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GOVT-CONTRACT ·Filed Jul 29, 2026

BAH

Booz Allen Hamilton Holding Corp
NEUTRAL
Impact 2/10
Horizondays Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The modification is too small to move the stock independently. Monitor the next quarterly backlog disclosure for aggregate DOJ contract growth and any larger competitive recompete awards in the ITSSS-2 vehicle.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
BAH ▲ +15.52% at T+60d
NEUTRAL call +15.52% · α vs SPY +12.80% · entry $67.80 → $78.32
Entry = T+0 close
Jul 30, 2026
via day close
T+1d
+2.06%
call +2.06% · α +1.34%
$69.20
settled 3mo ago
T+5d
+8.23%
call +8.23% · α +4.60%
$73.37
settled 3mo ago
T+20d
+10.45%
call +10.45% · α +6.48%
$74.88
settled 2mo ago
T+60d
+15.52%
call +15.52% · α +12.80%
$78.32
settled 4d ago

Price Chart

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Executive Summary

Booz Allen Hamilton received a $38.4M contract modification from the Department of Justice for EDAS services under the ITSSS-2 SCOR 1 vehicle. The award is approximately 0.34% of the company's annualized revenue, representing a routine but incremental addition to its federal IT services backlog.

Key Financial Metrics

Award Amount
$38.4M
Agency
Department of Justice
Contract Type
modification
Rev Impact
+0.3%

Key Facts

  • Modification P00005 to contract 15F06724F0001275 valued at $38,445,370.56
  • Awarding agency: Department of Justice
  • Services: EDAS (Enterprise Data Analytics Services) under ITSSS-2 SCOR 1
  • Award represents ~0.34% of Booz Allen's $11.2B annualized revenue
  • Company reported Q1 FY27 revenue of $2.8B (-4.2% YoY) and maintained FY27 guidance

Financial Impact

$38.4M modification, ~0.34% of annualized revenue

revenuebacklog

Risk Factors

  • Modification size is immaterial relative to company revenue
  • No stated period of performance or options — revenue recognition timing uncertain
  • Civil segment revenue headwinds persist per recent earnings

Investment Themes

Services

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-15F06724F0001275
17 reports for BAH
Performance horizon
75% Hit rate @ T+20 3 of 4 directional calls Went positive at some point 6 of 6 best @ T+60▲ +26.42%Jun 22, 2026
Filters
Rows
Reports for BAH — sortable, filterable
TypeNow
Oct 27, 2026
today
Institutional Cluster
MIXED ★ 4/10
$83.00awaiting T+20—$83.40 (+0.48%)
Oct 23, 2026
4d ago
Institutional Cluster
BULLISH ★ 4/10
$78.32awaiting T+20—$83.40 (+6.49%)
Oct 23, 2026
4d ago
8-K
BULLISH ★ 7/10
$78.32awaiting T+20—$83.40 (+6.49%)
Sep 24, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$72.95 $78.32▲ +7.36%▲ +8.84%$83.40 (+14.32%)
Sep 15, 2026
6w ago
GOVT-CONTRACT
BULLISH ★ 4/10
$78.02 $71.87▼ −7.88%▼ −9.94%$83.40 (+6.90%)
Sep 2, 2026
7w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$73.88 $67.35▼ −8.84%▼ −8.38%$83.40 (+12.89%)
Aug 24, 2026
9w ago
8-K
BULLISH ★ 6/10
$75.22 $76.28▲ +1.41%▲ +0.10%$83.40 (+10.87%)
Aug 24, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$73.83 $75.65▲ +2.47%▲ +1.97%$83.40 (+12.96%)
Aug 19, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$76.36 $77.07▲ +0.93%▲ +1.05%$83.40 (+9.22%)
Jul 29, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$67.80 $74.88▲ +10.45%▲ +6.48%$83.40 (+23.02%)
Showing 10 of 17

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published Jul 29, 2026