BOOZ ALLEN HAMILTON INC: $38.5M General Services Administration Contract
Summary
Booz Allen Hamilton ($BAH) received a $38.5M task order from GSA for information assurance lifecycle management for the Executive Aircraft Division. This contract, while modest relative to BAH's $10.7B revenue, strengthens its position in federal cybersecurity and aligns with legislative momentum from bills targeting cyber threats and AI security.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
Key Takeaways
- 1.$BAH secures $38.5M in cybersecurity work for government aircraft, reinforcing its federal IT dominance.
- 2.Legislative focus on cyber threats (HR10768, HR10777) provides tailwinds for continued spending in this area.
- 3.The contract is small relative to BAH's size but signals stable demand for mission assurance services.
Market Implications
This contract adds to Booz Allen Hamilton's backlog but is not a catalyst for significant stock movement. However, the broader trend of increasing federal cybersecurity spending, supported by bills like HR10768 and HR10777, benefits pure-play cybersecurity firms more directly. Investors should watch smaller contractors like $CRWD or $PANW for outsized moves from similar contract flows.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 428 separate government actions have converged on Cybersecurity / Zero Trust. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 315 procurement notices, 85 federal contracts, 20 bills, 3 news, 3 executive actions and 2 patents — it's the clearest early tell that Washington is committing to cybersecurity / zero trust, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- Procurement noticeCloud-Based Internet Isolation (CBII) Service · 2024-10-30
- Procurement noticeCommercial VoIP Services · 2024-11-04
- Procurement noticeMaintenance and Repair - Area Maintenance Support Activity (AMSA) - Sacramento, CA · 2024-11-05
- ContractDELL FEDERAL SYSTEMS L.P: $1.0B Department of Veterans Affairs Contract · 2025-04-01
- Procurement noticeGenAI Request for Information-Results Update · 2025-05-27
- Procurement noticeDJ01--Zero Trust Application Realtime Protection (ZARP) (VA-25-00093376) · 2025-09-16
- Procurement noticeAzimuth Gearbox Assembly Requirement Documents · 2025-12-29
- Procurement noticeUSACE Critical Infrastructure Cybersecurity Modular SCIF · 2026-03-31
- Executive actionExecutive Order: Promoting Advanced Artificial Intelligence Innovation and Security · 2026-06-02
- Executive actionPresidential Memorandum: National Security Presidential Memorandum/NSPM-12 · 2026-06-12
- Procurement noticeINTEGRATED TEST LABORATORY (ITL) SUPPORT · 2026-07-14
- Executive actionProclamation: Adjusting Imports of Wind Turbines and Their Parts and Components into the United States · 2026-10-22
- Procurement notice711th HPW Mission Support Services MAC IDIQ · 2026-10-23
- Procurement noticeREQUEST FOR INFORMATION (RFI) FOR GROUP 1 AND GROUP 2 UNMANNED AIRCRAFT SYSTEM (UAS) TRAINING, MISSION PLANNING, MISSION REHEARSAL, SIMULATION, AND QUALIFICATION MANAGEMENT SYSTEMS · 2026-10-23
Full Analysis
The contract: Booz Allen Hamilton Inc. was awarded a $38.5M task order by the General Services Administration's Federal Acquisition Service for Information Assurance/Mission Assurance Lifecycle Management Program-Integrated Data Environment (IA/MA LCMP-IDE) support for the Executive Aircraft Division (EAD). This is a one-year delivery order. The parent company: Booz Allen Hamilton Holding Corp ($BAH) is a publicly traded government IT and consulting firm. With $10.7B in annual revenue, this $38.5M award represents about 0.36% of revenue, a modest but meaningful addition to its backlog. BAH's net margin of 5.68% suggests this contract could contribute approximately $2.2M in net income. Connection to legislation: This contract aligns with several bills in the HillSignal database. HR10768 (Office of AI and Emerging Technology Threats) and HR10777 (cyber-enabled crime) directly support the information assurance mission. Additionally, HR10793 (DoD installation support) and HR10772 (Ukrainian defense tech) reflect broader defense technology spending tailwinds. Supply chain winners: While specific subcontractors are not identified, typical partners for such work include cybersecurity firms like CrowdStrike ($CRWD) and Palo Alto Networks ($PANW) for endpoint security and network monitoring tools. Smaller pure-play cybersecurity firms could see downstream demand. Historical pattern: Government IT contractors like BAH typically see sustained revenue growth from multi-year procurement contracts. Similar task orders under the LCMP-IDE program have historically led to follow-on awards, providing recurring revenue.
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 prime contract award for task order under IA/MA LCMP-IDE program.
Who must act
General Services Administration (GSA) Federal Acquisition Service awarding to Booz Allen Hamilton Inc.
What happens
$38.5M added to BAH's funded backlog, representing approximately 0.36% of its $10.7B annual revenue.
Stock impact
This contract reinforces BAH's role in cybersecurity and mission assurance for high-priority government aircraft programs, contributing to its stable revenue stream from federal IT services.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
BOOZ ALLEN HAMILTON INC: $157M General Services Administration Contract
BOOZ ALLEN HAMILTON INC: $295M General Services Administration Contract
BOOZ ALLEN HAMILTON INC: $307M General Services Administration Contract
BOOZ ALLEN HAMILTON INC: $158M Department of Veterans Affairs Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Wind Turbines and Their Parts and Components into the United States
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.
Advancing Women's Health to Improve Outcomes in All Phases of Life
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.
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.
Contract Details
Recipient
BOOZ ALLEN HAMILTON INC
Award Amount
$38,452,811
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
Related Bills
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 →