Services-Business Services, NEC · SIC 7389

Bridger Aerospace Group Holdings, Inc.

BAER

Watch

Latest revenue

$8.5M

as of 2026-03-31

Latest net income

$-31.3M

as of 2026-03-31

Net margin

-367.8%

as of 2026-03-31

9.0
of 10

ActaClear Score

Strong
#2 of 109 in Services-Business Services, NEC
new
Profitability·25%
8.9
Growth·15%
9.2
Value·20%
Quality·20%
Momentum·20%

Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Business Services, NEC (109 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

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Price · 5Y

-43.0% / yr 62.7 pts / yr vs S&P 500 84.8% total
Compare:

Live market

delayed ≤15 min
$1.90
Market cap
$109.2M
Enterprise value
$319.0M
P/E (trailing)
2.0×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$3.44
52-wk low
$1.47
Beta
Shares out
57.6M

5-year trend

dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).

What this company does

AI

ITEM 1. BUSINESS. Business Overview Bridger provides aerial wildfire surveillance, relief and suppression, and aerial firefighting services using next-generation technology and environmentally friendly and sustainable firefighting methods primarily throughout the United States, as well as airframe modification and integration solutions for governmental and commercial customers. Our mission is to deploy the most advanced technologies in aviation to protect lives, property, critical infrastructure, and the environment, delivering these capabilities where they are needed most, from wildfire response to defense and beyond. Through innovation and the use of advanced technology and software,…

AI summary unavailable — showing raw filing excerpt

Generated from BAER's filing dated 2026-03-06

Key risks

AI

ITEM 1A. RISK FACTORS. Summary of Risk Factors Below is a summary of the principal factors that could adversely affect our business, operations and financial results. This summary does not address all of the risks that we face. Additional discussion of the risks summarized in this summary, and other risks that we face (including general risk factors), can be found below following this summary. Aviation and Firefighting Risks •Our operation of aircraft involves a degree of inherent risk, and we could suffer losses and adverse publicity stemming from any accident, whether related to us or not, involving aircraft, helicopters, or commercial drones similar to the assets we use in our…

AI summary unavailable — showing raw filing excerpt

Generated from BAER's filing dated 2026-03-06

Profitability

Gross margin

42.1%

0.9%

Operating margin

5.4%

106.3%

Net margin

44.1%

14.2%

Return on equity

-15.8%

1.9%

Return on assets

16.4%

5.9%

Leverage

Debt / equity

-1.96×

3.9%

Long-term debt / equity

-0.62×

0.0%

Debt / assets

203.7%

4.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$8.5M-45.6%$-31.3M-101.5%-367.8%

Q4 2025

2025-12-31

$8.5M-45.2%$50.1M-40.0%586.1%

Q3 2025

2025-09-30

$67.9M+5.2%$19.3M+808.6%28.4%

Q2 2025

2025-06-30

$30.8M+136.3%$308.0K+103.1%1.0%

Q1 2025

2025-03-31

$15.6M+184.1%$-15.5M+22.6%-99.3%

Q4 2024

2024-12-31

$15.6M$83.5M535.6%

Q3 2024

2024-09-30

$64.5M+20.3%$-2.7M-115.8%-4.2%

Q2 2024

2024-06-30

$13.0M+12.0%$-10.0M+47.5%-76.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Business Services, NEC · SIC 7389

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Insider activity

Insider buying

$180.1K

Insider selling

$0

Net activity

+$180.1K

Distinct insiders

1

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2025-12-03

Jeffrey E Kelter

Director

Purchase100,000$1.80$180.1K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns BAER

Institutional value

$7.0M

Total shares held

3.6M

Distinct holders

36

-20 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC1.2M$2.3MNew
2Walleye Capital LLC432.6K$856.6KNew
3Enclave Advisors LLC304.5K$602.9KNew
4JANE STREET GROUP, LLC261.9K$518.5K+215.8K (+468.3%)Added
5BlackRock, Inc.239.0K$473.1K+7.4K (+3.2%)Added
6Peterson Wealth Advisors, LLC233.3K$462.0K+0 (+0.0%)No change
7KIECKHEFER GROUP LLC208.4K$412.6K-32.0K (-13.3%)Trimmed
8VANGUARD FIDUCIARY TRUST CO154.6K$306.0KNew
9HighMark Wealth Management LLC130.2K$257.7K+20.0K (+18.2%)Added
10DIMENSIONAL FUND ADVISORS LP85.2K$168.7KNew
11UBS Group AG59.9K$118.7K-11.0K (-15.5%)Trimmed
12STIFEL FINANCIAL CORP55.9K$110.7K+34.0K (+155.6%)Added
13Apollon Wealth Management, LLC39.0K$77.2K+0 (+0.0%)No change
14Kingsview Wealth Management, LLC35.0K$69.3K+5.0K (+16.7%)Added
15Stanley-Laman Group, Ltd.28.6K$56.6K+0 (+0.0%)No change
16Catalyst Funds Management Pty Ltd21.3K$42.2KNew
17CLIFFORD SWAN INVESTMENT COUNSEL LLC15.5K$30.8K+3.0K (+23.8%)Added
18SCRATCH CAPITAL LLC13.6K$26.9KNew
19HB Wealth Management, LLC13.1K$25.9KNew
20WELLS FARGO & COMPANY/MN12.5K$24.8K+0 (+0.0%)No change

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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