Booz Allen Hamilton (BAH) Q2 Earnings Match Estimates

Core Insights - Booz Allen Hamilton (BAH) reported quarterly earnings of $1.49 per share, matching the Zacks Consensus Estimate, but down from $1.81 per share a year ago [1] - The company posted revenues of $2.89 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 3.05% and down from $3.15 billion year-over-year [2] - Booz Allen shares have declined approximately 22.1% year-to-date, contrasting with the S&P 500's gain of 14.6% [3] Earnings Performance - The company has surpassed consensus EPS estimates three times over the last four quarters [1] - The estimate revisions trend for Booz Allen was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock [6] - Current consensus EPS estimate for the upcoming quarter is $1.64 on revenues of $3.03 billion, and for the current fiscal year, it is $6.31 on revenues of $12.12 billion [7] Industry Context - The Consulting Services industry, to which Booz Allen belongs, is currently in the bottom 33% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Booz Allen's stock performance [5]