Скачать или смотреть Booz Allen Hamilton Q4 2025 Earnings: Strong Growth, AI Momentum & Market Caution Explained

Booz Allen Hamilton Holding Corporation (NYSE: BAH) reported solid Q4 and full-year fiscal 2025 results on May 23, 2025, underscoring strong growth in advanced technology and AI-driven solutions despite mixed sector performance and a cautious outlook for the coming year. Fourth quarter revenue rose 7.3% year-over-year to $3.0 billion, with organic revenue up 6.2%. Adjusted net income for the quarter grew 17.3% to $203 million, and adjusted diluted earnings per share (EPS) increased 21% to $1.61, in line with analyst expectations. Net income for Q4 jumped 51% to $193 million, reflecting effective cost management and profitability improvements.

For the full fiscal year, Booz Allen delivered 12.4% revenue growth to $12.0 billion, driven largely by organic expansion. Adjusted EBITDA reached $1.315 billion, up 12%, with a margin of 11%. Free cash flow for the year was $911 million, supporting $1.2 billion in capital deployment, including share repurchases totaling 4.3% of outstanding shares. The company ended the year with a record backlog of $37 billion, up 15% year-over-year, and a trailing 12-month book-to-bill ratio of 1.39x—highlighting robust demand and future revenue visibility.

AI and advanced technology remain core growth drivers, with the AI segment expanding over 30% year-over-year to approximately $800 million. However, the Civil business remained flat in Q4 and is expected to decline in FY2026 due to government spending cuts and slower procurement, resulting in a projected 7% headcount reduction in the first quarter of FY2026. Management anticipates lower revenue and profit growth in the first half of FY2026, with a rebound expected in the second half as recent contract wins ramp up.

CEO Horacio Rozanski emphasized Booz Allen’s leadership in AI and its alignment with government modernization priorities, noting strong partnerships and a strategic focus on outcome-based, technology-driven solutions for defense, intelligence, and civil clients.

Outlook:

FY2026 revenue guidance: $12.0–$12.5 billion

Adjusted EBITDA: $1.315–$1.37 billion (margin ~11%)

Adjusted EPS: $6.20–$6.55

Free cash flow: $700–$800 million

Continued investment in AI, technology, and talent, with cautious optimism amid macro and sector-specific headwinds

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