Booz Allen Hamilton Holding Corporation (BAH) Q3 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Booz Allen (BAH) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Booz Allen Hamilton (BAH) came out with quarterly earnings of $1.77 per share, beating the Zacks Consensus Estimate of $1.26 per share. This compares to earnings of $1.55 per share a year ago.
Booz Allen Hamilton raised its profit outlook for the fiscal year as its cost-saving efforts, prompted by the Trump administration's cuts to government-contract funding for consultants, began to boost its bottom line.
Booz Allen Hamilton CEO Horacio Rozanski details the company's new partnership with Andreessen Horowitz to bring cutting-edge commercial tech in A.I., autonomy and electronic warfare to U.S. government.
Markets have a habit of throwing babies out with the bathwater.
BAH has surged 12.8% over the past month, beating industry growth. Its broad consulting capabilities and AI and cyber investments support steady revenues.
In the latest trading session, Booz Allen Hamilton (BAH) closed at $96.18, marking a +2.08% move from the previous day.
Booz Allen Hamilton is now a 'Buy' after a 50% P/E compression, trading at 14-16x versus prior 30x highs. BAH faces near-term revenue and EBITDA declines due to US government cost focus, but fundamentals remain sound with strong contract backlog. Share repurchases are now attractive at these valuation levels, with dividend yield rising to ~2.5% and capital allocation improving.
Booz Allen Hamilton offers a compelling entry point after its sharp 2025 selloff. It now trades at a sizable discount to historical P/E multiples. The company should benefit from the proposed larger U.S. defense budget for this year. With last year's austerity push and government shutdown fading from view, Booz Allen Hamilton is set for a sharp rebound.
Booz Allen Hamilton (BAH) reached $86.49 at the closing of the latest trading day, reflecting a +1.44% change compared to its last close.
Booz Allen Hamilton (BAH) closed the most recent trading day at $85.4, moving 7.04% from the previous trading session.