|BAH Overview
BAH

Booz Allen Hamilton Holding Corp

Industrials • CIK: 0001443646

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Market Cap
$10.41B
P/E (TTM)
12.5x
Rev Growth (TTM)
-3.1%
Net Margin (TTM)
7.4%
FCF Yield (TTM)
9.0%
FCF Margin (TTM)
8.2%

LATEST EARNINGS

Q3 FY2026
about 1 month ago
View source
Revenue
$2.62B
-10.2%
Net Income
$200.00M
+7.0%
EPS
$1.63
+12.4%
Operating
8.8% -1.2%
Net
7.6% +1.2%
  • Adjusted Diluted EPS rose 14.2% to $1.77.
  • Free cash flow increased significantly to $248 million, up 85.1% year-over-year.
  • Total backlog reached a record $38 billion, a 1.5% increase.
  • Net Income increased 7.0% to $200 million.

Cash Flow Health

Free Cash Flow8/8 positive
TTM$933M
Q3 '26
$248M-37%
Q2 '26
$395M+311%
FCF Margin
TTM8.2%
Q3 '269.5%-31%
Sector: 5.4%Above Avg
OCF Margin8.9%
OCF/NI1.22x
CapEx Coverage11.7x
FCF Yield9.0%
FCF Growth (2Y)+20%
Cash Conversion Cycle
71 days
DSO: 71+DIO: 0DPO: 0

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder YieldTTM
TTM10.6%
Div Yield2.6%
+
Buyback (TTM)8.0%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)2.6%
FCF Payout Ratio29.1%
Free Cash Flow (TTM)$933.0M
Stock Repurchases (TTM)$836.0M
Capital Return / FCF119.1%
Est. Dividends Paid (TTM)$271.5M
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
20.2%
Moderate
-0.0% YoY+0.4%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
8.7%
8Q: 7.4%
Asset Turnover
1.60x
8Q: 1.69x
Leverage (1+D/E)
4.84x
D/E: 3.84x
DuPont: 67.6%20.2% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
66.22x
8Q:66.15x
+311.6%
Invested Cap Turn
2.45x
8Q:2.57x
-36.3%
CapEx Intensity
1.9%
8Q:2.1%
CapEx/Depreciation
0.53x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2026Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
Revenue
$11.4B
$2.6B9.3%
$2.9B1.2%
$2.9B1.7%
$3.0B2.0%
$2.9B7.3%
$3.1B6.9%
$2.9B6.2%
$2.8B
Operating Income
$1.0B
$230.0M18.7%
$283.0M10.1%
$257.0M6.5%
$275.0M5.5%
$291.0M47.0%
$549.0M115.3%
$255.0M3.8%
$265.0M
Net Income
$839.0M
$200.0M14.3%
$175.0M35.4%
$271.0M40.4%
$193.0M3.2%
$187.0M52.1%
$390.0M136.4%
$165.0M28.7%
$128.3M
Operating Cash Flow
$1.0B
$261.0M38.0%
$421.0M253.8%
$119.0M45.7%
$219.0M45.0%
$151.0M74.3%
$587.0M1028.8%
$52.0M63.9%
$143.9M
Free Cash Flow
$933.0M
$248.0M37.2%
$395.0M311.5%
$96.0M50.5%
$194.0M44.8%
$134.0M76.2%
$563.0M2715.0%
$20.0M84.3%
$127.5M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
12.5x
Volatile
8Q: 69.4x-8264%
Valuation Lenses
Earnings
12.5x
vs sector
Cash Flow
14.5x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
0.6P/E per %ROIC
ROIC: 20.2%
Shareholder Returns
Dividend
2.6%
Buyback
8.0%
Total Yield
10.6%
Market Cap$10.41B
EV$13.54B
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
89/100
Exceptional

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Top 10%
80.3%
8Q:
Return on Invested Capital (ROIC)Top 25%
20.2%
8Q:
Flat
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 8.7%
Asset Turnover: 1.60x

Earnings Quality

Cash Conversion

1.22x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin52.7%

Capital Efficiency

Invested Capital Turnover2.45x

Working Capital

Cash Conversion Cycle71 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
57/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
-3.1%
OpInc Growth YoY
-21.0%
EPS Growth YoY
0.4%
FCF 3Y CAGR
19.9%

Growth Quality Analysis

Efficient Growth: Free cash flow growing faster than revenue

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
52.7%
Operating
9.2%
Above Avg in sector
Net
7.4%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+0.8 pts
FCF: 8.2% | Net: 7.4%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Leveraged
Net Debt / EBITDA
Net Debt: $3.06B
Interest Coverage
Leverage Metrics
Debt-to-Equity
3.84x
Balance sheet risk & solvency analysis