Routine option exercise — no material read-through for BAH. Monitor upcoming Q2 FY27 earnings (expected late October) for organic growth trajectory and Civil segment performance, which drove the Q1 YoY revenue decline.
Price Chart
Executive Summary
Booz Allen Hamilton received a $63M contract modification from the GSA to exercise Option Year 4 (OY4) and add funding, effective September 6, 2026. This is a routine exercise of a pre-existing option on an existing contract, representing approximately 0.56% of the company's annualized revenue of $11.2B. The award is small relative to revenue and does not signal a material change in competitive positioning or backlog.
Key Financial Metrics
Key Facts
- $62,987,837 contract modification to exercise Option Year 4 (OY4) on contract 47QFCA22F0047
- Awarding agency: General Services Administration (GSA)
- Effective date: September 6, 2026
- Award represents ~0.56% of Booz Allen's annualized revenue of $11.2B
- This is a modification to an existing contract, not a new award
Financial Impact
$62.99M modification, ~0.56% of annualized revenue
Risk Factors
- Government funding risk: continuing resolutions or sequestration could delay future option exercises
- Execution risk: option year performance must meet contract terms to avoid modification
- No competitive displacement signal — this is a pre-existing contract option
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-47QFCA22F0047 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 2, 2026 4w ago | GOVT-CONTRACT | $73.17 $69.42 | ▼ −5.13% | ▼ −4.79% | $67.88 (−7.24%) |
Aug 24, 2026 5w ago | 8-K | $75.22 $76.28 | ▲ +1.41% | ▲ +0.10% | $67.88 (−9.76%) |
Aug 19, 2026 6w ago | GOVT-CONTRACT | $78.84 $78.89 | ▲ +0.06% | ▲ +2.02% | $67.88 (−13.91%) |
Jul 24, 2026 10w ago | 8-K | $72.53 $77.05 | ▲ +6.23% | ▲ +2.61% | $67.88 (−6.42%) |
Jul 24, 2026 10w ago | GOVT-CONTRACT | $72.53 $77.05 | ▲ +6.23% | ▲ +2.61% | $67.88 (−6.42%) |
Jun 22, 2026 14w ago | 8-K | $63.33 $65.21 | ▲ +2.97% | ▲ +3.12% | $67.88 (+7.18%) |
Jun 11, 2026 16w ago | DEFA14A | $77.41 $62.76 | ▼ −18.93% | ▼ −20.70% | $67.88 (−12.32%) |
May 22, 2026 19w ago | 8-K | $78.66 $63.33 | ▲ +19.49% | ▲ +19.32% | $67.88 (+13.71%) |
Apr 17, 2026 24w ago | GOVT-CONTRACT | $81.48 $73.38 | ▼ −9.94% | ▼ −15.31% | $67.88 (−16.70%) |
May 1, 2024 29mo ago | GOVT-CONTRACT | $147.34 $151.64 | ▲ +2.92% | ▼ −1.56% | $67.88 (−53.93%) |
US Market Status
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