Strategic Intelligence Report
Generated July 29, 2026
Government & Defense
Booz Allen Hamilton
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Accelerating
Activity
1 recorded change in the last 90 days
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
McLean, Virginia, USA
Website
Employees
35,000 (FY2025, approximate)
Founded
1914
Listing
BAH · NYSE
Market Cap
—
Revenue (TTM)
$11.09B
Price
USD71.64 (+11.04%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A major federal government consulting and technology firm positioning itself as a leading provider of AI and cybersecurity services to the US government, leveraging a roughly $37 billion contract backlog. Booz Allen became the first-ever a16z Technology Acceleration Partner for Governments in January 2026 to bring venture-backed AI, autonomy and electronic warfare startups into secure government environments, while separately securing a $1.58 billion intelligence-analysis contract to counter weapons of mass destruction, even as the Treasury Department canceled all its contracts with the firm in January 2026.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Supply Chain
- Government, Defense & Public Sector: Booz Allen Hamilton is a leading provider of AI and cybersecurity consulting services to the US federal government, backed by a roughly $37 billion contract backlog.
Competition / Other
- Palantir: Booz Allen Hamilton competes with Palantir and Accenture Federal Services as large established players in the AI government contracting market.
Strategic Risks
- Treasury Department's full contract cancellation in January 2026 highlights concentration risk from reliance on federal agency relationships
- Faces intensifying competition from newer AI-native entrants (Palantir, Anduril) with more modern software architectures
Future Outlook
- Continued positioning as a bridge between venture-backed AI startups and secure government deployment environments via the a16z partnership
- FY2026 revenue guidance of $12-12.5 billion supported by $700-800 million in projected free cash flow
Sources
- U.S. Securities and Exchange Commission (EDGAR) (May 2026) — Booz Allen Hamilton Holding Corp FY2026 Annual Report (Form 10-K), filed with the SEC
- ExecutiveBiz / Booz Allen investor relations (Jan 2026) — Booz Allen becomes a16z's first government AI acceleration partner
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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