Companies

Booz Allen Hamilton Holding Corp - Class A

NYSE: BAH
$74.88
â–² $0.64 (+0.86%) today
Markets closed · 4:52pm ET

Q1 2027 Earnings

Reported Jul 24, 2026, 6:49am ET · SEC source
$1.81
Beat +21.30%
EPS · est. $1.49
$2.8B
Miss −0.26%
Revenue · est. $2.8B
−1.9%
Trailing market
BAH vs S&P since report
3 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+5%+10%Jul 24Jul 24report 6:49am ETearnings−0.3%+8.5%
0+5%+10%Jul 24Jul 24earnings−0.3%+8.5%
BAH +8.5%S&P 500 −0.3%
0+5%+10%Jul 24Jul 24report 6:49am ETearnings−1.3%+8.5%
0+5%+10%Jul 24Jul 24earnings−1.3%+8.5%
BAH +8.5%NASDAQ −1.3%
0+5%+10%Jul 23Jul 31report 6:49am ETearnings+0.7%+4.8%
0+5%+10%Jul 23Jul 31earnings+0.7%+4.8%
BAH +4.8%S&P 500 +0.7%
−6%0+6%+12%Jul 23Jul 31report 6:49am ETearnings−1.1%+4.8%
−6%0+6%+12%Jul 23Jul 31earnings−1.1%+4.8%
BAH +4.8%NASDAQ −1.1%
+10.11%
Day of report
−1.23%
Next session
−3.87%
One week
+1.79%
30 days

S&P 500 over the same 30 days: +3.65%.

Did BAH Beat Earnings? Q1 2027 Results

Booz Allen Hamilton delivered a sharply bifurcated first quarter for fiscal 2027, posting adjusted diluted EPS of $1.81 and beating the $1.49 consensus estimate by 21.30%, even as revenue of $2.80 billion came in just shy of the $2.81 billion Wall Street expected, a 4.2% decline year-over-year driven by slowed government procurement and a headcount reduction to roughly 30,900 from 33,400 a year ago. The profitability story was the quarter's defining feature: Adjusted EBITDA rose 7.4% to $334.00 million, with margin expanding 130 basis points to 11.9%, reflecting disciplined contract execution and favorable investment timing that more than offset the top-line pressure. National Security revenue held roughly flat at $2.03 billion, while the Civil segment bore the brunt of federal spending headwinds, falling to $772.00 million from $923.00 million. A quarterly book-to-bill of 1.5x and total backlog of $39.48 billion offered reassurance on forward demand, and the company maintained its full-year guidance of $11.20 to $11.70 billion in revenue and adjusted EPS of $6.00 to $6.35.

Key Takeaways
  • Strong contract execution driving profitability above expectations
  • Favorable timing of investment spending
  • Lower tax rate and reduced share count boosting Adjusted Diluted EPS
  • Strong working capital management and lower tax payments driving free cash flow
  • Unrealized investment gains contributing to EPS growth

“Booz Allen is on track with the expectations we set for the fiscal year amid challenging market dynamics. We are executing the business well, investing in cyber and defense technologies to accelerate our growth, and transforming at speed.”

Booz Allen Hamilton CEO, on the earnings call

Forward Guidance & Outlook

For fiscal year 2027, Booz Allen maintains its guidance: revenue of $11.2–$11.7 billion (0–4% YoY growth), Adjusted EBITDA of $1,240–$1,290 million (~11% margin), Adjusted Diluted EPS of $6.00–$6.35, and free cash flow of $825–$925 million. Guidance assumes an effective tax rate of 20–23%, average diluted shares outstanding of 118–120 million, and capital expenditures of approximately $220 million ($105 million related to the new headquarters).

BAH YoY Financials

Q1 2027 vs Q1 2026 · SEC filings Q1 2026 Q1 2027
$0$900.0M$1.8B$2.7B$2.9B$2.8BRevenue$257.0M$279.0MOperating Income$269.0M$198.0MNet Income
$0$900.0M$1.8B$2.7BRevenueOperating IncomeNet Income

BAH Revenue by Segment

National Security$2.0B
Defense
Civil
Civil and Commercial$772.0M
Intelligence

Figures from SEC filings and company reports. Not investment advice.