Revenue Performance - Revenue for Q4 FY25 was $2.974 billion, a 7.3% increase year-over-year, while total revenue for FY25 reached $12.0 billion, growing 12.4% year-over-year[6]. - Revenue for the fiscal year ended March 31, 2025, was $11,980 million, an increase of 12.3% from $10,662 million in 2024[28]. - The company's revenue for the fiscal year 2025 was $11,980 million, up from $10,662 million in 2024, indicating a year-over-year increase of 12.3%[31]. - Revenue from the Defense sector for the three months ended March 31, 2025, was $1,527 million, up from $1,343 million in the same period last year, a growth of 13.7%[38]. - The intelligence sector revenue for the fiscal year ended March 31, 2025, was $1,867 million, an increase from $1,763 million in 2024, representing a growth of 5.9%[38]. Profitability Metrics - Adjusted Net Income for Q4 FY25 was $203 million, reflecting a 17.3% increase, and for FY25, it was $815 million, a 13.4% increase[5]. - Adjusted Diluted EPS for Q4 FY25 was $1.61, a 21.1% increase, and for FY25, it was $6.35, a 15.5% increase[5]. - Net income for the three months ended March 31, 2025, was $193 million, compared to $128 million for the same period in 2024, representing a 50.8% increase[28]. - Diluted earnings per share (EPS) for the fiscal year 2025 was $7.25, up from $4.59 in 2024, reflecting a 57.8% increase[28]. - Adjusted EBITDA for FY25 was $1.315 billion, an 11.9% increase, with an adjusted EBITDA margin on revenue of 11.0%[6]. - Adjusted EBITDA for the fiscal year 2025 reached $1,315 million, compared to $1,175 million in 2024, reflecting a growth of 11.9%[33]. - The adjusted EBITDA margin on revenue for fiscal year 2025 was 11.0%, consistent with the previous year, reflecting stable operational efficiency[31]. Cash Flow and Capital Management - Free Cash Flow for FY25 was $911 million, compared to $192 million in the prior year, marking a 374.5% increase[6]. - The net cash provided by operating activities for the fiscal year 2025 was $1,009 million, a substantial increase from $259 million in 2024[30]. - The company reported a free cash flow of $911 million for the fiscal year 2025, compared to $192 million in 2024, marking an increase of 373.4%[31]. - The company repurchased 4.3% of outstanding shares during FY25, totaling $1.2 billion in capital deployment[5]. - The company made payments for business acquisitions totaling $97 million in fiscal year 2025, indicating ongoing strategic expansion efforts[30]. Balance Sheet and Financial Position - Total assets increased to $7,312 million as of March 31, 2025, from $6,564 million in 2024, marking an increase of 11.4%[29]. - Current liabilities rose to $1,846 million in 2025, compared to $1,692 million in 2024, indicating an increase of 9.1%[29]. - Long-term debt increased to $3,915 million in 2025 from $3,350 million in 2024, representing a 16.8% rise[29]. - Total debt as of March 31, 2025, was $3,998 million, up from $3,412 million in 2024, while cash and cash equivalents increased to $885 million from $554 million[33]. - Cash and cash equivalents increased to $885 million in 2025, up from $554 million in 2024, a growth of 59.8%[29]. - The net leverage ratio remained stable at 2.4 for both fiscal years 2025 and 2024[33]. - The net leverage ratio is calculated as net debt divided by Adjusted EBITDA over the prior twelve months, reflecting the company's financial health[34]. Operational Highlights - The company reported a record Q4 backlog of $37 billion and a trailing twelve-month book-to-bill ratio of 1.39x[5]. - The total backlog as of March 31, 2025, was $37,027 million, up from $32,113 million in 2024, indicating a growth of 15.9%[35]. - The book-to-bill ratio for the trailing twelve months ended March 31, 2025, was 1.39x, compared to 1.22x for the previous year, reflecting an increase of 13.9%[37]. - Cost-reimbursable contracts accounted for 59% of total revenue for the three months ended March 31, 2025, compared to 56% in the previous year[38]. - The company employs approximately 35,800 people globally as of March 31, 2025[12]. - The total headcount increased to 35,800 as of March 31, 2025, from 34,300 in 2024, marking a growth of 4.4%[38].

Booz Allen Hamilton Holding Corporation BAH will release its fourth-quarter earnings results before the opening bell on Friday, May 23.Analysts expect the McLean, Virginia-based company to report quarterly earnings at $1.61 per share, up from $1.33 per share in the year-ago period. According to data from Benzinga Pro, Booz Allen Hamilton projects to report quarterly revenue at $3.03 billion, compared to $2.77 billion a year earlier.On April 25, Booz Allen Hamilton and Meta Platforms Inc. META introduced an ...

Group 1: Company Overview - Booz Allen Hamilton Holding Corporation (BAH) is set to report its fourth-quarter fiscal 2025 results on May 23, before the market opens, and has a strong earnings surprise history, surpassing the Zacks Consensus Estimate in three of the past four quarters with an average surprise of 6.7% [1] Group 2: Revenue Expectations - The consensus estimate for BAH's revenues in the upcoming quarter is $3.02 billion, reflecting an 8.9% growth compared to the same quarter last year, driven by strong service demand, headcount growth, and higher billable expenses [2] Group 3: Earnings Per Share (EPS) Expectations - The consensus estimate for EPS in the upcoming quarter is $1.59, indicating a 19.4% increase from the year-ago quarter, likely due to strong operating performance [3] Group 4: Earnings Prediction Model - The current model does not predict a definitive earnings beat for BAH, as it has an Earnings ESP of +1.42% and a Zacks Rank of 4 (Sell), which does not align with the conditions that typically increase the odds of an earnings beat [4]

Analysts on Wall Street project that Booz Allen Hamilton (BAH) will announce quarterly earnings of $1.59 per share in its forthcoming report, representing an increase of 19.4% year over year. Revenues are projected to reach $3.02 billion, increasing 8.9% from the same quarter last year.The current level reflects an upward revision of 0.5% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial proj ...

Group 1 - The article emphasizes the importance of research-driven insights for retail investors [1] - It highlights the potential savings on subscription fees for premium investment content [1] - The author clarifies that there are no current stock positions or plans to initiate any within the next 72 hours [1] Group 2 - The article does not provide specific investment recommendations or advice [2] - It notes that past performance is not indicative of future results [2] - The authors of the articles may not be licensed or certified by any regulatory body [2]

Core Insights - Booz Allen Hamilton Holding Corporation (BAH) has experienced a significant correction since the US elections, currently down approximately 33% from its peak around November 2024 [1] Company Performance - The recent rally from tariff sell-offs has not fully recovered the stock, indicating ongoing volatility in the market [1] Analyst Background - The analysis is conducted by a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management, specializing in equity valuation and market trends [1]

Core Insights - Defense contractors, particularly those specializing in IT systems for the federal government, are facing pressure due to the Department of Government Efficiency (DOGE) seeking cost-cutting measures [1] - The initial aggressive savings target of DOGE has been revised down from approximately $2 trillion to a more manageable $150 billion, which may still impact contractors like Booz Allen Hamilton but is less daunting when distributed across a wider contractor base [5] Company Performance - Booz Allen Hamilton's shares experienced a significant increase of 14.8% in April as investor concerns regarding potential cuts eased following DOGE's revised goals [2] - Prior to April, Booz Allen's stock had declined by about 20% for the year due to uncertainty surrounding DOGE's impact on contracts [4] - The company has maintained a strong growth trajectory, achieving an average revenue growth of 21% over the past five years, supported by a substantial share of classified defense and intelligence contracts [7] Market Dynamics - The DOGE initiative presents a dual scenario for IT specialists like Booz Allen Hamilton, where it could either lead to revenue losses or create new opportunities as government agencies streamline operations [3] - The return of Elon Musk to his role as CEO of Tesla and his announcement to scale back government work may have contributed to the positive market sentiment surrounding Booz Allen Hamilton [4] - The overall impact of DOGE on Booz Allen Hamilton is expected to be mixed, with both opportunities and potential contract cancellations arising from government efficiency efforts [6]

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [2] Zacks Style Scores Overview - The Style Scores consist of four categories: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score identifies undervalued stocks using financial ratios [3] - Growth Score assesses stocks based on their future earnings and financial health [4] - Momentum Score evaluates stocks based on price trends and earnings outlook [5] - VGM Score combines all three styles to highlight stocks with the best overall potential [6] Zacks Rank and Style Scores Interaction - The Zacks Rank is a proprietary model that uses earnings estimate revisions to aid in stock selection [7] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, with an average annual return of +25.41% since 1988 [8] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [9] - Stocks with lower ranks but high Style Scores may still pose risks due to downward earnings forecasts [10] Company Spotlight: Booz Allen Hamilton - Booz Allen Hamilton is a management and technology consulting firm with a Zacks Rank of 3 (Hold) and a VGM Score of A [11] - The company is positioned as a strong candidate for growth investors, with a projected year-over-year earnings growth of 15.1% for the current fiscal year [12] - Recent upward revisions in earnings estimates and a solid earnings surprise average of 6.7% further enhance its attractiveness [12]

Company Performance - Booz Allen Hamilton (BAH) closed at $110.29, reflecting a -1.55% change from the previous session, underperforming the S&P 500's daily loss of 0.17% [1] - Over the last month, BAH shares decreased by 2.87%, which is better than the Business Services sector's loss of 3.14% and the S&P 500's loss of 3.94% [1] Upcoming Earnings - The company is set to release its earnings report on May 23, 2025, with projected EPS of $1.59, indicating a 19.55% increase year-over-year [2] - Revenue is expected to reach $3.02 billion, representing an 8.94% increase compared to the same quarter last year [2] Analyst Estimates - Recent changes to analyst estimates for BAH suggest a positive outlook regarding the company's business and profitability [3] - The Zacks Rank system, which incorporates these estimate changes, currently ranks BAH at 3 (Hold) [5] Valuation Metrics - BAH has a Forward P/E ratio of 16.18, which is lower than the industry average of 21.74, indicating it may be trading at a discount [6] - The company also has a PEG ratio of 1.16, compared to the Consulting Services industry's average PEG ratio of 1.36 [7] Industry Context - The Consulting Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 24, placing it in the top 10% of over 250 industries [8]

Core Viewpoint - Booz Allen Hamilton's shares declined significantly following the announcement of $5.1 billion in cuts from the Department of Defense budget, raising concerns about the company's reliance on government contracts [1][2]. Group 1: Financial Impact - The Department of Defense announced $5.1 billion in budget cuts, with $1.8 billion specifically allocated to consulting companies, including Booz Allen [2][3]. - Booz Allen's stock has already decreased by 43% from its pre-election all-time highs, suggesting that some negative expectations may already be reflected in the stock price [3][4]. Group 2: Company Performance - Over the past 12 months, Booz Allen reported $11.8 billion in revenue, growing at a double-digit rate, and had a backlog of $39.4 billion as of January [4]. - The recent cuts, while negative, represent a small fraction of the company's overall business, indicating potential resilience [4]. Group 3: Valuation Perspective - Booz Allen's stock is currently trading at around 16 times earnings, which is lower than the average in the low 20s over the past decade, suggesting it may present a value opportunity [5].