Booz Allen Hamilton Holding Corporation · NYSE:BAH
Booz Allen Hamilton — Investor Presentation (March 2025)
23 slides from Booz Allen Hamilton's investor presentation, Mar 7, 2025
Slide 1: Booz Allen Hamilton
Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com OK TO WORK DESIGN Booz Allen Hamilton Internal ri t ll il I . Founded 1914 Headquartered in McLean, VA NYSE Ticker: BAH $10.7B in FY24 Revenue
Slide 2: Disclaimer: Forward Looking Safe Harbor Statement
1Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com Booz Allen Hamilton Restricted Disclaimer DISCLAIMER Forward Looking Safe Harbor Statement Certain statements contained in this presentation and in related comments by our management include “forward-looking statements” within the meaning
Slide 3: Booz Allen is an Advanced Technology Company Transforming the Nation
2Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com Booz Allen is an Advanced Technology Company Transforming the Nation WHO WE ARE Leading position at the center of the technology ecosystem and government Proven track record driving outcomes at speed and scale—through tech built by us and
Slide 4: Evolution to an Advanced Tech Company Rooted in a History of Impact
3Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com Booz Allen Hamilton Restricted Evolution to an Advanced Tech Company Rooted in a History of Impact OUR EVOLUTION WORLD’S FIRST MANAGEMENT CONSULTANCY 1940 GLOBAL TECHNICAL SERVICES & CONSULTING FIRM • Ed Booz starts a ground- breaking firm
Slide 5: Booz Allen at a glance: $10.7B FY24 revenue
4Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com $10.7B FY24 REVENUE 28% veterans / military experience 17 Manufacturing / R&D Centers El Segundo CA, Colorado Springs CO, Pax River MD, Panama City FL, Lorton VA, Rome NY, etc. 23 Major Business Centers 22,000 technologists 6,000 top-tier
Slide 6: VoLT Strategy Driving Our Continued Growth
5Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com VoLT VoLT Strategy Driving Our Continued Growth Operating with Speed, Agility, and Scale in a Rapidly Changing and Increasingly Technical Environment Building Blocks of VoLT VELOCITY: GET THERE FIRST Leverage unique position in tech ecosys
Slide 7: Anticipating Tech Waves & Making Tech Mission-Relevant
6Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com ANTICIPATED Anticipated emerging tech trends that impact the nation SCALED Delivered mission impact at the scale, precision, and complexity the government demands 1990-2000 2000-2010 2010-2020 2020-2025+ INVESTED Invested early in transfor
Slide 8: Advanced Technologies Working Together
7Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com Advanced Technologies Working Together Interconnectivity across domains creates a flywheel of innovation—driving speed to outcomes for complex, critical missions DRIVING INNOVATION AND OUTCOMES One of the most impactful Cyber businesses gl
Slide 9: Partnering Across the Technology Ecosystem
8Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com Partnering Across the Technology Ecosystem TECH ECOSYSTEM Co-Creation Co-invest and co-create to maintain leading tech advantage Technology-Centric Accelerate technology that scales across verticals — AI, Edge, Cloud Outcome-Based Deliver
Slide 10: Tech @ Full Speed
9Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com TECH @ FULL SPEED Thunderdome Developed and deploying large, complex zero-trust program— integrating technology from multiple commercial partners to secure the DoD’s networks and assets. Advana Engineered the largest data platform in DoD—a
Slide 11: Why Invest in Booz Allen
10Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com WHY INVEST IN BOOZ ALLEN Track Record of Generating Value Delivering Outcomes at Speed and Scale • Delivering transformative value to modernization efforts and missions of national importance • Track record of combining technologies to so
Slide 12: Sustained Long-Term Financial Performance
11Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com $5,275 $5,406 $5,809 $6,168 $6,704 $7,464 $7,859 $8,364 $9,259 $10,662 $0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 Revenue $524 $506 $569 $584 $675 $754 $840 $935 $1,014 $1,175 9.9% 9.4% 9.4% 9.5% 10.1% 10.1% 10.7% 11.2% 11.0% 11.0% $0
Slide 13: Robust Backlog Driving Continued Momentum
12Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com 3.4 3.5 3.7 4.6 4.8 5.3 4.5 6.1 9.9 9.5 9.5 9.3 12.8 14.4 15.6 17.0 19.5 24.7 FY20 FY21 FY22 FY23 FY24 Q3 FY25 Funded Unfunded Priced Options 20.7 24.0 29.2 31.2 33.8 39.4 Robust Backlog Driving Continued Momentum BUSINESS MOMENTUM Growin
Slide 14: Proven Track Record of Investment and Capital Return to Shareholders
13Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com Proven Track Record of Investment and Capital Return to Shareholders Capital Deployment Strategic capital optionality supported by strong balance sheet of 2.3x net leverage1 (1) LTM as of 12/31/2024; calculated as net debt / LTM EBITDA. (
Slide 15: Executing on Ambitious Financial Targets
ADJUSTED EBITDA Growth to $1.2–1.3b Organic Revenue 5–8% Strategic Acquisitions & Investments Strong Mid 10% Adjusted EBITDA Margin ++ INVESTMENT THESIS Executing on Ambitious Financial Targets FY2023–FY2025 GOALS 14www.boozallen.comCopyright © Booz Allen Hamilton Inc. 2025 Competitive Edge at the M
Slide 16: Reiterating Our FY 2025 Forecast
15Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com Revenue Growth 12.0% - 13.0% FINANCIAL OUTLOOK Reiterating Our FY 2025 Forecast Adjusted EBITDA $1,310 - $1,330mm Adjusted EBITDA Margin ~11% Adjusted Diluted EPS $6.25 - $6.40 Operating Cash Flow $950 - $1,025mm Free Cash Flow $850 - $92
Slide 17: Purpose & Values
16Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com FEROCIOUS INTEGRITY Do right. Hold yourself and each other accountable. PASSIONATE SERVICE Embrace the mission. Listen and act with empathy. Make meaningful connections. Build community through generosity. COLLECTIVE INGENUITY Find the pr
Slide 18: Proud to be Booz Allen
17Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com Proud to be Booz Allen RECOGNITION Tech Leadership GovWin from Deltek #1 Provider of AI Services to the U.S. Government GovWin from Deltek #1 Provider of Cybersecurity to the U.S. Government Culture TIME World’s Best Companies (2024) News
Slide 19: CEO quote on speed
18Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com I’m obsessed with speed. The pace at which the world is changing, the pace at which our adversaries are changing—we must be faster. This will take a whole of nation approach. — Horacio Rozanski Chairman & Chief Executive Officer
Slide 20: Booz Allen Investor & Media Relations Contacts
19Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com INVESTOR RELATIONS: Dustin Darensbourg Head of Investor Relations Investor_Relations@bah.com Booz Allen Hamilton Restricted Booz Allen Investor & Media Relations Contacts CONTACT INFORMATION Website: investors.boozallen.com Contact Inform
Slide 21: Adjusted EBITDA definitions
20Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com • “Adjusted EBITDA” represents net income before income taxes, net interest and other expense and depreciation and amortization and before certain other items, including the change in provision for claimed costs for historical rate years,
Slide 22: Non-GAAP Financial Information (Unaudited)
21Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com Non-GAAP Financial Information (Unaudited) FINANCIAL INFORMATION (a) Reflects the combination of Interest expense and Other income, net from the condensed consolidated statement of operations. (b) Represents the reduction to our provision
Slide 23: Non-GAAP Financial Information (Unaudited)
22Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com Non-GAAP Financial Information (Unaudited) FINANCIAL INFORMATION (a) Represents the reduction to our provision for claimed costs for years prior to fiscal 2025 recorded during the second quarters of fiscal 2025 and 2024, which resulted in
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