{"filings":[{"id":96042,"accession_number":"0001836981-26-000047","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigBear.ai Q1 revenue $34.4M; gross margin expands to 34%; backlog $281.9M; affirms FY26 guidance","event_type":"earnings","confidence":"high","bullets":["Revenue $34.4M; gross margin 34.0% vs 21.3% YoY (1,278 bps expansion).","Backlog rose 14% QoQ to $281.9M, driven by $53M sole-source classified award.","Settled remaining $124.6M of 2029 convertible notes; interest expense down $4.8M vs Q1 25.","Cash and investments $431.5M; FY2026 revenue guidance reaffirmed at $135M-$165M.","Launched retail shareholder voting program; CEO cites internal realignment for growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":34435000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96041,"accession_number":"0001140361-26-016118","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BigBear.ai shareholders approve doubling authorized shares to 1 billion","event_type":"other_material","confidence":"high","bullets":["Proposal to increase authorized common stock from 500M to 1B shares passed with 231M votes for (81.5% of cast votes).","Quorum of 60.61% of outstanding shares was present at the special meeting reconvened April 21, 2026.","The amendment provides flexibility for future capital-raising, acquisitions, or strategic transactions.","Vote resulted in 53M against and 5M abstentions; no broker non-votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109564,"accession_number":"0001836981-26-000016","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigBear.ai Q4 revenue down 38% to $27.3M; 2026 revenue guidance $135-$165M","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $27.3M, down 38% YoY; gross margin 20.3% vs 37.4% in Q4 2024 due to non-recurring high-margin contracts.","Full-year 2025 revenue $128M; FY 2026 guidance $135-$165M (~17% growth at midpoint).","Ended 2025 with $462M cash/investments; settled remaining $125M of 2029 convertible notes in Jan 2026 via debt-to-equity.","Closed acquisitions of Ask Sage (Dec 2025) and CargoSeer (Jan 2026); expanded into Middle East.","Raised $693M from ATM facilities and warrants in 2025; reduced debt by over 90%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109563,"accession_number":"0001193125-26-000952","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2026-01-02T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"BigBear.ai calls redemption of 2029 convertible notes; expects to eliminate ~$125M debt","event_type":"debt","confidence":"high","bullets":["Redemption date Jan. 16, 2026; all outstanding 6.00% Notes due 2029 called for redemption or conversion.","Expects to reduce total note debt from ~$142M to ~$17M, eliminating ~$125M of debt.","Approximately 38M shares of common stock to be issued; shares were previously reserved.","~$58M in principal already voluntarily converted by noteholders in 2025.","Company expects no material cash outlay; preserves liquidity while strengthening balance sheet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126091,"accession_number":"0001193125-25-303945","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"BigBear.ai shareholders approve doubling authorized shares to 1 billion, adopt bylaw amendments","event_type":"other_material","confidence":"high","bullets":["Shareholders approved increase in authorized common shares from 500M to 1B; vote: 191.6M for, 44.5M against, 3.5M abstain.","Bylaws amended: voting standard for non-director matters changed to majority of votes cast (excluding abstentions/broker non-votes).","New universal proxy rules compliance: prohibits proxy solicitations for director nominees unless Rule 14a-19 notice given.","Enhanced disclosure requirements for stockholder nominations and proposals; limits number of nominees to board slots available.","Special meeting adjourned to Dec 5, 2025 to solicit additional proxies if needed; quorum was 54.9% of voting power."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126090,"accession_number":"0001836981-25-000025","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["1.01","2.02","3.02","9.01"],"status":"ready","headline":"BigBear.ai acquires Ask Sage for $250M; reaffirms FY2025 revenue guidance $125M-$140M","event_type":"m_and_a","confidence":"medium","bullets":["Definitive agreement to acquire Ask Sage, a GenAI platform for defense/national security, for $250M total: $140M cash plus $110M cash or stock at BigBear.ai's option.","Ask Sage expected to generate ~$25M ARR in 2025, up ~6x from 2024; currently supports 100K+ users across 16K government teams.","Record cash balance of $456.6M as of Sept 30, 2025, up sequentially; balance sheet strengthened to support growth.","Full-year 2025 revenue guidance reaffirmed at $125M-$140M; Q3 2025 detailed earnings not provided in the excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126089,"accession_number":"0001836981-25-000015","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BigBear.ai appoints Sean Ricker as permanent CFO, effective Oct 14, 2025","event_type":"leadership","confidence":"high","bullets":["Sean R. Ricker appointed permanent CFO, previously interim CFO since June 6, 2025.","Base salary of $420,000 with annual bonus target of 100% of base compensation.","Retention award: 200,000 RSUs vesting 50% on first anniversary, 50% on second.","Eligible for recurring annual LTI grant valued at 100% of base (subject to Compensation Committee).","Mr. Ricker will continue as principal accounting officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142823,"accession_number":"0001836981-25-000010","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BigBear.ai elects Anthony Evangelista to Board and Audit/Compensation Committees","event_type":"leadership","confidence":"high","bullets":["Elected August 12, 2025; serves on Audit and Compensation Committees.","Mr. Evangelista is a retired PwC financial services partner (1985-2019) and former SEC Assistant Chief Accountant (1993-1996).","Compensation follows standard non-employee director policy per 2025 proxy, including prorated RSU award.","No family relationships or transactions requiring disclosure with any director or executive officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142822,"accession_number":"0001628280-25-039572","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BigBear.ai Q2 revenue down 18% to $32.5M; cuts 2025 revenue outlook to $125M-$140M","event_type":"earnings","confidence":"high","bullets":["Revenue $32.5M Q2 2025, down 18% YoY from $39.8M; gross margin 25.0% vs 27.8%.","Full-year 2025 revenue guidance lowered to $125M-$140M; Army program disruptions blamed.","Record cash balance of $390.8M as of June 30, 2025, enabling growth investments.","Partnership with UAE companies under IHC umbrella to accelerate AI development globally.","CEO cites $320B supplemental funding for DHS and DoD from 'One Big Beautiful Bill' as opportunity."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":67229000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142821,"accession_number":"0001836981-25-000007","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-07-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Jeffrey Hart resigns from BigBear.ai Board effective July 14, 2025","event_type":"leadership","confidence":"high","bullets":["Jeffrey Hart resigned as Director effective July 14, 2025.","Resignation not due to any disagreement with the Company on operations, policies, or practices.","Company thanked Mr. Hart for his service; no successor named."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160903,"accession_number":"0001628280-25-030042","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"BigBear.ai CFO Julie Peffer departs; Sean Ricker named interim CFO","event_type":"leadership","confidence":"high","bullets":["Julie Peffer notified departure June 6, 2025; not related to any accounting or disagreement.","Sean Ricker appointed interim CFO; previously Chief Accounting Officer since August 2022.","Ricker receives annual base salary of $378,298.72 and $150k retention RSU award (50% vest June 2026, 50% June 2027).","Peffer entitled to severance of $840k (12 months salary plus one times target bonus) and ~$7,351 for health premiums.","CEO Kevin McAleenan thanked Peffer for capital fundraising and debt restructuring contributions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160902,"accession_number":"0001628280-25-028831","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BigBear.ai annual meeting elects Class I directors and ratifies auditor","event_type":"other","confidence":"high","bullets":["Shareholders elected Sean Battle, Paul Fulchino, and Dorothy D. Hayes as Class I directors, each with a majority of votes for.","Ratified Grant Thornton LLP as independent auditor for FY2025; 130.2M votes for, 2.3M against, 0.8M abstain.","Quorum of 133.3M shares (45.7% of outstanding) present at June 2, 2025 meeting.","All proposals passed; no changes to board composition or auditor beyond routine annual vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160901,"accession_number":"0001193125-25-133431","cik":1836981,"company_name":"BigBear.ai Holdings, Inc.","ticker":"BBAI","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BigBear.ai files new $150M ATM prospectus supplement; prior $150M exhausted","event_type":"other_material","confidence":"high","bullets":["As of May 30, 2025, Company had sold ~$150M aggregate gross proceeds under prior ATM program with Cantor Fitzgerald.","On June 2, 2025, filed new prospectus supplement for up to $150M additional sales under same Sales Agreement.","New ATM allows continuous stock issuance, increasing potential shareholder dilution.","Legal opinion of Latham & Watkins LLP filed as Exhibit 5.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}