Earnings Call Insights: Bridger Aerospace Group Holdings, Inc. (BAER) Q3 2025
Management View
* Sam Davis, President & CEO, highlighted record task orders through October and stated, "Utilization measured in days on contract is up almost 10% year-over-year across the fleet. Our multi-mission aircraft have almost doubled their
Bridger Aerospace surpassed annual revenue guidance in the first nine months and adjusted EBITDA is tracking to the high end of guidance.
The new $331 million credit facility and a $49 million sale-leaseback provide financial flexibility for fleet expansion, acquisition of new aircraft, and contract growth.
Short-term revenue delays in FMS business due to federal budgeting uncertainties and decisions about optimal placement of Spanish scoopers.