Booz Allen Hamilton Holding Corporation · NYSE:BAH

Booz Allen Hamilton — Q2 FY2027 Earnings Presentation

16 slides from Booz Allen Hamilton's earnings presentation, Oct 23, 2026

  1. Slide 1: Q2 FY27 Earnings Call Presentation

    Q2 FY27 Earnings Call Presentation OCTOBER 23, 2026

  2. Slide 2: Earnings Call Participants

    Booz Allen Hamilton Internal PARTICIPANTS Earnings Call Participants HORACIO ROZANSKI Chairman, Chief Executive Officer KRISTINE MARTIN ANDERSON President, Chief Operating Officer TROY LAHR Executive Vice President, Chief Financial Officer DUSTIN DARENSBOURG Head of Investor Relations boozallen.com

  3. Slide 3: Forward Looking Safe Harbor Statement

    Booz Allen Hamilton Internal DISCLAIMER Forward Looking Safe Harbor Statement Certain statements contained in this presentation and in related comments by our management include “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Examples of forwa

  4. Slide 4: Key Takeaways

    Booz Allen Hamilton Internal KEY TAKEAWAYS “Booz Allen is executing exceptionally well and investing in our next phase of growth. We are building and scaling our cyber and defense tech products and bringing super intelligence into our nation's most critical missions to deliver greater value and impa

  5. Slide 5: Q2 Summary Financial Results

    Booz Allen Hamilton Internal KEY FINANCIAL RESULTS Q2 Summary Financial Results Revenue Adjusted EBITDA • Delivered profit above expectations (3.9)% (3.4)% through continued strong contract execution $2,890 $324 $2,778 $313 • Top-line results continue to reflect bifurcated market dynamics 11.2% 11.3

  6. Slide 6: Committed to a Balanced Capital Allocation Strategy

    Booz Allen Hamilton Internal CAPITAL DEPLOYMENT Committed to a Balanced Capital Allocation Strategy DEPLOYING INVESTMENT ACROSS OUR $795M M&A and Strategic Investments KEY GROWTH VECTORS Made in the Second Quarter STRONG CASH FLOW SUPPORTING $170M Returned to Shareholders SHAREHOLDER RETURNS in the

  7. Slide 7: Updating Our FY27 Guidance

    Booz Allen Hamilton Internal FINANCIAL OUTLOOK Updating Our FY27 Guidance REVENUE $ ADJUSTED EBITDA $11.3 - $11.6B $1.26 - $1.29B (YoY Growth of 1.0 – 3.0%) (Margin of ~11%) ADJUSTED DILUTED EPS FREE CASH FLOW $6.50 - $6.70 $850 - $925M Assumptions Adjusted Effective Tax Rate: 16 - 19% Average Dilut

  8. Slide 8: Appendix

    Booz Allen Hamilton Internal APPENDIX boozallen.com Copyright © 2026 BOOZ ALLEN HAMILTON INC. 8

  9. Slide 9: Q2 2027 Results

    Booz Allen Hamilton Internal KEY FINANCIAL RESULTS Q2 2027 Results SECOND QUARTER (1) FIRST HALF (1) Revenue $2.8 billion (3.9)% $5.6 billion (4.1)% Revenue, Excluding Billable Expenses $2.0 billion (0.8)% $3.9 billion (2.3)% Net Income $181 million +3.4% $379 million (15.0)% Adjusted EBITDA (2) $31

  10. Slide 10: Non-GAAP Financial Information

    Booz Allen Hamilton Internal DISCLAIMER Non-GAAP Financial Information • “Revenue, Excluding Billable Expenses” represents revenue less billable expenses. Booz Allen uses Revenue, Excluding Billable Expenses because it provides management useful information about the Company’s operating performance

  11. Slide 11: Non-GAAP Financial Information (Unaudited)

    Booz Allen Hamilton Internal FINANCIAL INFORMATION Non-GAAP Financial Information (Unaudited) Three Months Ended Six Months Ended September 30, September 30, (In millions, except share and per share data) 2026 2025 2026 2025 Revenue, Excluding Billable Expenses Revenue $ 2,778 $ 2,890 $ 5,578 $ 5,81

  12. Slide 12: Non-GAAP Financial Information (Unaudited)

    Booz Allen Hamilton Internal FINANCIAL INFORMATION Non-GAAP Financial Information (Unaudited) Three Months Ended Six Months Ended September 30, September 30, (In millions, except share and per share data) 2026 2025 2026 2025 Adjusted Net Income Net income $ 181 $ 175 $ 379 $ 446 Other corporate expe

  13. Slide 13: Non-GAAP Financial Information

    Booz Allen Hamilton Internal DISCLAIMER Non-GAAP Financial Information (a) In fiscal 2027, other corporate expenses consist primarily of acquisition related costs associated with Defy Security in the first quarter of fiscal 2027, and Ultra I&C Mission Solutions business in the second quarter of fisc

  14. Slide 14: Non-GAAP Financial Information (Unaudited)

    Booz Allen Hamilton Internal FINANCIAL INFORMATION Non-GAAP Financial Information (Unaudited) Three Months Ended September 30, June 30, March 31, December 31, (In millions, except share and per share data) 2026 2026 2026 2025 Net income $ 181 $ 198 $ 205 $ 200 Income tax expense (benefit) 18 53 21 (

  15. Slide 15: Non-GAAP Financial Information (Unaudited)

    Booz Allen Hamilton Internal FINANCIAL INFORMATION Non-GAAP Financial Information (Unaudited) Three Months Ended September 30, June 30, March 31, December 31, (In millions, except share and per share data) 2025 2025 2025 2024 Net income $ 175 $ 271 $ 193 $ 187 Income tax (benefit) expense 58 (55) 49

  16. Slide 16: Financial Results – Key Drivers

    Booz Allen Hamilton Internal FINANCIAL INFORMATION Financial Results – Key Drivers Second Quarter Fiscal 2027 – Below is a summary of the key factors driving results for the fiscal 2027 second quarter ended September 30, 2026 as compared to the prior year period: • Revenue decreased 3.9% to $2.8 bil

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