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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
BigBear.ai
BigBear.ai (BBAI) investor relations material
BigBear.ai Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary27 Oct, 2026
Executive summary
Q3 revenue rose 31.5% YoY to $43.6M, marking a third consecutive quarter of growth; FY 2026 revenue guidance increased to $150M–$165M.
More than 25 contracts announced since Q2 exceeded $225M in contract value; backlog reached $330.1M, up 22% QoQ.
Financial highlights
Revenue was $43.6M versus $33.1M in Q3 2025; gross margin was 31.2%, up 878 bps YoY, supported by higher-margin Ask Sage revenue.
Net loss was $91.9M versus net income of $2.5M; a $76.7M non-cash goodwill impairment was the primary driver.
Adjusted EBITDA loss was $9.1M versus $9.4M in Q3 2025; nine-month loss widened to $30.6M from $24.9M.
Nine-month revenue increased 14.3% to $114.8M; net loss was $174.4M.
Outlook and guidance
FY 2026 revenue guidance rose to $150M–$165M from $135M–$165M; the midpoint implies 23% growth over FY 2025 and is 5% above the prior midpoint.
Q3 revenue grew 18.6% QoQ after 6.7% growth in Q2; management cited accelerating growth and momentum into year-end and 2027.
Priorities include top-line growth and M&A that can accelerate capability deployment or expand market penetration and scale.
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Latest events from BigBear.ai
- Q2 2026 delivered 13% revenue growth, margin expansion, and a sharply reduced net loss.BBAI
Q2 2026 - Proposal to increase authorized shares failed to pass and voting was extended to December 19th, 2025.BBAIEGM 2025
- All six proposals, including board elections and share authorization, were approved.BBAIAGM 2026
- Gross margin rose to 34% on $34.4M revenue, backlog up 14%, and guidance reaffirmed.BBAIQ1 2026
- Key votes include director elections, auditor ratification, and doubling authorized shares.BBAIProxy filing
- Proxy covers director elections, say-on-pay, auditor ratification, and share increase proposal.BBAIProxy filing
- Proposal to increase authorized shares failed; will be reconsidered at the June 2026 annual meeting.BBAIEGM 2026
- Annual meeting to vote on directors, compensation, auditor, and share increase, with Board support.BBAIProxy filing
- Record financial strength, major acquisitions, and 17% projected 2026 revenue growth.BBAIQ4 2025
Next BigBear.ai earnings date
Q4 20262 Mar, 2027
BigBear.ai
Next BigBear.ai earnings date
Q4 20262 Mar, 2027
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Frequently asked questions
BigBear.ai Holdings Inc. is a company that provides artificial intelligence and machine learning solutions to support decision-making processes across various industries. The company's technology focuses on data analytics, predictive analytics, and cyber engineering to deliver insights that improve operational efficiency and strategic planning. BigBear.ai serves sectors including defense, healthcare, manufacturing, and logistics, offering tools that help organizations manage complex data sets and optimize decision outcomes. The company is headquartered in Columbia, Maryland, and its shares are listed on the NYSE.