Core Insights - Booz Allen Hamilton Holding Corp is a management and information technology consulting firm primarily serving the U.S. government in defense, intelligence, and civil markets [1] - The company is competing with major firms like Accenture and Deloitte [1] Stock Performance - Currently, Booz Allen Hamilton (BAH) is trading at $82.82, with a slight decrease of 0.01% today [3] - The stock has experienced a trading range between $82.23 and $85.04 for the day [3] - Over the past year, BAH has seen a high of $190.59 and a low of $82.23, indicating significant volatility [3][6] Market Capitalization and Trading Volume - Booz Allen Hamilton's market capitalization is approximately $10.35 billion, reflecting its size and influence in the consulting industry [4] - The trading volume today is 2,383,592 shares, indicating active investor interest [4] Executive Actions and Strategic Discussions - CEO Horacio Rozanski made a significant purchase of 23,800 shares at $84.66 each, increasing his total ownership to 687,745 shares [1][6] - The recent Q2 2026 earnings call on October 24, 2025, provided insights into the company's financial performance and strategic plans [2][6] - Rozanski's stock purchase and the discussions during the earnings call highlight the company's commitment to growth and shareholder value [5]

Core Insights - Booz Allen Hamilton Holding Corp. (BAH) reported second-quarter fiscal 2026 earnings that met the Zacks Consensus Estimate, but revenues fell short, leading to a 6.4% decline in stock price since the results were released on October 24, 2025 [1] Financial Performance - Quarterly adjusted EPS was $1.49, aligning with estimates but down 17.7% year-over-year [4][9] - Revenues totaled $2.89 billion, missing consensus estimates by 3.1% and decreasing 8.15% year-over-year [4][9] - Adjusted EBITDA was $324 million, a decrease of 11% from the previous year, but exceeded estimates [7] Fiscal 2026 Outlook - BAH expects fiscal 2026 revenues to be between $11.3 billion and $11.5 billion, lower than the previous guidance of $12 billion to $12.5 billion [2] - The midpoint of the revenue guidance ($11.40 billion) is slightly below the Zacks Consensus Estimate of $11.42 billion [2] - Adjusted diluted EPS is projected to be in the range of $5.45 to $5.65, down from prior guidance of $6.20 to $6.55 [3] Backlog and Book-to-Bill Ratio - Total backlog increased by 2.9% year-over-year to $40 billion, but fell short of expectations [5] - Funded backlog decreased by 6.1% to $5.4 billion, while unfunded backlog rose by 19.3% to $10.67 billion [5] - The book-to-bill ratio was 1.7, down from 2.4 in the previous year [6] Balance Sheet and Cash Flow - Cash and cash equivalents at the end of the quarter were $816 million, down from $885 million [8] - Long-term debt decreased to $3.88 billion from $3.92 billion [8] - Free cash flow was reported at $395 million, with net cash from operating activities at $421 million [8]

Group 1 - UBS has lowered the price target on Booz Allen (BAH) to $93 from $115, maintaining a Neutral rating on the shares [1] - The analyst indicates that despite a significantly lowered bar, it is too early to determine if the company has reached a trough [1]

Group 1 - The article discusses the importance of conducting thorough due diligence and research before making any investment decisions, emphasizing that the author is not a licensed financial advisor [2][3] - It highlights the potential risks associated with investing in European and Scandinavian stocks, including withholding tax risks that may vary based on the investor's personal situation [2] - The article notes that past performance of investments does not guarantee future results, and any opinions expressed may not reflect the views of the platform as a whole [3]

Core Insights - Booz Allen Hamilton reported disappointing fiscal second-quarter results, with adjusted EPS of $1.49, missing the analyst consensus estimate of $1.51, and quarterly sales of $2.89 billion, down 8.1% year-on-year, also missing the expected $2.99 billion [1] Financial Performance - Fiscal 2026 revenue is now expected to be between $11.3 billion and $11.5 billion, a reduction from the previous forecast of $12.00 billion to $12.50 billion, compared to the analyst consensus estimate of $12.11 billion [2] - The adjusted EPS outlook has been revised to a range of $5.45 to $5.65, down from the prior outlook of $6.20 to $6.55, against the consensus estimate of $6.31 [2] Market Commentary - The company's second-quarter results reflect a bifurcated market, with strong demand for its technologies in cybersecurity, artificial intelligence, and warfighting, leading to new contract wins [3] - Following the earnings announcement, Booz Allen Hamilton shares fell 3.6% to $88.13 [3] Analyst Ratings - JP Morgan analyst Seth Seifman maintained an Underweight rating on Booz Allen Hamilton and lowered the price target from $122 to $90 [5] - Goldman Sachs analyst Noah Poponak maintained a Sell rating and reduced the price target from $93 to $80 [5]

Core Insights - Booz Allen Hamilton reported disappointing fiscal second-quarter results, with adjusted EPS of $1.49, missing the analyst consensus estimate of $1.51, and quarterly sales of $2.89 billion, down 8.1% year-on-year, also missing the expected $2.99 billion [1] Financial Performance - The company revised its fiscal 2026 revenue expectations to $11.3 billion-$11.5 billion, down from a prior forecast of $12.00 billion-$12.50 billion, compared to the analyst consensus estimate of $12.11 billion [2] - Adjusted EPS outlook was also lowered to $5.45-$5.65 from a previous outlook of $6.20-$6.55, against the $6.31 analyst consensus estimate [2] Market Reaction - Following the earnings announcement, Booz Allen Hamilton shares fell 3.6% to $88.13 [3] - Analysts adjusted their price targets for Booz Allen Hamilton, with JP Morgan lowering its target from $122 to $90 and Goldman Sachs from $93 to $80 [5] Management Commentary - The Chairman and CEO, Horacio Rozanski, indicated that the second-quarter results reflect a bifurcated market, but the company is successfully securing new contracts due to strong demand in cybersecurity, artificial intelligence, and warfighting technologies [3]

Core Insights - Booz Allen Hamilton Holding Corporation's share price has decreased by approximately one-third over the last six months due to concerns regarding slowing revenue growth and a weaker near-term outlook [1] Company Summary - The decline in share price was exacerbated by market reactions to the company's financial performance and future projections [1]

Core Points - The Trump administration's new ballroom construction project has an estimated cost of over $300 million, significantly higher than the initial estimate of $200 million [1] - A list of 37 donors, including major tech companies and administration members, will fund the project through private, tax-deductible donations to the nonprofit Trust for the National Mall [2][3] Corporate Donors - Meta Platforms has pledged at least $600 billion in investments in the U.S. by 2028 and frequently engages with federal digital policy initiatives [4] - Apple plans to invest $100 billion in domestic manufacturing, aligning with the administration's goals [5] - Amazon has major federal contracts and has developed a relationship with the administration through lobbying efforts [6] - Google agreed to pay $24.5 million to settle a dispute with Trump and pledged $22 million of that settlement toward the ballroom construction [7] - Lockheed Martin, a major defense contractor, is reportedly contributing over $10 million to the project [8] - Microsoft has multibillion-dollar federal contracts, including partnerships related to U.S. cybersecurity [9] - Comcast faces scrutiny from Trump but remains a donor [10] - Altria, a major tobacco firm, has pushed for less FDA oversight and is involved in Republican PAC donations [11] - Coinbase supports Trump's push for looser crypto regulations [12] - Palantir Technologies has seen a surge in federal contracts under the Trump administration [13] - T-Mobile's merger agreements were favorably reviewed during Trump's term [14] - Ripple supports Trump's digital asset finance initiatives [15] - Hard Rock International's chairman has ties to the Trump Organization [16] - Tether America backs Trump's digital dollar framework [17] - Union Pacific Railroad is seeking a merger under a Republican-led SEC [18] - Micron Technology announced a $200 billion investment in the U.S. [19] - Caterpillar is viewed as a symbol of the "Made in America" initiative [20] - Booz Allen Hamilton reported that 90% of its recent bookings came from national security work [21] - HP has received military contracts and contributed to Trump's inaugural committee [22] - NextEra Energy's CEO supports job creation in America while criticizing some administration policies [24] - Reynolds American's PAC has previously donated to Trump [25] Private and Family Donors - The Adelson Family Foundation is run by Miriam Adelson, a significant GOP donor [26] - Stefan E. Brodie has a controversial past and was denied a pardon request [27] - The Betty Wold Johnson Foundation is known for its charitable contributions [28] - Charles and Marissa Cascarilla advocate for financial technology deregulation [29] - The Glazer siblings are recurring donors to Trump PACs [30] - Harold Hamm has advised Trump on energy issues [31] - Benjamín Leon Jr. has donated over $3 million to Trump's campaign and is awaiting Senate confirmation for an ambassador position [32] - The Lutnick Family supports Trump's economic agenda [33] - The Laura and Isaac Perlmutter Foundation consistently donates to Republican causes [34] - Stephen A. Schwarzman has acted as an intermediary between Trump and China [35] - Konstantin Sokolov is involved in infrastructure and energy investments [36] - Kelly Loeffler and Jeff Sprecher donated $5 million to Trump's 2024 election efforts [38] - Paolo Tiramani is active in real estate innovation [39] - Cameron and Tyler Winklevoss are consistent GOP donors advocating for clear crypto laws [40][41] - J. Pepe and Emilia Fanjul are part of a prominent sugar family and hosted a Trump fundraiser [42]

Core Points - The White House announced the construction of a new banquet hall with a planned area of 90,000 square feet (approximately 8,361 square meters) and a total estimated cost of around $300 million, which is an increase from the previous government estimate of $200 million [1][3] - The funding for the project will come from President Trump and private donors, with no taxpayer money being used [3] - Notable donors include major companies such as Apple, Amazon, Lockheed Martin, Microsoft, Google, and cryptocurrency platforms like Coinbase and Gemini, along with various individuals and organizations [3][5] Funding and Donors - The list of donors includes prominent companies and individuals, such as Apple, Amazon, Lockheed Martin, Microsoft, Google, Coinbase, Comcast, Meta, and the Winklevoss twins from Gemini [3] - Other significant contributors include U.S. Secretary of Commerce Howard Lutnick and his family, the Adelson family from Las Vegas Sands, and over 30 other institutions and individuals like Altria Group, Booz Allen Hamilton, Caterpillar, Hard Rock International, HP, and Micron Technology [3] Project Justification - The White House defended the project against criticism, stating that the new banquet hall is "bold and necessary," and highlighted that U.S. presidents have been renovating and modernizing the White House for over a century to meet contemporary needs [5]

Core Insights - Booz Allen Hamilton (BAH) is a management and IT consulting firm primarily serving the U.S. government, competing with firms like Accenture and Deloitte [1] - Stifel Nicolaus set a price target of $106 for BAH, indicating a potential upside of 15.97% from its current trading price of $91.40 [1] Financial Performance - BAH's stock dropped 8.6% after reporting fiscal Q2 2026 earnings, with an adjusted profit of $1.49 per share on sales of $2.9 billion, missing expectations of $1.51 per share on nearly $3 billion in sales [2][6] - GAAP earnings fell to $1.42 per share, representing a 53% decrease from the previous year, while adjusted earnings declined by less than 18% and revenue decreased by 8% [3][6] - The company attributed weak results to a "continued funding slowdown," which was not related to the government shutdown that occurred after the quarter ended [3] Business Segments - Despite challenges, Booz Allen's national security portfolio showed solid growth, while the civil business faced difficulties contributing to the overall downturn [4][6] Stock Performance - BAH's stock is currently priced at $91.40, reflecting a decrease of approximately 8.86% [4][6] - Over the past year, the stock has seen a high of $190.59 and a low of $88.12, with a current market capitalization of approximately $11.26 billion [5] - The trading volume for the day was 8,341,547 shares on the NYSE, indicating significant investor activity following the earnings report [5]