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Jun 30, 2025
Booz Allen Q1 2026 Earnings Report
Booz Allen reported solid Q1 FY26 results with strong backlog and higher profitability.
Key Takeaways
Booz Allen Hamilton delivered Q1 FY26 results with steady revenue, significantly higher net income, and a record $38B backlog. Strong performance was driven by defense and intel markets, alongside improved cash flow and capital deployment.
Record $38B total backlog with 1.42x book-to-bill ratio
Net income surged to $271M from $165M last year
Free cash flow increased to $96M from $20M
Strong defense and intelligence market growth
Forward Guidance
The company expects modest revenue growth, stronger margins, and higher free cash flow in FY26.
Positive Outlook
- FY26 revenue guidance: $12.0–$12.5B
- Adjusted EBITDA: $1.315–$1.37B
- Adjusted EBITDA margin ~11%
- Adjusted EPS: $6.20–$6.55
- $900M–$1B free cash flow expected
Challenges Ahead
- Revenue growth expected only 0–4%
- Guidance assumes 23–25% effective tax rate
- Capital expenditures projected at ~$110M
- Dependency on $200M federal cash tax benefit from S174 rules
- Ongoing restructuring costs may impact profitability
Historical Earnings Impact
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Avg. Return Before/After Earnings
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