Booz Allen Hamilton Holding Corp — Form 8-K
Filed October 23, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 54/100
What the filing says
Booz Allen Hamilton reported Q2 FY27 revenue of $2.8B (down 3.9% YoY) but adjusted diluted EPS of $1.76 (up 18.1% YoY). The company raised full-year adjusted diluted EPS guidance from $6.00–$6.35 to $6.50–$6.70. National Security revenue ex-billables grew 5.9%; total backlog increased 1.9% YoY to $41B. The company deployed $795M in M&A and strategic investments in Q2, including acquisitions of Defy Security (Q1) and Ultra IC Mission Solutions (Q2), while returning $170M to shareholders.
Why this rating
Guidance raise (~5.6% midpoint increase) meaningful but revenue flat-to-declining; acquisition-driven growth and margin expansion offset top-line headwinds; leverage elevated at 3.3x but manageable for $11.5B company.
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