Booz Allen Hamilton's operating margin has held in a tight 8.8%-10.0% band for nine of ten quarters even as revenue contracted year over year for six consecutive periods, deepening to -10.2% in 2026Q3 before easing to -3.9% in 2027Q2, suggesting the firm may be pruning lower-margin federal contracts rather than…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Six consecutive quarters of year-over-year revenue decline, bottoming at -10.2% in 2026Q3 and improving to -3.9% in 2027Q2, have compressed operating income into a $230M-$291M range (excluding the outlier 2025Q2), yet operating margin has stubbornly held at 8.8%-10.0%, indicating overhead was trimmed only modestly against a roughly 10% revenue slide from the 2025Q2 peak.
BAH is trading below historic P/E levels, with trailing and forward P/E ratios of 13.21 and 14.84 respectively, making it an attractive investment opportunity.
47 hedge fund portfolios held BAH at the end of the second quarter, indicating significant institutional interest despite not being among the top 30 most popular stocks.
Multiple bullish theses on BAH have been highlighted, including from Caffeinated Memos's Substack and Value investing subreddit, suggesting positive sentiment among analysts.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 23, 2026 | $1.76+18.9% vs $1.48 | $2.8B-1.1% vs $2.8B |
Q3 2026 Jul 24, 2026 | $1.81+22.3% vs $1.48 | $2.8B-0.3% vs $2.8B |
Q2 2026 May 22, 2026 | $1.78+34.8% vs $1.32 | $2.8B-2.3% vs $2.9B |
Q1 2026 Jan 23, 2026 | $1.77+30.1% vs $1.36 | $2.6B-4.4% vs $2.7B |
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
Here is how Booz Allen Hamilton (BAH) and Coherent (COHR) have performed compared to their sector so far this year.
BBAI's contract wins and accelerating revenue contrast with BAH's stronger profitability, rising earnings estimates and 75% ROE in the government AI race.
Booz Allen's Q2 fiscal 2027 earnings beat estimates despite weaker revenues, lifting shares 6.1% as raised profit guidance bolsters optimism.
Benchmark BAH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Booz Allen Hamilton Holding Corporation (BAH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $85.35 | $10.27B | 13.02 | -6.37% | 7.14% | 68.53% | 2.64% | |
| $146.30 | $6.19B | 16.48 | -2.9% | 5.13% | 25.89% | 1.03% | |
| $132.68 | $16.69B | 11.61 | 3.07% | 8.03% | 27.77% | 1.2% | |
| $611.16 | $13.5B | 25.19 | 10.89% | 5.55% | 12.37% | — | |
| $260.50 | $159.41B | 18.77 | 6.47% | 11.32% | 25.66% | 2.48% | |
| $14.86 | $2.41B | 21.49 | -1.76% | 0.91% | 3.38% | — |
Booz Allen Hamilton Holding Corporation (BAH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Booz Allen Hamilton Holding Corporation (BAH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 23, 2026·SEC
Aug 4, 2026·SEC
Jul 24, 2026·SEC
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Booz Allen Hamilton Holding Corporation (BAH) stock FAQ — growth, dividends, profitability & financials explained
Booz Allen Hamilton Holding Corporation (BAH) reported $10.98B in revenue over the trailing twelve months. Revenue was $11.22B in fiscal year 2026. That is 158% more than the $4.35B of fiscal year 2009.
Booz Allen Hamilton Holding Corporation (BAH) revenue fell by 6.2% over the trailing twelve months, compared with the twelve months before.
Yes. Booz Allen Hamilton Holding Corporation (BAH) earned $784.0M in net income over the trailing twelve months (a 7.1% net margin).
Yes. Booz Allen Hamilton Holding Corporation (BAH) pays a dividend that yields 2.64% at the current price, a moderate yield.
Booz Allen Hamilton Holding Corporation (BAH) had a return on equity (ROE) of 68.5% over the trailing twelve months. That is well above the market's typical 10-15%.
Booz Allen Hamilton Holding Corporation (BAH) generated $984.0M in free cash flow over the trailing twelve months.
