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8-K ·Filed Aug 24, 2026

BAH

Booz Allen Hamilton Holding Corp
BULLISH
Impact 6/10
Horizonweeks Processed2mo ago SEC0001443646-26-000058
8-K context-dependent: Items 8.01
Actionable Insight ▲ Bullish

The $720M acquisition is a strategic bolt-on that expands Booz Allen's defense tech product portfolio. Monitor the next 10-Q for revenue contribution from Ultra Mission Solutions and any impact on leverage ratios. The deal closed on the same day as the announcement, removing execution risk.

DirectionBullish
Confidencehigh
Horizonweeks
Latest settled — T+20d
BAH ▲ +1.41% at T+20d
LONG call ✓ call won +1.41% · α vs SPY +0.10% · entry $75.22 → $76.28
Next anchor: T+60d in 22d
Latest observation: T+43 +0.35% FF3 residual α
Entry = T+0 close
Aug 24, 2026
via day close
T+1d
-1.85%
call -1.85% · α -2.17%
$73.83
settled 2mo ago
T+5d
+0.57%
call +0.57% · α +0.10%
$75.65
settled 8w ago
T+20d
+1.41%
call +1.41% · α +0.10%
$76.28
settled 5w ago
T+60d
Pending
in 22d

Price Chart

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Executive Summary

Booz Allen Hamilton closed its previously announced $720 million acquisition of Ultra I&C Mission Solutions (Ultra Electronics Advanced Tactical Systems, Inc.) on August 24, 2026. The deal strengthens Booz Allen's defense technology portfolio with encryption, edge-compute, and battle management capabilities for national security missions. This is a strategic bolt-on acquisition that expands Booz Allen's product offerings for U.S. and allied warfighters, but no financial terms beyond the purchase price or expected synergies were disclosed in the filing.

Key Facts

  • Booz Allen completed the $720 million acquisition of Ultra I&C Mission Solutions (Ultra Electronics Advanced Tactical Systems, Inc.) on August 24, 2026.
  • The acquisition adds defense technology software, encryption, and edge-compute products to Booz Allen's existing AI-driven battle management and resilient communications portfolio.
  • Ultra Mission Solutions will operate as the commercial product and solutions component of Booz Allen's defense technology business led by president Steve Escaravage.

Financial Impact

$720 million acquisition of Ultra I&C Mission Solutions business

revenuedebt

Risk Factors

  • Integration risk — combining Ultra Mission Solutions into Booz Allen's defense technology business may face operational or cultural challenges.
  • Leverage increase — the $720M cash consideration may increase Booz Allen's debt load, though no financing details were disclosed.

Market Snapshot

Exchange
NYSE
Sector
Services-Management Consulting Services
Analyst Consensus
13% bullish (23 analysts)

Investment Themes

Services

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001443646-26-000058
Document: 0001443646-26-000058-index.html0001443646-26-000058
Document: 0001443646-26-000058.txt0001443646-26-000058
16 reports for BAH
Performance horizon
67% Hit rate @ T+20 2 of 3 directional calls Went positive at some point 3 of 3 best @ T+60▲ +26.42%Jun 22, 2026
Filters
Rows
Reports for BAH — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
Institutional Cluster
BULLISH ★ 4/10
$77.57awaiting T+20—$83.79 (+8.02%)
Oct 23, 2026
3d ago
8-K
BULLISH ★ 7/10
$82.54awaiting T+20—$83.79 (+1.51%)
Sep 24, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$72.95 $78.32▲ +7.36%▲ +8.84%$83.79 (+14.86%)
Sep 15, 2026
5w ago
GOVT-CONTRACT
BULLISH ★ 4/10
$78.02 $71.87▼ −7.88%▼ −9.94%$83.79 (+7.40%)
Sep 2, 2026
7w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$73.88 $67.35▼ −8.84%▼ −8.38%$83.79 (+13.41%)
Aug 24, 2026
9w ago
8-K
BULLISH ★ 6/10
$75.22 $76.28▲ +1.41%▲ +0.10%$83.79 (+11.39%)
Aug 24, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$73.83 $75.65▲ +2.47%▲ +1.97%$83.79 (+13.49%)
Aug 19, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$76.36 $77.07▲ +0.93%▲ +1.05%$83.79 (+9.73%)
Jul 29, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$67.80 $74.88▲ +10.45%▲ +6.48%$83.79 (+23.59%)
Jul 24, 2026
13w ago
8-K
MIXED ★ 6/10
$72.53 $77.05▲ +6.23%▲ +2.61%$83.79 (+15.52%)
Showing 10 of 16

US Market Status

Market Open — Closes in 50m

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Report published Aug 24, 2026