Treasury drops Booz Allen (NYSE: BAH) contracts, impact under 1%

Rhea-AI Filing Summary

Booz Allen Hamilton Holding Corporation reports that the U.S. Department of the Treasury has cancelled certain contracts with the company. Despite this, Booz Allen is reaffirming its guidance for fiscal year 2026. The company expects the Treasury decision to affect less than 1% of total revenue for the fiscal year ending March 31, 2027.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

___________________________________ 

FORM 8-K

 ___________________________________

 CURRENT REPORT

Pursuant to Section 13 or 15(d) of

the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 6, 2026 (February 6, 2026)

___________________________________

 Booz Allen Hamilton Holding Corporation

(Exact name of Registrant as specified in its charter) 

___________________________________

Delaware

001-34972

26-2634160

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

8283 Greensboro Drive,

McLean,

Virginia

22102

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including area code: (703) 902-5000 

___________________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the Registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class			Trading Symbol			Name of Each Exchange on Which Registered
Class A Common Stock			BAH			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

Item 7.01    Regulation FD Disclosure.

On January 26, 2026, the U.S. Department of the Treasury (“Treasury”) announced its decision to cancel contracts with Booz Allen Hamilton Holding Corporation (the “Company”).

The Company is reaffirming its guidance for fiscal year 2026, which was included in Exhibit 99.1 of our Current Report on Form 8-K, filed with the Securities and Exchange Commission on January 23, 2026. In addition, we expect the Treasury's decision to impact less than 1% of our total revenue for the fiscal year ending March 31, 2027.

The information in this Item 7.01 is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as expressly set forth by specific reference in such a filing.

Cautionary Note Regarding Forward-Looking Statements

Certain statements contained in this Item 7.01 include “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Examples of forward-looking statements include information concerning the estimated financial impacts of contract cancellations, as well as any other statement that does not directly relate to any historical or current fact. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “could,” “should,” “forecasts,” “expects,” “intends,” “plans,” “anticipates,” “projects,” “outlook,” “believes,” “estimates,” “predicts,” “potential,” “continue,” “preliminary,” or the negative of these terms or other comparable terminology. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we can give you no assurance these expectations will prove to have been correct.

These forward-looking statements relate to future events or our future financial performance and involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to differ materially from any future results, levels of activity, performance or achievements expressed or implied by these forward-looking statements. A number of important factors could cause actual results to differ materially from those contained in or implied by these forward-looking statements, including those factors discussed in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K for the fiscal year ended March 31, 2025 and our Quarterly Reports on Form 10-Q for the fiscal quarters ended June 30, 2025, September 30, 2025, and December 31, 2025, which can be found at the SEC’s website at www.sec.gov. All forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by the foregoing cautionary statements. All such statements speak only as of the date made and, except as required by law, we undertake no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise.

Item 9.01    Financial Statements and Exhibits.

(d) Exhibits 

Exhibit No.						Description
104						Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			Booz Allen Hamilton Holding Corporation
BY:			/s/ Kristine Martin Anderson
			Kristine Martin Anderson
			Executive Vice President, Chief Operating Officer and Interim Chief Financial Officer

Date: February 6, 2026

FAQ

What did the U.S. Treasury do regarding Booz Allen Hamilton (BAH)?

The U.S. Department of the Treasury cancelled certain contracts with Booz Allen Hamilton Holding Corporation. This action is significant enough to disclose but is expected to have only a very small effect on the company’s overall revenue base according to the company’s own assessment.

How much revenue impact does Booz Allen (BAH) expect from the Treasury contract cancellations?

Booz Allen expects the Treasury’s decision to impact less than 1% of total revenue for the fiscal year ending March 31, 2027. This suggests the cancelled work represents a relatively small portion of the company’s overall business mix and contract portfolio.

Did Booz Allen Hamilton (BAH) change its fiscal 2026 guidance after the Treasury action?

No. Booz Allen is reaffirming its guidance for fiscal year 2026. The previously issued outlook, referenced in an earlier filing, remains in place even after the U.S. Treasury cancelled certain contracts, indicating management currently views the financial impact as limited.

Which fiscal periods are referenced in Booz Allen’s 8-K about Treasury contracts?

The company discusses guidance for fiscal year 2026 and the revenue impact for the fiscal year ending March 31, 2027. The Treasury contract cancellations are expected to reduce revenue by less than 1% in that later fiscal year period.

Are Booz Allen’s statements on the Treasury cancellations forward-looking?

Yes. The company labels certain comments as forward-looking statements, including estimates of financial impact. It notes these involve risks and uncertainties, and actual results may differ, directing readers to its Form 10-K and Form 10-Q filings for detailed risk discussions.