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Louie D DiPalma

Managing Director and Senior Equity Research Analyst at William Blair Investment Management, LLC

Louie DiPalma is a Managing Director and Senior Equity Research Analyst at William Blair, specializing in coverage of aerospace and defense companies with a particular focus on firms involved in satellite communications and in-flight connectivity. He covers companies such as Stellar Blue, Intelsat, SES, and others in the evolving aerospace and defense technology space, consistently delivering strong investment insights—achieving an 85.71% success rate and an average return of 24% on his calls. Having joined William Blair as an analyst in 2010 and promoted in January 2018, he previously spent eight years covering internet infrastructure and communication services before specializing in his current sector. DiPalma holds a CFA designation, is registered with FINRA, and possesses an MBA in finance from Northwestern University's Kellogg School of Management along with a B.A. in chemistry and minor in computer science from Providence College.

Louie D DiPalma's questions to Booz Allen Hamilton Holding (BAH) leadership

Question · Q2 2026

Louie D DiPalma inquired about the funding environment for the defense and intelligence business, specifically whether it is improving or expected to remain strained after the government shutdown, and sought clarification on the assumptions baked into the civilian guidance regarding the shutdown and potential further cuts. He also asked about the stabilization of the civil business from the September quarter relative to the June quarter.

Answer

Horacio Rozanski (Chairman, CEO and President) explained the bifurcation of the market, noting the challenging civil market with procurement delays and a stronger, though still frictional, national security environment with slower ramp-ups for new wins. Matt Calderone (EVP and CFO) clarified that the civil guidance assumes no further cuts but a competitive procurement environment, with the business feeling 'stabilized' after significant prior reductions. Kristine Anderson (EVP and COO) confirmed the civil business has been steady since earlier reductions but the environment remains slow, with productive conversations for future growth.

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