BAHBooz Allen Hamilton Holding Corporation
Booz Allen Hamilton Holding Corporation sells professional services to the U.S. government, with a focus on cybersecurity, intelligence, and defense contracting. The next catalyst is Oct 23, 2026 — Booz Allen Hamilton Investor News Conference, which will test the company’s ability to translate recent strategic partnerships and leadership changes into near-term visibility and confidence.
- Revenue fell 6.4% YoY to $11.23B, with net income at $844M and free cash flow of $1.56B.
- Net margin is 7.5%, and debt-to-equity is 3.58x.
- Shareholders’ equity is $1.10B, with diluted EPS of $1.63.
The Read
Booz Allen Hamilton's stock reacted bearishly to mixed Q4 2026 results and continued civil sector weakness but surged on Q1 2027 earnings that exceeded expectations and reached the bull target.
The schedule
- Fri23Oct
The conference tests whether the company can reiterate its growth narrative and address investor concerns about margin pressure and contract mix, differing from the last event where guidance was cut.
- Fri23Oct
The earnings report will test the company's ability to meet or exceed expectations on revenue and margin expansion, with a focus on the mix of government and commercial contracts, differing from the last report where revenue was flat.
- Fri15Jan
The award tests the company's ability to secure a major contract in the AI and cybersecurity space, which could drive revenue and cash flow, differing from the last contract where the mix was skewed toward lower-margin projects.
- Thu15Apr
The contract tests the company's ability to adapt to new federal efficiency mandates and secure civil contingency work, which could impact revenue and margin structure, differing from the last contract where the focus was on legacy projects.
- Fri23Apr
The earnings report will test the company's ability to meet or exceed expectations on revenue and margin expansion, with a focus on the mix of government and commercial contracts, differing from the last report where revenue was flat.
- Fri23Jul
The earnings report will test the company's ability to deliver on its guidance for margin expansion and revenue growth, with a focus on the mix of government and commercial contracts, differing from the last report where revenue was flat.
- Fri22Oct
Past
- Fri24Jul
Actual outcome: Bull · $73.01 at outcome
Booz Allen Hamilton reported earnings in line with expectations, with an EPS actual of 6.84 vs. an estimate of 6.84. The stock rallied as strong defense backlog realization and positive forward guidance signaled stabilization in demand, driving shares above the bull target of $68.00. The price action aligned with the bull case, reflecting confidence in the company's long-term direction and operational performance.
Booz Allen Hamilton reports Q1 Fiscal 2027 results. With shares hovering near $62.45 and deeply oversold at an RSI of 33.88, the bar for a beat is low. We anticipate strong defense backlog realization to push shares toward our $68.00 target, while any unexpected top-line miss could drag the stock to $58.00.
- Fri24Jul
Actual outcome: Bear · $69.23 at outcome
Booz Allen Hamilton reported Q1 2027 earnings that met EPS estimates, but revenue fell 4.2% year-over-year to $2.8 billion due to continued weakness in its civil government portfolio. Although profitability and cash flow exceeded expectations and the company reaffirmed its full-year guidance, the top-line contraction and ongoing civil sector headwinds ultimately weighed on the stock, driving it below the bear floor.
- Fri22May
Actual outcome: Bear · $66.36 at outcome
Booz Allen delivered mixed Q4 results, beating EPS estimates through cost-cutting and margin expansion while missing on revenue due to weakness in its civil business. The stock remained flat as investors weighed the company's robust $38 billion backlog and strong National Security demand against top-line headwinds and a challenging government contracting environment.