I reiterated a ‘Strong Buy’ rating on Booz Allen Hamilton (NYSE: BAH ) in July 2024, pointing out that their near-term margin pressure was temporary. Since then, the stock price has surged by almost 30%. Booz Allen Hamilton delivered a strongAnalyst’s Disclosure: I/we have a beneficial long position in the shares of BAH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking ...

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Investors interested in Consulting Services stocks are likely familiar with Booz Allen Hamilton (BAH) and Gartner (IT) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revision trends, ...

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Investors might want to bet on Booz Allen Hamilton (BAH) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a chan ...

Booz Allen Hamilton Holding Corp. (BAH) reported impressive second-quarter fiscal 2025 results, wherein earnings and revenues beat the Zacks Consensus Estimate. Quarterly adjusted earnings per share of $1.81 surpassed the Zacks Consensus Estimate by 22.3% and increased 40.3% from the year-ago fiscal quarter's actual. The company reported revenues of $3.1 billion, which beat the consensus estimate by 6.5% and increased 18% on a year-over-year basis. Revenues, excluding billable expenses, were $2.2 billion, u ...

EARNINGS CALL PRESENTATION Fiscal Year 2025, Second Quarter October 25, 2024 CALL PARTICIPANTS HORACIO ROZANSKI Chairman, Chief Executive Officer & President MATT CALDERONE Chief Financial Officer LINDSAY JOYCE Vice President, Financial Planning & Analysis and Investor Relations 2 DISCLAIMER Forward Looking Safe Harbor Statement Certain statements contained in this presentation and in related comments by our management include "forward-looking statements" within the meaning of the Private Securities Litigat ...

Financial Data and Key Metrics Changes - Total revenue for Q2 2025 grew 18% year-over-year to $3.1 billion, with organic revenue increasing 17% year-over-year [24] - Adjusted EBITDA for the quarter was $364 million, approximately 25% higher than the prior year period, with an adjusted EBITDA margin of 11.6%, up 70 basis points compared to the prior year quarter [24] - Net income for the quarter was $390 million, 129% higher year-over-year, while adjusted net income increased 38% year-over-year to $233 million [24] Business Line Data and Key Metrics Changes - Civil revenues rose approximately 12% from the prior year quarter, continuing double-digit growth for the past 13 quarters [8] - Intelligence market revenue increased 8% year-over-year, marking a return to growth [10] - Defense business revenue increased 17% year-over-year, driven by strategic support in geopolitical conflicts and modernization efforts [12] Market Data and Key Metrics Changes - Total backlog as of September 30 was a record $41 billion, up about 18% from a year ago, with net bookings for the quarter at $8.2 billion [23] - The trailing 12-month book-to-bill ratio was 1.5 times, the highest in six years [23] - Client staff increased by 4.3% in the first half of the fiscal year, totaling nearly 33,000 employees, an 8.1% increase year-over-year [23] Company Strategy and Development Direction - The company's growth strategy, VOLT (velocity, leadership, and technology), continues to drive performance and positions the company for future growth [6] - The focus is on supporting national missions with leading-edge technology, adapting to complex environments, and leveraging innovation to navigate challenges [7] - The company aims to exceed the top end of its multi-year investment thesis through organic performance [27] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the turbulent environment due to geopolitical instability and upcoming elections, which may affect visibility and priorities [29] - Despite uncertainties, management expressed confidence in the company's operational momentum and ability to adapt to changing demands [30] - The company remains optimistic about growth in both the near and medium term, driven by strong demand across various sectors [31] Other Important Information - The company repurchased about 1.2% of its shares, totaling $232 million, and declared a quarterly dividend of $0.51 per share [25] - The company expects total cyber revenue to reach between $2.5 billion and $2.8 billion by the end of the fiscal year, with plans to double that revenue in the next five years [11] Q&A Session Summary Question: Guidance implies a deceleration; what are the drivers of growth in the back half? - Management acknowledged the turbulent environment and potential changes in priorities due to the upcoming election but highlighted strong performance indicators such as hiring and backlog [29] Question: What is the range of outcomes regarding cash impact from audit adjustments? - Management indicated that there has not been a cash impact yet and advised against building expectations of cash into models at this time [32] Question: How strong is the demand environment relative to potential headwinds from specific contracts? - Management emphasized that the company is not defined by a single contract and has the ability to adapt talent to new opportunities, maintaining overall growth momentum [41] Question: What is the outlook for recruiting and retention trends? - Management expressed confidence in continued strong recruiting and retention, noting that Booz Allen is increasingly seen as a destination for top talent [50]

The company posted a strong quarterly beat. Defense IT specialist Booz Allen Hamilton (BAH 11.94%) easily surpassed Wall Street expectations for the quarter and raised full-year guidance. Investors are cheering the news, sending Booz shares up 13% as of 10:45 a.m. ET. A broad-based beat Booz Allen Hamilton provides technology and IT services to military and civil government customers, with a large presence in the intelligence community. The company earned $1.81 per share in its fiscal second quarter ending ...

Booz Allen Hamilton (BAH) came out with quarterly earnings of $1.81 per share, beating the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.29 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 22.30%. A quarter ago, it was expected that this defense contractor would post earnings of $1.52 per share when it actually produced earnings of $1.38, delivering a surprise of -9.21%.Over the last four quarters ...