What is BigBear.ai's deferred revenue?

BigBear.ai (BBAI) reported deferred revenue of $11.27M in Q1 2026.

How has BigBear.ai's deferred revenue changed year-over-year?

BigBear.ai's deferred revenue increased by 273.6% year-over-year, from $3.02M to $11.27M.

What is the long-term trend for BigBear.ai's deferred revenue?

Over 5 years (2020 to 2025), BigBear.ai's deferred revenue has grown at a 93.7% compound annual growth rate (CAGR), from $541K to $14.76M.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

BigBear.ai BBAI Deferred Revenue

Deferred Revenue at other companies

MicrosoftMSFT

$50.92B+14.1%

AmazonAMZN

$20.89B+1.4%

Science Applications International CorporationSAIC

$36M—

C3.aiAI

$37.5M+13.8%

Leidos HoldingsLDOS

——

Booz Allen HamiltonBAH

——

Other financials

Income statement

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Revenue$34.4M-0.9%

Gross profit$11.7M+58.6%

Operating income-$24.3M-14.4%

Net income-$56.8M+8.4%

EPS (diluted)-$0.12+52.0%

Balance sheet

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Cash & equivalents$106.7M-0.8%

Total debt$24.1M-78.3%

Total equity$790.4M+300%

Total assets$861.7M+117%

Cash flow

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Operating cash flow-$18.0M-170%

CapEx$319.0K+299%

Free cash flow-$18.3M-172%

Valuation

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Market cap$1.69B+103%

Profitability

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Gross margin25.8%-2.8pp

Operating margin-170.4%-231pp

Net margin-226.7%+310pp

FCF margin-42.4%-263pp

Returns & leverage

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Return on equity-58.4%-21.1pp

Debt / equity0×-0.5×

Current ratio6.1×+4.4×

Where this comes from

Reported directly by BigBear.ai in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: BigBear.ai’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is BigBear.ai's deferred revenue?: BigBear.ai (BBAI) reported deferred revenue of $11.27M in Q1 2026.
How has BigBear.ai's deferred revenue changed year-over-year?: BigBear.ai's deferred revenue increased by 273.6% year-over-year, from $3.02M to $11.27M.
What is the long-term trend for BigBear.ai's deferred revenue?: Over 5 years (2020 to 2025), BigBear.ai's deferred revenue has grown at a 93.7% compound annual growth rate (CAGR), from $541K to $14.76M.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.