BOOZ ALLEN HAMILTON INC: $665M General Services Administration Contract
Summary
Booz Allen Hamilton received a $665M delivery order from the GSA for modernization and threat analysis services, representing over 7% of its annual revenue. This contract is a major catalyst for $BAH, reinforcing its position in defense consulting.
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Key Takeaways
- 1.$665M contract is 7.2% of $BAH's annual revenue, a major catalyst
- 2.Multi-year period (2024-2027) provides revenue stability
- 3.Booz Allen's defense consulting segment directly benefits from modernization spending
Market Implications
This contract is a strong positive for , likely driving upward revisions to revenue guidance and backlog metrics. The defense consulting sector may see increased investor interest, with peers like $CACI and $PSN also benefiting from similar contract flows. However, the impact is concentrated on given its direct receipt.
Full Analysis
- The contract: Booz Allen Hamilton Inc, a leading defense and technology consulting firm, was awarded a $665M delivery order by the General Services Administration (GSA) under the Federal Acquisition Service. The contract, titled 'SERVICE SOLUTIONS FOR MODERNIZATION ANALYSIS READINESS CAPABILITY THREAT AND TRAINING SSMARTT,' spans from September 2024 to September 2027, providing a multi-year revenue stream. 2) The parent company: Booz Allen Hamilton Holding Corp is the publicly traded parent. With FY2025 revenue of $9.3B, this $665M award represents approximately 7.2% of annual revenue, a highly material addition. The company's net margin of 2.94% suggests this contract could contribute around $19.6M in net income annually, though actual margins on government contracts may vary. 3) Connection to legislation: While no specific bill directly authorizes this contract, the broader defense modernization spending environment is supported by ongoing appropriations. Related bills like the COST Act (S4130) and FORK Act (S5184) signal legislative interest in technology and infrastructure, which align with the contract's modernization focus. 4) Supply chain winners: Key subcontractors likely include smaller IT and cybersecurity firms such as CACI International ($CACI) and Parsons Corporation ($PSN), which often partner on large government contracts. These companies could see downstream benefits. 5) Historical pattern: Multi-year delivery orders from the GSA typically provide stable revenue visibility for defense contractors. Booz Allen has historically seen sustained growth from such contracts, with its backlog often increasing by 5-10% following major awards.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
BOOZ ALLEN HAMILTON INC: $172M Department of Veterans Affairs Contract
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Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components into the United States
This proclamation imposes a 100% ad valorem tariff on imports of unmanned aircraft systems (UAS) over 25 kg, those with thermal imagers, docking stations, and certain components, and a 25% tariff on UAS under 25 kg and other components, citing national security under Section 232 of the Trade Expansion Act. It also authorizes the Department of Commerce to establish an onshoring program offering preferential tariff treatment for companies that build new U.S. manufacturing facilities for UAS and components.
Rebuilding the United States Navy and America’s Shipbuilding Industrial Base
This memorandum directs the Secretary of War to replace the Electromagnetic Aircraft Launch System with steam/hydraulic systems on aircraft carrier CVN-81, adopt a 'Finland Model' allowing foreign shipbuilders to bid on up to three ship classes if they build U.S. shipyards and transfer technology, and submit plans for a fifth public Navy yard, a component repair center, and competitive acquisitions for surface combatants and auxiliary vessels. It also restricts iterative design changes and delegates waiver authority for foreign shipbuilding contracts.
Expanding Capabilities to Combat Transnational Cyber-Enabled Crime
This memorandum establishes a government program, managed by the National Coordination Center (NCC), that authorizes private companies to conduct cyber surveillance and operations against foreign cyber-enabled transnational criminal organizations under federal oversight. It directs the Department of Justice and Department of Homeland Security to co-execute the program, requiring vetted companies to enter contracts with the government and potentially post a $1 million bond, with implementation guidance to be developed within 60 days.
Contract Details
Recipient
BOOZ ALLEN HAMILTON INC
Award Amount
$664,721,976
Awarding Agency
General Services Administration
Sub-Agency
Federal Acquisition Service
Contract Type
DELIVERY ORDER
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