A Look Ahead: Booz Allen Hamilton's Earnings Forecast
Booz Allen Hamilton (NYSE:BAH) is preparing to release its quarterly earnings on Friday, 2026-01-23. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect Booz Allen Hamilton to report an earnings per share (EPS) of $1.27.
Booz Allen Hamilton bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
Historical Earnings Performance
Last quarter the company missed EPS by $0.01, which was followed by a 0.0% drop in the share price the next day.
Here's a look at Booz Allen Hamilton's past performance and the resulting price change:
| Quarter | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| EPS Estimate | 1.50 | 1.45 | 1.61 | 1.52 |
| EPS Actual | 1.49 | 1.48 | 1.61 | 1.55 |
| Price Change % | -9.00 | -2.00 | -17.00 | 0.00 |
Stock Performance
Shares of Booz Allen Hamilton were trading at $95.57 as of January 20. Over the last 52-week period, shares are down 28.38%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release.
Analyst Observations about Booz Allen Hamilton
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Booz Allen Hamilton.
The consensus rating for Booz Allen Hamilton is Neutral, derived from 6 analyst ratings. An average one-year price target of $93.33 implies a potential 0.14% downside.
Comparing Ratings with Peers
In this analysis, we delve into the analyst ratings and average 1-year price targets of CACI International, Planet Labs and UL Solutions, three key industry players, offering insights into their relative performance expectations and market positioning.
- Analysts currently favor an Buy trajectory for CACI International, with an average 1-year price target of $673.33, suggesting a potential 620.45% upside.
- Analysts currently favor an Buy trajectory for Planet Labs, with an average 1-year price target of $21.27, suggesting a potential 77.24% downside.
- Analysts currently favor an Neutral trajectory for UL Solutions, with an average 1-year price target of $89.67, suggesting a potential 4.06% downside.
Overview of Peer Analysis
The peer analysis summary outlines pivotal metrics for CACI International, Planet Labs and UL Solutions, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| Booz Allen Hamilton | Neutral | -8.14% | $1.55B | 16.89% |
| CACI International | Buy | 11.22% | $212.28M | 3.15% |
| Planet Labs | Buy | 32.62% | $46.58M | -15.07% |
| UL Solutions | Neutral | 7.11% | $394M | 8.75% |
Key Takeaway:
Booz Allen Hamilton ranks at the top for Gross Profit and Return on Equity among its peers. It is in the middle for Revenue Growth.
Unveiling the Story Behind Booz Allen Hamilton
Booz Allen Hamilton Holding Corp provides technology solutions in areas such as artificial intelligence, cybersecurity, and related fields. The company serves U.S. federal government agencies, commercial clients, and select international customers. It also provides technologies to evolve defense missions and delivers solutions to warfighters in the digital battlespace.
Booz Allen Hamilton: Financial Performance Dissected
Market Capitalization Highlights: Above the industry average, the company's market capitalization signifies a significant scale, indicating strong confidence and market prominence.
Revenue Challenges: Booz Allen Hamilton's revenue growth over 3 months faced difficulties. As of 30 September, 2025, the company experienced a decline of approximately -8.14%. This indicates a decrease in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Industrials sector.
Net Margin: Booz Allen Hamilton's net margin excels beyond industry benchmarks, reaching 6.02%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Booz Allen Hamilton's ROE excels beyond industry benchmarks, reaching 16.89%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Booz Allen Hamilton's ROA stands out, surpassing industry averages. With an impressive ROA of 2.43%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: With a high debt-to-equity ratio of 4.18, Booz Allen Hamilton faces challenges in effectively managing its debt levels, indicating potential financial strain.
To track all earnings releases for Booz Allen Hamilton visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.