Booz Allen Hamilton Holding (BAH) Company Report

Booz Allen Hamilton reported Q2 2026 gross revenue of $2.9 billion, an 8% decline over the prior year period, and adjusted diluted earnings per share (ADEPS) of $1.49, down 18% year-over-year.
The company revised its full fiscal year 2026 guidance downwards, now expecting revenue between $11.3 billion and $11.5 billion and ADEPS between $5.45 and $5.65 per share.
This revised outlook is primarily due to greater disruption in the Civil portfolio, which is anticipated to see a revenue decline in the low 20% range for the full fiscal year, and a slower-than-expected funding environment.
In response, Booz Allen is implementing a restructuring plan to achieve a net incremental $150 million in annualized cost savings and is doubling down investments in high-growth areas such as cyber and artificial intelligence.
During Q2 2026, the company deployed $279 million in capital, including $208 million in share repurchases and $68 million in quarterly dividends, and increased its share repurchase authorization by $500 million.

Oct 24, 2025, 12:00 PM

Transcript

Booz Allen Hamilton Lowers FY26 Guidance Amidst Bifurcated Market

BAH

Guidance Update

Demand Weakening

Share Buyback

Booz Allen Hamilton reported Q2 2026 gross revenue of $2.9 billion, an 8% decline over the prior year period, and adjusted diluted EPS of $1.49 per share, a 18% decrease year-over-year.
The company lowered its fiscal year 2026 guidance across all key metrics, now expecting revenue between $11.3 billion and $11.5 billion, and adjusted diluted EPS between $5.45 and $5.65 per share.
This revised outlook is attributed to a bifurcated market, with the civil business revenue anticipated to decline in the low 20% range for the year, while the national security portfolio is expected to grow in the mid-single-digit range.
To address these challenges, the company is implementing cost restructuring actions to achieve a net incremental $150 million in annualized cost savings.
In Q2 2026, Booz Allen Hamilton deployed $279 million to shareholders, including $208 million in share repurchases at an average price of $107.15 per share, and declared a quarterly dividend of $0.55 per share.

Oct 24, 2025, 12:00 PM

Transcript

Booz Allen Hamilton Lowers FY 2026 Guidance Amidst Market Bifurcation

BAH

Guidance Update

Demand Weakening

Share Buyback

Booz Allen Hamilton has lowered its fiscal year 2026 guidance for both top and bottom lines, as the re-acceleration of its business is taking longer than initially expected.
The company reported a bifurcated market environment in Q2 2026, with its civil business facing significant challenges and projected to decline in the low 20% range for FY 2026, while the national security portfolio is expected to grow in the mid-single-digit range for the full fiscal year.
For Q2 2026, gross revenue was $2.9 billion, an 8% decline year-over-year, and adjusted diluted EPS was $1.49 per share, down 18% year-over-year.
To address these challenges, Booz Allen Hamilton is implementing significant actions, including a $150 million annual cost reduction and focusing investments on key growth vectors like cyber, AI, and warfighting technology.
The company deployed $279 million in capital during the quarter, including $208 million in share repurchases, and approved a quarterly dividend of $0.55 per share.

Oct 24, 2025, 12:00 PM

Transcript

Booz Allen Hamilton Reports Q2 2026 Results and Updates FY 2026 Guidance

BAH

Earnings

Guidance Update

Share Buyback

Booz Allen Hamilton reported Q2 2026 financial results, with revenue down 4.7% (excluding prior year change to the provision for claimed costs) and Adjusted Diluted EPS at $1.49, a 17.7% decrease compared to the prior fiscal year period.
The company updated its Fiscal Year 2026 guidance, lowering expected revenue to $11.3 - $11.5 billion (from $12.0 - $12.5 billion) and Adjusted Diluted EPS to $5.45 - $5.65 (from $6.20 - $6.55).
Despite overall revenue decline, the National Security portfolio grew 4.8% year-over-year (excluding prior year change to the provision for claimed costs), and the company achieved a 1.7x quarterly book-to-bill and a Q2 record backlog of $40 billion, up 3% year-over-year.
Booz Allen Hamilton's capital deployment included approving a quarterly dividend of $0.55/share and deploying $208 million in share repurchases during the second quarter, alongside increasing repurchase authorization by $500 million.

Oct 24, 2025, 12:00 PM

Presentation

Booz Allen Hamilton Reports Q2 FY26 Results, Lowers Full-Year Guidance Amidst Market Bifurcation

BAH

Earnings

Guidance Update

Demand Weakening

Booz Allen Hamilton reported Q2 FY26 gross revenue of $2.9 billion, an 8% decline over the prior year period, and adjusted diluted EPS of $1.49, down 18% year-over-year.
The company lowered its full fiscal year 2026 guidance across all key metrics, now expecting revenue between $11.3 billion and $11.5 billion and adjusted diluted EPS between $5.45 and $5.65 per share. This revision is due to a slower-than-expected re-acceleration of business and continued friction in the overall procurement environment.
Performance is bifurcated, with the civil business revenue expected to decline in the low 20% range for FY26, while the national security portfolio (defense and intelligence) is anticipated to grow in the mid-single-digit range.
Booz Allen Hamilton is implementing a $150 million annualized cost reduction program to adjust its cost structure and is focusing investments on key growth areas like cyber and AI. The company also deployed $279 million to shareholders in the quarter, including $208 million in share repurchases, and approved an additional $500 million for share purchase authorization.

Oct 24, 2025, 12:00 PM

Transcript

Booz Allen Hamilton Announces Second Quarter Fiscal 2026 Results

BAH

Earnings

Guidance Update

Share Buyback

For the second quarter of fiscal 2026, Booz Allen Hamilton's revenue declined 8.1 percent year-over-year to $2.9 billion. Excluding a prior year change to the provision for claimed costs, revenue declined 4.7 percent.
Net Income decreased 55.1 percent to $175 million, and Adjusted Diluted EPS decreased 17.7 percent to $1.49 for the second quarter of fiscal 2026.
The company reported a record Q2 backlog of $40 billion and a quarterly book-to-bill ratio of 1.7x.
Booz Allen Hamilton updated its fiscal year 2026 guidance, lowering its outlook for key metrics. The updated Revenue guidance is $11.3 - $11.5 billion, down from the prior $12.0 - $12.5 billion.
A regular quarterly dividend of $0.55 per share will be payable on December 2, 2025, and 2.7 percent of outstanding shares were repurchased in the first half of the fiscal year.

Oct 24, 2025, 10:47 AM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for Booz Allen Hamilton Holding.

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