BigBear.ai Holdings, Inc. (BBAI) Reports Q3 Loss, Tops Revenue Estimates

Core Insights - BigBear.ai Holdings, Inc. reported a quarterly loss of $0.07 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.06, marking an earnings surprise of -16.67% [1] - The company generated revenues of $33.14 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 6.47%, but down from $41.51 million a year ago [2] - BigBear.ai shares have increased approximately 27.6% year-to-date, outperforming the S&P 500's gain of 14.4% [3] Financial Performance - Over the last four quarters, BigBear.ai has surpassed consensus EPS estimates two times [2] - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $34.19 million, and for the current fiscal year, it is -$1.10 on revenues of $132.54 million [7] Industry Context - The Computers - IT Services industry, to which BigBear.ai belongs, is currently ranked in the top 28% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, C3.ai, Inc., is expected to report a quarterly loss of $0.33 per share, reflecting a significant year-over-year decline of -450% [9]