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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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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.
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.
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.
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Recipient
BOOZ ALLEN HAMILTON INC
Award Amount
$246,288,168
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
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