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Booz Allen Hamilton Holding Earnings Calls
| Release date | Oct 24, 2025 |
| EPS estimate | $1.49 |
| EPS actual | $1.49 |
| Revenue estimate | 2.739B |
| Revenue actual | 2.89B |
| Revenue Surprise | 5.51% |
| Release date | Jul 25, 2025 |
| EPS estimate | $1.45 |
| EPS actual | $1.48 |
| EPS Surprise | 2.07% |
| Revenue estimate | 2.947B |
| Revenue actual | 2.924B |
| Revenue Surprise | -0.779% |
| Release date | May 23, 2025 |
| EPS estimate | $1.61 |
| EPS actual | $1.61 |
| Revenue estimate | 3.031B |
| Revenue actual | 2.975B |
| Revenue Surprise | -1.87% |
| Release date | Jan 31, 2025 |
| EPS estimate | $1.48 |
| EPS actual | $1.55 |
| EPS Surprise | 4.73% |
| Revenue estimate | 3.036B |
| Revenue actual | 2.917B |
| Revenue Surprise | -3.91% |
Last 4 Quarters for Booz Allen Hamilton Holding
Below you can see how BAH performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 31, 2025 |
| Price on release | $129.00 |
| EPS estimate | $1.48 |
| EPS actual | $1.55 |
| EPS surprise | 4.73% |
| Date | Price |
|---|---|
| Jan 27, 2025 | $135.38 |
| Jan 28, 2025 | $128.91 |
| Jan 29, 2025 | $127.06 |
| Jan 30, 2025 | $128.93 |
| Jan 31, 2025 | $129.00 |
| Feb 03, 2025 | $129.41 |
| Feb 04, 2025 | $131.97 |
| Feb 05, 2025 | $129.35 |
| Feb 06, 2025 | $129.16 |
| 4 days before | -4.71% |
| 4 days after | 0.124% |
| On release day | 0.318% |
| Change in period | -4.59% |
| Release date | May 23, 2025 |
| Price on release | $107.79 |
| EPS estimate | $1.61 |
| EPS actual | $1.61 |
| Date | Price |
|---|---|
| May 19, 2025 | $129.30 |
| May 20, 2025 | $129.69 |
| May 21, 2025 | $128.42 |
| May 22, 2025 | $129.13 |
| May 23, 2025 | $107.79 |
| May 27, 2025 | $109.81 |
| May 28, 2025 | $104.66 |
| May 29, 2025 | $105.72 |
| May 30, 2025 | $106.25 |
| 4 days before | -16.64% |
| 4 days after | -1.43% |
| On release day | 1.87% |
| Change in period | -17.83% |
| Release date | Jul 25, 2025 |
| Price on release | $113.05 |
| EPS estimate | $1.45 |
| EPS actual | $1.48 |
| EPS surprise | 2.07% |
| Date | Price |
|---|---|
| Jul 21, 2025 | $109.32 |
| Jul 22, 2025 | $111.89 |
| Jul 23, 2025 | $115.95 |
| Jul 24, 2025 | $115.12 |
| Jul 25, 2025 | $113.05 |
| Jul 28, 2025 | $107.12 |
| Jul 29, 2025 | $108.21 |
| Jul 30, 2025 | $107.48 |
| Jul 31, 2025 | $107.33 |
| 4 days before | 3.41% |
| 4 days after | -5.06% |
| On release day | -5.25% |
| Change in period | -1.82% |
| Release date | Oct 24, 2025 |
| Price on release | $91.40 |
| EPS estimate | $1.49 |
| EPS actual | $1.49 |
| Date | Price |
|---|---|
| Oct 20, 2025 | $100.95 |
| Oct 21, 2025 | $100.65 |
| Oct 22, 2025 | $98.74 |
| Oct 23, 2025 | $100.29 |
| Oct 24, 2025 | $91.40 |
| Oct 27, 2025 | $86.53 |
| Oct 28, 2025 | $85.56 |
| Oct 29, 2025 | $82.83 |
| Oct 30, 2025 | $82.82 |
| 4 days before | -9.46% |
| 4 days after | -9.39% |
| On release day | -5.33% |
| Change in period | -17.96% |
Booz Allen Hamilton Holding Earnings Call Transcript Summary of Q3 2025
Key investor takeaways:
- Strong Q3 execution: Revenue grew ~14% year-over-year to ~$2.9B (organic ~13%). Adjusted EBITDA was $332M with an 11.4% adjusted EBITDA margin. Net income and EPS were up materially (net income $187M; diluted EPS $1.45, +31% YoY). Adjusted diluted EPS $1.55 (+~10% YoY).
- Tightened guidance and outlook: Management is tightening toward the upper end of FY25 guidance: revenue growth 12%–13% (largely organic); adjusted EBITDA narrowed to $1.31B–$1.33B; ADEPS raised to $6.25–$6.40. FY25 cash flow guidance: operating cash flow $950M–$1.025B; free cash flow $850M–$925M.
- Strong backlog, bookings and balance sheet: Backlog at a record $39B (up 15% YoY). Trailing 12-month book-to-bill 1.41x (highest in 6 years). Cash on hand ~$454M; net debt ~$2.9B; net leverage ~2.3x. Q3 free cash flow $134M.
- Capital allocation: Q3 deployed $228M (including $149M in buybacks). Board increased dividend by $0.04 to $0.55/share and added $500M to the repurchase authorization (available capacity ≈ $1B).
- People and operations: Client-facing headcount ~32,000 (up 6% YoY). Management emphasized productivity improvements and ability to flex hiring rapidly with advanced recruiting tools and AI-driven matching.
- Strategic positioning and risks: Management stressed Booz Allen’s VoLT strategy (velocity, leadership, technology) and landmark partnerships (Palantir, AWS) positioning the firm as a leader in AI, cyber, space and outcome-based solutions. They acknowledge near-term procurement uncertainty due to the presidential transition but characterize it as a short-term recalibration and expect to benefit as priorities crystallize.
- Investor implications: Company is delivering double-digit growth, improving margins and generating strong cash, while actively returning capital and preserving flexibility. Near-term award timing risk exists from the transition, but management believes backlog, pipeline, partnerships and technology positioning support continued growth.
