Booz Allen Hamilton (NYSE:BAH) Announces Quarterly Earnings Results

by · The Cerbat Gem

Booz Allen Hamilton (NYSE:BAH – Get Free Report) issued its quarterly earnings results on Friday. The business services provider reported $1.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.49 by $0.32, FiscalAI reports. The business had revenue of $1.97 billion for the quarter, compared to analysts’ expectations of $2.81 billion. Booz Allen Hamilton had a net margin of 7.59% and a return on equity of 76.07%. The business’s quarterly revenue was down 4.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.48 earnings per share. Booz Allen Hamilton updated its FY 2027 guidance to 6.000-6.35 EPS.

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

  • Booz Allen reaffirmed full-year guidance, but said results are expected to be back-half weighted and near-term pressured by civil revenue declines and a cautious government funding environment.
  • National security remains the growth engine, with first-quarter revenue up 1% and funded backlog up 23%, while management expects mid-single-digit growth for the fiscal year.
  • Civil business remains under pressure, as revenue fell 16% year over year and the company expects another double-digit sequential decline in Q2 before conditions improve later in the year.
  • Profitability and cash flow were strong, with adjusted EBITDA margin rising to 11.9%, adjusted EPS up 22%, and free cash flow of $261 million for the quarter.
  • Cyber and defense tech are key strategic priorities, supported by rising demand for agentic AI-driven cyber tools, a strong OTA pipeline, and the planned acquisition of Ultra I&C Mission Solutions to expand defense tech capabilities.

Booz Allen Hamilton Stock Performance

BAH opened at $72.74 on Friday. Booz Allen Hamilton has a 1-year low of $59.50 and a 1-year high of $120.04. The stock has a market cap of $8.71 billion, a P/E ratio of 10.56, a P/E/G ratio of 3.41 and a beta of 0.36. The stock’s 50 day simple moving average is $70.37 and its 200 day simple moving average is $78.28. The company has a debt-to-equity ratio of 3.55, a current ratio of 1.78 and a quick ratio of 1.78.

Booz Allen Hamilton Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Wednesday, June 10th were issued a $0.59 dividend. The ex-dividend date was Wednesday, June 10th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 3.2%. Booz Allen Hamilton’s dividend payout ratio is currently 34.25%.

Analyst Ratings Changes

A number of equities research analysts have commented on the stock. Cantor Fitzgerald dropped their price objective on shares of Booz Allen Hamilton from $160.00 to $140.00 and set an “overweight” rating on the stock in a research report on Thursday. Bank of America cut their price target on shares of Booz Allen Hamilton from $90.00 to $75.00 and set an “underperform” rating on the stock in a research note on Monday, July 20th. UBS Group reiterated a “neutral” rating and set a $83.00 target price on shares of Booz Allen Hamilton in a research report on Tuesday, May 26th. Weiss Ratings lowered Booz Allen Hamilton from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, July 8th. Finally, The Goldman Sachs Group lowered their price objective on shares of Booz Allen Hamilton from $74.00 to $65.00 and set a “sell” rating on the stock in a research report on Tuesday, July 14th. Three research analysts have rated the stock with a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average price target of $84.46.

Get Our Latest Stock Analysis on Booz Allen Hamilton

Key Stories Impacting Booz Allen Hamilton

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

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the company. Sivia Capital Partners LLC lifted its position in shares of Booz Allen Hamilton by 53.7% in the second quarter. Sivia Capital Partners LLC now owns 4,460 shares of the business services provider’s stock valued at $464,000 after acquiring an additional 1,559 shares in the last quarter. Transamerica Financial Advisors LLC increased its position in Booz Allen Hamilton by 82.5% during the 4th quarter. Transamerica Financial Advisors LLC now owns 823 shares of the business services provider’s stock worth $69,000 after purchasing an additional 372 shares in the last quarter. Quarry LP acquired a new position in Booz Allen Hamilton in the 3rd quarter valued at about $94,000. Johnson Financial Group Inc. raised its stake in Booz Allen Hamilton by 26.1% in the 3rd 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 during the last quarter. Finally, Quadrant Capital Group LLC purchased a new position in Booz Allen Hamilton in the 3rd quarter valued at about $89,000. Hedge funds and other institutional investors own 91.82% of the company’s stock.

About Booz Allen Hamilton

(Get Free Report)

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.

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