Investors in Booz Allen Hamilton Holding Corporation (NYSE:BAH) had a good week, as its shares rose 5.0% to close at US$78.68 following the release of its annual results. The result was positive overall - although revenues of US$11b were in line with what the analysts predicted, Booz Allen Hamilton Holding surprised by delivering a statutory profit of US$6.90 per share, modestly greater than expected. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

Following last week's earnings report, Booz Allen Hamilton Holding's twelve analysts are forecasting 2027 revenues to be US$11.4b, approximately in line with the last 12 months. Statutory earnings per share are forecast to decline 16% to US$5.90 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$11.5b and earnings per share (EPS) of US$5.93 in 2027. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

There were no changes to revenue or earnings estimates or the price target of US$95.50, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Booz Allen Hamilton Holding at US$160 per share, while the most bearish prices it at US$72.00. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Booz Allen Hamilton Holding's revenue growth will slow down substantially, with revenues to the end of 2027 expected to display 1.9% growth on an annualised basis. This is compared to a historical growth rate of 9.3% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 6.8% annually. Factoring in the forecast slowdown in growth, it seems obvious that Booz Allen Hamilton Holding is also expected to grow slower than other industry participants.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Booz Allen Hamilton Holding's revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Booz Allen Hamilton Holding going out to 2029, and you can see them free on our platform here.

Even so, be aware that Booz Allen Hamilton Holding is showing 2 warning signs in our investment analysis , and 1 of those is potentially serious...

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.