Booz Allen Hamilton Holding Stock Earnings Reports

Booz Allen reported strong Q3 FY2025 results with double-digit growth and improved profitability. Revenue was up ~14% year-over-year to ~$2.9B (≈13% organic), adjusted EBITDA was $332M (11.4% margin), adjusted diluted EPS $1.55, and net income grew 28% YoY. Backlog reached a record ~$39B and trailing 12-month book-to-bill was 1.41x (highest in six years). Management tightened guidance toward the high end for FY25: revenue growth now expected at 12–13% (largely organic), adjusted EBITDA narrowed to $1.31–1.33B, ADEPS $6.25–6.40, and FCF $850–925M. The company highlighted preparedness for near-term procurement headwinds from the presidential transition, but emphasized strategic advantages from its VoLT (velocity, leadership, technology) initiative, large federal AI and cyber footprints, and expanded partnerships (Palantir, AWS). Operational focus included improving productivity (flat client staff sequentially, +6% YoY to ~32,000 client staff) and faster, more flexible hiring enabled by technology. Capital deployment was active: ~$149M repurchased in the quarter, total repurchases year-to-date ~2.3% of shares, dividend raised by $0.04 to $0.55/quarter, Board added $500M to buyback authorization. Management views the current slowdown as short-term and expects medium/long-term demand tailwinds as administration priorities crystallize. Key risks: near-term procurement delays from the transition, and modest settlement with DOJ (reported as immaterial to year results). Overall tone: confident — company positioning, balance sheet and strategy (VoLT + partnerships) should enable continued strong organic growth and shareholder returns.