BigBear.ai Holdings, Inc. (BBAI) FY2025 10-K Annual Report

Filed: Mar 2, 2026
Information Technology
Services-Prepackaged SoftwareSEC EDGAR

BigBear.ai Holdings, Inc. (BBAI) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 2, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

BigBear.ai Holdings, Inc. FY2025 10-K Analysis

Business Overview

  • Core business model centered on data analytics and AI-driven decision support solutions
  • No new products or business segments introduced or emphasized this year
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Management Discussion & Analysis

  • Revenue $127.7M in 2025, down 19.3% YoY from $158.2M in 2024 due to lower Army program volume and no repeat of significant one-time contracts
  • Operating loss increased to $213.9M in 2025 from $133.4M in 2024; gross margin 22.3% in 2025 vs 28.6% in 2024 (calculated: $28.5M/$127.7M vs $45.2M/$158.2M)
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Risk Factors

  • Regulatory risk: U.S. government contract compliance and funding risk tied to government budget process and continuing resolutions impacting revenue timing
  • Geopolitical/macro risk: Exposure to economic uncertainty from ongoing conflicts in Ukraine, Middle East, and Africa affecting customer purchasing decisions
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BigBear.ai Holdings, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$128M

-19.3% YoY

Net Income

-$294M

+0.6% YoY

Gross Margin

22.3%

-627bp YoY

Operating Margin

-167.5%

-8322bp YoY

Net Margin

-230.2%

-4343bp YoY

ROE

-48.0%

-800568bp YoY

Total Assets

$895M

+160.2% YoY

EPS (Diluted)

$-0.82

+35.4% YoY

Operating Cash Flow

-$42M

-10.1% YoY

Source: XBRL data from BigBear.ai Holdings, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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