The strong financial performance and positive guidance suggest robust growth ahead. The $331.5 million financing package provides the company with the capital needed for strategic fleet expansion, which could further drive revenue and profitability. Traders should monitor the company's ability to execute on its growth plans and the impact of the new aircraft on future financial results.
Price Chart
Executive Summary
Bridger Aerospace reported record 2025 results with revenue up 25% to $122.8 million and positive net income of $4.1 million, a significant improvement from a $15.6 million loss in 2024. The company also announced a $331.5 million financing package and initiated 2026 guidance, forecasting revenue of $135-$145 million and Adjusted EBITDA of $55-$60 million.
Key Financial Metrics
Key Facts
- 2025 revenue was $122.8 million, a 25% increase from $98.6 million in 2024.
- Net income was $4.1 million in 2025, compared to a net loss of $15.6 million in 2024.
- Adjusted EBITDA was $45.3 million in 2025, up 21% from $37.3 million in 2024.
- Company initiated 2026 guidance with revenue expected between $135 million and $145 million and Adjusted EBITDA between $55 million and $60 million.
- Completed a $331.5 million financing package, including a $100 million delayed draw facility.
Financial Impact
Revenue increased by $24.2 million year-over-year, and the company turned a $15.6 million net loss into $4.1 million in net income. The new financing package of $331.5 million provides significant capital for fleet expansion.
Risk Factors
- The company's growth is dependent on the severity and duration of wildfire seasons, which are unpredictable.
- The company has a significant amount of long-term debt, which could impact its financial flexibility.
- The company's stock is thinly traded with a market cap of only $28 million, which could lead to high volatility.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001171843-26-001361 |
| Document: f8k_030526.htm | 0001171843-26-001361 |
| Document: 0001171843-26-001361-index-headers.html | 0001171843-26-001361 |
| Document: 0001171843-26-001361-index.html | 0001171843-26-001361 |
| Document: 0001171843-26-001361.txt | 0001171843-26-001361 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | Press Release | $0.5111 | awaiting T+20 | — | $0.5050 (−1.19%) |
Sep 3, 2026 7w ago | Press Release | $1.09 $0.6800 | ▼ −37.61% | ▼ −36.43% | $0.5050 (−53.67%) |
Aug 25, 2026 8w ago | 144 | $1.16 $0.8300 | ▲ +28.45% | ▲ +28.67% | $0.5050 (+56.47%) |
Aug 17, 2026 9w ago | 144 | $1.16 $0.9922 | ▲ +14.47% | ▲ +12.72% | $0.5050 (+56.47%) |
Aug 13, 2026 10w ago | Insider Cluster | $1.25 $1.02 | ▲ +18.40% | ▲ +16.41% | $0.5050 (+59.60%) |
Aug 11, 2026 10w ago | 144 | $1.20 $1.04 | ▲ +13.33% | ▲ +11.44% | $0.5050 (+57.92%) |
Aug 6, 2026 11w ago | Insider Cluster | $1.26 $1.12 | ▲ +11.51% | ▲ +11.11% | $0.5050 (+59.92%) |
Aug 4, 2026 11w ago | 144 | $1.78 $1.06 | ▲ +40.45% | ▲ +39.85% | $0.5050 (+71.63%) |
Jul 20, 2026 14w ago | Press Release | $1.93 $1.19 | ▼ −38.34% | ▼ −42.46% | $0.5050 (−73.83%) |
Mar 5, 2026 33w ago | 8-K | $2.21 $2.12 | ▼ −3.85% | ▼ −1.81% | $0.5050 (−77.10%) |
US Market Status
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