Booz Allen Hamilton

BAH

Market cap $10.1B

MCLEAN, Va.--(BUSINESS WIRE)--Booz Allen Hamilton (NYSE: BAH) today announced it was awarded a $99 million contract by the U.S. Navy's Military Sealift Command (MSC) to engineer, deploy, and sustain wireless networks for civil service mariners aboard MSC's government-operated ships. Under this contract, the advanced technology company will equip ships—located in the Pacific, Europe, and the U.S.—with secure and reliable connectivity by deploying a solution that leverages Low Earth Orbit satelli.

MCLEAN, Va.--(BUSINESS WIRE)---- $BAH--Booz Allen (NYSE: BAH) announced today the company will relocate its global headquarters from McLean, Va. to Reston, Va. in 2027.

Q3 2025 has knocked down several stocks, but sometimes the market does throw the baby out with the bathwater.

BAH's fiscal Q2 results fall short on revenue and profit growth, as headcount and backlog momentum weaken.

Booz Allen Hamilton is rated a buy with a revised price target, down from $137, reflecting lower growth expectations. Recent declines stem from reduced government funding, lower margins, and a rare AEPS drop, but BAH remains fundamentally sound with strong FCF and backlog. BAH's valuation is now attractive at under 15x P/E, offering annual upside potential over 2-3 years despite near-term uncertainty.

Booz Allen Hamilton Holding Corporation (NYSE:BAH) reported downbeat fiscal second-quarter results on Friday.

Booz Allen Hamilton is a structurally advantaged US government contractor with deep institutional moats and a resilient business model. Its profit growth is driven by consistent revenue expansion and selective technology-focused M&A, not by margin or efficiency improvements. The company remains financially sound with peer-leading margins, returns, and disciplined capital allocation.

Booz Allen missed on earnings this morning. Booz also lowered guidance -- for sales, profits, and free cash flow, too.

Booz Allen Hamilton Holding Corporation (NYSE:BAH ) Q2 2026 Earnings Call October 24, 2025 8:00 AM EDT Company Participants Dustin Darensbourg - Director & Head of Investor Relations Horacio Rozanski - Chair, CEO & President Matthew Calderone - Executive VP & CFO Kristine Anderson - Executive VP & COO Conference Call Participants Louie Dipalma - William Blair & Company L.L.C., Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division Colin Canfield - Cantor Fitzgerald & Co., Research Division Mariana Perez Mora - BofA Securities, Research Division Gavin Parsons - UBS Investment Bank, Research Division Tobey Sommer - Truist Securities, Inc., Research Division Presentation Operator Good morning, and thank you for standing by.

The headline numbers for Booz Allen (BAH) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.