BOOZ ALLEN HAMILTON INC: $13.5M Department of Commerce Contract
Summary
Booz Allen Hamilton ($BAH) received a $13.5M BPA call from NOAA to accelerate the development and deployment of new data and application environments, replacing legacy weather systems. This award, while small relative to BAH's $9.3B annual revenue, signals continued federal investment in weather infrastructure modernization and reinforces BAH's role in digital transformation for civilian agencies.
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Key Takeaways
- 1.Booz Allen Hamilton wins $13.5M NOAA contract for weather data modernization, representing 0.15% of annual revenue.
- 2.The award supports BAH's digital modernization segment and positions it for follow-on sustainment contracts.
- 3.Related legislation (HR8711, HR8710) and the Executive Order on federal contracting efficiency create a favorable backdrop for IT modernization contractors.
Market Implications
For $BAH, this contract is a modest but positive addition to backlog, reinforcing its position in weather data systems. The company's diversified government portfolio means this award alone will not move the stock, but it supports the narrative of steady demand for digital modernization. Competitors like $CACI and $SAIC may also benefit from subcontracting opportunities. The broader sector tailwind from federal IT spending and the Executive Order on contracting efficiency supports a neutral-to-bullish outlook for government services contractors.
Full Analysis
- The contract: Booz Allen Hamilton Inc. won a $13.5M BPA call from the National Oceanic and Atmospheric Administration (NOAA) to accelerate the development, phased deployment, and integration of new data and application environments, enabling decommissioning of the legacy Advanced Weather Interactive Processing System (AWIPS). The period runs from April 30, 2026 to January 31, 2027. 2) The parent company: Booz Allen Hamilton Holding Corp ($BAH) is the direct recipient. With FY2025 revenue of $9.3B, this $13.5M award represents ~0.15% of annual revenue — a routine but positive addition to backlog. The company's net margin of 2.94% suggests modest profitability on this fixed-price work. 3) Connection to legislation: While no specific bill directly authorizes this contract, the broader push for weather data modernization aligns with technology infrastructure bills like HR8711 (Data Infrastructure Risk Reduction Act) and HR8710 (National Defense Data Resilience Act), both of which support resilient data systems. The recent Executive Order on federal contracting efficiency may also favor BAH's performance-based execution capabilities. 4) Supply chain winners: Subcontractors likely include small-cap IT firms specializing in cloud migration and data analytics, such as CACI International ($CACI) and Science Applications International Corp ($SAIC), which often partner on large NOAA IT modernization efforts. 5) Historical pattern: Similar NOAA IT modernization awards to BAH have historically led to follow-on sustainment contracts worth 2-3x the initial award, as legacy systems require ongoing support. The shift to fixed-price contracting under the recent Executive Order may compress margins but rewards efficient execution, benefiting BAH's disciplined cost structure.
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 contract award for accelerated development and deployment of new data and application environments to replace legacy weather systems at NOAA.
Who must act
Department of Commerce / National Oceanic and Atmospheric Administration awarding to Booz Allen Hamilton Inc.
What happens
$13.5M added to Booz Allen's revenue backlog, representing approximately 0.15% of FY2025 annual revenue of $9.3B.
Stock impact
Booz Allen Hamilton is a leading government IT and consulting firm. This contract supports its digital modernization and analytics segment, which is a key growth driver. While the award is small relative to total revenue, it reinforces the company's position in weather and environmental data systems, a niche with recurring sustainment and upgrade potential.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
National Defense Data Resilience Act
Data Infrastructure Risk Reduction Act
Department of Homeland Security Appropriations Act, 2027
BOOZ ALLEN HAMILTON INC: $172M Department of Veterans Affairs Contract
Slash the Pentagon Act
Trucking Security and CCP Disclosure Act of 2026
FIT Procurement Act
Preventing Waste, Fraud, and Abuse in TANF Act
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
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Contract Details
Recipient
BOOZ ALLEN HAMILTON INC
Award Amount
$13,517,475
Awarding Agency
Department of Commerce
Sub-Agency
National Oceanic and Atmospheric Administration
Contract Type
BPA CALL
Related Bills
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