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

Booz Allen Hamilton (NYSE:BAH) posted its quarterly earnings data on Friday. The business services provider reported $1.78 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $2.86 billion. During the same quarter in the previous year, the business posted $1.61 earnings per share. The company’s revenue was down 5.9% on a year-over-year basis. 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 Trading Down 0.1%

Shares of BAH traded down $0.05 during mid-day trading on Friday, reaching $76.30. The company had a trading volume of 422,913 shares, compared to its average volume of 2,095,736. Booz Allen Hamilton has a fifty-two week low of $68.83 and a fifty-two week high of $120.04. The firm has a fifty day simple moving average of $78.52 and a 200-day simple moving average of $83.28. The stock has a market cap of $9.20 billion, a price-to-earnings ratio of 11.37, a price-to-earnings-growth 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.

Key Booz Allen Hamilton News

Here are the key news stories impacting Booz Allen Hamilton this week:

• Positive Sentiment: Q4 earnings per share of $1.78 beat the Zacks consensus estimate of $1.32, suggesting stronger-than-expected profitability. Booz Allen Hamilton (BAH) Q4 Earnings Surpass Estimates
• Positive Sentiment: Higher fiscal fourth-quarter profit was helped by cost-cutting initiatives, showing management is improving margins even in a softer revenue environment. Booz Allen Profit Rises Amid Cost Cutting
• Positive Sentiment: Management also issued FY 2027 EPS guidance of $6.00 to $6.35, which brackets the consensus estimate and supports the outlook for continued earnings generation. Booz Allen Hamilton Announces Fourth Quarter and Full Year Fiscal 2026 Results
• Neutral Sentiment: Revenue of $1.91 billion fell short of expectations and declined 5.9% from a year earlier, which tempers the earnings beat. BAH earnings report
• Negative Sentiment: FY 2027 revenue guidance of $11.2 billion to $11.7 billion is only roughly in line with consensus, leaving less room for a top-line surprise. Booz Allen Hamilton Announces Fourth Quarter and Full Year Fiscal 2026 Results

Wall Street Analyst Weigh In

Several brokerages have weighed in on BAH. Truist Financial cut their price target on Booz Allen Hamilton from $98.00 to $85.00 and set a “hold” rating for the company in a report on Monday, April 20th. DA Davidson set a $81.00 price objective on Booz Allen Hamilton in a report on Tuesday, January 27th. Weiss Ratings lowered Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, April 24th. Citigroup reduced their target price on Booz Allen Hamilton from $109.00 to $87.00 and set a “neutral” rating on the stock in a research report on Thursday, April 2nd. Finally, Jefferies Financial Group set a $85.00 price target on Booz Allen Hamilton in a research note on Monday, May 11th. One analyst has rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Reduce” and a consensus target price of $93.33.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. First Trust Advisors LP grew its position in Booz Allen Hamilton by 36.0% during the fourth quarter. First Trust Advisors LP now owns 4,856,528 shares of the business services provider’s stock valued at $409,697,000 after acquiring an additional 1,285,475 shares during the period. Primecap Management Co. CA raised its holdings in shares of Booz Allen Hamilton by 135.2% in the 4th quarter. Primecap Management Co. CA now owns 4,666,298 shares of the business services provider’s stock worth $393,649,000 after purchasing an additional 2,682,460 shares during the period. State Street Corp raised its holdings in shares of Booz Allen Hamilton by 53.2% in the 4th quarter. State Street Corp now owns 4,402,897 shares of the business services provider’s stock worth $371,428,000 after purchasing an additional 1,528,739 shares during the period. AQR Capital Management LLC lifted its stake in shares of Booz Allen Hamilton by 48.6% in the 3rd quarter. AQR Capital Management LLC now owns 3,812,243 shares of the business services provider’s stock valued at $377,488,000 after purchasing an additional 1,246,451 shares in the last quarter. Finally, Bank of America Corp DE lifted its stake in shares of Booz Allen Hamilton by 14.7% in the 2nd quarter. Bank of America Corp DE now owns 2,297,416 shares of the business services provider’s stock valued at $239,230,000 after purchasing an additional 293,603 shares in the last quarter. 91.82% of the stock is owned by hedge funds and other institutional investors.

About Booz Allen Hamilton

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.