We came across a bullish thesis on Booz Allen Hamilton Holding Corporation on Value investing subreddit by ajitsing23. In this article, we will summarize the bulls’ thesis on BAH. Booz Allen Hamilton Holding Corporation's share was trading at $81.64 as of December 2nd. BAH’s trailing and forward P/E were 12.72 and 15.04 respectively according to Yahoo Finance. 5 Countries with Cyber Warfare Capabilities Photo by Jefferson Santos on Unsplash Booz Allen Hamilton Holding Corporation, a technology company, ...

Core Insights - Parsons Corporation has acquired Applied Sciences Consulting, Inc., enhancing its capabilities in water infrastructure and stormwater management solutions [1][2] - The acquisition aligns with Parsons' strategy to focus on accretive transactions that meet specific revenue growth and adjusted EBITDA margin thresholds [2][3] - The deal is expected to strengthen Parsons' position in the southeastern U.S., a region poised for significant investment in climate-resilient projects [2] Company Overview - Parsons Corporation is based in Chantilly, Virginia, providing engineering, cyber, defense, and critical-infrastructure modernization services globally [3] - The acquisition of Applied Sciences highlights Parsons' commitment to integrating traditional engineering with advanced modeling and data-driven infrastructure solutions [3]

Core Insights - DLH Holdings Corp. reported a decline in revenue for Q3 fiscal 2025, totaling $83.3 million compared to $100.7 million in Q3 fiscal 2024, primarily due to small business set-aside transitions and contract adjustments [5][8][11] - The company experienced a reduction in operating income to $3.8 million, with an operating margin of 4.5%, down from 5.7% in the previous year [6][8] - DLH's total debt decreased to $142.3 million as of June 30, 2025, reflecting a $9.4 million reduction during the quarter [11][12] Financial Performance - Revenue for the three months ended June 30, 2025, was $83.3 million, a decrease of approximately $17.4 million year-over-year [5][8] - Net income for Q3 fiscal 2025 was approximately $0.3 million, or $0.02 per diluted share, compared to $1.1 million, or $0.08 per diluted share, in Q3 fiscal 2024 [9][10] - EBITDA for Q3 fiscal 2025 was $8.1 million, representing 9.7% of revenue, down from $10.0 million or 10.0% of revenue in the prior year [10][26] Operational Highlights - The company managed to reduce general and administrative expenses by $1.1 million year-over-year, reflecting effective management of operating costs [6][11] - DLH's contract backlog as of June 30, 2025, was approximately $555.3 million, a decrease from $690.3 million as of September 30, 2024 [12][11] - Interest expense decreased to $3.5 million in Q3 fiscal 2025 from $4.1 million in the prior-year period, attributed to lower outstanding debt [7][11] Strategic Outlook - Management expressed optimism about future growth opportunities, citing expected increases in defense spending and a focus on advanced technologies and public health initiatives [4][3] - The company anticipates a return to robust bid activity and funding across key service areas for fiscal 2026 and beyond [3][4] - DLH is positioned to leverage its capabilities in cybersecurity, digital transformation, and public health to support federal agencies [4][3]