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Bridger Aerospace Group Holdings, Inc.

Bridger Aerospace Group Holdings, Inc.

NASDAQ•BAER
CEO: Mr. Jeffrey E. Kelter
セクター: Industrials
業種: Security & Protection Services
上場日: 2021-03-17
Bridger Aerospace Group Holdings, Inc. provides aerial wildfire management, relief and suppression, and firefighting services to federal and state government agencies in the United States. It offers fire suppression services, such as direct fire suppression aerial firefighting support services for ground crew to drop large amounts of water quickly and directly on wildfires. The company also provides aerial surveillance services, including fire suppression aircraft over an incident and tactical coordination with the incident commander through its manned and unmanned aircraft. It operates an aircraft fleet of 18 planes. The company was founded in 2014 and is headquartered in Belgrade, Montana.
連絡先情報
90 Aviation Lane, Belgrade, MT, 59714, United States
406-813-0079
www.bridgeraerospace.com
時価総額
$143.86M
PER (TTM)
21.7
17.1
配当利回り
--
52週高値
$3.44
52週安値
$1.02
52週レンジ
65%
順位53Top 76.1%
2.8
F-Score
改良版 Piotroski 分析
5年ファンダメンタル
弱い • 2.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2021-2025

財務ダッシュボード

Q3 2025 データ

売上高

$67.89M+5.24%
直近4四半期の推移

EPS

$0.51-1.92%
直近4四半期の推移

フリーCF

$34.64M+60.59%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Nine Month Revenue Growth 9M Revenues reached $114.3M, showing strong 38% growth over prior period, driven by utilization gains.
Operating Income Soars Operating Income for 9M soared 169% to $34.4M, reflecting improved efficiency across core service lines.
Profitability Turnaround Achieved Net Income $19.3M for 9M, reversing prior $2.7M loss; Q3 Net Income increased 26% to $34.5M.
Strong Operating Cash Flow Operating cash flow $24.8M for 9M, shifting from $2.8M used in operating activities in the prior period.

リスク要因

Customer Revenue Concentration Two customers accounted for 79% of Q3 2025 revenues; one customer holds 80% of trade accounts receivable.
Contingent Liability Uncertainty Contingent consideration related to Spanish Scoopers sale process remains ongoing, precluding loss estimation.
Warrant Liability Classification Outstanding Warrants are liability classified; holders unlikely to exercise while stock price remains below $11.50 strike.
Fire Season Seasonality Risk Quarterly operating results fluctuate significantly due to timing and intensity variations of the North American fire season.

見通し

Major Debt Refinancing Complete Completed October 2025 Refinancing, repaying $160.0M Series 2022 Bonds with new credit facilities maturing 2030.
Asset Sale Generates Cash Hangar sale/leaseback finalized October 28, 2025, generating approximately $49.3M in cash proceeds.
Fleet Expansion Underway Purchased additional King Air aircraft in October 2025 to support growing aerial surveillance service offerings.
Performance Obligation Visibility $15.8M in remaining performance obligations exist, with 71% expected recognized as revenue within next twelve months.

同業比較

売上高 (TTM)

Bridger Aerospace Group Holdings, Inc.BAER
$129.87M
+54.4%
XCHG LimitedXCH
$39.07M
-2.6%
Senstar Technologies CorporationSNT
$37.84M
+9.8%

粗利益率 (最新四半期)

Bridger Aerospace Group Holdings, Inc.BAER
68.9%
+4.5pp
Senstar Technologies CorporationSNT
67.3%
-0.7pp
XCHG LimitedXCH
0.0%
+0.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
BAER$143.86M21.712.1%68.0%
SNT$90.97M18.712.0%0.7%
XCH$59.75M-5.04524.6%18.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
63.3%
高成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年3月11日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月7日|
    売上高: $67.89M+5.2%
    |
    EPS: $0.51-1.9%
    予想を上回る