Booz Allen Hamilton (NYSE:BAH) Stock

Booz Allen Hamilton

Booz Allen Hamilton Holding Corp provides technology solutions in areas such as artificial intelligence, cybersecurity, and related fields. The company serves U.S. federal government agencies, commercial clients, and select international customers. It also provides technologies to evolve defense missions and delivers solutions to warfighters in the digital battlespace.

The Donald Trump administration is preparing to launch one of the most expensive defense initiatives in U.S. history, kicking off a $151 billion procurement drive for its "Golden Dome" <a href="https://www.benzinga.com/markets/tech/25/07/46544230/trump-turns-to-jeff-bezoss-project-kuiper-as-elon-musk-feud-threatens-spacex-role-in-175-billion-golden-dome-defense-project-report">missile shield</a>.
What Happened: On Friday, the U.S. Missile Defense Agency said it would soon invite proposals for an "advanced, multi-domain defense system" under the project officially known as Scalable Homeland Innovative Enterprise Layered Defense, or SHIELD, <a href="https://www.ft.com/content/b8cbefc9-9e68-4ba9-a621-667024481a5b">reported</a> the Financial Times.
The 10-year plan seeks to fund a sweeping array of contracts covering research and development, cybersecurity and the design and deployment of systems capable of defending against ballistic, hypersonic, and cruise missile threats.
Trump has pledged $175 billion toward the Golden Dome initiative, modeled loosely on Israel's Iron Dome and vowed to have it operational within three years.
See Also:&nbsp;<a href="https://benzinga.com/news/topics/25/07/46590373/elon-musk-richest-man-alive-is-asked-how-he-feels-about-being-labeled-evil-billionaire-its-not-like-ive-got-some-massive-cash-balance" target="_blank" rel="noreferrer noopener">Elon Musk, Richest Man Alive, Is Asked How He Feels About Being Labeled ‘Evil Billionaire' — ‘It's Not Like I've Got Some Massive Cash Balance'</a>
Why It's Important: On the same day, Booz Allen Hamilton Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) CEO Horacio Rozanski told analysts the firm "can play a variety of roles" and is "participating in the procurement process as it ramps up."
During its <a href="https://www.benzinga.com/markets/earnings/25/07/46600670/l3harris-q2-earnings-revenue-beat-eps-beat-raised-guidance-clear-inflection-point">second-quarter earnings</a> call on Thursday, L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>) also said that the company is preparing to deploy 40 to 45 Hypersonic Ballistic Tracking Space Sensor (HBTSS) satellites, which are vital to the Golden Dome missile defense system.
Major defense contractors—Northrop Grumman Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOX#NYSE">NOX</a>), RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) and Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)—have <a href="https://www.benzinga.com/markets/earnings/25/07/46565953/lockheed-martin-confirms-talks-with-us-over-trumps-175-billion-golden-dome-missile-shield-ceo-james-taiclet-says-no-contracts-yet-lmt-is-all-in">also signaled interest</a>.
While Trump's initial defense bill allocates just $25 billion toward the project, the Congressional Budget Office estimates a full-scale missile shield could cost up to $542 billion over 20 years, the report stated.
If executed, the plan could trigger a massive windfall for aerospace firms and defense startups alike, with Elon Musk's SpaceX—despite recent tensions with the administration—well-positioned to <a href="https://www.benzinga.com/25/04/44861620/spacex-palantir-frontrunners-in-bid-that-could-build-donald-trumps-golden-dome-report">secure satellite launch contracts</a>.
The Golden Dome project marks a dramatic expansion of U.S. homeland defense ambitions, potentially reshaping military procurement and creating new frontiers for defense technology and private-sector collaboration.
Benzinga&#8217;s Edge Stock Rankings indicate that Booz Allen Hamilton Corp is showing strong upward momentum in the short and medium term, but exhibits a downward trend over the long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">Additional performance metrics can be found here</a>.
<figure class="wp-block-image aligncenter size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/26042123/Screenshot-2025-07-26-at-1.50.01%E2%80%AFPM.png" alt="" class="wp-image-1001868" /></a></figure>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image via Shutterstock

News

Trump's $151 Billion 'Golden Dome' Shield Program Will Soon Open Bidding For Defense Tech Giants, Startups: Report

Wall Street looked set to close the week on a high note, with large-cap benchmarks pushing higher in Friday's midday trading as optimism over corporate earnings and progress on global trade talks provided support for risk assets. The S&amp;P 500 climbed 0.4% to 6,390, marking a fresh all-time high and the Nasdaq 100 also rose 0.5% to break above 23,330, led by strength in <a href="https://www.benzinga.com/topic/technology-stocks">tech and consumer names. </a>
<ul class="wp-block-list">
<li>QQQ ETF has risen 40% off April&#8217;s lows. <a href="https://www.benzinga.com/quote/QQQ">Track it now here.</a> </li>
</ul>
With today's gains on Wall Street, the combined market capitalization of the Magnificent Seven has hit a new record of $19 trillion, with NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) alone climbing to $4.25 trillion.
The Roundhill Magnificent Seven ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAGS#NYSE">MAGS</a>) is up 1.4% this week and is on pace to log its seventh weekly gain in the last eight.
Markets were buoyed by news from Brussels, where European officials confirmed a Sunday meeting with President Donald Trump. Investors are anticipating the U.S. will move forward with a 15% tariff on EU goods, mirroring the Japan deal structure finalized earlier this week.
President Donald Trump indicated confidence that the Federal Reserve will begin cutting rates, just a day after his high-profile visit to Fed Chair Jerome Powell in Washington, D.C.
Yields on 10-year Treasury bonds held steady at 4.40%, unchanged for the week, while the U.S. dollar index rose 0.3%, paring weekly losses but still set to close lower.
Commodities were broadly weaker. Gold dropped 1.2% to $3,329 per ounce, silver slid 2.4% to $38 per ounce and WTI crude oil declined 1% to $65.40 per barrel.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) extended its decline for a third straight session, slipping 2.2% toward $115,800 and heading for its second consecutive weekly loss—a streak not seen since March 2025.
<h2 class="wp-block-heading">Friday&#8217;s Performance In Major U.S. Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day % chg</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>23,322.82</td>
<td>0.4%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,389.82</td>
<td>0.4%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,807.79</td>
<td>0.3%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,251.34</td>
<td>-0.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:35 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) rose 0.4% to $585.34.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) inched 0.2% up to $447.87.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rose 0.4% to $567.18.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) held steady at $223.55.</li>
<li>The&nbsp;Consumer Discretionary&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) outperformed, up 1.1%; the&nbsp;Communication Services&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>) lagged, down 1%.</li>
</ul>
<h2 class="wp-block-heading">Friday&#8217;s Stock Movers</h2>
<ul class="wp-block-list">
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) rebounded 5.6% after sliding 8.2% on Thursday amid weaker-than-expected quarterly results. </li>
</ul>
Stocks reacting to earnings reports included:
<ul class="wp-block-list">
<li>Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) down 8.94%</li>
<li>Aon plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>) up 4.58%</li>
<li>HA Healthcare, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAHC#NASDAQ">HAHC</a>) down 2.97%</li>
<li>Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>) up 5.80%</li>
<li>Digital Realty Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>) down 0.75%</li>
<li>Phillips 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>) up 0.80%</li>
<li>Charter Communications, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>) down 17.48%</li>
<li>Edwards Lifesciences Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>) up 3.63%</li>
<li>VeriSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>) up 6.29%</li>
<li>First Citizens BancShares, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCNCA#NASDAQ">FCNCA</a>) down 0.99%</li>
<li>Shinhan Financial Group Co., Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHG#NYSE">SHG</a>) up 1.26%</li>
<li>Deckers Outdoor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) up 11.91%</li>
<li><a href="https://www.benzinga.com/markets/earnings/25/07/46628310/booz-allen-sticks-to-bold-2026-outlook-as-backlog-hits-38-billion">Booz Allen </a>Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) down 2.27%</li>
<li>Centene Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNC#NYSE">CNC</a>) up 4.90%</li>
<li>Saia, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIA#NASDAQ">SAIA</a>) up 5.49%</li>
<li>AutoNation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AN#NYSE">AN</a>) down 0.13%</li>
<li>OneMain Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OMF#NYSE">OMF</a>) up 0.87%</li>
<li>Boyd Gaming Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BYD#NYSE">BYD</a>) up 2.24%</li>
<li>Gentex Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GNTX#NASDAQ">GNTX</a>) up 14.19%</li>
</ul>
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</ul>

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US Stocks Hit New Highs As Magnificent Seven Reach $19 Trillion: What's Moving Markets Friday?

WIIM

Booz Allen Hamilton shares are trading lower following a slight Q1 revenue miss.

<a href="https://www.benzinga.com/topic/defense">Defense contractor</a> Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) reported a mixed fiscal first quarter on Friday, exceeding analyst expectations for adjusted earnings per share (EPS) but falling slightly short on revenue. 
The company reported quarterly adjusted EPS of $1.48, topping the <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">analyst consensus estimate</a> of $1.45. Quarterly sales of $2.92 billion, down by 0.6% year-on-year, missed the street view of $2.94 billion.
The <a href="https://www.businesswire.com/news/home/20250725143075/en/Booz-Allen-Hamilton-Announces-First-Quarter-Fiscal-Year-2026-Results">backlog grew</a> by 10.7%, reaching $38 billion, while the quarterly book-to-bill ratio stood at 1.42x. Organic revenue grew by 2.3%. Booz Allen recorded a quarterly operating income of $257 million, compared with $255 million a year ago.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/downgrades/25/05/45657176/booz-allen-hamilton-downgraded-analyst-flags-flat-revenue-growth-margin-pressure" rel="noreferrer noopener">Booz Allen Hamilton Downgraded: Analyst Flags Flat Revenue Growth, Margin Pressure</a>
As of June 30, the client staff headcount had decreased by around 1,600 compared to the previous year, marking a&nbsp;5%&nbsp;decline.
Booz Allen&nbsp;exited the quarter with cash and equivalents worth&nbsp;$711 million. Long-term debt, net of&nbsp;the current&nbsp;portion, totals&nbsp;$3.9 billion. BAH announced a quarterly dividend of 55 cents per share.
Booz Allen Chairman and CEO Horacio Rozanski said the company met expectations in the first quarter and secured contracts to integrate technology into the administration&#8217;s mission priorities. He added that Booz Allen is ramping up investments and partnerships across the tech ecosystem to keep delivering for the nation.
<h2 class="wp-block-heading">Outlook</h2>
Booz Allen reiterated fiscal 2026 revenue of $12.00 billion-$12.50 billion versus the <a href="https://www.benzinga.com/calendars/guidance" target="_blank" rel="noreferrer noopener">analyst consensus estimate</a> of $12.24 billion. The company maintained an adjusted EPS outlook of $6.20-$6.55 versus the $6.40 analyst consensus estimate.
The company reiterated an adjusted EBITDA margin of roughly&nbsp;11%&nbsp;in the fiscal year 2026, and free cash flow of about $900 million-$1,000 million&nbsp;(<a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45587393/booz-allen-says-it-is-accelerating-the-administrations-priorities-but-its-annual-outlook-spooks-investors" rel="noreferrer noopener">prior $700 million-$800 million</a>).
Booz Allen Hamilton stock declined 11% year-to-date. On July 2, CNBC&#8217;s Jim Cramer said Booz Allen Hamilton <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46218519/jim-cramer-gives-utilities-stock-a-week-says-doge-not-done-clobbering-booz-allen" rel="noreferrer noopener">took a hit</a> from DOGE and warned that the pressure isn&#8217;t over yet.
Price Action: BAH stock is trading higher by 2.07% to $117.50 premarket at last check Friday.
Read Next:
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</ul>
Photo via Shutterstock

Earnings

Guidance

Movers

Booz Allen Sticks To Bold 2026 Outlook As Backlog Hits $38 Billion

- Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>), the parent company of advanced technology company Booz Allen Hamilton Inc., today announced results for the first quarter of fiscal 2026. The company delivered: Top and bottom-line performance in line with expectations, including growth in Adjusted Net Income1 and Adjusted EBITDA1 Strong performance across defense and intel markets Record Q1 backlog of $38 billion and quarterly book-to-bill ratio of 1.42x Repurchase of 1.1 percent of outstanding shares $200 million anticipated FY26 federal cash tax benefit from new S174 rules Continued strategic investments to accelerate technology transformation&nbsp;

Booz Allen Hamilton Reported Q1 Backlog Of $38B, Quarterly Book-To-Bill ratio Of 1.42x

Booz Allen Hamilton Affirms FY2026 Adj EPS Guidance of $6.20-$6.55 vs $6.40 Est; Affirms FY2026 Sales Guidance of $12.00B-$12.50B vs $12.24B Est

Earnings Beats

Earnings Misses

Booz Allen Hamilton Q1 Adj. EPS $1.48 Beats $1.45 Estimate, Sales $2.92B Miss $2.94B Estimate

<h3>Companies Reporting Before The Bell</h3>
• Eni (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/E#NYSE">E</a>) is likely to report quarterly earnings at $0.67 per share on revenue of $20.75 billion. 
• NatWest Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NWG#NYSE">NWG</a>) is estimated to report earnings for its second quarter. 
• Virtus Inv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRTS#NYSE">VRTS</a>) is expected to report quarterly earnings at $6.19 per share on revenue of $192.10 million. 
• Saia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIA#NASDAQ">SAIA</a>) is likely to report quarterly earnings at $2.40 per share on revenue of $809.30 million. 
• Phillips 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>) is projected to report quarterly earnings at $1.68 per share on revenue of $31.61 billion. 
• Lakeland Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LKFN#NASDAQ">LKFN</a>) is projected to report quarterly earnings at $0.95 per share on revenue of $66.80 million. 
• Gentex (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GNTX#NASDAQ">GNTX</a>) is projected to report quarterly earnings at $0.39 per share on revenue of $606.11 million. 
• Flagstar Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FLG#NYSE">FLG</a>) is projected to report quarterly loss at $0.12 per share on revenue of $523.48 million. 
• Centene (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNC#NYSE">CNC</a>) is expected to report quarterly earnings at $0.41 per share on revenue of $44.09 billion. 
• Charter Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>) is estimated to report quarterly earnings at $9.82 per share on revenue of $13.76 billion. 
• AutoNation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AN#NYSE">AN</a>) is likely to report quarterly earnings at $4.70 per share on revenue of $6.83 billion. 
• Shinhan Finl Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHG#NYSE">SHG</a>) is estimated to report earnings for its second quarter. 
• Portland Gen Electric (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POR#NYSE">POR</a>) is likely to report quarterly earnings at $0.64 per share on revenue of $786.11 million. 
• Lear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEA#NYSE">LEA</a>) is projected to report quarterly earnings at $3.27 per share on revenue of $5.91 billion. 
• HCA Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>) is projected to report quarterly earnings at $6.27 per share on revenue of $18.49 billion. 
• Carter's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRI#NYSE">CRI</a>) is likely to report quarterly earnings at $0.40 per share on revenue of $572.23 million. 
• Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) is expected to report quarterly earnings at $1.45 per share on revenue of $2.94 billion. 
• Wabash National (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WNC#NYSE">WNC</a>) is estimated to report quarterly loss at $0.33 per share on revenue of $433.77 million. 
• GrafTech International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EAF#NYSE">EAF</a>) is expected to report quarterly loss at $0.11 per share on revenue of $130.64 million. 
• Moog Inc. Class A Common Stock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOG#NYSE">MOG</a>) is likely to report quarterly earnings at $2.14 per share on revenue of $921.75 million. 
• Aon (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>) is estimated to report quarterly earnings at $3.41 per share on revenue of $4.15 billion. 
• Central Pacific Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPF#NYSE">CPF</a>) is likely to report quarterly earnings at $0.70 per share on revenue of $71.72 million. 
• Southside Bancshares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SBSI#NYSE">SBSI</a>) is expected to report quarterly earnings at $0.68 per share on revenue of $67.96 million. 
• Trinet Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TNET#NYSE">TNET</a>) is expected to report quarterly earnings at $0.91 per share on revenue of $280.85 million. 
• Stellar Bancorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STEL#NYSE">STEL</a>) is likely to report quarterly earnings at $0.45 per share on revenue of $104.89 million. 
• OneMain Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OMF#NYSE">OMF</a>) is likely to report quarterly earnings at $1.23 per share on revenue of $1.12 billion. 
• Gorman-Rupp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRC#NYSE">GRC</a>) is expected to report quarterly earnings at $0.56 per share on revenue of $174.60 million. 
• First Hawaiian (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FHB#NASDAQ">FHB</a>) is likely to report quarterly earnings at $0.49 per share on revenue of $214.05 million. 
• First Citizens BancShares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCNCA#NASDAQ">FCNCA</a>) is expected to report quarterly earnings at $38.83 per share on revenue of $2.21 billion. 
• Sensient Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SXT#NYSE">SXT</a>) is estimated to report quarterly earnings at $0.88 per share on revenue of $418.10 million. 
<h3>Companies Reporting After The Bell</h3>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

LKFN

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Earnings Scheduled For July 25, 2025

Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) will release earnings results for the first quarter, before the<a href="https://www.benzinga.com/quote/bah/earnings"> opening bell on Friday, July 25.</a>
Analysts expect the McLean, Virginia-based company to report quarterly earnings at $1.45 per share, up from $1.38 per share in the year-ago period. Booz Allen Hamilton projects to report quarterly revenue at $2.95 billion, compared to $2.94 billion a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
On July 22, Booz Allen was awarded a $315 million rapid prototyping contract to transform command and control for the U.S. Air Force.
Booz Allen Hamilton shares fell 0.7% to close at $115.12 on Thursday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/WBA/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul class="wp-block-list">
<li>William Blair analyst Louie DiPalma upgraded the stock from Market Perform to Outperform on July 22, 2025. This analyst has an accuracy rate of 75%.</li>
<li>Stifel analyst Jonathan Siegmann reinstated a Hold rating with a price target of $112 on June 24, 2025. This analyst has an accuracy rate of 74%.</li>
<li>Goldman Sachs analyst Noah Poponak downgraded the stock from Neutral to Sell and slashed the price target from $108 to $94 on May 28, 2025. This analyst has an accuracy rate of 69%.</li>
<li>Barclays analyst David Strauss maintained an Equal-Weight rating and cut the price target from $140 to $120 on May 28, 2025. This analyst has an accuracy rate of 74%.</li>
<li>Wells Fargo analyst Matthew Akers maintained an Overweight rating and slashed the price target from $148 to $135 on May 27, 2025. This analyst has an accuracy rate of 75%.</li>
</ul>
Considering buying BAH stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="594" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25042915/image-386-1024x594.png" alt="" class="wp-image-1000277" style="width:598px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25042915/image-386-1024x594.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25042915/image-386-300x174.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25042915/image-386-768x445.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25042915/image-386.png 1095w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

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Pre-Market Outlook

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Analyst Ratings

Booz Allen Hamilton Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) is gearing up to announce its quarterly earnings on Friday, 2025-07-25. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Booz Allen Hamilton will report an earnings per share (EPS) of $1.45.
The announcement from Booz Allen Hamilton is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.
It's worth noting for new investors that guidance can be a key determinant of stock price movements.
<h3>Earnings Track Record</h3>
In the previous earnings release, the company missed EPS by $0.00, leading to a 0.0% drop in the share price the following trading session.
Here's a look at Booz Allen Hamilton's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2025</th>
<th>Q3 2025</th>
<th>Q2 2025</th>
<th>Q1 2025</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.61</td>
<td>1.52</td>
<td>1.49</td>
<td>1.52</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.61</td>
<td>1.55</td>
<td>1.81</td>
<td>1.38</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-17.0%</td>
<td>0.0%</td>
<td>9.0%</td>
<td>-9.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753365707_0.png" alt="eps graph" />
<h3>Performance of Booz Allen Hamilton Shares</h3>
Shares of Booz Allen Hamilton were trading at $115.95 as of July 23. Over the last 52-week period, shares are down 17.18%. Given that these returns are generally negative, long-term shareholders are likely unhappy going into this earnings release. 
<h3>Analyst Insights on Booz Allen Hamilton</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Booz Allen Hamilton.
The consensus rating for Booz Allen Hamilton is Neutral, based on 5 analyst ratings. With an average one-year price target of $119.2, there's a potential 2.8% upside.
<h3>Understanding Analyst Ratings Among Peers</h3>
The following analysis focuses on the analyst ratings and average 1-year price targets of UL Solutions, Jacobs Solutions and CACI International, three prominent industry players, providing insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Neutral trajectory for UL Solutions, with an average 1-year price target of $71.33, suggesting a potential 38.48% downside.</li>
<li>Analysts currently favor an Buy trajectory for Jacobs Solutions, with an average 1-year price target of $150.6, suggesting a potential 29.88% upside.</li>
<li>Analysts currently favor an Buy trajectory for CACI International, with an average 1-year price target of $534.8, suggesting a potential 361.23% upside.</li>
</ul>
<h3>Peer Analysis Summary</h3>
Within the peer analysis summary, vital metrics for UL Solutions, Jacobs Solutions and CACI International are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Booz Allen Hamilton</td>
<td>Neutral</td>
<td>7.33%</td>
<td>$1.59B</td>
<td>17.34%</td>
</tr>
<tr>
<td>UL Solutions</td>
<td>Neutral</td>
<td>5.22%</td>
<td>$341M</td>
<td>7.15%</td>
</tr>
<tr>
<td>Jacobs Solutions</td>
<td>Buy</td>
<td>2.22%</td>
<td>$738.35M</td>
<td>0.17%</td>
</tr>
<tr>
<td>CACI International</td>
<td>Buy</td>
<td>11.85%</td>
<td>$196.37M</td>
<td>3.01%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Booz Allen Hamilton ranks in the middle among its peers for Consensus rating. It is at the top for Revenue Growth, indicating strong performance in this area. The company is at the top for Gross Profit, showcasing robust financial health. However, it ranks at the bottom for Return on Equity, suggesting lower profitability compared to its peers.
<h3>Get to Know Booz Allen Hamilton Better</h3>
Booz Allen Hamilton Holding Corp provides technology solutions in areas such as artificial intelligence, cybersecurity, and related fields. The company serves U.S. federal government agencies, commercial clients, and select international customers. It also provides technologies to evolve defense missions and delivers solutions to warfighters in the digital battlespace.
<h3>Unraveling the Financial Story of Booz Allen Hamilton</h3>
Market Capitalization Analysis: The company's market capitalization surpasses industry averages, showcasing a dominant size relative to peers and suggesting a strong market position.
Revenue Growth: Booz Allen Hamilton's remarkable performance in 3 months is evident. As of 31 March, 2025, the company achieved an impressive revenue growth rate of 7.33%. This signifies a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 6.45%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Booz Allen Hamilton's ROE excels beyond industry benchmarks, reaching 17.34%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Booz Allen Hamilton's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.71% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Booz Allen Hamilton's debt-to-equity ratio is notably higher than the industry average. With a ratio of 4.21, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<a href="https://www.benzinga.com/quote/BAH/earnings">To track all earnings releases for Booz Allen Hamilton visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Exploring Booz Allen Hamilton's Earnings Expectations

<a href="https://www.ft.com/content/a6d3acad-8d77-4734-b6a5-8fe587c4edac" title="https://www.ft.com/content/a6d3acad-8d77-4734-b6a5-8fe587c4edac">https://www.ft.com/content/a6d3acad-8d77-4734-b6a5-8fe587c4edac</a>

Contracts

Politics

General

LDOS

'Trump Official Vows Further Pricing Squeeze On US Government Contracts' - Financial Times

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Keybanc analyst Philip Gibbs upgraded the rating for Cleveland-Cliffs Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLF#NYSE">CLF</a>) from Sector Weight to Overweight and announced a $14 price target. Cleveland-Cliffs shares closed at $10.66 on Monday. <a href="https://www.benzinga.com/quote/clf/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst David Chiaverini upgraded Zions Bancorporation, National Association (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZION#NASDAQ">ZION</a>) from Underperform to Hold and raised the price target from $45 to $60. Zions Bancorp shares closed at $56.59 on Monday. <a href="https://www.benzinga.com/quote/zion/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>William Blair analyst Louie DiPalma upgraded the rating for Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) from Market Perform to Outperform. Booz Allen Hamilton shares closed at $109.32 on Monday. <a href="https://www.benzinga.com/quote/bah/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird analyst Tristan Gerra upgraded STMicroelectronics N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STM#NYSE">STM</a>) from Neutral to Outperform and raised the price target from $23 to $50. STMicroelectronics shares closed at $32.81 on Monday. <a href="https://www.benzinga.com/quote/stm/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying BAH stock? Here&#8217;s what analysts think:
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/BAH/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="588" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/22081301/image-303-1024x588.png" alt="" class="wp-image-995295" style="width:610px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/22081301/image-303-1024x588.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/22081301/image-303-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/22081301/image-303-768x441.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/22081301/image-303.png 1107w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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</ul>
Photo via Shutterstock

Upgrades

ZION

This Booz Allen Hamilton Analyst Turns Bullish; Here Are Top 4 Upgrades For Tuesday

Booz Allen Awarded $315M Contract For Advanced Battle Management System Distributed Battle Management Node Phase II Tactical Operations Center-Light With US Air Force

Across the recent three months, 5 analysts have shared their insights on Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>), expressing a variety of opinions spanning from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $119.2, a high estimate of $135.00, and a low estimate of $94.00. This current average has decreased by 7.6% from the previous average price target of $129.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1753185749_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The standing of Booz Allen Hamilton among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jonathan Siegmann</td>
<td>Stifel</td>
<td>Announces</td>
<td>Hold</td>
<td>$112.00</td>
<td>-</td>
</tr>
<tr>
<td>Noah Poponak</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Sell</td>
<td>$94.00</td>
<td>$108.00</td>
</tr>
<tr>
<td>David Strauss</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$120.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Matthew Akers</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$135.00</td>
<td>$148.00</td>
</tr>
<tr>
<td>Gavin Parsons</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$135.00</td>
<td>$120.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Booz Allen Hamilton. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Booz Allen Hamilton compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of Booz Allen Hamilton's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
Capture valuable insights into Booz Allen Hamilton's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/BAH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Booz Allen Hamilton analyst ratings.</a>
<h2>Delving into Booz Allen Hamilton's Background</h2>
Booz Allen Hamilton Holding Corp provides technology solutions in areas such as artificial intelligence, cybersecurity, and related fields. The company serves U.S. federal government agencies, commercial clients, and select international customers. It also provides technologies to evolve defense missions and delivers solutions to warfighters in the digital battlespace.
<h3>Understanding the Numbers: Booz Allen Hamilton's Finances</h3>
Market Capitalization Highlights: Above the industry average, the company's market capitalization signifies a significant scale, indicating strong confidence and market prominence.
Positive Revenue Trend: Examining Booz Allen Hamilton's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 7.33% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. When compared to others in the Industrials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 6.45%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 17.34%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Booz Allen Hamilton's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.71%, the company showcases efficient use of assets and strong financial health.
Debt Management: With a high debt-to-equity ratio of 4.21, Booz Allen Hamilton faces challenges in effectively managing its debt levels, indicating potential financial strain.
<h2>The Basics of Analyst Ratings</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Expert Outlook: Booz Allen Hamilton Through The Eyes Of 5 Analysts

William Blair analyst Louie DiPalma upgrades Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) from Market Perform to Outperform.

William Blair Upgrades Booz Allen Hamilton to Outperform

Advanced technology company <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.boozallen.com%2F&amp;esheet=54293280&amp;newsitemid=20250721588573&amp;lan=en-US&amp;anchor=Booz+Allen+Hamilton&amp;index=1&amp;md5=7e0334e091e57ede735114f119110474">Booz Allen Hamilton</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) announced today that it is tripling its venture capital commitment from $100 million to $300 million. <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.boozallen.com%2Fventures&amp;esheet=54293280&amp;newsitemid=20250721588573&amp;lan=en-US&amp;anchor=Booz+Allen+Ventures&amp;index=2&amp;md5=8b744b3c58d805e51c8f204f23af7c9b">Booz Allen Ventures</a> will use the capital to bolster American innovation and build new solutions through investments in early-stage technology companies poised to transform U.S. government missions. The company anticipates making 20–25 new investments over the next five years.
"The success of Booz Allen Ventures shows the power of combining our advanced technology and deep expertise with strategic investments in revolutionary start-ups," said <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.boozallen.com%2Fe%2Fbio%2Fleadership%2Fmatt-calderone.html&amp;esheet=54293280&amp;newsitemid=20250721588573&amp;lan=en-US&amp;anchor=Matt+Calderone&amp;index=3&amp;md5=d37daf5d646bc9f22ec1f550b68f64d4">Matt Calderone</a>, chief financial officer at Booz Allen. "We are in a race for global tech supremacy, and America's innovation ecosystem is our most important source of strategic advantage. Booz Allen is committed to fueling the solutions that will keep the U.S. strong, safe and prosperous."
The expansion builds on the success of Booz Allen Ventures' investments over the last three years, with strong performance among 17 portfolio companies to date, including Albedo, Hidden Level, Second Front and Shift5. These investments have delivered mission value and strategic growth opportunities across Booz Allen's global defense, national security, and civil businesses.
"Hidden Level is proud to be a part of the Booz Allen Ventures portfolio, where our shared commitment to national security translates into a strong strategic working relationship," said Jeff Cole, CEO and co-founder of Hidden Level. "Together, we are not just developing but delivering real solutions for DOD customers: combining innovation, technical rigor and operational readiness to protect the warfighter and U.S. critical infrastructure."
Booz Allen Ventures' portfolio companies deliver advanced solutions in areas including artificial intelligence, autonomy, cyber, space and quantum computing. In addition to capital, Booz Allen's investments include strategic partnership to co-create solutions, navigate risks and challenges in the federal environment and bring cutting-edge technology to critical missions.
Booz Allen Ventures will remain focused on bringing the most promising commercial technologies to essential missions, from increasing space domain awareness to strengthening border security and modernizing the nation's military. In addition to its current areas of focus—artificial intelligence, cyber, defense tech, and deep tech—Booz Allen Ventures is expanding to invest in companies driving American reindustrialization.
"Our national defense requires fast, powerful technology solutions that deliver outcomes when they are needed most," said Brian MacCarthy, managing partner of Booz Allen Ventures. "We've never lost sight of that mission; Booz Allen has been serving it every day for decades. Now, among fierce global technology competition and evolving geopolitics, this expansion gives us new capacity to collaborate and build with brilliant founders and deliver the best commercial tech to our nation at speed and scale."
Read more about <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.boozallen.com%2Fexpertise%2Faccelerating-outcomes-for-the-nation%2Fventures.html&amp;esheet=54293280&amp;newsitemid=20250721588573&amp;lan=en-US&amp;anchor=Booz+Allen+Ventures&amp;index=4&amp;md5=95e55aaf311a5b0d8a2f8a824b9855ce">Booz Allen Ventures</a>.
About Booz Allen Hamilton
Booz Allen is an advanced technology company delivering outcomes with speed for America's most critical defense, civil, and national security priorities. We build technology solutions using AI, cyber, and other cutting-edge technologies to advance and protect the nation and its citizens. By focusing on outcomes, we enable our people, clients, and their missions to succeed—accelerating the nation to realize our purpose: Empower People to Change the World&#xAE;.

Booz Allen Hamilton Announces It's Tripling Its Venture Capital Commitment From $100M To $300M

The defense sector is on fire in 2025 — and investors are watching earnings season for signs <a href="https://www.benzinga.com/news/25/07/46344520/defense-stocks-outperform-tech-trump-budget-boost">the rally can continue.</a>
The iShares U.S. Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITA#NYSE">ITA</a>) is up 33% year-to-date through July 16, on track for its best annual return since 2013. 
The fund gained 25% in the first half alone, outperforming both the Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and the Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) by double-digit margins.
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46267993/lockheed-martin-tops-defense-peers-in-capital-efficiency-but-market-isnt-impressed">Lockheed Martin Tops Defense Peers In Capital Efficiency — But Market Isn&#8217;t Impressed</a>
<h2 class="wp-block-heading">Washington Fueled The Rally—Now Investors Want Results</h2>
Investors have already bought the rumors—now they want the facts. The explosive rally in defense stocks has been fueled by a fundamental shift in Washington's priorities and the rising tide of global tensions.
On July 4, President Donald Trump signed the "One Big Beautiful Bill Act," a sweeping defense package that injects $156.2 billion into the Pentagon—the largest single-year boost in over a decade. 
The bill directs tens of billions toward areas that could redefine the future of warfare and defense contracting. Shipbuilding alone receives $29.2 billion, while $24.4 billion is allocated to integrated air and missile defense—what the administration has dubbed the "Golden Dome" initiative. 
Another $25.4 billion is earmarked to strengthen munitions production and shore up supply chain resilience, and $16 billion will go toward scaling low-cost weapons systems. 
The budget also includes $10.8 billion to modernize the U.S. nuclear arsenal and $8.6 billion to support new air superiority projects.
<h3 class="wp-block-heading">Q2 2025 Defense Earnings Preview: Who Reports and When</h3>
Defense stocks slated to report earnings by the end of July include: 
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>Earnings Date</th>
<th>YTD % Change</th>
</tr>
</thead>
<tbody>
<tr>
<td>AAR Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIR#NYSE">AIR</a>)</td>
<td>Wed Jul 16 (After-Market)</td>
<td>+21.48%</td>
</tr>
<tr>
<td>General Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)</td>
<td>Thu Jul 17 (Pre-Market)</td>
<td>+58.81%</td>
</tr>
<tr>
<td>RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>)</td>
<td>Tue Jul 22 (Pre-Market)</td>
<td>+29.12%</td>
</tr>
<tr>
<td>Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)</td>
<td>Tue Jul 22 (Pre-Market)</td>
<td>-3.25%</td>
</tr>
<tr>
<td>Northrop Grumman Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>)</td>
<td>Tue Jul 22 (Pre-Market)</td>
<td>+10.37%</td>
</tr>
<tr>
<td>General Dynamics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>)</td>
<td>Wed Jul 23 (During-Market)</td>
<td>+13.64%</td>
</tr>
<tr>
<td>L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>)</td>
<td>Thu Jul 24 (Pre-Market)</td>
<td>+25.02%</td>
</tr>
<tr>
<td>Textron Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TXT#NYSE">TXT</a>)</td>
<td>Thu Jul 24 (During-Market)</td>
<td>+9.60%</td>
</tr>
<tr>
<td>Hexcel Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>)</td>
<td>Thu Jul 24 (After-Market)</td>
<td>-6.14%</td>
</tr>
<tr>
<td>Woodward Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>)</td>
<td>Mon Jul 28 (After-Market)</td>
<td>+51.46%</td>
</tr>
<tr>
<td>The Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)</td>
<td>Tue Jul 29 (During-Market)</td>
<td>+29.40%</td>
</tr>
<tr>
<td>Leonardo DRS Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DRS#NASDAQ">DRS</a>)</td>
<td>Wed Jul 30 (During-Market)</td>
<td>+49.25%</td>
</tr>
<tr>
<td>Sturm, Ruger &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RGR#NYSE">RGR</a>)</td>
<td>Wed Jul 30 (After-Market)</td>
<td>+0.66%</td>
</tr>
<tr>
<td>Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>)</td>
<td>Thu Jul 31 (Pre-Market)</td>
<td>+67.99%</td>
</tr>
<tr>
<td>ATI Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATI#NYSE">ATI</a>)</td>
<td>Thu Jul 31 (Pre-Market)</td>
<td>+63.33%</td>
</tr>
<tr>
<td>Huntington Ingalls Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>)</td>
<td>Thu Jul 31 (During-Market)</td>
<td>+33.78%</td>
</tr>
</tbody>
</table>
</figure>
<h2 class="wp-block-heading">What Analysts Are Watching In Defense Earnings</h2>
With defense stocks sitting at record highs, Goldman Sachs analyst Noah Poponak cautions that expectations are running hot. 
In a July 16 preview, Poponak and his team mapped out where they see opportunity across the aerospace and defense landscape—and where the cracks might show.
<h4 class="wp-block-heading">Aerospace: Boeing Back in Focus</h4>
Goldman remains upbeat on aerospace industry, especially Boeing Co. , which delivered 60 aircraft in June—a clear improvement over earlier production trends. 
Supplier sentiment has also turned more positive, with stronger communication and steadier order flow.
Still, aircraft demand continues to exceed supply, a dynamic expected to last well into the next decade, supporting pricing power and margins across the industry.
&#8220;We like aerospace original equipment where supply remains below demand, there is multi-year growth visibility, and Boeing continues to improve production and delivery rates.&#8221; Poponak said. 
The aftermarket segment is thriving, growing faster than global available seat miles (ASMs) for four straight quarters. Goldman attributes this to pent-up demand, aging fleets, and strong pricing—a combination that should keep the sector buoyant even as near-term air travel shows signs of softening.
The business jet space looks more idiosyncratic. Leading indicators are plateauing, and while new production remains disciplined, Goldman expects fewer broad-based tailwinds going forward. Still, aftermarket sales here remain high quality and margin-rich.
<h4 class="wp-block-heading">Defense Tech: Emerging Winners</h4>
Goldman favors non-traditional defense tech firms, which stand to benefit from a Pentagon pivot toward nimble, cost-effective systems. 
While reconciliation funding may not hit second-quarter results directly, it's likely to surface in earnings call commentary—and eventually in backlog growth.
"Defense tech companies appear to be on the verge of receiving significant funding relative to their size," Poponak said.
Despite near-record Department of Defense funding, Goldman is cautious on legacy hardware contractors. 
Programs like the F-35 face funding cuts, and the Pentagon is pushing for tougher terms across the industry. Instead, Goldman prefers companies aligned with funded priorities like shipbuilding and missile defense.
<h4 class="wp-block-heading">Government IT: Pressure Mounts</h4>
In government IT, the risk is rising. DOGE contract reviews are leading to cancellations—most notably at Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>). Margins, bookings, and guidance could all face pressure this quarter, particularly for firms reliant on traditional service contracts.
<h3 class="wp-block-heading">Goldman's Top Defense Picks And Red Flags For Q2</h3>
<ul class="wp-block-list">
<li>TransDigm (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDG#NYSE">TDG</a>) – Strong aftermarket growth, upside to earnings, and capital flexibility.</li>
<li>CAE Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAE#NYSE">CAE</a>) – Valuation play with improving execution under new management.</li>
<li>L3Harris – Well-positioned for growth; exposure to missile defense spending.</li>
<li>Huntington Ingalls – Beneficiary of shipbuilding funds, improving labor dynamics.</li>
</ul>
Stocks facing headwinds:
<ul class="wp-block-list">
<li>Booz Allen – DOGE scrutiny, slowing growth, and mounting contract risks.</li>
<li>Lockheed Martin – Uncertainty around core programs and contracting terms.</li>
<li>SAIC Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAIC#NYSE">SAIC</a>) – Back-end loaded year with potential margin compression.</li>
<li>V2X Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VVX#NYSE">VVX</a>) – Weak first quarter, high execution risk in the second half.</li>
</ul>
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<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fprotect.checkpoint.com%2Fv2%2F___https%3A%2Fwww.boozallen.com%2Fmenu%2Fmedia-center%2Fq1-2023%2Fbooz-allen-maintains-cmmi-maturity-level-5-ratings.html___.YzJ1OnBhdWxiYWtlcm5vdGlmaWVkY29tOmM6bzo4NTNmODUzN2IwMzZiMjYwODZkNGE2YjcyNjI4ZDBmNjo2OmNhYWI6M2ZhYmRhZjEzOTRmYWQzN2E3NTQ5MTYwMDNlYzdlMzBmM2JiY2ExMDFjYjVjMGI4NzJmNDhkNTc3Yjg2MDA5MzpwOlQ6Tg&amp;esheet=54288050&amp;newsitemid=20250710316124&amp;lan=en-US&amp;anchor=Booz+Allen+Hamilton&amp;index=1&amp;md5=ea30b2d91301dd63f045a5284af5a85c">Booz Allen Hamilton</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) today announced that its corporate venture capital arm, Booz Allen Ventures, has made a strategic investment in <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fcorsha.com%2F&amp;esheet=54288050&amp;newsitemid=20250710316124&amp;lan=en-US&amp;anchor=Corsha&amp;index=2&amp;md5=5b0e971e7a03d322881eed8312b2a11c">Corsha</a>, the first and only Machine Identity Provider (mIDP) built to secure communication across operational systems and critical infrastructure. This investment will accelerate the use of advanced technology solutions to reinforce U.S. defenses against increasingly sophisticated and frequent cyberattacks.
Operating in demanding environments and working with key partners such as the U.S. Air Force, Corsha uses multi-factor authentication to secure machine-to-machine communication and proactively defend against emerging cyber threats. Corsha leverages advanced behavioral analytics to detect unusual patterns and spot potential threats, blocking adversaries' access to American operational technology (OT), including within domestic defense manufacturing and other U.S. critical infrastructure.

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On CNBC's &#8220;<a href="https://www.benzinga.com/topic/mad-money-lightning-round">Mad Money Lightning Round</a>,&#8221; Jim Cramer recommended waiting &#8220;a week&#8221; for Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) and then taking a look at the nuclear technology company.
&#8220;But I am not against <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45974682/oklo-stock-is-rising-again-whats-going-on">Oklo,&#8221; he added.</a>
According to recent news, Oklo announced on June 17 that its subsidiary, Atomic Alchemy, had commenced site characterization work at a potential location for a commercial radioisotope production facility. Oklo announced the start of site characterization activities at the Idaho National Laboratory, which includes core boring and collecting soil and rock samples.
When asked about LyondellBasell Industries N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYB#NYSE">LYB</a>), Cramer recommended not buying stocks for high dividends. Instead, go with stocks for earnings, momentum and growth.
&#8220;Growth is the only safety in this stock market,&#8221; he adds.
And as for LyondellBasell, or Dow Chemical (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>), Cramer doesn&#8217;t see growth.
On June 5, LyondellBasell <a href="https://www.lyondellbasell.com/en/news-events/corporate--financial-news/lyondellbasell-enters-into-an-agreement-and-exclusive-negotiations-with-aequita-for-the-sale-of-four-european-strategic-assessment-assets/">announced</a>, in conjunction with AEQUITA, the sale of its European assets and operations. The price remains undisclosed.
&#8220;They got <a href="https://www.wsj.com/finance/will-doge-take-a-bite-out-of-this-spy-firms-stock-thats-classified-688e1893?gaa_at=eafs&amp;gaa_n=ASWzDAhV1gT7DMSZSJEvFXb0N4fqXpbIrvFUeLBkmk-jbtle0_qPzIdrhv7iEDbpCEM%3D&amp;gaa_ts=68652cdc&amp;gaa_sig=DxTqaqIprREuU5rlXgukVFOT3IJ3mY7JfyoabZ4h9ppOnZmc_G1r9BDcQaoy_wydLyEFycmNvEg5kLv-Knut7Q%3D%3D">clobbered</a> by DOGE, and we're not done with the clobbering. I think there's more ahead,&#8221; Cramer said when asked about Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>).
Stifel analyst Jonathan Siegmann, on June 24, reinstated Booz Allen Hamilton with a Hold rating and announced a $112 price target.
Price Action:
<ul class="wp-block-list">
<li>Oklo shares fell 7.6% to settle at $51.74 on Tuesday.</li>
<li>LyondellBasell shares gained 5.8% to close at $61.20.</li>
<li>Booz Allen Hamilton shares gained 3.1% to settle at $107.31 on Tuesday.</li>
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