Booz Allen Hamilton Reports Q4 & FY26 Results, Projects FY27 Revenue Growth
BAH is trading near its 52-week low of $68.835 (11% above the low).
Summary
Booz Allen Hamilton announced Q4 and full-year FY26 results, showing revenue declines but improved Q4 profitability. The company provided positive FY27 guidance, projecting a return to revenue and EPS growth, supported by a record backlog.
Key Events · Earnings and Guidance · BAH
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Q4 & Full Year FY26 Financial Results
Revenue decreased 6.4% year-over-year for both Q4 and the full fiscal year 2026, reaching $2.8 billion and $11.2 billion respectively. Despite this, Q4 Net Income increased 6.2% to $205 million, and Adjusted Diluted EPS rose 10.6% to $1.78, indicating strong profitability and cost management.
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FY27 Financial Guidance Issued
The company projects fiscal year 2027 revenue between $11.2 billion and $11.7 billion, representing 0-4.0% growth. Adjusted Diluted EPS is expected to be $6.00-$6.35, a 2-8% increase from the adjusted FY26 base, signaling an anticipated return to growth.
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Record Backlog and Book-to-Bill
Total backlog increased 3.1% year-over-year to a record $38 billion as of March 31, 2026. The trailing twelve-month book-to-bill ratio was 1.1x, indicating healthy future revenue potential.
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Quarterly Dividend Declared
A regular quarterly dividend of $0.59 per share will be payable on June 26, 2026, to stockholders of record on June 10, 2026.
Analysis · BAH · Trade & Services
Booz Allen Hamilton reported a 6.4% revenue decrease for both Q4 and the full fiscal year 2026, reflecting a challenging government procurement environment. However, the company demonstrated strong profitability in Q4 with a 6.2% increase in Net Income and a 10.6% rise in Adjusted Diluted EPS, driven by disciplined execution and cost management. Crucially, the company issued positive guidance for fiscal year 2027, projecting revenue growth of 0-4% and Adjusted Diluted EPS growth of 2-8%, signaling an anticipated return to growth after a difficult period. The record $38 billion backlog further supports this optimistic outlook.
At the time of this filing, BAH was trading at $76.75 on NYSE in the Trade & Services sector, with a market capitalization of approximately $9.2B. The 52-week trading range was $68.84 to $129.50. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.