Key Financial Insights for Booz Allen Hamilton
- Booz Allen Hamilton (BAH) reported Q2 earnings per share of $1.49, meeting analyst expectations.
- The company’s Q2 revenue reached $2.89 billion, falling short of the Zacks Consensus Estimate by 3.05%.
- Year-to-date, BAH stock has underperformed the S&P 500, with a decline of approximately 22.1% compared to the index’s 14.6% gain.
- Unfavorable earnings estimate revisions have resulted in a Zacks Rank #4 (Sell) for BAH, indicating potential short-term market underperformance.
Recent Financial Performance and Earnings
Booz Allen Hamilton’s Quarterly Earnings Overview
Booz Allen Hamilton (BAH) recently released its second-quarter financial results, reporting earnings per share of $1.49. This figure matched the consensus estimate from Zacks analysts, indicating that market predictions for earnings were accurate.
This quarter’s earnings adjusted for non-recurring items stand in contrast to the $1.81 per share reported during the same period in the previous year.
💡 In the quarter preceding this report, Booz Allen Hamilton had an expected earnings per share of $1.46. The company exceeded this forecast by delivering $1.48 per share, a positive surprise of 1.37%.
Over its last four reporting periods, Booz Allen Hamilton has surpassed consensus Earnings Per Share (EPS) estimates on three occasions. This pattern suggests a consistent ability to meet or exceed profit targets in recent times.
Revenue Figures and Market Standing
Understanding Booz Allen Hamilton’s Revenue and Industry Position
Booz Allen Hamilton, operating within the Consulting Services industry as categorized by Zacks, announced revenues of $2.89 billion for the quarter concluding in September 2025. However, this revenue figure fell short of the Zacks Consensus Estimate by 3.05%.
This revenue performance signifies a decrease compared to the $3.15 billion reported in the corresponding quarter of the prior year. It is noteworthy that the company has only surpassed consensus revenue estimates once in the last four quarters, highlighting a recent trend of revenue shortfalls.
Investor Outlook and Stock Performance Analysis
Examining Investor Sentiment and BAH Stock Performance
The immediate direction of Booz Allen Hamilton’s stock price is likely to be significantly influenced by management’s commentary during the upcoming earnings call. Discussions concerning future projections and corporate strategies are of paramount importance to investors.
📍 On a year-to-date basis, Booz Allen Hamilton shares have experienced a notable decline, with a decrease of approximately 22.1%. This performance contrasts sharply with the broader market, represented by the S&P 500, which has achieved a gain of 14.6% in the same period.
Future Prospects and Earnings Trends
Analyzing Booz Allen Hamilton’s Future Trajectory
Despite the year-to-date underperformance, investors are keenly interested in understanding the future path of Booz Allen Hamilton’s stock. While definitive predictions are challenging, an analysis of the company’s earnings outlook provides valuable insights.
This involves closely examining current consensus earnings expectations for upcoming quarters and monitoring any recent shifts in these projections. Empirical research indicates a strong correlation between short-term stock price movements and the trend of earnings estimate revisions.
⚡ Before its most recent earnings release, the trend in earnings estimate revisions for Booz Allen Hamilton was negative. Although the company’s latest report might influence future revisions, the current standing has resulted in a Zacks Rank #4 (Sell) for the stock, suggesting it could underperform the market in the near term.
Forward-Looking Estimates and Industry Context
Evolving Earnings Estimates and Industry Dynamics
It will be instructive to observe how estimates for the upcoming quarters and the current fiscal year evolve following the latest earnings report. For the next quarter, the current consensus estimate projects earnings of $1.64 per share on revenues of $3.03 billion.
For the current fiscal year, the consensus EPS estimate is $6.31 per share, with projected revenues totaling $12.12 billion.
📊 Investors should also consider the broader industry outlook, as it can materially impact a stock’s performance. The Consulting Services industry, within which Booz Allen Hamilton operates, is currently ranked in the bottom 33% of all Zacks-ranked industries. Historical data suggests that top-ranked industries tend to outperform lower-ranked ones by a significant margin.
Peer Company Update: CBIZ, Inc.
A Look at Peer Company CBIZ, Inc.
Another company within the same industry, CBIZ (CBZ), is scheduled to report its results for the quarter ending September 2025 on October 29.
CBIZ, a provider of outsourced business services, is expected to post quarterly earnings of $0.94 per share, representing an anticipated year-over-year increase of 11.9%. The consensus EPS estimate for CBIZ has remained stable over the past 30 days.
Revenue expectations for CBIZ stand at $714 million, which would mark a substantial increase of 62.7% compared to the same quarter last year.
Expert Summary
Booz Allen Hamilton’s Q2 earnings met analyst expectations, though its revenue slightly missed estimates. The company’s stock has underperformed the S&P 500 year-to-date, influenced by unfavorable earnings estimate revisions that have led to a Zacks Rank #4 (Sell).