Booz Allen Hamilton (NYSE:BAH) Issues Earnings Results, Beats Estimates By $0.46 EPS

Booz Allen Hamilton (NYSE:BAH) posted its earnings results on Friday. The business services provider reported $1.78 EPS for the quarter, topping the consensus estimate of $1.32 by $0.46, FiscalAI reports. Booz Allen Hamilton had a net margin of 7.35% and a return on equity of 76.79%. The business had revenue of $1.91 billion for the quarter, compared to the consensus estimate of $2.86 billion. During the same period last year, the company earned $1.61 EPS. The firm’s revenue was down 5.9% compared to the same quarter last year. Booz Allen Hamilton updated its FY 2027 guidance to 6.000-6.350 EPS.

Here are the key takeaways from Booz Allen Hamilton’s conference call:

• Booz Allen said fiscal 2026 was the most challenging year since going public, with revenue declining as the civil business faced unprecedented headwinds and contract roll-offs.
• Despite lower revenue, the company beat profitability expectations, delivering $1.2 billion of adjusted EBITDA, an 11% adjusted margin, and strong free cash flow of $951 million for the year.
• Management highlighted improving demand in national security, including $1.7 billion of fourth-quarter wins, a $38 billion backlog, and a 1.1x trailing 12-month book-to-bill ratio.
• For fiscal 2027, Booz Allen guided to $11.2 billion to $11.7 billion of revenue, with national security expected to grow mid-single digits while civil is expected to decline high single digits, especially in the first half.
• The company is leaning into AI-enabled cyber, defense tech, and outcome-based procurement, citing rapid growth in OTA submissions and awards, the Vellox product suite, and strategic wins like the Golden Dome OTA and the $937 million BEATS contract.

Booz Allen Hamilton Stock Up 0.2%

Shares of NYSE:BAH traded up $0.17 during mid-day trading on Friday, hitting $76.52. 318,086 shares of the company traded hands, compared to its average volume of 2,095,418. The stock has a 50-day moving average price of $78.52 and a two-hundred day moving average price of $83.28. Booz Allen Hamilton has a 12-month low of $68.83 and a 12-month high of $120.04. The stock has a market cap of $9.23 billion, a P/E ratio of 11.37, a P/E/G ratio of 4.47 and a beta of 0.32. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 3.76.

Analyst Upgrades and Downgrades

BAH has been the topic of several analyst reports. Citigroup reduced their price objective on shares of Booz Allen Hamilton from $109.00 to $87.00 and set a “neutral” rating on the stock in a research note on Thursday, April 2nd. Weiss Ratings lowered Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, April 24th. Stifel Nicolaus lifted their target price on Booz Allen Hamilton from $106.00 to $115.00 and gave the stock a “hold” rating in a report on Monday, January 26th. DA Davidson set a $81.00 target price on shares of Booz Allen Hamilton in a research report on Tuesday, January 27th. Finally, Truist Financial lowered their price target on shares of Booz Allen Hamilton from $98.00 to $85.00 and set a “hold” rating for the company in a report on Monday, April 20th. One analyst has rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, Booz Allen Hamilton has an average rating of “Reduce” and an average target price of $93.33.

Institutional Trading of Booz Allen Hamilton

Several institutional investors have recently made changes to their positions in the company. Johnson Financial Group Inc. lifted its position in shares of Booz Allen Hamilton by 26.1% during the third quarter. Johnson Financial Group Inc. now owns 600 shares of the business services provider’s stock valued at $60,000 after purchasing an additional 124 shares in the last quarter. Campbell & CO Investment Adviser LLC grew its position in Booz Allen Hamilton by 2.8% in the 4th quarter. Campbell & CO Investment Adviser LLC now owns 4,916 shares of the business services provider’s stock worth $415,000 after purchasing an additional 133 shares in the last quarter. Arkadios Wealth Advisors increased its stake in Booz Allen Hamilton by 7.3% in the 4th quarter. Arkadios Wealth Advisors now owns 2,646 shares of the business services provider’s stock valued at $223,000 after buying an additional 179 shares during the last quarter. Cresset Asset Management LLC increased its stake in Booz Allen Hamilton by 6.2% in the 2nd quarter. Cresset Asset Management LLC now owns 3,257 shares of the business services provider’s stock valued at $339,000 after buying an additional 191 shares during the last quarter. Finally, Rakuten Securities Inc. lifted its position in shares of Booz Allen Hamilton by 414.6% during the 2nd quarter. Rakuten Securities Inc. now owns 247 shares of the business services provider’s stock worth $26,000 after buying an additional 199 shares in the last quarter. Institutional investors own 91.82% of the company’s stock.

Booz Allen Hamilton Company Profile

Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.

Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.