$BAH

A GAO audit reviewed $61 billion in reported U.S. contract savings attributed to the Department of Government Efficiency, finding $27.4 billion tied to contracts without documented termination actions and $7.2 billion lacking procurement documentation, or 56.7% of the total. Federal-services shares rose, with CACI up 1.0% to 2.4% after its funded backlog rose 28.6% and fiscal 2026 revenue reached $9.57 billion.

Booz Allen Hamilton Holding Corp (BAH) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-1.1 2 tm2621893d1_ex1-1.htm EXHIBIT 1.1 Exhibit 1.1 Execution Version UNDERWRITING AGREEMENT July 28, 2026 BofA Securities, Inc. J.P. Morgan Securities LLC PNC Capital Markets LLC Truist Securities, Inc. as Representatives of the several Underwriters c/o BofA Securities, Inc.

A Q2 earnings roundup compares professional services stocks. Concentrix (CNXC) reported $2.46B revenue (+1.9% YoY) in line, but missed next-quarter EPS guidance and slightly missed full-year revenue guidance; shares fell 1.2% to $24.92. CBIZ (CBZ) revenue was $682.2M, 2.3% below estimates, but EPS beat; shares rose 18.4% to $55.31. SS&C (SSNC) revenue was $1.70B (+10.3%), beating by 2.1%; shares rose 15.2% to $77.15.

Booz Allen Hamilton (NYSE: BAH) said its Vellox Ranger AI-powered cyber defense product is now generally available. The company says it automates environment-specific threat detections using its agentic AI framework, models customer infrastructure, applies CTI, maps to MITRE ATT&CK, and generates prioritized detection logic to reduce false alarms and improve response speed.

Booz Allen Hamilton (NYSE: BAH) said its Vellox Ranger AI-powered cyber defense product is now generally available. The company says it automates environment-specific threat detections using its agentic AI framework, models customer infrastructure, applies CTI, maps to MITRE ATT&CK, and generates prioritized detection logic to reduce false alarms and improve response speed.

UBS raised its price target for Booz Allen Hamilton (NYSE:BAH) to $78 from $70 and kept a Neutral rating. It cited fiscal 2027 Q1 funded backlog up 15% year over year and a 1.5x book-to-bill ratio. UBS noted bookings support the high end of revenue guidance, but obligations data and Civil guidance point to a weaker back half.

Booz Allen Hamilton reported Q1 FY2027 revenue of $2.8 billion, down 4.2% year over year, with net income of $198 million and adjusted diluted EPS of $1.81. Backlog totaled $39 billion, up 3.2%. The company declared a $0.59 dividend and forecast FY2027 revenue of $11.2B to $11.7B and free cash flow of $825M to $925M.

Booz Allen Hamilton (BAH) rose 10.1% on Friday after its fiscal 2027 first-quarter report, moving from $65.87 to $72.53. The company reported EPS of $1.81 vs $1.49 expected, while revenue fell 7.3% year over year to $11.09 billion and quarterly revenue declined. BAH kept fiscal 2027 revenue guidance at $11.2B to $11.7B.

The Wall Street Journal reports major US employers are resuming hiring after months of restraint tied to AI and uncertainty. Companies including CSX and Alphabet plan to add staff for growth and AI/cloud priorities. Booz Allen Hamilton says it is “behind” and will accelerate hiring, while Snap-on and ServiceNow target specific roles. Jobless claims hit a record low, per federal data.

Booz Allen Hamilton reported Q1 2027 sales of $2.8B, near analysts’ $2.81B estimate, and adjusted EPS of $1.81 versus $1.49 expected, according to Detik Finance. Free cash flow rose 172% to $261M. The company raised 2027 revenue guidance to $11.2B-$11.7B and adjusted EBITDA to $1.24B-$1.29B.