Booz Allen Q4 Adjusted EPS $1.78 Tops Estimates by $0.46 as Revenue Misses $100M
Booz Allen Hamilton reported Q4 net income of $205 million, or $1.68 per share, with adjusted EPS of $1.78 topping estimates of $1.32, while revenue fell 3.5% year-over-year to $2.78 billion versus forecasts of $2.88 billion. Full-year profit was $851 million ($6.90 per share) and management guided FY EPS $6.00–$6.35 on $11.2–$11.7 billion revenue.
1. Q4 Profit and EPS Beat
Booz Allen posted net income of $205 million, or $1.68 per share, and adjusted earnings of $1.78, outperforming the $1.32 consensus. Cost-control initiatives contributed to margin expansion and a significant EPS beat.
2. Revenue Shortfall
Revenue for the quarter reached $2.78 billion, falling $100 million short of the $2.88 billion estimate and marking a 3.5% decline from the prior year as certain contracts and project ramp-ups lagged expectations.
3. Full-Year Results and Outlook
For fiscal 2026, the firm recorded $851 million in profit (EPS $6.90) on $11.22 billion in revenue. Management forecast full-year EPS between $6.00 and $6.35 and revenue of $11.2–$11.7 billion.
4. Stock Performance and Margin Trends
Shares have slid 9.5% year-to-date and 41% over the past 12 months, pressured by revenue softness. Improved operational efficiency has bolstered profit, but top-line challenges remain a concern.