Booz Allen Hamilton Holding Corp — Form 8-K
Filed July 24, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Booz Allen Hamilton reported Q1 FY2027 (ended June 30, 2026) revenue of $2.8B (down 4.2% YoY) driven by slowed procurement and reduced headcount; adjusted EBITDA $334M (+7.4%), adjusted diluted EPS $1.81 (+22.3%), and free cash flow $261M (+171.9%). Total backlog increased 3.2% to $39B with 1.5x quarterly book-to-bill ratio. Company maintained FY2027 guidance: revenue $11.2–$11.7B (0–4% growth), adjusted EBITDA $1.24–$1.29B (~11% margin), adjusted EPS $6.00–$6.35, free cash flow $825–$925M. Capital deployment of $447M in Q1 including $220M for Defy Security acquisition and agreement to acquire Ultra Mission Solutions.
Why this rating
Mixed quarter: revenue decline concerning (4.2% headwind) but profitability strong (adj. EBITDA +7.4%, adj. EPS +22.3%). Backlog healthy at $39B (3% growth). Civil segment weak, National Security accelerating. Capital deployment into cyber/defense assets strategic but small acquisitions. Guidance maintained. Leverage 2.7x stable. Event is ordinary earnings disclosure with operational updates—meaningful but not trajectory-changing.
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