Booz Allen Hamilton Holding Corp Stock Forum

Booz Allen Hamilton's earnings may be skewed due to a large unusual item, suggesting its true earnings power could be less. Its earnings per share also decreased last year. The company has 2 warning signs that need attention.

The company's strong performance is attributed to robust demand for its consulting service from the Department of Defense and other clients, and growing headcount. The raised projections for the fiscal year ending in March reflect the company's positive outlook.

Despite lower earnings, Booz Allen Hamilton Holding still expected to see strong future growth by investors, hence a high P/E ratio. The forecasted growth beats the broader market, showing shareholder confidence in future earnings, hinting a large price drop is unlikely soon.

Substantial sale of shares by the Independent Chairman at a low price signals insiders' scepticism about the company's valuation. The high level of insider ownership aligns leadership's interests with those of shareholders.

Our Call
What's next for A&D? Next RKLB Electron launch scheduled for later in August. Defense budget discussion likely on hold with Congress on recess until September. DSEI defense conference 9/12-9/15 in London. HWM plant tour/investor meeting 9/20.
Positive on aero:
Commercial aerospace remains one of the best multi-year growth stories in industrials, in our view, with pent-up demand for aircraft driving production higher and ...