Booz Allen Hamilton 2026: Revenue $2.78B, EPS $1.5— 10-Q Summary
Booz Allen Hamilton reported Q2 2026 revenue of $2.78B, down 4% YoY, with net income rising to $181M and EPS increasing to $1.5. The decline was attributed to slower program starts, particularly among civil customers. Total backlog grew 2% to $40.9B, but management cited procurement delays and contract reductions as risks. The company made acquisitions and expects sufficient cash for the next 12 months, despite federal funding uncertainties.
How this was made
The 30-second read
Why it matters
The earnings release provides fresh data for valuation models and may trigger short‑term price movement.
Market read
First‑time earnings numbers for a mid‑cap defense contractor; relevant for sector analysts and traders.
What to watch
Backlog growth to $40.9B and fixed‑price outcomes could improve margins later in the year.
Background
Booz Allen Hamilton (BAH) filed its Q3 2026 10‑Q, reporting a slight revenue decline but an EPS increase.
Ticker impact
Q3 2026 10‑Q shows revenue down 3.9% YoY to $2.78B while EPS rose to $1.50, a fresh earnings disclosure.
likely modest downside as investors price the revenue decline, offset by upside from the EPS beat
The earnings release is the first report of the numbers; revenue contraction signals slower demand, while higher EPS suggests cost control.
Market effects
May prompt analysts to reassess defense‑contractor revenue forecasts amid slower program starts.
Limited to U.S. defense and government‑services sector.
Low; the news is company‑specific.
Counterpoint
Investors could view the EPS beat as a sign of operational leverage and buy on dip.
Key entities
- companyBooz Allen Hamilton Holding Corp
U.S. defense and consulting firm (ticker BAH).
