BOOZ ALLEN HAMILTON INC: $244M General Services Administration Contract
Summary
Booz Allen Hamilton ($BAH) received a $244M task order from GSA for machine learning analytics services, representing ~2.3% of its annual revenue. This contract reinforces BAH's leadership in government AI/ML services and provides a steady revenue stream for fiscal year 2027.
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Key Takeaways
- 1.Booz Allen Hamilton secures $244M AI/ML task order from GSA.
- 2.Contract represents ~2.3% of BAH's annual revenue, a meaningful addition.
- 3.Award reinforces BAH's leadership in federal technology and AI services.
Market Implications
The contract underscores sustained federal investment in artificial intelligence and machine learning capabilities. As a prime contractor, BAH is well-positioned to capture additional work in this domain. The award may also signal opportunities for subcontractors specializing in AI platforms, though no specific companies are named.
Full Analysis
The General Services Administration (GSA) awarded Booz Allen Hamilton Inc. a $244 million delivery order under the Enterprise Machine Learning Analytics and Persistent Services 3 (EMAPS 3) program. The contract covers a one-year period from June 2026 to June 2027 and funds machine learning analytics and persistent services for federal agencies.
Booz Allen Hamilton Holding Corp ($BAH), the publicly traded parent company, is the direct recipient. With annual revenue of $10.7 billion (FY2026), this contract represents approximately 2.3% of revenue—a meaningful addition to its backlog. BAH has been a dominant player in federal technology consulting, and this award solidifies its role in the growing AI/ML segment.
No specific legislation directly authorizes this task order; it is an incremental funding action under an existing GSA program. However, the broader federal push for AI adoption, supported by various executive orders and agency initiatives, creates a favorable environment for such contracts. The award does not appear tied to any of the recently tracked bills, which focus on healthcare, finance, and energy.
While subcontractors are not named in the award, BAH often partners with specialized AI firms and cloud providers. Companies like Palantir ($PL) or C3.ai ($C3) could potentially benefit as subcontractors, but no direct evidence links them to this specific order. The primary beneficiary remains BAH.
Historically, BAH has consistently won large task orders under GSA schedules and other government-wide acquisition contracts. Such awards typically lead to sustained revenue and often open doors for additional work. Investors can view this contract as a positive signal for BAH's near-term financial performance and its strategic alignment with federal technology priorities.
Intelligence Surface
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 award of a delivery order under the Enterprise Machine Learning Analytics and Persistent Services 3 (EMAPS 3) program.
Who must act
General Services Administration (GSA) / Federal Acquisition Service to Booz Allen Hamilton Inc.
What happens
$244 million added to BAH's funded backlog, representing approximately 2.3% of annual revenue.
Stock impact
Booz Allen Hamilton is a leading government technology and consulting firm. This contract strengthens its position in AI/ML analytics services, a key growth area. The contract is for one year, providing immediate revenue and potential for follow-on work.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
Department of Homeland Security Appropriations Act, 2027
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Slash the Pentagon Act
Trucking Security and CCP Disclosure Act of 2026
BOOZ ALLEN HAMILTON INC: $13.5M Department of Commerce Contract
FIT Procurement Act
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
$243,851,824
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
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