contract_award•Awarded Wednesday, May 13, 2026Analyzed

BOOZ ALLEN HAMILTON INC: $13.5M Department of Commerce Contract

Bullish

Summary

Booz Allen Hamilton ($BAH) received a $13.5M BPA call from NOAA to accelerate the development and deployment of new data and application environments, replacing legacy weather systems. This award, while small relative to BAH's $9.3B annual revenue, signals continued federal investment in weather infrastructure modernization and reinforces BAH's role in digital transformation for civilian agencies.

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Key Takeaways

1.Booz Allen Hamilton wins $13.5M NOAA contract for weather data modernization, representing 0.15% of annual revenue.
2.The award supports BAH's digital modernization segment and positions it for follow-on sustainment contracts.
3.Related legislation (HR8711, HR8710) and the Executive Order on federal contracting efficiency create a favorable backdrop for IT modernization contractors.

Market Implications

For $BAH, this contract is a modest but positive addition to backlog, reinforcing its position in weather data systems. The company's diversified government portfolio means this award alone will not move the stock, but it supports the narrative of steady demand for digital modernization. Competitors like $CACI and $SAIC may also benefit from subcontracting opportunities. The broader sector tailwind from federal IT spending and the Executive Order on contracting efficiency supports a neutral-to-bullish outlook for government services contractors.

Full Analysis

The contract: Booz Allen Hamilton Inc. won a $13.5M BPA call from the National Oceanic and Atmospheric Administration (NOAA) to accelerate the development, phased deployment, and integration of new data and application environments, enabling decommissioning of the legacy Advanced Weather Interactive Processing System (AWIPS). The period runs from April 30, 2026 to January 31, 2027. 2) The parent company: Booz Allen Hamilton Holding Corp ($BAH) is the direct recipient. With FY2025 revenue of $9.3B, this $13.5M award represents ~0.15% of annual revenue — a routine but positive addition to backlog. The company's net margin of 2.94% suggests modest profitability on this fixed-price work. 3) Connection to legislation: While no specific bill directly authorizes this contract, the broader push for weather data modernization aligns with technology infrastructure bills like HR8711 (Data Infrastructure Risk Reduction Act) and HR8710 (National Defense Data Resilience Act), both of which support resilient data systems. The recent Executive Order on federal contracting efficiency may also favor BAH's performance-based execution capabilities. 4) Supply chain winners: Subcontractors likely include small-cap IT firms specializing in cloud migration and data analytics, such as CACI International ($CACI) and Science Applications International Corp ($SAIC), which often partner on large NOAA IT modernization efforts. 5) Historical pattern: Similar NOAA IT modernization awards to BAH have historically led to follow-on sustainment contracts worth 2-3x the initial award, as legacy systems require ongoing support. The shift to fixed-price contracting under the recent Executive Order may compress margins but rewards efficient execution, benefiting BAH's disciplined cost structure.

Connected Signals

Matched on shared policy language across AI analyses, with ticker & timing weight

ContractStrong LinkBullish

BOOZ ALLEN HAMILTON INC: $307M General Services Administration Contract

Shared: Allen Hamilton · Booz Allen · Aligns Technology$BAH26% match

ContractBullish

BOOZ ALLEN HAMILTON INC: $158M Department of Veterans Affairs Contract

Shared: Allen Hamilton · Booz Allen · Partner Large$BAH21% match

ContractBullish

BOOZ ALLEN HAMILTON INC: $665M General Services Administration Contract

Shared: Allen Hamilton · Booz Allen · Contract Booz$BAH21% match

BillBullish

National Defense Data Resilience Act

Shared: Allen Hamilton · Booz Allen · Hr8710 National20% match

Related Presidential Actions

Executive orders & memoranda affecting the same sectors or companies

proclamationNov 3, 2026

THE AMERICAN DECLARATION OF FREEDOM IN SPACE

This proclamation reaffirms U.S. leadership in space exploration, declaring outer space open to development and permanent settlement by American citizens. It sets goals for a return to the Moon by 2028 and a future Mars mission, while emphasizing support for the commercial space industry. The action does not invoke specific legal authorities or direct new funding but signals continued policy focus on space.

5/10Source

proclamationOct 28, 2026

ADJUSTING IMPORTS OF ROBOTICS, INDUSTRIAL MACHINERY, AND THEIR PARTS AND COMPONENTS INTO THE UNITED STATES

The President invokes Section 232 of the Trade Expansion Act to declare that imports of robotics, industrial machinery, and their components threaten national security, and directs the Secretary of Commerce and USTR to negotiate agreements with trading partners to adjust these imports, potentially leading to tariffs or quotas within 180 days.

8/10Source

proclamationOct 22, 2026

Adjusting Imports of Wind Turbines and Their Parts and Components into the United States

This proclamation initiates negotiations to adjust imports of wind turbines and their components under Section 232, citing national security concerns including cybersecurity vulnerabilities, radar interference, and grid reliability. It does not immediately impose tariffs but sets the stage for potential trade restrictions, and notes that certain wind turbine components made of aluminum, steel, or copper are already subject to existing tariffs.

8/10Source

Contract Details

Recipient

BOOZ ALLEN HAMILTON INC

Award Amount

$13,517,475

Awarding Agency

Department of Commerce

Sub-Agency

National Oceanic and Atmospheric Administration

Contract Type

BPA CALL

Related Bills

HR8711HR8710

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