GOVT-CONTRACT ·Filed Jul 24, 2026

BAH

Booz Allen Hamilton Holding Corp
NEUTRAL
Impact 3/10
Horizonimmediate Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine contract modification — no material read-through for BAH. Monitor the next 10-Q for backlog growth and Civil segment revenue trends, which are the key drivers after the Q1 FY27 revenue decline.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d ⚠ clustered
BAH ▲ +6.23% at T+20d
NEUTRAL call ✓ call won +6.23% · α vs SPY +2.61% · entry $72.53 → $77.05
Next anchor: T+60d in 14d
Latest observation: T+47 +9.47% FF3 residual α
Entry anchored
Jul 23, 07:14 PM ET
via 1-min bar
T+1d
-1.23%
call -1.23% · α -1.25%
$71.64
settled 2mo ago
T+5d
-3.87%
call -3.87% · α -4.97%
$69.72
settled 2mo ago
T+20d
+6.23%
call +6.23% · α +2.61%
$77.05
settled 6w ago
T+60d
—
call — · α —
—
in 14d

Price Chart

Loading chart...

Executive Summary

Booz Allen Hamilton received a $74.6M contract modification from the GSA under the SSMARTT program. This represents ~0.67% of annualized revenue — a routine, incremental award that does not materially alter the company's financial trajectory. The modification comes 13 days after Q1 FY27 earnings showed a 4.2% YoY revenue decline, and the historical calibration suggests high-impact scores on BAH have not been reliable.

Key Financial Metrics

Award Amount
$74.6M
Agency
General Services Administration
Contract Type
modification
Rev Impact
+0.7%

Key Facts

  • $74.6M contract modification from the General Services Administration
  • Award is ~0.67% of Booz Allen's $11.2B annualized revenue
  • Modification under the SSMARTT (Service Solutions for Modernization Analysis Readiness Capability Threat and Training) program
  • Filed 13 days after Q1 FY27 earnings showed -4.2% YoY revenue decline

Financial Impact

$74.6M modification, ~0.67% of annualized revenue

revenuebacklog

Risk Factors

  • Continuing resolution or government shutdown risk to GSA contracting
  • Execution risk on SSMARTT program deliverables
  • No margin data disclosed — government contract margins may differ from corporate average

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 1 SEC document filed with EDGAR.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-47QFCA24F0037
10 reports for BAH
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +26.42%Jun 22, 2026
Filters
Rows
Reports for BAH — sortable, filterable
TypeNow
Sep 2, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$73.17 $69.42▼ −5.13%▼ −4.79%$67.49 (−7.76%)
Aug 24, 2026
5w ago
8-K
BULLISH ★ 6/10
$75.22 $76.28▲ +1.41%▲ +0.10%$67.49 (−10.28%)
Aug 19, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$78.84 $78.89▲ +0.06%▲ +2.02%$67.49 (−14.40%)
Jul 24, 2026
10w ago
8-K
MIXED ★ 6/10
$72.53 $77.05▲ +6.23%▲ +2.61%$67.49 (−6.95%)
Jul 24, 2026
10w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$72.53 $77.05▲ +6.23%▲ +2.61%$67.49 (−6.95%)
Jun 22, 2026
14w ago
8-K
BULLISH ★ 7/10
$63.33 $65.21▲ +2.97%▲ +3.12%$67.49 (+6.57%)
Jun 11, 2026
16w ago
DEFA14A
NEUTRAL ★ 3/10
$77.41 $62.76▼ −18.93%▼ −20.70%$67.49 (−12.81%)
May 22, 2026
19w ago
8-K
BEARISH ★ 6/10
$78.66 $63.33▲ +19.49%▲ +19.32%$67.49 (+14.20%)
Apr 17, 2026
24w ago
GOVT-CONTRACT
NEUTRAL ★ 5/10
$81.48 $73.38▼ −9.94%▼ −15.31%$67.49 (−17.17%)
May 1, 2024
29mo ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$147.34 $151.64▲ +2.92%▼ −1.56%$67.49 (−54.19%)
Showing 10 of 10

US Market Status

Market Open — Closes in 1h 48m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access
Report published Aug 6, 2026