Q4 26 EPS
$1.78
BEAT +33.07%
Est. $1.34
Q4 26 Revenue
$2.78B
MISS 2.88%
Est. $2.87B
vs S&P Since Q4 26
-5.4%
TRAILING MARKET
BAH -1.7% vs S&P +3.7%
Full Year 2026 Results
FY 26 EPS
$6.51
BEAT +7.13%
Est. $6.08
FY 26 Revenue
$11.22B
MISS 0.73%
Est. $11.30B
Market Reaction
Did BAH Beat Earnings? Q4 2026 Results
Booz Allen Hamilton posted a sharply mixed set of fourth-quarter fiscal 2026 results, delivering a significant earnings beat while falling short on revenue. Adjusted diluted EPS came in at $1.78, clearing the $1.34 consensus estimate by 33.07%, as lo… Read more Booz Allen Hamilton posted a sharply mixed set of fourth-quarter fiscal 2026 results, delivering a significant earnings beat while falling short on revenue. Adjusted diluted EPS came in at $1.78, clearing the $1.34 consensus estimate by 33.07%, as lower income tax expense, a gain on the sale of contracts, and a reduced share count all lifted profitability despite a softer top line. Revenue of $2.78 billion missed the $2.87 billion consensus by 2.88% and fell 6.4% year-over-year, with the Civil segment bearing the heaviest burden as constrained government funding curtailed headcount and billable activity. The National Security portfolio offered a partial offset, with Intelligence revenue climbing to $499.00 million from $458.00 million a year ago. Record backlog of $38.19 billion and a 1.1x book-to-bill ratio point to sustained demand, and management guided fiscal 2027 revenue of $11.20 to $11.70 billion alongside adjusted EPS of $6.00 to $6.35, with cyber and defense technology identified as the primary growth vectors.
Key Takeaways
- • Strong contract execution and disciplined cost management drove margin expansion
- • Lower income tax expense from favorable IRS agreement releasing $86 million in tax reserves
- • Reduced share count from share repurchases contributed to double-digit EPS growth
- • Continued growth in National Security portfolio (Defense and Intelligence)
- • Billing efficiencies and strong collections supported robust free cash flow
- • Unrealized investment gains contributed to earnings
BAH YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
BAH Revenue by Segment
With YoY comparisons, source: SEC Filings
“In a challenging year, Booz Allen delivered strong profitability while continuing to accelerate our transformation. We enter FY27 with momentum and are well-positioned for the year ahead. We're investing in proven growth areas and building tech to create long-term value for our shareholders and our nation.”
— Horacio Rozanski, Q4 2026 Earnings Press Release
BAH Earnings Trends
BAH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BAH EPS Trend
Earnings per share: estimate vs actual
BAH Revenue Trend
Quarterly revenue: estimate vs actual
BAH Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $1.49 | $1.81 | +21.30% | $2.80B | -0.26% |
| Q4 26 BEAT FY | $1.34 | $1.78 | +33.07% | $2.78B | -2.88% |
| FY Full Year | $6.08 | $6.51 | +7.13% | $11.22B | -0.73% |
| Q3 26 BEAT | $1.27 | $1.77 | +39.32% | $2.62B | -3.86% |
| Q2 26 MISS | $1.51 | $1.49 | -1.42% | $2.89B | -2.74% |
| Q1 26 BEAT | $1.45 | $1.48 | +2.09% | $2.92B | -0.78% |
| Q4 25 MISS FY | $1.61 | $1.61 | -0.27% | $2.97B | -1.93% |
| FY Full Year | $6.35 | $6.35 | -0.01% | $11.98B | -0.49% |