Booz Allen Hamilton Holding Corporation — Cyborg Score 6/10
Solid
Government Consulting & Defense Technology Services
Strategic Profile
Strategic acquisitions and focus on cutting-edge technologies position Booz Allen at the forefront of AI and national security, enhancing its market share and competitive edge. The company has announced a new collaboration with Andreessen Horowitz to strengthen America's technical supremacy.
Cyborg Score Rationale
Five year earnings growth averaged 13.1% per year while the 7.3% profit margin has held steady. However, Q3 2026 revenue of $2.62 billion was down 10.19% year-over-year, and the company faces near-term government budget pressures and contract challenges.
Top Insights
Q3 2026 revenue declined 10.19% YoY to $2.62B, missing consensus estimates, signaling near-term government contracting headwinds
Valued at only 14.8x trailing P/E, below industry average of 24.4x, suggesting undervaluation despite growth trajectory
Partnership with Andreessen Horowitz signals commitment to integrating cutting-edge commercial AI and autonomy into government solutions
Treasury contract cancellation in January 2026 raised scrutiny but appears to have limited material revenue impact
Named Competitors
Leidos — Defense, intelligence and civil government IT services
SAIC — Engineering and IT solutions for defense and intelligence
General Dynamics — Aerospace, defense and technology services
Northrop Grumman — Aerospace, defense and technology contractor
Recent Developments
(January 2026) Announced relocation of global headquarters from McLean, Virginia to Reston, Virginia in 2027
(January 2026) U.S. Department of Treasury canceled contracts following data breach by former contractor