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

$113.31M

PER (TTM)

27.0

18.2

配当利回り

52週高値

$3.44

52週安値

$1.02

52週レンジ

42%

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

Q4 2025 データ

売上高

$8.55M+0.00%

直近4四半期の推移

EPS

-$0.40+0.00%

直近4四半期の推移

フリーCF

-$78.40M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Jumps 25% Total revenues reached $122.8M USD in 2025, marking a $24.2M increase driven by higher utilization across services.

Profitability Reverses Loss Switched to Net Income of $4.1M USD in 2025 from a $15.6M loss in 2024, showing 127% improvement.

MRO Segment Soars MRO revenue increased 54% to $21.5M USD, fueled by return-to-service work on Spanish Scoopers and FMS acquisition.

Backlog Reaches $14.0M Backlog grew to $14.0M USD by year-end 2025, up from $8.1M in 2024, indicating strong future contracted work.

リスク要因

Aviation Operations Inherent Risk Aircraft operations carry inherent risk of accidents, potential losses, and adverse publicity impacting client confidence and contracts.

Limited Super Scooper Availability Limited supply of new Super Scoopers creates a revenue ceiling; inability to purchase impedes growth and scale efficiencies.

Dependence on Government Customers Substantial revenue concentration from government entities subjects results to audits, regulatory scrutiny, and termination risk.

Seasonality Impacts Quarterly Results Operating results fluctuate significantly due to seasonal demand, with most revenue historically concentrated in Q2 and Q3.

見通し

Fleet Expansion Completed Purchased two Spanish Scoopers in December 2025 for $50.0M USD, enhancing fleet capacity and operational diversity.

Debt Profile Strengthened Completed comprehensive debt refinancing in October 2025, extending maturities to October 2030 and improving liquidity.

Legislative Support for Growth Recent 2025 legislation reauthorizes excess aircraft sales, creating opportunities for private operators like Bridger to acquire assets.

Exploring International Operations Two Spanish Scoopers will remain in Europe during early 2026 to assess potential operations outside the United States market.

同業比較

売上高 (TTM)

BAER

$122.83M

+24.6%

XCH

$39.07M

-2.6%

SNT

$37.84M

+9.8%

粗利益率 (最新四半期)

SNT

67.3%

-0.7pp

XCH

0.0%

+0.0pp

BAER

-65.1%

+4.5pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
BAER	$113.31M	27.0	7.4%	74.1%
XCH	$83.83M	-7.0	4524.6%	18.1%
SNT	$70.91M	14.6	12.0%	0.7%

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

-18.3%

成長鈍化

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

50%

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月6日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし