Booz Allen Hamilton Holding Corporation (BAH) Earnings Call Transcripts

Booz Allen Hamilton Holding Corporation's Latest Earnings Call - Q4 FY2026

Booz Allen Hamilton reported its fourth quarter fiscal year 2026 results, highlighting a challenging year with declining revenue but exceeding profit expectations. Revenue for the year was $11.2 billion, a decline driven by the Civil business, while adjusted EBITDA was $1.2 billion with an 11% margin. Adjusted EPS was $6.51. The company provided fiscal year 2027 guidance with revenue expected between $11.2 billion and $11.7 billion, and adjusted EPS between $6.00 and $6.35. Management emphasized a strategic focus on cyber and defense tech growth, with a positive outlook for national security markets.

Reported metrics

Guidance from management

For fiscal year 2027, Booz Allen expects revenue between $11.2 billion and $11.7 billion and adjusted EPS between $6.00 and $6.35. Guidance reflects a bifurcated market with growth in national security and declines in Civil.

What management said

Louie, I'd also add that this new Agentic AI era is really pushing forward the need for Zero Trust. Zero Trust is a critical for defense against any kind of attack. And so we're getting the impact there as well.

Unfortunately, we are not allowed to talk about our role, Louis, I will say this. We are very proud to be one of the few companies to have -- to be able to participate in this program to want to see in this program, and we are definitely bringing array game cyber, AI and everything we do.

What analysts pressed on

Analysts expressed concerns about the pace of contract adjudications and potential reputational issues from past events. Questions also focused on the dynamics of headcount management relative to revenue and the impact of procurement changes on future growth.

Main topics on the call

• Leadership Changes — Horacio Rozanski announced two leadership updates: Troy Lahr as the new CFO and Kristine Martin Anderson assuming the additional role of President. These changes are expected to drive Booz Allen's strategic positioning a...
• Revenue Decline — Revenue for fiscal year 2026 was $11.2 billion, with a decline attributed to the Civil business. The national security portfolio grew 1.6% in Q4, driven by Intel work, but was offset by declines in the Civil sector.
• Profitability Exceeds Expectations — Despite revenue challenges, Booz Allen exceeded profit expectations with $1.2 billion in adjusted EBITDA and an 11% margin. This was achieved through strong contract execution and cost management.
• Strategic Focus on Cyber and Defense Tech — Booz Allen is investing in cyber and defense tech, with a focus on AI and Agentic integration. The company aims to accelerate growth in these areas, leveraging partnerships with NVIDIA, AWS, and others.

Read the full Booz Allen Hamilton Holding Corporation transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 61 Booz Allen Hamilton Holding Corporation earnings call transcripts on record, spanning January 31, 2020 to July 24, 2026. Based on this history, Booz Allen Hamilton Holding Corporation reports quarterly. The most recent call on file is dated July 24, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BAH

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Professional Services

Calls on record

61

First call

January 31, 2020

Most recent

July 24, 2026

Reporting cadence

quarterly