Booz Allen Hamilton to Release Q4 Earnings on May 22
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 22 2026
0mins
Source: Newsfilter
- Earnings Release Announcement: Booz Allen Hamilton is set to release its Q4 earnings on May 22, with analysts projecting an EPS of $1.34 and revenue of $2.87 billion, indicating stable performance in a growing market environment.
- Performance Expectations: The anticipated EPS and revenue figures reflect strong demand in the consulting industry, particularly driven by projects in both government and commercial sectors, which may further bolster investor confidence.
- New Board Member: Ryan P. Nolan has recently joined the board, bringing extensive industry experience and strategic insight, which is expected to provide new momentum for the company's long-term development and decision-making.
- Market Reaction Anticipation: As the earnings report approaches, investor expectations are high regarding the company's future performance, especially in the current economic climate, making Booz Allen Hamilton's results a focal point for market attention.
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Analyst Views on BAH
Wall Street analysts forecast BAH stock price to rise
8 Analyst Rating
1 Buy
6 Hold
1 Sell
Hold
Current: 81.050
Low
90.00
Averages
101.29
High
115.00
Current: 81.050
Low
90.00
Averages
101.29
High
115.00
About BAH
Booz Allen Hamilton Holding Corporation is the parent company of management and technology consulting and engineering services firm, Booz Allen Hamilton Inc. It provides management and technology consulting, analytics, engineering, digital solutions, mission operations, and cyber services to U.S. and international governments. Its solutions include artificial intelligence, cloud, digital customer experience, elite training, enterprise DevSecOps, JADC2, mission readiness, security and workforce of the future. It supports critical missions for a range of federal government clients, including nearly all the U.S. government's cabinet-level departments, as well as for commercial clients, both domestically and internationally. It supports its federal government clients by helping them tackle challenges such as protecting soldiers in combat and supporting their families. It also provides technologies to evolve defense missions and delivers solutions to warfighters in the digital battlespace.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Future Outlook: The company expects fiscal 2027 revenue between $11.2 billion and $11.7 billion, reflecting 0% to 4% growth, with mid-single-digit growth anticipated in national security and a projected high-single-digit decline in the civil segment, while management remains optimistic about the second half of the fiscal year.
- Improved Performance Metrics: Booz Allen's remaining performance obligations (RPOs) reached approximately $7 billion, a 13% increase year-over-year, covering 61% of the midpoint of its fiscal 2027 revenue guidance, which reduces the likelihood of future guidance cuts and bolsters market confidence.
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- Dividend Declaration: Booz Allen has declared a quarterly dividend of $0.59 per share, consistent with previous distributions, indicating the company's stable cash flow and profitability, which enhances investor confidence.
- Yield Information: The forward yield of 3.0% reflects the company's attractiveness in the current market environment, potentially drawing in more investors seeking stable income.
- Payment Schedule: The dividend will be payable on June 26, with a record date of June 10 and an ex-dividend date also on June 10, ensuring shareholders receive their returns promptly, thereby strengthening shareholder relations.
- Dividend Growth Potential: Booz Allen's history of dividend growth and stable payout policy may attract long-term investors, supporting the company's performance in future capital markets.
See More
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- Strong Financial Performance: Booz Allen Hamilton achieved an adjusted EBITDA of $1.2 billion with an 11% adjusted margin for FY2026, demonstrating resilience in profitability amidst challenges, with potential for further optimization to enhance overall financial health.
- Robust Backlog: The company ended FY2026 with a backlog exceeding $38 billion and a trailing 12-month book-to-bill ratio of 1.1 times, indicating strong market demand and significant revenue growth potential in the future.
- Healthy Free Cash Flow: Booz Allen generated $951 million in free cash flow for FY2026 and deployed $1.1 billion in capital through strategic investments, dividends, and share repurchases, showcasing flexibility in capital utilization and commitment to shareholder returns.
- Market Challenges and Outlook: Despite facing a 23% year-over-year decline in its Civil business for FY2026, Booz Allen anticipates continued challenges in FY2027, particularly in the first half, yet remains optimistic about growth in defense and cybersecurity sectors, planning to enhance margins through fixed-price contracts.
See More
Booz Allen Hamilton Q4 Fiscal 2026 Earnings Call Insights
- Financial Performance Overview: Booz Allen reported total revenue of $11.2 billion for fiscal year 2026, with adjusted EBITDA of $1.2 billion and adjusted EPS of $6.51, demonstrating resilience as profitability exceeded expectations despite a 6.4% decline in overall revenue.
- Civil Business Challenges: The Civil segment experienced a 23% year-over-year decline in Q4, yet the book-to-bill ratio of 1.2 suggests potential recovery opportunities, particularly in the medium to long term, as demand begins to stabilize.
- Leadership Changes: The appointments of new CFO Troy Lahr and COO Kristine Martin Anderson signify a strategic shift in management aimed at enhancing operational efficiency and market responsiveness, which could positively impact future performance.
- Future Outlook: For fiscal year 2027, revenue is expected to range between $11.2 billion and $11.7 billion, with mid-single-digit growth in the national security portfolio and a high-single-digit decline in the Civil segment, reflecting market volatility and the company's cautious approach to future guidance.
See More
