Booz Allen Hamilton Holding Corporation
- Open
- 61.03
- Day high
- 62.04
- Day low
- 60.85
- Prev close
- 60.67
- Volume
- 284K
- Mkt cap
- $7.4B
- P/E (TTM)
- 8.8
- EPS (TTM)
- $6.92
- P/B
- 6.7
- P/S
- 0.7
- Yield
- 3.73%
- Per share
- $2.28
Booz Allen Hamilton Holding Corporation (BAH) is a Industrials company listed on NYSE. The stock is down 43% over the past year. Drillr has 1 published research article covering BAH.
Booz Allen Hamilton Holding Corporation (BAH) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
BAH earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 22, 2026 | $1.32 | $1.78 | +34.8% | $2.8B | -2.9% |
| Jan 23, 2026 | $1.26 | $1.77 | +40.5% | $2.6B | -8.8% |
| Oct 24, 2025 | $1.51 | $1.49 | -1.3% | $2.9B | -2.7% |
| Jul 25, 2025 | $1.45 | $1.48 | +2.1% | $2.9B | -0.8% |
| May 23, 2025 | $1.61 | $1.61 | +0.0% | $3.0B | -1.9% |
| Jan 31, 2025 | $1.48 | $1.55 | +4.7% | $2.9B | -3.9% |
| Oct 25, 2024 | $1.47 | $1.81 | +23.1% | $3.1B | +6.1% |
| Jul 26, 2024 | $1.52 | $1.38 | -9.2% | $2.9B | +0.5% |
| May 24, 2024 | $1.23 | $1.33 | +8.1% | $2.8B | +2.0% |
| Jan 26, 2024 | $1.14 | $1.41 | +23.7% | $2.6B | -5.3% |
| Oct 27, 2023 | $1.33 | $1.29 | -3.0% | $2.7B | +2.1% |
| Jul 28, 2023 | $1.25 | $1.47 | +17.6% | $2.7B | +5.9% |
BAH insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 28, 2026 | Lahr Troyofficer: EVP & Chief Financial Officer | Grant | 37,543 | — |
| May 28, 2026 | Petty Joshuaofficer: EVP & General Counsel | Grant | 3,004 | — |
| May 28, 2026 | ANDERSON KRISTINEofficer: President & COO | Grant | 20,023 | — |
| May 28, 2026 | Pfeifer Thomasofficer: Executive Vice President | Grant | 8,010 | — |
| May 28, 2026 | Metzfield Dennisofficer: VP, PAO & Controller | Grant | 1,642 | — |
| May 28, 2026 | ROZANSKI HORACIOdirector, officer: CEO | Grant | 58,266 | — |
| May 28, 2026 | Fitzgerald Buffum Shannonofficer: Executive Vice President | Grant | 4,005 | — |
| May 28, 2026 | Inserra Andreaofficer: Executive Vice President | Grant | 6,508 | — |
| May 28, 2026 | Lahr Troyofficer: EVP & Chief Financial Officer | Grant | 10,012 | — |
| May 21, 2026 | ROZANSKI HORACIOdirector, officer: CEO | Tax | 60,138 | $77.00 |
| May 21, 2026 | ANDERSON KRISTINEofficer: President & COO | Tax | 9,929 | $77.00 |
| May 21, 2026 | Pfeifer Thomasofficer: Executive Vice President | Tax | 3,665 | $77.00 |
| May 21, 2026 | Inserra Andreaofficer: Executive Vice President | Grant | 2,880 | — |
| May 21, 2026 | ANDERSON KRISTINEofficer: President & COO | Grant | 21,036 | — |
| May 21, 2026 | Pfeifer Thomasofficer: Executive Vice President | Grant | 10,218 | — |
Source: BAH SEC Form 4 filings, latest May 28, 2026. For informational purposes only — not investment advice.
See the full BAH insider & 13F page →Booz Allen Hamilton Holding Corporation company profile
Overview
Booz Allen Hamilton Holding Corporation (NYSE:BAH) is a leading management and technology consulting firm that has been serving government and commercial clients for over a century. Founded in 1914 by Edwin Booz, the company went public in 2010 and is headquartered in McLean, Virginia. The firm has evolved from a traditional management consulting company into a technology-focused services provider, particularly specializing in artificial intelligence, cybersecurity, and digital transformation solutions for the federal government. With over 34,000 employees and annual revenues exceeding $12 billion, Booz Allen has established itself as one of the largest government contractors in the United States, maintaining a strong focus on national security missions and critical government operations.
Business
Booz Allen Hamilton operates in the government consulting and technology services industry, providing specialized expertise to federal agencies, defense organizations, intelligence communities, and select commercial clients. The company's core business revolves around helping government entities modernize their operations, enhance cybersecurity, and leverage advanced technologies to accomplish their missions more effectively. The company operates through three primary business segments that collectively generate its revenue. The Defense segment represents approximately 40-45% of total revenue and focuses on supporting the Department of Defense and military branches with strategic consulting, technology integration, and mission-critical operations. This includes work on Indo-Pacific security initiatives, space programs, and defense modernization efforts. The Intelligence segment accounts for roughly 30-35% of revenue and serves various intelligence agencies with cybersecurity solutions, data analytics, and classified mission support. The Civil segment comprises about 20-25% of revenue and works with civilian federal agencies such as the Department of Veterans Affairs, Department of Health and Human Services, and other government entities on digital transformation, public health initiatives, and administrative modernization. Booz Allen's service offerings span several key areas. Their artificial intelligence and analytics services help government agencies implement machine learning, predictive modeling, and automated decision-making systems. The company claims to operate the largest AI business serving the federal government, with AI-related revenue growing to approximately $800 million annually. Their cybersecurity services provide comprehensive cyber risk management, threat detection, and security implementation across government networks. The company positions itself as having the largest cyber business globally, with cyber-related revenue expected to reach $2.5-2.8 billion. Additionally, they offer digital engineering and modernization services that help agencies upgrade legacy systems, implement cloud solutions, and develop software-defined communications technologies.
Revenue model
Booz Allen Hamilton generates revenue primarily through professional services contracts with government agencies, operating on a business model that combines traditional consulting fees with technology implementation and ongoing support services. The company typically works under cost-plus, time-and-materials, and fixed-price contracts, with the majority of revenue coming from billable hours of highly skilled consultants and engineers. The company's paying customers are predominantly federal government agencies, with approximately 98% of revenue derived from government contracts and only 2% from commercial clients. Key customers include the Department of Defense, various intelligence agencies, the Department of Veterans Affairs, Department of Homeland Security, and other civilian federal agencies. Revenue recognition occurs as services are delivered, with most contracts spanning multiple years and providing relatively predictable revenue streams. Several factors influence Booz Allen's profitability margins. Positive margin drivers include the company's focus on high-value, technology-intensive services that command premium pricing, particularly in AI and cybersecurity where specialized expertise is scarce. The firm's ability to win outcome-based contracts, where compensation is tied to achieving specific results rather than just delivering hours, also enhances margins. Additionally, their strong employee retention rates reduce costly recruitment and training expenses, while their established relationships with key agencies provide competitive advantages in contract renewals. Margin pressures come from several sources, including intense competition from other large government contractors like Lockheed Martin, Raytheon, and CACI, which can drive down pricing on competitive bids. Government budget constraints and potential sequestration events can force agencies to reduce spending or renegotiate contract terms. The company also faces ongoing cost inflation in talent acquisition, as competition for skilled AI and cybersecurity professionals drives up compensation costs. Political transitions and changing administration priorities can lead to contract cancellations or reduced funding for certain programs, as evidenced by the civil business challenges following recent government transitions.
Competitive moat
Booz Allen Hamilton possesses a moderately strong competitive moat built primarily around its deep institutional relationships with government agencies and specialized expertise in mission-critical technologies. The company's most significant competitive advantage lies in its security clearance infrastructure, where a substantial portion of its workforce holds various levels of government security clearances. These clearances take months or years to obtain and represent a significant barrier to entry for competitors, as agencies cannot simply switch vendors without facing substantial delays and security risks. The firm's domain expertise and institutional knowledge in complex government operations creates additional switching costs for clients. Booz Allen's consultants develop deep understanding of specific agency cultures, regulatory requirements, and operational nuances that would be difficult for competitors to replicate quickly. This is particularly valuable in intelligence and defense work, where mission continuity is paramount. However, the company's moat faces several challenges. The government consulting industry is highly competitive, with numerous large players including traditional defense contractors, technology companies like IBM and Accenture, and specialized consulting firms all vying for the same contracts. The government's increasing emphasis on competitive bidding and cost reduction can erode pricing power over time. Additionally, the company's heavy dependence on government spending makes it vulnerable to budget cuts, political changes, and policy shifts that are largely outside its control. The emergence of large technology companies offering government services represents a potential long-term threat, as these firms may be able to leverage their commercial technology platforms and potentially offer more cost-effective solutions. However, Booz Allen's focus on building partnerships with these technology providers rather than competing directly suggests recognition of this challenge and an attempt to maintain relevance in an evolving market landscape.
Risks & safety
Booz Allen Hamilton demonstrates a moderate margin of safety with generally stable financial metrics, though some areas warrant attention. • Liquidity and Solvency: The company maintains adequate liquidity with $885 million in cash and short-term investments as of FY 2025, providing operational flexibility. Current ratio of 1.79 indicates sufficient short-term liquidity coverage. • Debt Management: Debt-to-equity ratio of 0.30 represents manageable leverage levels, though the company does carry significant off-balance-sheet obligations typical of service companies. • Valuation Metrics: Trading at approximately 14.3x earnings and 10.5x EBITDA based on recent financials, the stock appears reasonably valued relative to growth prospects, though not deeply discounted. • Cash Generation: The company has historically generated positive free cash flow, though this can be lumpy due to the timing of government contract payments and working capital fluctuations. • Revenue Concentration Risk: Heavy dependence on government contracts creates vulnerability to budget cuts, policy changes, and political transitions, as evidenced by recent civil business challenges requiring workforce reductions. • Operational Flexibility: The service-based model provides some flexibility to adjust costs during downturns, though high-skilled workforce represents significant fixed costs that cannot be easily reduced.
Recent development
Over the past few years, Booz Allen Hamilton has undergone significant strategic transformation, pivoting from a traditional consulting firm to a technology-focused government services provider. The company has centered its strategy around what it calls VoLT (Velocity, Leadership, Technology), emphasizing rapid delivery of cutting-edge technological solutions to government clients. The most notable development has been the company's aggressive expansion into artificial intelligence services. AI revenue has grown from minimal levels to approximately $800 million annually, with management targeting $1 billion in the near term. This growth has been driven by increasing government demand for AI-powered solutions across defense, intelligence, and civilian agencies. The company has positioned itself as the leading AI services provider to the federal government, investing heavily in machine learning, deep learning, and quantum computing capabilities. Cybersecurity has emerged as another major growth driver, with the company building what it claims is the largest cyber business globally. Cyber-related revenue is expected to reach $2.5-2.8 billion, reflecting the critical importance of cybersecurity across all government operations. The company has expanded its cyber offerings to include comprehensive risk management, threat detection, and security implementation services. Recent strategic moves include the acquisition of PAR Government Systems Corporation to enhance tactical edge capabilities and strengthen the company's position in defense markets. The company has also formed strategic partnerships with major technology firms including Palantir Technologies and Amazon Web Services, allowing it to leverage commercial technologies for government applications rather than building everything internally. However, the company has faced significant challenges in its civil business segment, which has experienced volatility due to changing government priorities and budget constraints. This has led to a strategic reset involving workforce reductions of approximately 7% and a focus on restructuring the civil business around outcome-based contracts and technology-enabled solutions. Management expects this segment to experience continued pressure in the near term before stabilizing and returning to growth.
BAH company profile · for informational purposes only — not investment advice.
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