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GOVT-CONTRACT ·Filed Sep 15, 2026

BAH

Booz Allen Hamilton Holding Corp
BULLISH
Impact 4/10
Horizonweeks Processed1mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

Monitor for additional Shadow Raptor task orders or follow-on awards, as this modification signals continued program funding. The incremental funding nature suggests ongoing work rather than a new program start.

DirectionBullish
Confidencehigh
Horizonweeks
Latest settled — T+20d
BAH ▼ -7.88% at T+20d
LONG call ✗ call lost -7.88% · α vs SPY -9.94% · entry $78.02 → $71.87
Next anchor: T+60d in 6w
Latest observation: T+27 -8.52% FF3 residual α
Entry = T+0 close
Sep 16, 2026
via day close
T+1d
+0.73%
call +0.73% · α -0.40%
$78.59
settled 6w ago
T+5d
-3.06%
call -3.06% · α -4.89%
$75.63
settled 5w ago
T+20d
-7.88%
call -7.88% · α -9.94%
$71.87
settled 12d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

Booz Allen Hamilton received a $123.3M contract modification from the GSA for the AFRL Shadow Raptor program. This represents approximately 1.1% of annualized revenue, a notable but not transformative award that adds to the company's defense backlog.

Key Financial Metrics

Award Amount
$123.3M
Agency
General Services Administration
Contract Type
modification
Rev Impact
+1.1%

Key Facts

  • Contract modification P00014 on vehicle 47QFCA25F0033 for $123,272,788
  • Awarding agency is General Services Administration, supporting AFRL Shadow Raptor program
  • Modification reallocates and provides incremental funding
  • Annualized revenue of $11.2B makes this ~1.1% of revenue
  • Action date September 15, 2026

Financial Impact

$123.3M modification, approximately 1.1% of annualized revenue

revenuebacklog

Risk Factors

  • Government funding subject to continuing resolutions and appropriations risk
  • Modification is incremental funding, not a new contract award — scope may be limited
  • Execution risk on defense programs with evolving requirements

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-47QFCA25F0033
16 reports for BAH
Performance horizon
100% Hit rate @ T+20 3 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
2d ago
Institutional Cluster
BULLISH ★ 4/10
$77.57awaiting T+20—$78.32 (+0.97%)
Oct 23, 2026
3d ago
8-K
BULLISH ★ 7/10
$82.54awaiting T+20—$78.32 (−5.11%)
Sep 24, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$72.95 $78.32▲ +7.36%▲ +8.84%$78.32 (+7.36%)
Sep 15, 2026
5w ago
GOVT-CONTRACT
BULLISH ★ 4/10
$78.02 $71.87▼ −7.88%▼ −9.94%$78.32 (+0.39%)
Sep 2, 2026
7w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$73.88 $67.35▼ −8.84%▼ −8.38%$78.32 (+6.01%)
Aug 24, 2026
9w ago
8-K
BULLISH ★ 6/10
$75.22 $76.28▲ +1.41%▲ +0.10%$78.32 (+4.12%)
Aug 24, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$73.83 $75.65▲ +2.47%▲ +1.97%$78.32 (+6.08%)
Aug 19, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$76.36 $77.07▲ +0.93%▲ +1.05%$78.32 (+2.57%)
Jul 29, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$67.80 $74.88▲ +10.45%▲ +6.48%$78.32 (+15.52%)
Jul 24, 2026
13w ago
8-K
MIXED ★ 6/10
$72.53 $77.05▲ +6.23%▲ +2.61%$78.32 (+7.98%)
Showing 10 of 16

US Market Status

Market Closed — Opens in 20m

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Report published Sep 15, 2026