BAH Q4 2025 Earnings
Reported May 23, 2025 at 6:47 AM ET · SEC Source
Q4 25 EPS
$1.61
MISS 0.27%
Est. $1.61
Q4 25 Revenue
$2.97B
MISS 1.96%
Est. $3.03B
vs S&P Since Q4 25
-51.8%
TRAILING MARKET
BAH -27.4% vs S&P +24.4%
Full Year 2025 Results
FY 25 EPS
$6.35
MISS 0.01%
Est. $6.35
FY 25 Revenue
$11.98B
MISS 0.49%
Est. $12.04B
Market Reaction
Did BAH Beat Earnings? Q4 2025 Results
Booz Allen Hamilton closed out fiscal 2025 with a narrow quarterly miss on both top and bottom lines, even as the company capped off an ambitious three-year strategic period with results that exceeded its own long-term targets. For Q4 fiscal 2025, th… Read more Booz Allen Hamilton closed out fiscal 2025 with a narrow quarterly miss on both top and bottom lines, even as the company capped off an ambitious three-year strategic period with results that exceeded its own long-term targets. For Q4 fiscal 2025, the defense and government consulting firm posted earnings per share of $1.61, falling just short of the $1.61 consensus estimate by 0.27%, while revenue of $2.97 billion trailed the $3.03 billion consensus by 1.96%, though it still represented 7.3% growth year-over-year. The standout driver behind the quarter was strength in Defense, where revenue climbed from $1.34 billion to $1.53 billion, offsetting modest gains in Intelligence and a flat Civil segment. Net income surged 50.8% to $193.00 million, aided by a $13.00 million investment gain and favorable tax comparisons. Looking ahead, the company guided fiscal 2026 revenue of $12.00 billion to $12.50 billion, reflecting 0-4% growth, a tempered outlook the company itself framed as resetting its business amid a shifting government spending environment.
Key Takeaways
- • Strong demand for solutions, outcomes, and services across defense and intelligence markets
- • Increase in headcount to meet demand
- • Higher billable expenses
- • Ongoing cost management efforts
- • Favorable year-over-year tax comparisons due to prior-year discrete non-recurring state tax matters
- • $13 million gain on sale of an investment in Q4 FY25
- • Reduction to provision for claimed costs of $113 million in FY25
- • $115 million in insurance recoveries in FY25
BAH YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
BAH Revenue by Segment
With YoY comparisons, source: SEC Filings
“Booz Allen delivered excellent performance in Fiscal Year 2025. We are using our leading positions in AI and the advanced technology ecosystem to accelerate the administration's priorities. Our technology works, and we continue to provide value and outcomes that matter to our nation.”
— Horacio Rozanski, Q4 2025 Earnings Press Release
BAH Earnings Trends
BAH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BAH EPS Trend
Earnings per share: estimate vs actual
BAH Revenue Trend
Quarterly revenue: estimate vs actual
BAH Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 BEAT | $1.27 | $1.77 | +39.32% | $2.62B | -3.86% |
| Q2 26 MISS | $1.51 | $1.49 | -1.42% | $2.89B | -2.74% |
| Q1 26 BEAT | $1.45 | $1.48 | +2.09% | $2.92B | -0.78% |
| Q4 25 MISS FY | $1.61 | $1.61 | -0.27% | $2.97B | -1.96% |
| FY Full Year | $6.35 | $6.35 | -0.01% | $11.98B | -0.49% |