🟢 Booz Allen Hamilton is trading 11% up today after Q1 earnings beat and record $39B backlog

Booz Allen Hamilton is trading 11% up at $73.08 after delivering a sizable first-quarter fiscal 2027 earnings beat and reaffirming its full-year guidance.

• The company reported adjusted EPS of $1.81, up over 22% year-over-year and well above consensus, alongside a record $39 billion backlog that supports its AI-focused strategy.
• Adjusted EBITDA margin expanded 130 basis points to 11.9%, while management maintained FY 2027 revenue guidance of $11.2–$11.7 billion and adjusted EPS of $6.00–$6.35.
• The results eased prior investor concerns regarding slower revenue conversion, sparking a relief rally despite a 4.2% revenue decline that remained in line with expectations.