Booz Allen Hamilton Holding Corporation·Industrials

Booz Allen Hamilton is rated a conservative 'BUY' reflecting 15x P/E for 2028E. Despite a 40%+ market cap decline and revenue headwinds, BAH delivered strong 4Q26 EPS, a robust $38B backlog, and improved margins. The current valuation under 14-16x P/E is seen as overly discounted given BAH's resilient business model, government client base, and quality metrics.

Booz Allen Hamilton Holding Corporation (BAH) Q4 2026 Earnings Call Transcript

Although the revenue and EPS for Booz Allen (BAH) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Booz Allen Hamilton NYSE: BAH executives said the government technology contractor exited what Chief Executive Horacio Rozanski called its “most challenging year” as a public company with stronger profitability than expected, even as revenue declined because of weakness in its civil business.

Booz Allen Hamilton (BAH) came out with quarterly earnings of $1.78 per share, beating the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.61 per share a year ago.

Booz Allen Hamilton reported higher fiscal fourth-quarter profit as its cost-cutting initiatives helped to offset declines in revenue.
Booz Allen Hamilton Holding Corporation provides management and technology consulting, analytics, engineering, digital solutions, mission operations, and cyber services to governments, corporations, and not-for-profit organizations in the United States and internationally. The company offers consulting solutions for various domains, business strategies, human capital, and operations. It also provides analytics services, which focuses on delivering transformational solutions in the areas of artificial intelligence, such as machine learning and deep learning; data science, such as data engineering and predictive modeling; automation and decision analytics; and quantum computing. In addition, the company designs, develops, and implements solutions built on contemporary methodologies and modern architectures; delivers engineering services and solutions to define, develop, implement, sustain, and modernize complex physical systems; and provides cyber risk management solutions, such as prevention, detection, and cost effectiveness. Booz Allen Hamilton Holding Corporation was founded in 1914 and is headquartered in McLean, Virginia.
Industrials
Consulting Services
35,900
2010-11-18
0.32