secwatch.observer — SEC 8-K summary
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Issuer:     BigBear.ai Holdings, Inc. (BBAI)
CIK:        0001836981
Form:       8-K
Filed at:   2026-07-30T20:16:54+00:00
Accession:  0001836981-26-000062
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

BigBear.ai Q2 revenue $36.7M (+13% YoY), gross margin expands to 32.8%, backlog up 9% to $269.6M
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- Revenue $36.7M, +13% YoY, driven by Ask Sage GenAI platforms.
- Gross margin 32.8% vs 25.0% YoY, +781 bps.
- Backlog $269.6M, +9% since Dec 2025; 20+ new contract wins.
- Cash and investments $409.8M; affirmed FY2026 revenue guidance $135M-$165M.
- SG&A increased $10.4M to $31.8M due to Ask Sage amortization, legal/proxy, sales/marketing.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1836981/000183698126000062/0001836981-26-000062-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1836981/000183698126000062/bbai-20260730.htm
  HTML page:      https://secwatch.observer/filing/0001836981-26-000062

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer