Booz Allen Hamilton (BAH)
NYSEIndustrialsConsulting ServicesSnapshot 2026-09-04
$72.80-1.46%
Close 2026-09-04 · 1-day change
NYSEIndustrialsConsulting ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · BAH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks BAH against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow revenue within the guided range of $11.2 to $11.7 billion for fiscal year 2027 amid challenging market dynamics.
Stated as a priority in 3 of last 3 quarters. Management guided fiscal 2027 revenue between $11.2B and $11.7B, reaffirming this range from 2026-Q1 through 2027-Q1. Actual revenue in 2027-Q1 was $2.8B, down 4.2% year-over-year, reflecting challenging market dynamics. The trajectory shows stable guidance with a slight decline in quarterly revenue, consistent with management's stated expectations.
“For fiscal year 2027, we expect: Revenue $11.2 - $11.7 billion”
“For fiscal year 2027, we expect: Revenue $11.2 - $11.7 billion”
“The Company is updating its fiscal year 2026 guidance as noted in the table below: Revenue $11.3 - $11.4 billion”
Maintain disciplined capital allocation to generate free cash flow within $825 to $925 million for fiscal year 2027.
Stated as a priority in 3 of last 3 quarters. Free cash flow guidance for fiscal 2027 is $825M to $925M, consistent across 2026-Q1 to 2027-Q1. Actual free cash flow in 2027-Q1 was $261M, a significant increase from $96M in 2026-Q1, indicating progress toward the annual target. The trajectory shows delivering free cash flow growth aligned with management's guidance.
Target adjusted diluted earnings per share between $6.00 and $6.35 for fiscal year 2027.
Stated as a priority in 3 of last 3 quarters. Management maintains adjusted diluted EPS guidance of $6.00 to $6.35 for fiscal 2027. Adjusted diluted EPS for 2027-Q1 was $1.81, a 22.3% increase year-over-year from $1.48 in 2026-Q1, indicating progress toward the annual EPS target. The trajectory is delivering growth consistent with management's guidance.
Complete and integrate the $720 million acquisition of Ultra I&C Mission Solutions to expand defense technology offerings and scale product delivery.
Stated as a priority in 2 recent disclosures in 2026-Q3 and 2026-Q4 periods (though fiscal_period is null). Booz Allen completed the $720 million acquisition of Ultra I&C Mission Solutions on August 24, 2026, after announcing the deal in June 2026. This acquisition is expected to strengthen Booz Allen's defense technology portfolio and accelerate product delivery. The priority is newly completed and integration progress will be monitored going forward.
Over the trailing year it converted 0.48x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 48% of the time over the next year (vs 59% for the rest of the cohort, n=4997).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, real (inflation-adjusted) rates, the US dollar, long-term interest rates, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated volatile grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2592).
Not investment advice. As of 2026-09-04.
“Free Cash Flow $825 - $925 million”
“Free Cash Flow $825 - $925 million”
“Free Cash Flow $825 - $900 million”
“Adjusted Diluted EPS $6.00 - $6.35”
“Adjusted Diluted EPS $6.00 - $6.35”
“Adjusted Diluted EPS $6.00 - $6.35”