Booz Allen Hamilton Q4 Earnings Call Highlights

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Fri, May 22, 2026 astatine 9:12 AM CDT 8 min read

Key Points

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Revenue fell successful fiscal 2026, but profitability bushed expectations. Booz Allen reported $11.2 cardinal successful gross gross for the year, with weakness successful its civilian concern driving the decline. Even so, adjusted EBITDA was $1.2 cardinal and adjusted EPS reached $6.51, some up of expectations.
Fiscal 2027 guidance points to a gradual recovery, led by nationalist security. The institution forecast gross of $11.2 cardinal to $11.7 cardinal and expects nationalist information to turn successful the mid-single digits, portion civilian gross should stay nether unit successful the precocious azygous digits. Management said the archetypal 4th volition apt beryllium the debased constituent for maturation earlier betterment aboriginal successful the year.
Cyber, defence tech and AI stay the main maturation engines. Executives highlighted beardown request for AI-enabled cyber solutions, nationalist information work, and ample wins specified arsenic the BEATS Army modernization contract. Booz Allen besides said it is adapting to faster, outcome-based national procurement and investing successful technologies similar quantum and 6G.

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Booz Allen Hamilton (NYSE:BAH) executives said the authorities exertion contractor exited what Chief Executive Horacio Rozanski called its “most challenging year” arsenic a nationalist institution with stronger profitability than expected, adjacent arsenic gross declined due to the fact that of weakness successful its civilian business.

On the company’s fiscal fourth-quarter 2026 net call, Rozanski said Booz Allen faced “unprecedented headwinds” successful civilian enactment and important changes crossed its markets, but responded done outgo discipline, declaration execution and continued concern successful cyber, defence exertion and artificial intelligence. He said the institution is entering fiscal 2027 with “both momentum and focus,” portion acknowledging continued uncertainty arsenic national customers set procurement approaches.

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“Despite declining revenue, profitability exceeded our revised expectations,” Rozanski said. “What’s peculiarly notable is that we delivered this bottom-line show portion continuing to put for aboriginal growth.”

Revenue Declines, But Profitability Tops Expectations

Chief Financial Officer Troy Lahr, who joined Booz Allen earlier this month, said fiscal 2026 gross gross was $11.2 billion, with the year-over-year diminution driven by the company’s civilian business. Adjusted EBITDA was $1.2 billion, with an adjusted borderline of 11%, and adjusted diluted net per stock were $6.51. Free currency travel totaled $951 million.

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