Booz Allen Hamilton's first quarter fiscal 2027 adjusted EPS beats estimates by 22% as total backlog grows to $39 billion.

Booz Allen Hamilton reported first quarter revenue of $2.8 billion, a 4.2% year-over-year decrease that was in-line with analyst expectations, while adjusted diluted EPS of $1.81 grew 22.3% and significantly beat consensus estimates. The company reaffirmed its full-year fiscal 2027 guidance.

Key Highlights

• Adjusted EBITDA margin expanded by 130 basis points to 11.9%, driven by strong contract execution which supported the significant earnings beat.
• Total backlog increased 3.2% year-over-year to $39 billion, with a strong quarterly book-to-bill ratio of 1.5x, indicating healthy future demand.
• Performance was mixed across segments, as accelerating demand in the National Security portfolio was offset by continued revenue contraction in the Civil business.