Bridger Aerospace Group Holdings Management
Management criteria checks 2/4
Bridger Aerospace Group Holdings' CEO is Sam Davis, appointed in Jul 2024, has a tenure of 2.08 years. total yearly compensation is $398.42K, comprised of 96.8% salary and 3.2% bonuses, including company stock and options. directly owns 3.49% of the company’s shares, worth $3.94M. The average tenure of the management team and the board of directors is 0.5 years and 2.4 years respectively.
Key information
Sam Davis
Chief executive officer
US$398.4k
Total compensation
| CEO salary percentage | 96.78% |
| CEO tenure | 2.1yrs |
| CEO ownership | 3.5% |
| Management average tenure | less than a year |
| Board average tenure | 2.4yrs |
Recent management updates
Recent updates
BAER: Extended US Forest Service Contracts Will Support Stronger 2026 Outlook
Analysts have revised their price target for Bridger Aerospace Group Holdings from $5.25 to $4.12 as they reset expectations around revenue growth, profit margins and future P/E assumptions. What’s in the News for Bridger Aerospace Group Holdings Bridger Aerospace Group Holdings received two separate 160 day task orders from the US Forest Service for its CL-415EAF Super Scooper aircraft, covering four planes in total.Bridger Aerospace Group Cannot Grow Its Problem Off
Summary Bridger Aerospace Group faces persistent financial risk despite industry tailwinds from increasing wildfire activity. Recent quarters revealed revenue declines and concerning fixed cost increases, highlighting high operating leverage and limited flexibility. BAER's 2026 guidance implies operational profitability, but returns remain insufficient to cover heavy debt and preferred stock obligations. I maintain a Hold rating, citing a fundamentally challenged capital structure and ongoing liquidity risks for the common equity. Read the full article on Seeking Alpha
Wildfire Preparedness Contracts Will Strain Operations Yet Ultimately Support A Gradual Earnings Recovery
Catalysts About Bridger Aerospace Group Holdings Bridger Aerospace Group Holdings provides aerial firefighting, airborne intelligence and related services to government and commercial customers. What are the underlying business or industry changes driving this perspective?
Aerial Firefighting Demand And Defense Contracts Will Drive Stronger Long Term Earnings Visibility
Catalysts About Bridger Aerospace Group Holdings Bridger Aerospace Group Holdings provides aerial firefighting, surveillance and related services with a fleet that includes Super Scoopers, multi mission aircraft and Air Attack platforms. What are the underlying business or industry changes driving this perspective?Subdued Growth No Barrier To Bridger Aerospace Group Holdings, Inc. (NASDAQ:BAER) With Shares Advancing 37%
Despite an already strong run, Bridger Aerospace Group Holdings, Inc. ( NASDAQ:BAER ) shares have been powering on...We Think Bridger Aerospace Group Holdings (NASDAQ:BAER) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Bridger Aerospace Group Holdings, Inc.'s (NASDAQ:BAER) Shares Not Telling The Full Story
You may think that with a price-to-sales (or "P/S") ratio of 0.8x Bridger Aerospace Group Holdings, Inc. ( NASDAQ:BAER...Does Bridger Aerospace Group Holdings (NASDAQ:BAER) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Market Participants Recognise Bridger Aerospace Group Holdings, Inc.'s (NASDAQ:BAER) Revenues Pushing Shares 29% Higher
Bridger Aerospace Group Holdings, Inc. ( NASDAQ:BAER ) shareholders are no doubt pleased to see that the share price...Bridger Aerospace Group Holdings, Inc. (NASDAQ:BAER) Might Not Be As Mispriced As It Looks After Plunging 28%
The Bridger Aerospace Group Holdings, Inc. ( NASDAQ:BAER ) share price has fared very poorly over the last month...Bridger Aerospace Group Holdings, Inc. (NASDAQ:BAER) Looks Just Right With A 28% Price Jump
The Bridger Aerospace Group Holdings, Inc. ( NASDAQ:BAER ) share price has done very well over the last month, posting...Bridger Aerospace: Stock Spike From California Wildfires Likely Temporary
Summary Bridger Aerospace's stock has declined significantly due to shareholder dilution and narrowed EBITDA guidance, despite a strong business case driven by increasing wildfires. Government budgeting delays and contracting lags have further complicated Bridger Aerospace's financial performance and stock sentiment. Los Angeles wildfires have temporarily boosted stock prices, but long-term support hinges on increased firefighting budgets and monitoring services. Despite a recent stock surge, Bridger Aerospace is fairly valued; caution is advised due to financial variability linked to wildfire season intensity. Read the full article on Seeking AlphaDoes Bridger Aerospace Group Holdings (NASDAQ:BAER) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Market Participants Recognise Bridger Aerospace Group Holdings, Inc.'s (NASDAQ:BAER) Revenues Pushing Shares 48% Higher
Bridger Aerospace Group Holdings, Inc. ( NASDAQ:BAER ) shares have had a really impressive month, gaining 48% after a...Highs And Lows: Examining Bridger Aerospace Group As An Investment Opportunity
Summary Bridger Aerospace Group is a leading aerial firefighting company with cutting-edge aircraft technology. The company faces challenges such as profitability, high debt, customer dependence, and reliance on a limited number of irreplaceable aircraft. The demand for aerial firefighting services is growing due to climate change and an increase in vulnerable zones, providing opportunities for Bridger's growth. Read the full article on Seeking AlphaThere May Be Underlying Issues With The Quality Of Bridger Aerospace Group Holdings' (NASDAQ:BAER) Earnings
Bridger Aerospace Group Holdings, Inc.'s ( NASDAQ:BAER ) stock was strong after they recently reported robust earnings...Bridger Aerospace Stock Plummeted: What Is Next?
Summary Bridger Aerospace Group Holdings, Inc. stock has dropped 22.7% while the market gained 15% since October 2023. The stock tanked due to a negative announcement of a public offering and market volatility. Despite the stock's decline, Bridger Aerospace reported strong earnings in Q3 2023, with increased revenues and adjusted EBITDA. Read the full article on Seeking AlphaBridger Aerospace Group Holdings, Inc.'s (NASDAQ:BAER) Earnings Haven't Escaped The Attention Of Investors
When close to half the companies in the Commercial Services industry in the United States have price-to-sales ratios...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$39m |
| Dec 31 2025 | US$398k | US$386k | -US$23m |
| Sep 30 2025 | n/a | n/a | -US$20m |
| Jun 30 2025 | n/a | n/a | -US$27m |
| Mar 31 2025 | n/a | n/a | -US$37m |
| Dec 31 2024 | US$975k | US$221k | -US$41m |
Compensation vs Market: Sam's total compensation ($USD398.42K) is below average for companies of similar size in the US market ($USD660.48K).
Compensation vs Earnings: Sam's compensation has been consistent with company performance over the past year.
CEO
Sam Davis (41 yo)
Mr. Sam Davis was Interim CEO of Bridger Aerospace Group Holdings, Inc. from July 2024 until March 17, 2025 and serves as its Chief Executive Officer & President since March 17, 2025. Mr. Davis was Chief o...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman | 3.6yrs | US$732.00k | 2.88% $ 3.2m | |
| President & CEO | 2.1yrs | US$398.42k | 3.49% $ 3.9m | |
| Chief Financial Officer | less than a year | US$125.00k | 0.16% $ 179.5k | |
| Chief Operating Officer | less than a year | no data | 0.83% $ 933.3k | |
| General Counsel & Corporate Secretary | less than a year | no data | 0.78% $ 884.8k | |
| Executive Vice President of Commercial Strategy | less than a year | no data | no data |
Experienced Management: BAER's management team is not considered experienced ( 0.5 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman | 3.6yrs | US$732.00k | 2.88% $ 3.2m | |
| Independent Director | 2.4yrs | US$385.84k | 0.29% $ 328.1k | |
| Independent Director | 3.6yrs | US$481.17k | 1.6% $ 1.8m | |
| Director | less than a year | US$210.39k | 0.048% $ 53.9k | |
| Independent Director | 2.4yrs | US$382.09k | 0.12% $ 130.1k | |
| Independent Director | 2.1yrs | US$382.09k | 0.52% $ 591.3k | |
| Independent Director | 1.3yrs | US$332.31k | 0.048% $ 53.9k | |
| Independent Director | 3.6yrs | US$412.09k | 0.45% $ 511.2k | |
| Independent Director | 3.6yrs | US$169.80k | 0.16% $ 179.5k |
Experienced Board: BAER's board of directors are not considered experienced ( 2.4 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/04 06:15 |
| End of Day Share Price | 2026/08/04 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
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Analyst Sources
Bridger Aerospace Group Holdings, Inc. is covered by 3 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Austin Moeller | Canaccord Genuity |
| Mark Smith | Lake Street Capital Markets, LLC |
| Jonathan Siegmann | Stifel, Equities Research |