BAH | Market Cap: $7.8B (07/13/26)
Industry:
IT Services

DESCRIPTION

Booz Allen is a technology and consulting firm that sells technology solutions primarily to the U.S. federal government. The company has two main portfolios: National Security and Civil Government. The National Security portfolio works for military and intelligence agencies, providing AI-enabled battlefield systems, cybersecurity, and intelligence analysis. The Civil Government portfolio focuses on technology modernization, cloud migration, and data platforms for agencies like the Department of Veterans Affairs. Booz Allen generates revenue by billing for the time of engineers and technologists on government contracts. While the company uses cost-plus contracts where it bills for labor and earns a fee, it moves toward fixed-price and outcome-based models to increase margins. Booz Allen adapts commercial AI and cloud solutions for military and civil environments through partnerships with tech firms. The company also invests in early-stage defense and technology startups through Booz Allen Ventures and a strategic partnership with Andreessen Horowitz. Booz Allen relies on a specialized workforce, with 77% of employees holding security clearances, and prioritizes growth in cyber, AI, and defense technology.

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