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BigBear.ai's Q1 2026 backlog and gross margin improved, but the deep dive keeps the proof gate on revenue conversion, adjusted EBITDA, and operating cash flow.
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Aeries has turned fiscal 2026 adjusted EBITDA positive and sells an AI-enabled GCC model to private-equity and middle-market clients, but the latest filings also show going-concern doubt, Nasdaq delisting proceedings, FPA obligations and control weaknesses.
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