Bridger Aerospace Group Holdings Inc 2026年季度报告

FORM 10-Q___________________________ ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the transition period from___________to___________Commission file number: 001-41603___________________________ BRIDGER AEROSPACE GROUP HOLDINGS,INC. (Exact name of registrant as specified in its charter)___________________________ Delaware88-3599336 (406)813-0079 (Registrant’s telephone number, including area code)___________________________ Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ As of August3, 2026, there were 58,826,140 shares of the registrant’s common stock, par value $0.0001 per share, issued andoutstanding. TABLE OF CONTENTS Part IFinancial Information2Item 1.Financial Statements (Unaudited).2Condensed Consolidated Balance Sheets2Condensed Consolidated Statements of Operations3Condensed Consolidated Statements of Comprehensive (Loss) Income4Condensed Consolidated Statements of Stockholders’ Deficit5Condensed Consolidated Statements of Cash Flows7Notes to Condensed Consolidated Financial Statements8Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations.39Item 3.Quantitative and Qualitative Disclosures about Market Risk.58Item 4.Controls and Procedures.59Part IIOther Information60Item 1.Legal Proceedings.60Item 1A.Risk Factors.60Item 2.Unregistered Sales of Equity Securities and Use of Proceeds.60Item 3.Defaults Upon Senior Securities.60Item 4.Mine Safety Disclosures.60Item 5.Other Information.60Item 6.Exhibits.61 PART I – FINANCIAL INFORMATION ITEM 1. FINANCIAL STATEMENTS. BRIDGER AEROSPACE GROUP HOLDINGS, INC.CONDENSED CONSOLIDATED BALANCE SHEETS(Unaudited)(dollars in thousands, except par value amounts) The accompanying notes are an integral part of these condensed consolidated financial statements. BRIDGER AEROSPACE GROUP HOLDINGS, INC.CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS(Unaudited)(dollars in thousands, except per share amounts) Includes related party cost of revenues of zero for both the three and six months ended June30, 2026, and $0.3 million and $1.3million for the three and six months ended June30, 2025, respectively.1 Includes related party selling, general and administrative expense of $0.2 million and $0.5 million for the three and six monthsended June30, 2026, respectively, and zero for both the three and six months ended June30, 2025. The accompanying notes are an integral part of these condensed consolidated financial statements. BRIDGER AEROSPACE GROUP HOLDINGS, INC.CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE (LOSS) INCOME(Unaudited)(dollars in thousands) BRIDGER AEROSPACE GROUP HOLDINGS, INC.CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS(Unaudited)(dollars in thousands) BRIDGER AEROSPACE GROUP HOLDINGS, INC. NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (Unaudited) NOTE1 – ORGANIZATION AND BASIS OF PRESENTATION Nature of Business Bridger Aerospace Group Holdings, Inc. and its subsidiaries (“Bridger,” “the Company,” “we,” “us” or “our”) provide aerial wildfiresurveillance, relief and suppression, and aerial firefighting services using next-generation technology and environmentally friendly andsustainable firefighting methods primarily throughout the United States, as well as airframe modification and integration solutions forgovernmental and commercial customers. Our mission is to deploy the most advanced technologies in aviation to protect lives,property, critical infrastructure, and the environment, delivering