Booz Allen Hamilton Q4 FY26: EPS $1.78 Beats $1.41 Estimate; Stock 46.3% Undervalued
Booz Allen Hamilton (BAH) reported Q4 FY26 EPS of $1.78, beating the $1.41 analyst estimate by approximately 26%, alongside strong backlog trends and cash flow metrics.
TLDR
- โBooz Allen Hamilton (BAH) reported Q4 FY26 EPS of $1.78, beating the $1.41 analyst estimate by approximately 26%, alongside strong
- โA valuation analysis suggests BAH stock is 46.3% undervalued relative to intrinsic value models, based on the May 22 earnings
- โBooz Allen's government consulting and technology services model has shown durable earnings power despite uncertainty in federal IT spending, with
Editorial Self-Reviewยท78/100Publish tier
- Specific EPS figures ($1.78 vs $1.41) from earnings 8-K, 26% beat quantified
- Two sources (Yahoo Finance T2 + GuruFocus T3) confirm results and valuation analysis
- Revenue figures not available from excerpts โ beat only confirmed for EPS, not top-line
- 46.3% undervaluation is a model output, not a consensus โ source of intrinsic value estimate not specified
Why this matters
Coverage sentiment: Bullish (1 bullish ยท 1 neutral ยท 0 bearish)
Booz Allen Hamilton is one of the largest US government defence and intelligence consultancies โ its earnings strength signals robust US government IT and defence spending, a macro positive for Indian defence exports and IT services companies with US DoD contracts.
What to watch
- โข BAH full-year FY27 guidance โ management's revenue growth and margin outlook will set expectations for the next 12 months
- โข US federal IT spending appropriations โ any continuing resolution or budget cut would directly impact BAH's government bookings
Ripple effects
- โข US defence consulting sector (SAIC, Leidos, CACI) โ BAH's earnings beat typically lifts the sector; peer re-rating is likely
AI-Synthesized news from multiple sources
This article was synthesized by AI from the source articles listed below, reviewed by a second-pass AI quality reviewer, and published by the market.news editorial system. How we do this ยท Editorial standards ยท Report an error
The Quick Take
- Booz Allen Hamilton (BAH) reported Q4 FY26 EPS of $1.78, beating the $1.41 analyst estimate by approximately 26%, alongside strong backlog trends and cash flow metrics.
- A valuation analysis suggests BAH stock is 46.3% undervalued relative to intrinsic value models, based on the May 22 earnings 8-K filing.
- Booz Allen's government consulting and technology services model has shown durable earnings power despite uncertainty in federal IT spending, with profitability and backlog both trending positively.
Synthesized from 2 sources โ full coverage, sentiment breakdown, and forward signals below.
Market Intelligence Panel
Sentiment
BullishCoverage
livesources covering this story
Live Price
BAH๐ Key Numbers
๐ India / Asia Angle
Booz Allen Hamilton is one of the largest US government defence and intelligence consultancies โ its earnings strength signals robust US government IT and defence spending, a macro positive for Indian defence exports and IT services companies with US DoD contracts.
๐ Ripple Effects
- โธUS defence consulting sector (SAIC, Leidos, CACI) โ BAH's earnings beat typically lifts the sector; peer re-rating is likely
- โธGovernment IT services spend โ strong BAH backlog signals that US federal IT budgets remain intact despite broader fiscal debates in Congress
- โธBAH options and quant funds โ a 46% undervaluation signal from models will attract quant and value-oriented fund buying
๐ญ What to Watch Next
PRO- โธBAH full-year FY27 guidance โ management's revenue growth and margin outlook will set expectations for the next 12 months
- โธUS federal IT spending appropriations โ any continuing resolution or budget cut would directly impact BAH's government bookings
- โธSAIC, Leidos Q1 FY27 earnings โ corroboration of the strong government IT services demand signal from BAH
Market news synthesis. Not financial advice. Sources cited above.
How the Story Spread
2 publishers covering this story
AI synthesis of every source listed below. Tier 1 = wire services (AP, Reuters via wire, Bloomberg, official central banks). Tier 2 = major financial publishers. Tier 3 = niche / specialist outlets. Click any card to read the original article.
โ Tier 2 โ Major publishers
โ Tier 3 โ Niche & specialist
Get the Daily Briefing
Pre-market analysis every morning at 6am ET. Free.
Was this article useful?
Anonymous ยท helps us tune the editorial system
More ๐บ๐ธ United States Stories
Dell Surges 15% Leading AI Server Rally as HPE Jumps 9%, Super Micro Gains 5%
Dell Technologies jumped 15% leading AI server stocks higher, with HPE up 9% and Super Micro gaining 5%.
May 23, 2026
๐บ๐ธ United StatesWaller Dismisses Rate Cuts as New Fed Chair Warsh Faces Market Test
Fed Governor Waller dismissed rate cut expectations, citing strong labor and inflation data in hawkish Friday remarks.
May 23, 2026
๐บ๐ธ United StatesBodycote Receives Conditional Cash Acquisition Offer from Apollo Global Management
Bodycote International (BOY), the UK-listed heat treatment and specialist thermal processing company, received a conditional cash acquisition offer from Apollo Global Management.
May 23, 2026