Key Stats for Booz Allen Hamilton Stock
- Current Price: $79 (May 22, 2026)
- Full-Year Revenue (FY2026): $11.2B, down 6.4% YoY
- Full-Year Adjusted Diluted EPS (FY2026): $6.51
- Q4 Revenue: $2.8B, down 6.4% YoY
- Q4 Adjusted Diluted EPS: $1.78, up ~11% YoY
- FY2027 Revenue Guidance: $11.2B to $11.7B
- FY2027 Adjusted EPS Guidance: $6.00 to $6.35
- TIKR Model Price Target: $139
- Implied Upside: ~77%
BAH Stock Beats on Profitability as Civil Declines 23% and National Security Carries the Load
Booz Allen Hamilton (BAH) closed fiscal year 2026 with full-year revenue of $11.2B, a 6.4% decline driven entirely by its Civil business, while Q4 adjusted diluted EPS of $1.78 came in roughly 11% above the prior-year quarter. The headline revenue miss masked a profitability story that ran ahead of internal expectations throughout the year.
The Civil business declined 23% year-over-year in Q4. That contraction was driven by the PTEMS contract roll-off and run-rate reductions on other contracts, including previously disclosed reductions at Treasury.
National Security grew 1.6% in Q4, led by Intel work demand. That growth was partially offset by lower billable expenses on defense contracts.
Adjusted EBITDA for the full year reached $1.2B, with an adjusted EBITDA margin of 11%. Q4 adjusted EBITDA was $309M at an 11.1% margin, up 50 basis points year-over-year.
Troy Lahr, Executive Vice President and Chief Financial Officer, stated on the Q4 earnings call that “collections were strong in the quarter, driven by efficiencies in billing and payment processing improvements.” Free cash flow for Q4 was $212M. Full-year free cash flow reached $951M.
Booz Allen Hamilton stock ended fiscal year 2026 with backlog of over $38B, up about 3% year-over-year, with a trailing 12-month book-to-bill of 1.1x. Q4 net bookings totaled $2.5B and a quarterly book-to-bill of 0.9x. Funded backlog increased sequentially to $4.3B in Q4.
Capital deployment for the full year reached $1.1B through strategic investments, dividends, and share repurchases. Q4 alone saw $366M deployed, including $219M through Booz Allen Ventures and venture partnerships and $147M in shareholder returns.
BAH Stock Valuation Model Points to $139 If National Security Growth Offsets Civil Drag
TIKR’s valuation model prices Booz Allen Hamilton stock at a mid-case target of $139 against a current price of $79, implying roughly 77% total return over the next 6 years.
The mid-case assumes a revenue CAGR of 3.2% and a net income margin of 7%, modest targets relative to the company’s 10-year revenue CAGR of 7.6% but consistent with a business still working through Civil contraction.
The P/E multiple is assumed to compress 0.3% annually in the mid-case, meaning the model does not rely on re-rating to generate its return, a meaningful constraint on the upside embedded in that target.
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