BAHBooz Allen Hamilton Holding Corp
Services-Management Consulting Services
- Revenue
- $11.2B
- 6.4% YoY
- Operating margin
- 9.2%
- 19% YoY
- EBITDA
- $1.2B
- 22% YoY
- Market cap
- $10.5B
- Employees
- 31,500
- $356K revenue each
- Net debt / EBITDA
- 3.4×
- $4.1B net debt
- AI in 10-K
- 10.0
- mentions per 10K words
Takeover score 1 of 13
Fixable underperformance 1 of 7
- TSR below peersYes3 of 5 years3+ of last 5 years
- High CEO pay despite TSRNo$14M medianMedian CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo122% of net incomeCash flow under 80% of net income
- Dilutive SBCNo1% of revenueOver 10% of revenue
- Payouts exceed cash flowNo84% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo36% of assetsOver 40% of assets
- Shareholder dissentNo97% lowest supportAny vote under 80% support
Buyer economics 0 of 4
- Low revenue per employeeNo$356K · 60th pctBottom quartile of its SIC industry
- Quiet on AINo10.0 per 10K words · 92nd pctBottom quartile of AI mentions in 10-Ks
- Net cashNo3.4× EBITDA net debtMore cash than debt, positive EBITDA
- Buyout-sizedNo$10.5B market capMarket cap $500M–$5B
Catalysts 0 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo−$363K netNet sales over $10M in 12 months
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $8.4B | $9.3B | $10.7B | $12.0B | $11.2B | 6.4% |
| Operating income | $685M | $447M | $1.0B | $1.4B | $1.0B | 25% |
| Net income | $467M | $271M | $606M | $935M | $850M | 9.0% |
| Operating cash flow | $737M | $603M | $259M | $1.0B | $1.0B | 3.2% |
| Capex | $80M | $76M | $67M | $98M | $90M | 8.2% |
| Stock-based comp | $70M | $80M | $95M | $94M | $69M | 27% |
| Buybacks | $419M | $224M | $404M | $812M | $598M | 26% |
| Dividends | $209M | $236M | $254M | $268M | $276M | 3.0% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $363K · 4
- Net
- −$363K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $14M | $3M | 106 | 92 |
| FY2025 | $14M | −$3M | 166 | 198 |
| FY2024 | $16M | $48M | 232 | 192 |
| FY2023 | $12M | $16M | 142 | 152 |
| FY2022 | $12M | $10M | 132 | 181 |