Booz Allen Hamilton (BAH) Laps the Stock Market: Here's Why

Core Viewpoint - Booz Allen Hamilton is set to report earnings on October 24, 2025, with expectations of a decline in EPS and revenue compared to the previous year [2][3]. Group 1: Stock Performance - Booz Allen Hamilton closed at $100.95, reflecting a +2.97% increase from the previous day, outperforming the S&P 500's gain of 1.07% [1]. - Over the past month, shares have decreased by 4.01%, which is better than the Business Services sector's decline of 5.09% but worse than the S&P 500's increase of 1.08% [1]. Group 2: Earnings Estimates - The upcoming earnings report is expected to show an EPS of $1.51, indicating a 16.57% decline year-over-year, with revenue forecasted at $2.99 billion, a 5.09% decrease from the same quarter last year [2]. - For the entire fiscal year, earnings are projected at $6.38 per share and revenue at $12.22 billion, reflecting changes of +0.47% and +2.05% respectively from the previous year [3]. Group 3: Analyst Estimates and Rankings - Changes in analyst estimates are crucial as they reflect the evolving business trends, with positive revisions indicating confidence in performance and profit potential [4]. - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Booz Allen Hamilton at 3 (Hold), with a consensus EPS projection that has increased by 0.35% in the last 30 days [5][6]. Group 4: Valuation Metrics - Booz Allen Hamilton has a Forward P/E ratio of 15.37, which is lower than the industry average of 19.68 [7]. - The company has a PEG ratio of 1.54, compared to the Consulting Services industry's average PEG ratio of 1.26 [7]. Group 5: Industry Context - The Consulting Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 90, placing it in the top 37% of over 250 industries [8].