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Bridger Aerospace Group Holdings, Inc. 8-K Filings

BAER NASDAQ

Every 8-K that Bridger Aerospace Group Holdings, Inc. (BAER) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow BAER and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BAER filings page.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc. (BAER) appointed Rebecca GerlemanSeptember 18, 2026. She has led the company’s technical accounting and financial reporting functions since February 2026 and previously held similar roles at the company.

Gerleman, age 36, spent about 12 years at Deloitte & Touche LLP in progressive audit and assurance roles, including in its National Professional Practice, serving aerospace & defense and life sciences clients. Her compensation includes a $330,000 base salary and a one-time $108,733 restricted stock unit award under the 2023 Omnibus Incentive Plan, plus eligibility for standard employee benefits and an indemnification agreement generally provided to officers.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc. reported second-quarter 2026 revenue of $30.5 million, essentially flat versus $30.8 million a year earlier. Excluding non-recurring return-to-service work, revenue rose 16% to $29.7 million. The quarter showed a net loss of $0.5 million versus prior net income of $0.3 million, and Adjusted EBITDA of $8.1 million compared with $10.8 million. Cost of revenues increased to $19.2 million, while selling, general and administrative expense declined to $5.3 million; interest expense rose to $6.6 million.

The company highlighted new and extended contracts, including two 160-day U.S. Forest Service task orders for Super Scoopers providing at least $30 million of guaranteed standby revenue for the 2026 fire season and a $58 million multi-year contract with Texas A&M Forest Service for three King Air 360 aircraft. It also secured a 112-day U.S. Department of the Interior task order, entered its first European revenue operations through a Super Scooper lease with Avincis, and expanded the IGNIS wildfire intelligence platform via a TracPlus partnership. Cash and equivalents were $7.2 million as of June 30, 2026, and the company reaffirmed 2026 guidance for revenue of $135–$145 million and Adjusted EBITDA of $55–$60 million.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc., a Belgrade, Montana-based aerial firefighting company, announced a $58 million contract with Texas A&M Forest Service to acquire, modify and deliver three King Air 360 multi-mission aircraft. The aircraft will form the core of a new state wildfire aviation surveillance program and will be delivered over the next three years.

The multi-mission aircraft will be configured for wildland fire detection and situational awareness, emergency operations, cargo transportation and Medevac missions, with all modifications performed in Texas. The agreement follows Texas A&M Forest Service and local departments responding to 5,187 wildfires that burned 1,300,579 acres in 2024, supported by a broader $257 million legislative appropriation for wildfire suppression aircraft under HB500.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 4, 2026. Stockholders elected three Class I directors — Dan Drohan, H. Wyman Howard III, and David Schellenberg — to serve until the 2029 Annual Meeting or until their successors are elected and qualified. Vote totals for each nominee were about 22 million shares in favor, with over 21 million broker non-votes reported.

Stockholders also ratified the appointment of Crowe LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 43,334,859 votes for, 354,286 against, and 81,684 abstentions. The company is identified as an emerging growth company and its common stock and warrants trade on The Nasdaq Stock Market LLC under the symbols BAER and BAERW.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc. reported first quarter 2026 revenue of $8.5 million, down from $15.6 million a year earlier, mainly due to non-recurring 2025 return-to-service work and atypical early fire deployments last year. The business remained in its seasonal low period as the company prepared its aerial firefighting fleet for a fire season management expects to be highly active.

Cost of revenues was $17.0 million, and Bridger posted a net loss of $31.3 million, or $0.69 per share, compared with a net loss of $15.5 million, or $0.41 per share, in the prior-year quarter. Adjusted EBITDA was a loss of $14.5 million versus a loss of $5.1 million last year, reflecting higher stock-based compensation, warrant fair-value changes and increased workforce and technology spending.

Cash and cash equivalents fell to $9.0 million as of March 31, 2026 from $31.4 million at year end 2025, driven by seasonal working capital needs and investments in fleet readiness, sensor upgrades and aircraft slots. Despite the weak seasonal quarter, Bridger reiterated full-year 2026 guidance for revenue of $135 million–$145 million and Adjusted EBITDA of $55 million–$60 million, which it describes as 14% growth at the midpoint, or 29% when excluding 2025 return-to-service revenue.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc. announced that Chief Legal Officer and Executive Vice President James Muchmore will resign effective April 3, 2026. Under a Transition Agreement dated March 25, 2026, he will receive a $212,500 lump-sum payment, up to 12 months of Company-paid COBRA coverage, and accelerated vesting of 108,893 unvested RSUs in exchange for a release of claims.

The Compensation Committee adopted an Executive Severance Plan effective March 24, 2026, covering the CEO, CFO and COO, providing severance benefits upon certain qualifying terminations, with enhanced benefits if such terminations occur within 18 months after a change in control. The Company also named Justin Mogford as General Counsel and Corporate Secretary, effective in April, replacing Muchmore and leading legal, compliance and governance as Bridger scales its aerial firefighting operations.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc. reported executive leadership changes and related compensation arrangements. Previously announced Chief Financial Officer Eric Gerratt will resign effective March 10, 2026 and work in a transitionary role until his retirement on April 3, 2026. He will receive a $180,000 transition fee, 12 months of health insurance, and his unvested RSUs will continue to vest on their original schedule.

The company appointed Anne Hayes as Chief Financial Officer effective March 10, 2026, with an annual base salary of $500,000 and eligibility for a $150,000 annual cash bonus. It also appointed Adolphus “Bill” Andrews as Chief Operating Officer effective March 2, 2026, with a $400,000 base salary, eligibility for a $160,000 annual bonus, RSU awards totaling $1,000,000 in grant date fair value on specified vesting schedules, and relocation and temporary housing support up to $90,000.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc. reported record 2025 results, with revenue rising 25% to $122.8 million and adjusted EBITDA increasing to $45.3 million. The company delivered positive net income of $4.1 million, a sharp improvement from a net loss in 2024.

Management highlighted a $331.5 million financing package, including a $100.0 million delayed draw facility, to support fleet expansion as demand for aerial firefighting grows. For 2026, Bridger forecasts revenue of $135–$145 million and adjusted EBITDA of $55–$60 million, implying strong growth even excluding non-recurring return-to-service work.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc., through its wholly owned subsidiary Albacete Aero, S.L., entered into an Aircraft Purchase Agreement to buy two Bombardier CL-215-6B11 (CL-215T Variant) aircraft and four Pratt & Whitney Canada engines for an aggregate purchase price of $50,000,000, allocated $25,000,000 per aircraft.

The Buyer has paid a $3,000,000 deposit, which will be credited to the purchase price at closing. The agreement details aircraft specifications, configurations, delivery and acceptance conditions, and includes customary covenants and remedies for a transaction of this type. The company also issued a press release about the agreement, furnished as Exhibit 99.1.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc. announced several leadership changes. The company plans for Chief Financial Officer Eric Gerratt to retire after the filing of its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, signaling an upcoming transition in its finance leadership.

Director Anne Hayes resigned from the Board and its Audit Committee effective November 18, 2025, and was appointed Deputy Chief Financial Officer. The company’s press release states she is anticipated to assume the Chief Financial Officer role following Mr. Gerratt’s retirement, though no formal agreement is in place for that appointment.

The Board also appointed Ernie Freedman as a new director and Chairman of the Audit Committee, effective November 18, 2025. He will be compensated under the standard non-employee director program, and the company states there are no related-party arrangements, familial relationships, or material related-party transactions involving him.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc. (BAER) furnished an investor presentation as Exhibit 99.1 dated November 2025. The materials were provided under Item 7.01 (Regulation FD Disclosure) and are intended for use during investor meetings.

The company states this information is furnished, not filed under the Exchange Act, is not subject to Section 18 liabilities, and is not incorporated by reference into other filings.

Rhea-AI Summary

Bridger Aerospace Group Holdings, Inc. furnished a Form 8-K announcing it issued a press release with results for the third quarter ended September 30, 2025. The press release is included as Exhibit 99.1 and was provided under Item 2.02. The company noted the furnished information, including Exhibit 99.1, is not deemed “filed” for purposes of Section 18 of the Exchange Act and is not incorporated by reference unless specifically stated.

Rhea-AI Summary

Bridger Aerospace Group Holdings (BAER) entered a new secured Credit Agreement with Bain Capital Credit on October 28, 2025, featuring $210,000,000 in initial term loans funded at closing, a $21,500,000 revolving credit facility, and a $100,000,000 delayed draw term loan commitment available until October 28, 2027. All borrowings mature on October 28, 2030. Interest is Term SOFR + 6.00% or ABR + 5.00%, with ABR defined by standard benchmarks.

The company used proceeds from the initial term loans to repay in full prior debt facilities, terminating related liens and obligations. The agreement includes prepayment premiums of 3% in year one, 2% in year two, and 1% in year three, plus customary covenants including total leverage limits and a minimum operating cash flow. In connection with closing, Bridger also consummated its previously announced sale‑leaseback of hangar and office facilities. Bain will have two non‑voting board observer seats while serving as administrative agent.