Analysts on Wall Street project that Booz Allen Hamilton (BAH) will announce quarterly earnings of $1.45 per share in its forthcoming report, representing an increase of 5.1% year over year. Revenues are projected to reach $2.94 billion, declining 0.1% from the same quarter last year.The current level reflects an upward revision of 0.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projec ...

Booz Allen Hamilton (BAH) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 2 ...

Group 1: Company Overview - Assertio (ASRT) is a specialty pharmaceutical company focused on branded prescription medications for neurology, inflammation, and pain [1] - Bridgeline Digital (BLIN) operates as a digital engagement company, offering a platform that integrates Web Content Management, e-commerce, e-marketing, Social Media management, and Web Analytics [2] - Booz Allen Hamilton (BAH) provides management and technology consulting, analytics, engineering, digital solutions, mission operations, and cyber expertise to governments, corporations, and not-for-profit organizations [3] Group 2: Earnings Estimates - The Zacks Consensus Estimate for Assertio's current year earnings has been revised downward by 83.3% over the last 60 days [1] - Bridgeline Digital's current year earnings estimate has been revised downward by almost 47.1% over the last 60 days [2] - Booz Allen Hamilton's current year earnings estimate has been revised downward by 6.8% over the last 60 days [3]

Group 1 - The stock market is currently experiencing a strong upward trend, indicated by the CNN Business Fear & Greed index reaching "Greed" territory, one of the highest readings in the past 52 weeks [1] - This shift is notable as the index was previously at "Extreme Fear" just a few months ago, highlighting a significant change in market sentiment [1]

TROY, Mich., July 1, 2025 /PRNewswire/ -- The Booz Allen Hamilton Corp.'s recent report has investors wondering if the company's stock is fairly valued. Or is it in the buy range? As such, the Editorial Advisory and Securities Review Committee of BetterInvesting Magazine consider Booz Allen (NYSE: BAH) as worthy of further study and has named the company its "Stock to Study" for the September 2025 issue for investors' informational and educational use.The fundamental data is eye-opening; investors can view ...

Founded 1914 Headquartered in McLean, VA NYSE Ticker: BAH $10.7B in FY24 Revenue Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com OK TO WORK DESIGN Booz Allen Hamilton Internal Copyright © Booz Allen Hamilton Inc. 2025 Copyright © Booz Allen Hamilton Inc. 2025 DISCLAIMER Disclaimer Booz Allen's fiscal year ends on March 31 and unless otherwise noted, references to fiscal year, fiscal or FY are for fiscal years ended March 31. Note Regarding Non-GAAP Financial Data Information Booz Allen discloses ...

Investment Rating - The report downgrades Booz Allen Hamilton (BAH) to Sell from Neutral, indicating limited revenue and earnings growth potential in the medium term, with valuation still having downside risk [1][45]. Core Insights - Medium-term revenue growth is expected to be closer to flat due to pressure on federal civilian spending and shifting priorities within the Department of Defense (DoD) [1][2]. - Margin pressures are anticipated as the industry shifts towards more outcomes-based contracting and fixed-price contracts, which could increase risk for contractors [3][31]. - BAH's current trading multiples are 17X P/E and 12X EBITDA on CY26E, which are in line with historical averages but could decline further if earnings remain flat [4][41]. Revenue Outlook - Federal civilian agency budgets are under pressure, leading to expectations of organic revenue growth for BAH being closer to flat for the next several years [2][18]. - The company reported a book-to-bill ratio of 0.71X for the March 2025 quarter, indicating potential challenges in securing new contracts [17][25]. Margin Analysis - The industry is experiencing a shift towards more fixed-price contracts, which may lead to increased competition and pressure on margins [3][31]. - Historical trends show that during periods of revenue pressure, margins in the government services industry have declined due to increased price competition [31][34]. Valuation Metrics - BAH's valuation metrics indicate it trades at 17X CY26E P/E and 12X CY26E EBITDA, which are consistent with its 15-year historical average [4][41]. - The report suggests that if growth and margin pressures continue, BAH's valuation could decline further [4][41]. Financial Projections - The report provides revised financial forecasts for BAH, with expected revenues of $12,220 million for FY26 and $12,342 million for FY27, reflecting lower organic growth assumptions [40]. - Adjusted EBITDA is projected at $1,335 million for FY26 and $1,337 million for FY27, indicating a downward revision from previous estimates [40][45].

Core Viewpoint - Goldman Sachs analyst Noah Poponak downgraded Booz Allen Hamilton from Neutral to Sell, lowering the price forecast from $108 to $94, citing limited revenue and earnings growth in the medium term and ongoing valuation risks [1]. Group 1: Revenue and Earnings Outlook - Medium-term revenue growth is now expected to be closer to flat due to pressure on federal civilian spending and shifting priorities within the U.S. Department of Defense [2]. - Organic revenue growth for Booz Allen Hamilton is anticipated to be flat for the next few years, which may take time for the stock to absorb after its previous strong growth [4]. Group 2: Contracting and Margins - The analyst highlights a shift toward more outcomes-based and fixed-price contracting in the sector, raising concerns about increased risk for contractors and potential pressure on margins [4]. - Federal civilian agency budgets are under pressure, with other government spending areas taking priority, which may impact Booz Allen Hamilton's performance [3]. Group 3: Market Reaction - Booz Allen Hamilton shares closed down by 4.70% to $104.66 following the downgrade [5].

Core Viewpoint - Booz Allen Hamilton's shares have experienced significant volatility following a downgrade by Goldman Sachs, reflecting concerns over medium-term earnings growth and revenue projections [1][2][3] Group 1: Stock Performance - Shares of Booz Allen Hamilton fell by as much as 4.9% before recovering slightly to a 4% decline [1] - The stock had previously sold off by a double-digit percentage after the fiscal-fourth-quarter earnings release [1] Group 2: Analyst Downgrade - Goldman Sachs downgraded Booz Allen Hamilton from neutral to sell, lowering the price target from $108 to $94 [2] - The current stock price is noted at $104.75 [2] Group 3: Earnings Growth Outlook - Goldman Sachs analysts project medium-term earnings growth for Booz Allen as "flat," with revenue growth expected between 0% and 4% for fiscal 2026, down from 12.4% last year [3] - Adjusted earnings are projected to be in the range of $6.20 to $6.55, compared to $6.35 last year [3] Group 4: Long-term Growth Potential - Despite short-term challenges, there is a high likelihood that Booz Allen's growth will resume after this year, particularly if the civil business stabilizes [6][7] - The defense and intelligence sectors, which account for 65% of revenue, are expected to grow in double digits, supporting overall company growth [6] - Historically, Booz Allen has achieved an 11.7% organic growth rate over the past three years [6] - If growth resumes, the P/E multiple could return to the low-20s, which has been the average over the past decade [7]

Core Insights - Booz Allen Hamilton Holding Corp. (BAH) reported mixed fourth-quarter fiscal 2025 results, with earnings exceeding estimates while revenues fell short [1][2] Financial Performance - Adjusted earnings per share were $1.61, surpassing the Zacks Consensus Estimate by 1.3% and increasing 21.1% year-over-year [2] - Revenues totaled $2.3 billion, missing the consensus estimate by 1.5% but showing a year-over-year increase of 7.3% [2] - Excluding billable expenses, revenues were $2.05 billion, reflecting a 6.2% year-over-year growth [2] Backlog and Book-to-Bill Ratio - Total backlog increased by 14.8% year-over-year to $37 billion, although it fell short of the estimated $38.7 billion [3] - Funded backlog rose 5.6% to $4.4 billion, missing the anticipated $4.9 billion, while unfunded backlog increased by 4.9% to $8.8 billion, also below the estimate of $9.8 billion [3] - Priced options grew by 21.9% to $23.8 billion, slightly missing the expectation of $23.9 billion [4] - The book-to-bill ratio improved to 1.39 from 1.22 in the previous year [4] EBITDA and Margins - Adjusted EBITDA reached $1.32 billion, an 11.9% increase from the prior year, aligning with estimates [5] - The adjusted EBITDA margin remained flat at 11% year-over-year [5] Balance Sheet and Cash Flow - Cash and cash equivalents at the end of the quarter were $885 million, up from $554 million in the previous quarter [6] - Long-term debt increased by 16.9% year-over-year to $3.9 billion [6] - The company generated $218 million in net cash from operating activities, with capital expenditures of $1.2 billion and free cash flow of $911 million [6] Fiscal 2026 Outlook - For fiscal 2026, BAH anticipates revenues between $12 billion and $12.5 billion, with expected growth of 0-4% [7] - Adjusted EPS is projected to be between $700 million and $800 million, with capital expenditures around $110 million [7]