BOOZ ALLEN HAMILTON INC: $665M General Services Administration Contract
Summary
Booz Allen Hamilton received a $665M delivery order from the GSA for modernization and threat analysis services, representing over 7% of its annual revenue. This contract is a major catalyst for $BAH, reinforcing its position in defense consulting.
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Key Takeaways
- 1.$665M contract is 7.2% of $BAH's annual revenue, a major catalyst
- 2.Multi-year period (2024-2027) provides revenue stability
- 3.Booz Allen's defense consulting segment directly benefits from modernization spending
Market Implications
This contract is a strong positive for , likely driving upward revisions to revenue guidance and backlog metrics. The defense consulting sector may see increased investor interest, with peers like $CACI and $PSN also benefiting from similar contract flows. However, the impact is concentrated on given its direct receipt.
Full Analysis
- The contract: Booz Allen Hamilton Inc, a leading defense and technology consulting firm, was awarded a $665M delivery order by the General Services Administration (GSA) under the Federal Acquisition Service. The contract, titled 'SERVICE SOLUTIONS FOR MODERNIZATION ANALYSIS READINESS CAPABILITY THREAT AND TRAINING SSMARTT,' spans from September 2024 to September 2027, providing a multi-year revenue stream. 2) The parent company: Booz Allen Hamilton Holding Corp is the publicly traded parent. With FY2025 revenue of $9.3B, this $665M award represents approximately 7.2% of annual revenue, a highly material addition. The company's net margin of 2.94% suggests this contract could contribute around $19.6M in net income annually, though actual margins on government contracts may vary. 3) Connection to legislation: While no specific bill directly authorizes this contract, the broader defense modernization spending environment is supported by ongoing appropriations. Related bills like the COST Act (S4130) and FORK Act (S5184) signal legislative interest in technology and infrastructure, which align with the contract's modernization focus. 4) Supply chain winners: Key subcontractors likely include smaller IT and cybersecurity firms such as CACI International ($CACI) and Parsons Corporation ($PSN), which often partner on large government contracts. These companies could see downstream benefits. 5) Historical pattern: Multi-year delivery orders from the GSA typically provide stable revenue visibility for defense contractors. Booz Allen has historically seen sustained growth from such contracts, with its backlog often increasing by 5-10% following major awards.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
BOOZ ALLEN HAMILTON INC: $158M Department of Veterans Affairs Contract
To direct the Secretary of Defense to submit a report and establish standards on the timeliness of providing electronic health records to members of the Armed Forces separating from active duty, and for other purposes.
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials
This memorandum invokes the Defense Production Act (DPA) Section 101 to declare that recoverable critical minerals and materials (such as black mass, end-of-life rare-earth magnets, and scrap) are essential to national defense and that the U.S. cannot meet defense needs without disrupting civilian markets. It directs the Secretary of Commerce to issue regulations and take actions—including priority contracts and supply-chain interventions—to rapidly expand domestic recovery and processing of these materials, while explicitly excluding copper scrap already covered by a separate proclamation.
Further Strengthening Actions Taken to Adjust Imports of Aluminum into the United States
This proclamation modifies the Section 232 tariff regime on aluminum imports by authorizing the Secretary of Commerce to establish a program that incentivizes new U.S. investment in primary aluminum production. Companies with approved onshoring plans can import primary aluminum at half the standard Section 232 duty rate, up to the anticipated annual output of their new or expanded facilities, with construction required to start by January 20, 2029. The action aims to boost domestic primary aluminum supply for national security and defense industrial base needs.
Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.
Contract Details
Recipient
BOOZ ALLEN HAMILTON INC
Award Amount
$664,721,976
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
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