The call conveyed a strong performance in the national security segment and a robust position in advanced technologies like cyber and AI. However, significant challenges in the Civil business and a delayed business reacceleration have led to lowered guidance and financial metrics. The company is taking bold cost-reduction actions and prioritizing growth vectors to drive future growth.
Company Guidance
In the second quarter of fiscal year 2026, Booz Allen Hamilton announced a revision in their guidance due to a longer-than-expected reacceleration of their business, primarily affected by a bifurcated market environment. The company reported $7.2 billion in gross bookings, with approximately 90% coming from the national security sector. However, with challenges in their civil business leading to a projected revenue decline in the low 20% range for the year, Booz Allen adjusted their full-year guidance to $11.3-$11.5 billion in revenue, with adjusted EBITDA margins in the mid-10% range. Despite these challenges, the national security portfolio is expected to grow in the mid-single-digit range, driven by significant contract wins. The company aims to reduce costs by $150 million annually, focusing on AI, cyber, and warfighting technologies, while remaining agile in response to the challenging procurement environment.
Strong Performance in National Security Segment
Booz Allen's national security portfolio, including defense and intelligence, is showing strong growth. The company won $7.2 billion of new work in the quarter, with 90% in national security, including four programs over $800 million each.
Cyber Business Momentum
Booz Allen's Thunder Dome product, a standard for Zero Trust, met government milestones two years ahead of schedule and won the 2025 Cybersecurity Breakthrough Award. The company is the largest AI provider to the federal government.
Solid Financial Position
Booz Allen maintains a strong balance sheet with $816 million of cash on hand, net debt of $3.1 billion, and a net leverage ratio of 2.5x adjusted EBITDA. The company generated $395 million in free cash flow this quarter.
Booz Allen (BAH) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BAH Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 24, 2025
$100.29
$91.40
-8.86%
Jul 25, 2025
$114.55
$112.49
-1.80%
May 23, 2025
$127.79
$106.67
-16.53%
Jan 31, 2025
$127.00
$127.07
+0.06%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Booz Allen Hamilton Holding Corp. (BAH) report earnings?
Booz Allen Hamilton Holding Corp. (BAH) is schdueled to report earning on Jan 23, 2026, Before Open (Confirmed).
What is Booz Allen Hamilton Holding Corp. (BAH) earnings time?
Booz Allen Hamilton Holding Corp. (BAH) earnings time is at Jan 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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