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GOVT-CONTRACT ·Filed Sep 24, 2026

BAH

Booz Allen Hamilton Holding Corp
NEUTRAL
Impact 2/10
Horizonimmediate Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine option exercise on an existing VA contract. Monitor for additional option exercises or follow-on awards under this vehicle, but this modification alone does not materially alter the company's revenue trajectory.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
BAH ▲ +7.36% at T+20d
NEUTRAL call +7.36% · α vs SPY +8.84% · entry $72.95 → $78.32
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 25, 2026
via day close
T+1d
-3.70%
call -3.70% · α -2.96%
$70.25
settled 28d ago
T+5d
-7.68%
call -7.68% · α -7.45%
$67.35
settled 24d ago
T+20d
+7.36%
call +7.36% · α +8.84%
$78.32
settled 3d ago
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Booz Allen Hamilton received a $39.3 million contract modification from the Department of Veterans Affairs, partially exercising an option on an existing contract. The award represents approximately 0.35% of the company's annualized revenue, a routine addition to an existing relationship.

Key Financial Metrics

Award Amount
$39.3M
Agency
Department of Veterans Affairs
Contract Type
modification
Rev Impact
+0.3%

Key Facts

  • Modification P00059 to contract 36C10B21N10150057 partially exercises option OT4
  • Obligation amount: $39,260,028.6
  • Awarding agency: Department of Veterans Affairs
  • Recipient: Booz Allen Hamilton Inc (subsidiary of Booz Allen Hamilton Holding Corp)
  • Award is approximately 0.35% of company's annualized revenue of $11.2 billion

Financial Impact

$39.3 million contract modification, ~0.35% of annualized revenue

revenue

Risk Factors

  • Government contract subject to funding availability and continuing resolution risk
  • Modification is small relative to total revenue; no material impact on financials

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-36C10B21N10150057
16 reports for BAH
Performance horizon
75% Hit rate @ T+20 3 of 4 directional calls Went positive at some point 4 of 4 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 24, 2026