Every material Form 8-K Booz Allen Hamilton filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Booz Allen Hamilton reported fiscal second-quarter 2027 results for the period ended September 30, 2026, with revenue of $2.8 billion, down 3.9% year over year, while net income rose 3.4% to $181 million. The company raised its fiscal 2027 Adjusted Diluted EPS guidance to $6.50 to $6.70 from $6.00 to $6.35, but revenue guidance midpoint was unchanged and the revenue growth range was narrowed.
Q2 revenue of $2.8 billion, down 3.9%; net income of $181 million, up 3.4%
Adjusted Diluted EPS of $1.76, up 18.1%; GAAP diluted EPS of $1.50, up 5.6%
Fiscal 2027 Adjusted Diluted EPS guidance raised to $6.50 to $6.70 from $6.00 to $6.35
Fiscal 2027 revenue guidance of $11.3 billion to $11.6 billion, versus $11.2 billion to $11.7 billion previously
On August 4, 2026, Booz Allen Hamilton Inc., a wholly-owned subsidiary of Booz Allen Hamilton Holding Corporation, issued $700 million of 5.375% Senior Notes due 2030 and $500 million of 5.900% Senior Notes due 2034, a combined $1.2 billion in new debt. The parent company fully and unconditionally guarantees the notes on an unsecured and unsubordinated basis, so the new borrowing adds to the group's debt obligations that shareholders should weigh.
2030 notes: $700 million principal at 5.375%, maturing 2030
2034 notes: $500 million principal at 5.900%, maturing 2034
Notes sold under an automatic shelf registration effective July 24, 2026; closing occurred August 4, 2026
Underwriters' representatives include BofA Securities, J.P. Morgan, PNC Capital Markets and Truist Securities
Booz Allen reported first quarter fiscal 2027 results for the three months ended June 30, 2026. Revenue fell 4.2% to $2.8 billion and GAAP net income fell 26.9% to $198 million, while adjusted diluted EPS rose 22.3% to $1.81 on a non-GAAP basis. The company also issued fiscal 2027 guidance for revenue of $11.2 billion to $11.7 billion and adjusted diluted EPS of $6.00 to $6.35.
Revenue was $2.8 billion versus $2.9 billion a year earlier, down 4.2%; Civil and Commercial revenue was $772 million versus $923 million, while National Security revenue was $2,028 million versus $2,001 million.
GAAP diluted EPS was $1.63 versus $2.16 a year earlier; adjusted diluted EPS was $1.81 versus $1.48.
Free cash flow was $261 million versus $96 million a year earlier.
Fiscal 2027 guidance: revenue of $11.2 billion to $11.7 billion, adjusted diluted EPS of $6.00 to $6.35, and a regular quarterly dividend of $0.59 per share payable August 28, 2026.
Booz Allen agreed on June 19, 2026 to buy Ultra I&C Mission Solutions, a defense technology business, from Ultra Electronics for $720 million, subject to adjustments and customary closing conditions. The filing says the deal is expected to close in the second quarter of fiscal 2027, and that the company believes its liquidity and financing options are sufficient to complete it.
Purchase price is $720 million, subject to certain adjustments, under a stock purchase agreement dated June 19, 2026
Closing expected in the second quarter of fiscal 2027, which ends September 30, 2026; either party may terminate if not closed by December 19, 2026
Booz Allen expects the acquired business's revenue to grow at a strong double-digit rate for several years, with EBITDA margins well above 20%
Booz Allen reported fiscal 2026 results for the year ended March 31, 2026, with revenue down 6.4% to $11.2 billion while adjusted diluted EPS rose 2.5% to $6.51. Its fiscal 2027 guidance projects adjusted diluted EPS of $6.00 to $6.35, below the fiscal 2026 figure, and revenue of $11.2 billion to $11.7 billion.
Q4 fiscal 2026 revenue was $2.8 billion, down 6.4% year over year, while adjusted diluted EPS was $1.78, up 10.6%.
Fiscal 2026 GAAP diluted EPS was $6.90, down 4.8%, and net income was $851 million, down 9.0%.
Fiscal 2027 guidance: revenue $11.2 billion to $11.7 billion, adjusted diluted EPS $6.00 to $6.35, and free cash flow $825 million to $925 million.
The board declared a regular quarterly dividend of $0.59 per share, payable June 26, 2026, to holders of record on June 10, 2026.
Booz Allen Hamilton Holding Corporation's Board appointed Ryan P. Nolan as a director effective June 1, 2026, and increased the Board from twelve to thirteen seats. Nolan will join the Audit Committee, and his director pay follows the standard unaffiliated director program.
Board size rises from twelve to thirteen directors, effective June 1, 2026.
Nolan is a partner and co-head of global technology at BDT & MSD Partners and previously a partner at Goldman Sachs.
Standard unaffiliated director pay for August 1, 2025 to July 31, 2026 is $345,000, including $225,000 in restricted stock and $120,000 in cash or stock.
Nolan's term expires at the 2026 annual meeting of stockholders.
Booz Allen Hamilton's board appointed Troy Lahr, formerly CFO of Sierra Space, as Executive Vice President and Chief Financial Officer, effective May 4, 2026. COO Kristine Martin Anderson, who had been interim CFO, was named President effective May 1, 2026, and Shannon Fitzgerald and Richard Crowe also have new roles. The filing describes leadership changes but does not report financial results or a change in outlook.
Troy Lahr appointed EVP and CFO effective May 4, 2026; previously CFO at Sierra Space and CFO of Boeing's Defense, Space & Security business
Lahr's pay: $825,000 base salary, $825,000 target annual cash bonus, $2,000,000 target annual equity grant, $250,000 sign-on bonus and $3,000,000 new hire RSU grant
Kristine Martin Anderson named President effective May 1, 2026 and stops serving as interim CFO
Shannon Fitzgerald promoted to President of the Civil Sector and Richard Crowe becomes Chief Growth Officer, both effective May 1, 2026
Booz Allen Hamilton and its subsidiary signed an eleventh amendment to their credit agreement on February 27, 2026. The revolving credit facility was replaced and increased by $500 million to $1.5 billion, and a new $750 million Tranche A-2 term loan was used to repay part of the existing term loans, with both maturing February 27, 2031. The amendment also loosens certain debt and shareholder-distribution limits, which affects how the company can borrow and return cash to shareholders.
Revolving commitments increased from $1.0 billion to $1.5 billion, maturing February 27, 2031
New $750 million Tranche A-2 Term Loan borrowed to repay $750 million of the roughly $1.464 billion in existing Tranche A term loans
Covenant changes enlarge debt baskets and expand ability to pay dividends and make equity repurchases, subject to conditions
Booz Allen reported fiscal third-quarter 2026 results for the quarter ended December 31, 2025, with revenue down 10.2% year over year to $2.6 billion. The company said revenue fell about 6% excluding the impact of the government shutdown, while adjusted diluted EPS rose 14.2% to $1.77. It raised its fiscal 2026 adjusted diluted EPS guidance but lowered its free cash flow guidance, so the results point in different directions for shareholders.
Revenue was $2.6 billion, down 10.2% from $2.9 billion a year earlier; adjusted EBITDA was $285 million, down 14.2%, with a 10.9% margin.
Adjusted diluted EPS was $1.77, up 14.2% from $1.55; GAAP diluted EPS was $1.63, up 12.4% from $1.45.
Fiscal 2026 adjusted diluted EPS guidance was raised to $5.95 to $6.15 from $5.45 to $5.65.
Fiscal 2026 free cash flow guidance was lowered to $825 million to $900 million from $850 million to $950 million.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Booz Allen Hamilton filing is on SEC EDGAR ↗. 8-K briefs of other companies →