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.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
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
DELL FEDERAL SYSTEMS L.P: $1.1B Department of Veterans Affairs Contract
FISHER SAND & GRAVEL CO: $1.8B Department of Homeland Security Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.5B Department of Energy Contract
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
SPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract
PANTEXAS DETERRENCE, LLC: $3.5B Department of Energy Contract
FERMI FORWARD DISCOVERY GROUP, LLC: $2.4B Department of Energy Contract
FISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Declaring a National Emergency to Secure the United States Bulk-Power System
This executive order declares a national emergency to restrict foreign-produced bulk-power system electric equipment that poses national security risks, prohibiting new transactions involving equipment from covered foreign entities and allowing the Secretary of Energy to impose conditions on existing equipment. It directs the Secretary of Energy, in coordination with multiple agencies, to identify, mitigate, and potentially replace risky equipment, and establishes a pre-qualification list for approved vendors.
The National Space Transportation Policy
This memorandum directs multiple agencies to expand and modernize U.S. space launch and reentry infrastructure to support over 1,000 launches annually by 2030, expedite permitting and environmental reviews, develop new federal reentry sites, and strengthen the space transportation industrial base. It mandates range scheduling transparency, spectrum reliability, and workforce development, with specific reports and plans due within 90 to 240 days.
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
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
Free — no credit card
Get the next market-moving signal before the news does
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →