2 names are moving together; 0% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SAIC | Science Applications Internatio | Technology | +0.8% | 6/6 observed active sessions |
| BAH | Booz Allen Hamilton Holding Cor | Industrials | +3.3% | 6/6 observed active sessions |
Cohort
2 namesParticipation
0% this sessionObserved history
21 daily buildsFiling coverage
2/2 membersdemand / volume affecting backlog
“Additions to funded backlog during fiscal 2026 and 2025 totaled $11.1 billion and $12.2 billion respectively, as a result of the conversion of unfunded backlog to funded backlog, the award of new contracts and tas k orders under which funding was appropriated, and the exercise and subsequent funding of priced options.”
BAH 10-K
product pipeline / R&D
“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 guidance provided by the IRS.”
BAH 10-K
credit / rates
“Pursuant to the Eleventh Amendment, the rate at which Term Loan A-2 and the Revolving Credit facility bears interest is based either on Term SOFR for the applicable interest period or a base rate (equal to the highest of (i) the administrative agent’s prime corporate rate, (ii) the overnight federal funds rate plus 0.50 % and (iii) three-month Term SOFR (subject to a floor of zero) plus 1.00 %, in each case plus an applicable margin, payable at the end of the applicable interest period and in any event at least quarterly.”
BAH 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
BAHpartner · Not moving with the group now
Filing receipt · AI / BAH
“Our partner ecosystem, including Microsoft, Amazon Web Services, McKinsey & Company, Baker Hughes, Booz Allen Hamilton, and more, serves as a primary channel for custome…”
BAH · partner
BAHcompetitor · Not moving with the group now
Filing receipt · AMTM / BAH
“Amentum's primary competitors include Booz Allen Hamilton Inc., CACI International Inc., KBR Inc., Leidos Holdings Inc., ManTech International Corporation, Parsons Corpo…”
BAH · competitor
BAHcompetitor · Moving with the group now · 115 min observed
Filing receipt · LDOS / BAH
“Our principal competitors currently include the following companies: Accenture Federal Services LLC, Amentum Services Inc., KBR, Inc., BAE Systems, Booz Allen Hamilton I…”
BAH · competitor
BAHcompetitor · Not moving with the group now
Filing receipt · TTEK / BAH
“We believe that our principal competitors include the following firms, in alphabetical order: AECOM; Arcadis NV; AtkinsRéalis; Black & Veatch Corporation; Booz Allen Ham…”
BAH · competitor
BAHtext peer · Not moving with the group now
No filing excerpt is available for this relationship.