Demand and volumemixed · 1 filings
“In addition, the amount of our funded backlog is also subject to change due to these factors.”10-K · May 22, 2026 ↗
Booz Allen Hamilton Holding Corporation
BAH
You’ve read what changed. Here’s whether the market is confirming it.
Market read
Booz Allen Hamilton Holding Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
Company+0.3% todayVolume comparison unavailable
Market group0 of 21 activeEnterprise Software & Services · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Filing discloses amendment to the existing credit agreement that increases certain baskets permitting additional indebtedness and expands ability to make dividends and repurchases, subject to covenants.
Invalidation: The isolated read changes if BAH's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Filing discloses amendment to the existing credit agreement that increases certain baskets permitting additional indebtedness and expands ability to make dividends and repurchases, subject to covenants.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements22
Verified relationships6
Evidence supporting the case
- Operating cash flow covered net income at 1.22x in the latest annual period.
Evidence challenging the case
- Latest annual revenue changed -6.4% year over year.
- Operating margin changed -2.2 percentage points in the latest annual period.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 11, 2026
75.896m-1.6%12m-26.0%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-03-31$8.4B+6.4%$3.44-2.8%
2023-03-31$9.3B+10.7%$2.03-1.6%
2024-03-31$10.7B+15.2%$4.59-1.4%
2025-03-31$12.0B+12.4%$7.25-1.9%
2026-03-31$11.2B-6.4%$6.90-4.6%
What management says matters
Persistent and emerging business drivers
Legal and regulatory exposuremixed · 1 filings
“Political, Budget and Regulatory Environment,” we expect the recent executive order directing agencies, subject to certain exceptions, to increase usage of fixed-price contract will result in an overall change in our contract type mix over time.”10-K · May 22, 2026 ↗
Macroeconomic conditionsnegative · 1 filings
“The net actuarial loss related to the benefit obligation in fiscal 2024 was primarily due to unfavorable updates in estimated medical claims, medical inflation, and demographic assumptions, partially offset by increases in discount rate.”10-K · May 22, 2026 ↗
Product pipeline and R&Dmixed · 1 filings
“During fiscal 2024, the Company reversed reserves for uncertain tax positions related to the required capitalization of research and development expenditures originally recorded in fiscal 2023, which was reversed in fiscal 2024 as a result of additional guida…”10-K · May 22, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
75.89+0.3% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for BAH. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for BAH. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind BAH
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
AIC3.ai, Inc.partnerJun 24, 2026 ▾
“Our partner ecosystem, including Microsoft, Amazon Web Services, McKinsey & Company, Baker Hughes, Booz Allen Hamilton, and more, serves as a primary channel for customer acquisition and expansion.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
BAH is currently a Follower in the organic co-movement group Enterprise Software & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.