Loading the records…
Loading the records…
Booz Allen Hamilton ($BAH) received a $166M task order under the EMAPS 3 contract for enterprise machine learning analytics, reinforcing its position as a leading federal AI/ML services provider. The award is directly aligned with the recent executive order accelerating AI adoption in government, and represents a meaningful revenue catalyst for the company.
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
Booz Allen Hamilton ($BAH) is the primary beneficiary, with the contract reinforcing its leadership in federal AI/ML services. The award is a positive signal for the broader federal IT and analytics sector, potentially benefiting peers like Leidos ($LDOS), CACI ($CACI), and SAIC ($SAIC), though they are not directly involved in this specific contract. The executive order tailwind further supports the sector's growth outlook.
Booz Allen Hamilton ($BAH) has been awarded a $166M delivery order under the EMAPS 3 contract by the General Services Administration (GSA). This task order, incrementally funded, covers enterprise machine learning analytics and persistent services, a core area for Booz Allen's federal business. The award adds directly to Booz Allen's backlog and is a clear indicator of continued federal investment in AI/ML capabilities.
Booz Allen Hamilton is the direct recipient and parent company, with FY2026 revenue of $10.7B. The $166M award represents approximately 1.55% of annual revenue, which is a meaningful but not transformative contribution. However, given Booz Allen's focus on high-end analytics and its strong position in the federal IT market, this contract supports its growth narrative and reinforces its competitive moat.
The award aligns with the recent presidential proclamation on accelerating access to veterans' benefits and employment opportunities, which explicitly calls for increased federal IT spending and AI adoption. This executive action directly supports the EMAPS 3 contract's objective of deploying machine learning analytics across government. While no specific legislation is directly tied to this award, the broader policy tailwind is evident.
Supply chain beneficiaries include smaller AI/ML and data analytics subcontractors that Booz Allen may engage, though no specific tickers are identified. Historically, Booz Allen has consistently won large federal analytics contracts, and such awards typically contribute to sustained revenue growth and margin expansion over the contract period.
Overall, this contract is a positive signal for Booz Allen's federal AI/ML business, and the company is well-positioned to benefit from the ongoing federal push toward advanced analytics and AI adoption.
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
Direct prime contractor award for EMAPS 3 task order, adding $166M to Booz Allen's federal IT and analytics backlog.
Who must act
General Services Administration (GSA) awards to Booz Allen Hamilton Inc.
What happens
$166M added to backlog, representing approximately 1.55% of FY2026 revenue ($10.7B).
Stock impact
Booz Allen is a top-tier federal IT and analytics contractor; this award reinforces its AI/ML capabilities and supports sustained growth in its key growth segment.
Matched on shared policy language across AI analyses, with ticker & timing weight
BOOZ ALLEN HAMILTON INC: $295M General Services Administration Contract
BOOZ ALLEN HAMILTON INC: $172M General Services Administration Contract
BOOZ ALLEN HAMILTON INC: $172M Department of Veterans Affairs Contract
BOOZ ALLEN HAMILTON INC: $244M General Services Administration Contract
Executive orders & memoranda affecting the same sectors or companies
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.
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.
This executive order establishes a Women's Health Division within the NIH to coordinate and accelerate research on understudied women's health conditions, and creates a White House Women's Health Task Force to drive policy reforms and translation of research into clinical practice across federal agencies. It directs specific agencies to prioritize research, data collection, and translation into prevention, diagnosis, and treatment, with a focus on all life stages from infancy through aging.
Recipient
BOOZ ALLEN HAMILTON INC
Award Amount
$165,559,462
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
Free — no credit card
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 →