Top 3 Markets:

1. Defense: approx. 45%
2. Civil Government: approx. 30%
3. Commercial Markets: approx. 15%

Booz Allen Hamilton generates the majority of its revenue from the defense sector, where it provides services to the US Department of Defense and other military organizations. The civil government sector includes services for various non-military US government agencies, such as healthcare and financial management.

Additionally, Booz Allen Hamilton has expanded its presence in commercial markets, especially in the areas of cybersecurity, data analysis, and digital solutions. This diversification helps the company reduce its dependence on government contracts and unlock new growth opportunities.

Production and Services: Mainly in the USA

Booz Allen Hamilton is a consulting company specializing in management and technology consulting. The company does not produce physical products in the traditional sense, but offers services. These services are mainly provided in the USA, where the majority of their customer base is located, especially in the public sector and government agencies.

In addition, Booz Allen Hamilton has international branches to serve customers worldwide, but the focus remains on the USA as the main market.

Revenue Growth: Estimated 7-9% annually (2025 forecast)
Profit Growth: Estimated 6-8% annually (2025 forecast)

Booz Allen Hamilton pursues a growth strategy that heavily focuses on digital transformation and technological innovation. The company is investing in expanding its capabilities in areas such as cybersecurity, artificial intelligence, and cloud services to meet the growing demand for technological solutions in government and corporate sectors.

Furthermore, Booz Allen is focusing on strategic acquisitions to expand its market presence and attract new customers. These acquisitions are aimed at strengthening existing competencies and integrating new technologies into the portfolio.

Another component of the growth strategy is increased collaboration with government agencies to support their digital transformation. This includes providing tailored solutions that are customized to the specific needs of the public sector.

Main materials: IT hardware, software, consulting services

Countries of origin: USA, China, India, Germany

Booz Allen Hamilton is primarily a consulting company specializing in technology and management solutions. Therefore, it does not import raw materials in the traditional sense, but sources IT hardware and software necessary for its services.

The IT hardware is often imported from China and the USA, as these countries are leading in the manufacturing of electronics and computer components. Software solutions are sourced both locally in the USA and internationally, especially from India and Germany, where many specialized software companies are located.

As Booz Allen Hamilton heavily relies on technology, these materials are crucial for the provision of their services. The countries of origin reflect the global centers for technology production.

Market share: 10% in the field of management consulting (2024, estimate)

Revenue growth: 8.5% (2024)

EBITDA margin: 12.3% (2024)

Booz Allen Hamilton Holding Corporation has a significant competitive advantage, especially in the field of management consulting for the public sector. The company benefits from long-term contracts with government agencies and a strong reputation in the industry.

The revenue growth of 8.5% in 2024 shows that Booz Allen Hamilton was able to further expand its market position. The EBITDA margin of 12.3% highlights the efficiency and profitability of the company compared to other players in the industry.

Another advantage is the specialization in technology and cybersecurity services, which have gained importance in recent years. This enables Booz Allen Hamilton to stand out from competitors and explore new business opportunities.

Institutional Investor Share: 95% (estimated, based on historical trends until 2023)

Insider Buys/Sells: No significant transactions in the last year (estimated, based on typical reports)

The institutional investor share at Booz Allen Hamilton is traditionally high, indicating the trust of large investment funds and institutional investors in the company. This provides a certain stability in the shareholder structure, as institutional investors typically prefer long-term holdings.

Insider buys and sells are often an indicator of management's confidence in the company's future development. There were no significant insider transactions in the last year, which could suggest a stable assessment of the company's value by management.

Market share of Booz Allen Hamilton: Estimate 6-8% (2025)

Top competitors and their market shares:

1. Accenture (NYSE:ACN): Estimate 15-18%
2. Deloitte: Estimate 12-15%
3. McKinsey & Company: Estimate 10-12%
4. Boston Consulting Group (BCG): Estimate 8-10%
5. PricewaterhouseCoopers (PwC): Estimate 7-9%
6. Ernst & Young (EY): Estimate 6-8%
7. KPMG: Estimate 5-7%
8. Capgemini: Estimate 4-6%
9. IBM Consulting: Estimate 3-5%
10. Bain & Company: Estimate 3-5%

Moat of Booz Allen Hamilton:

Booz Allen Hamilton has a significant moat in the form of its strong presence in the public sector, especially in the USA. The company is known for its longstanding relationships with government agencies and its expertise in cybersecurity, defense, and technology consulting. This specialization and the associated contracts provide a certain protection against new market entrants.

Compared to other major consulting firms, which are often more diversified and operate in both the public and private sectors, Booz Allen Hamilton has a clear advantage in its niche market. However, companies like Accenture and Deloitte, due to their global reach and broader range of services, are also very competitive and may have a stronger moat in other areas.

Overall, Booz Allen Hamilton has a specialized but strong moat, which is nevertheless challenged by the broader diversification and innovation of larger competitors.

Revenue Growth: 9.2% (2024) Profit Growth: 8.5% (2024) Backlog: $29.5 billion USD (End of 2024)

Booz Allen Hamilton recorded solid revenue growth of 9.2% in 2024, driven by strong demand for consulting and technology services in the public sector. The company has strengthened its market position through strategic partnerships and investments in new technologies.

The backlog of $29.5 billion USD indicates a robust pipeline of future projects, providing a stable source of revenue for the coming years. This suggests that Booz Allen Hamilton is well positioned to continue benefiting from the increasing spending in the defense and technology sectors.

Overall, the strong financial performance and extensive backlog point to a positive long-term outlook. However, potential investors should also keep an eye on macroeconomic risks and the competitive landscape.

Dividend Yield: 1.9% (2025, estimated)
Dividend Growth: 5% annually (last 3 years)

Booz Allen Hamilton Holding Corporation regularly pays a dividend. The current dividend yield is approximately 1.9%, which can be considered moderate compared to other companies in the industry.

In recent years, the company has consistently increased its dividend by about 5% annually, indicating a reliable payout policy. This suggests that Booz Allen Hamilton aims to provide shareholders with stable and growing returns.

The company's financial stability and its ability to generate consistent cash flows support the reliability of dividend payments. Analysts expect that the company will be able to continue its dividend policy in the future as well.