BigBear.ai Lifts Full-Year Revenue Guidance to $150M-$165M After 31% Q3 Growth, Topping Analyst Estimates by Wide Margin

BigBear.ai Holdings raised the floor of its full-year 2026 revenue guidance on October 27 after reporting third-quarter revenue growth of 31% year over year. The company now targets $150 million to $165 million for the full year, up from the prior range of $135 million to $165 million, and well above the FactSet consensus estimate of $112.9 million. Shares rose roughly 6% intraday on the news.

The October 27 earnings session was part of a broad wave of Q3 2026 reports. Rogers Corporation posted net sales of $236.1 million, up 9.3% year over year, with net income of $22.6 million, a $14 million improvement, and its stock rose after hours. OrthoPediatrics reported record third-quarter revenue and also lifted its full-year outlook. Manhattan Associates topped Q3 forecasts and its stock jumped. NXP Semiconductors and F5 both beat quarterly estimates but saw their shares slip in after-hours trading, as did Sensata Technologies despite topping its Q3 forecast. Beta Bionics reported record revenue alongside strategic contract wins, though it remained unprofitable for the quarter.