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Booz Allen Hamilton Holding Corp

Booz Allen Hamilton Holding Corp

BAH
$75.90USD↑+0.29%+0.22 today

MARKET CAP

9.1B

P/E (TTM)

11.3x

FWD P/E

—

DAY RANGE

$74 – $76

52W RANGE

$60
$109

AI Summary

Stalk
TrimMedium

BAH remains in a consolidation phase below its 200-day SMA without any active patterns. Both long- and medium-term biases are bearish given the persistent failure under major moving averages and lack of inflection. Short-term timing is neutral, so execution should be deferred, focusing on trimming into rallies near resistance.

  • ↑Funded backlog rose 15% YoY to $4.7B, led by cyber and national security
  • ↑National security revenue grew ~1% in Q1 with adjusted EBITDA margin at 11.9%
  • ↓Civil business fell 28% YoY, dragging Q1 revenue down 4.2% to $2.8B
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The case for & against

Bull & Bear analysis

Bearish

Booz Allen Hamilton Holding Corporation (NYSE: BAH) is a leading provider of consulting services focusing primarily on the federal government across national security, civil, and commercial sectors. The firm is strategically positioned to leverage advancements in technology—including artificial intelligence and cybersecurity—to reshape the dynamics within its client market. The company boasts a significant backlog and aims to drive future growth through these evolving market needs while navigating the regulatory environment and contracting shifts.

Bull says

  • ↑Funded backlog rose 15% YoY to $4.7B, led by cyber and national security
  • ↑National security revenue grew ~1% in Q1 with adjusted EBITDA margin at 11.9%
  • ↑Outcome-based contracts ramping in H2 could drive higher profitability
  • ↑Q1 adjusted EPS rose 22% YoY to $1.81; free cash flow of $261M
  • ↑$447M capital allocation for buybacks and tech investments supports strategic flexibility
  • ↑Dividend yield ~0.71% and strong liquidity enhance investor appeal

Bear says

  • ↓Civil business fell 28% YoY, dragging Q1 revenue down 4.2% to $2.8B
  • ↓Negative earnings yield and low profitability indicate poor return potential
  • ↓Growth outlook weak with negative analyst revisions and uncertain guidance
  • ↓Intense cybersecurity competition may compress margins and slow wins
  • ↓Momentum factors remain weak amid election-driven funding uncertainty
  • ↓Ongoing buybacks and capex could strain financial flexibility

Investment themes with BAH

Cybersecurity↑ +0.50%

Solutions securing IT infrastructure and sensitive data

AVGO · CRWD · PANW
High Dividend Yield↓ -0.51%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 07-29-2026neutral

Transcript signals

Bull points

  • We achieved an excellent quarterly book to bill of 1.42 times and total backlog hit an all-time Q1 record of $38 billion. More important, the type of work we are winning underscores that our pivot to become the premier company bringing advanced technology to mission is working.
  • In the quarter, we repurchased just over 1% of our outstanding shares.
  • we now expect to receive a refund of approximately $170 million next fiscal year.

Bear points

  • Please note that we may make forward-looking statements on today's call, which involve known and unknown risk, uncertainties, and other factors that may cause our actual results to differ materially from the forecasted results discussed in our SEC filings and on this call.
  • the funding is moving more slowly.
  • the impact on headcount is that the work needs to be performed differently.
Read full transcript analysis ›