BOOZ ALLEN HAMILTON INC: $157M General Services Administration Contract
Summary
Booz Allen Hamilton received a $157M delivery order from GSA for AFRL SHADOW RAPTOR, adding ~1.7% to annual revenue. The contract reinforces BAH's position in defense consulting and technology services.
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Key Takeaways
- 1.Booz Allen Hamilton secures $157M delivery order for AFRL SHADOW RAPTOR.
- 2.Award represents ~1.7% of BAH's annual revenue, a meaningful but not transformative addition.
- 3.No direct legislative or presidential action linkage; contract is a routine defense IT award.
Market Implications
The contract reinforces Booz Allen Hamilton's steady revenue stream from defense consulting. As a large-cap defense contractor, is unlikely to see significant price movement from this single award. However, consistent backlog growth supports its valuation. Investors should monitor broader defense spending trends and BAH's pipeline for larger awards.
Full Analysis
- The contract: Booz Allen Hamilton Inc., a subsidiary of Booz Allen Hamilton Holding Corp, was awarded a $157M delivery order by the General Services Administration (GSA) on behalf of the Air Force Research Laboratory (AFRL) for the SHADOW RAPTOR program. The period runs from September 2025 to September 2026. 2) The parent company: is a publicly traded defense and technology consulting firm with FY2025 revenue of $9.3B. This $157M award represents about 1.69% of annual revenue, a meaningful boost to its backlog. BAH's net margin of 2.94% suggests this contract will contribute modestly to earnings. 3) Connection to legislation: No specific bill directly authorizes this contract. The related bills in the database (e.g., S5354, HR8355) are unrelated to defense or technology procurement. 4) Supply chain winners: Booz Allen typically subcontracts to small and mid-sized IT and engineering firms, but specific subcontractors are not disclosed. Potential beneficiaries include niche defense IT firms, but no tickers can be reliably named without further data. 5) Historical pattern: Defense contractors like BAH regularly receive delivery orders under larger IDIQ contracts. Such awards are routine and typically sustain revenue growth without causing outsized stock moves. The stock tends to respond positively to backlog growth but not dramatically to single awards of this size.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
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Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Streamlining Access to Government Services Through America.gov
The executive order directs the General Services Administration to create America.gov, a unified digital portal for federal services, integrating Login.gov for authentication and requiring agencies to expose their digital services via APIs. It also mandates the use of AI (referred to as 'super intelligence') with transparency safeguards, while preserving existing service channels and excluding tax and defense/intelligence services.
Enhancing Program Integrity and Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program
This executive order directs the Secretaries of State, Labor, and Homeland Security to coordinate with Commerce, Education, and the SBA when processing H-1B petitions, and requires them to consider whether the employer has engaged in layoffs of similarly situated U.S. workers within the past year. It also orders the Labor Department to review past labor condition applications for potential enforcement actions against sponsoring employers, effectively tightening scrutiny on H-1B usage, especially by outsourcing firms.
Restriction on Entry of Certain Nonimmigrant Workers
This proclamation extends for an additional 12 months the existing restriction on entry of H-1B nonimmigrant workers, which requires a $100,000 payment per petition (with limited exceptions) and is supported by a DHS weighted selection process that prioritizes higher-skilled, higher-paid workers. The action continues to target IT staffing and outsourcing firms that have abused the program, and it maintains the requirement for ongoing rulemakings by DHS and DOL to further reform wage protections and program integrity.
Contract Details
Recipient
BOOZ ALLEN HAMILTON INC
Award Amount
$156,860,391
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
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