Booz Allen (BAH) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | October 24, 2025, 9:30 AM

Booz Allen Hamilton (BAH) reported $2.89 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 8.2%. EPS of $1.49 for the same period compares to $1.81 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.98 billion, representing a surprise of -3.05%. The company has not delivered EPS surprise, with the consensus EPS estimate being $1.49.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Booz Allen performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Total Backlog: $40.19 billion compared to the $45.28 billion average estimate based on two analysts.
  • Revenue by Customer Type- U.S. Government- Defense Clients: $1.58 billion compared to the $1.58 billion average estimate based on three analysts. The reported number represents a change of +2.3% year over year.
  • Revenue by Customer Type- U.S. Government- Civil Clients: $827 million versus $891.73 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -25.2% change.
  • Revenue by Customer Type- U.S. Government- Intelligence Clients: $483 million versus $488.68 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.7% change.

View all Key Company Metrics for Booz Allen here>>>

Shares of Booz Allen have returned +2.8% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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