative

Revenue for the fourth quarter of 2025 was $8.5 million, a decline from $15.6 million in the fourth quarter of 2024.
The company reported a net loss of $15.1 million in the fourth quarter of 2025, compared to a net loss of $12.8 million in the same period of 2024.
Adjusted EBITDA was negative $9.5 million in the fourth quarter of 2025, compared to negative $2.9 million in the fourth quarter of 2024.
Selling, general, and administrative expenses increased to $13.4 million in the fourth quarter of 2025 from $7.7 million in the fourth quarter of 2024.
Maintenance expenses increased significantly in 2025, impacting overall cost structure.

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

BAER.OQ - Bridger Aerospace Group Holdings Inc
Q4 2025 Bridger Aerospace Group Holdings Inc Earnings Call
Mar 05, 2026 / 10:00PM GMT

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Presentation
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Thank you for your continued patience. Your meeting will begin shortly. If you need assistance throughout the event today, please press 0, and a member of our team will be happy to help you.

Please stand by. Your meeting is about to begin.

Greetings and welcome to the Bridger Aerospace 4th quarter 2025 conference call. As a reminder, today's 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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