Booz Allen to Expand Global Commercial Business with Acquisition of Defy Security

MCLEAN, Va.--(BUSINESS WIRE)---- $BAH--Booz Allen (NYSE: BAH) today announced that it has entered into a definitive agreement to acquire Defy Security as a wholly owned subsidiary.

Business Wire • Feb 17, 2026

Sverica Capital Management Announces Sale of Defy Security to Booz Allen Hamilton

SAN FRANCISCO--(BUSINESS WIRE)--Sverica Capital Management LP (“Sverica”) announced today that its Fund V portfolio company Defy Security, LLC (“Defy” or the “Company”), has entered into a definitive agreement to be sold to Booz Allen Hamilton(“Booz Allen”). This marks the culmination of a five-year successful partnership with Defy, during which the Company tripled in size while maintaining its strong profitability profile and solidified its position as a leading provider of end-to-end cybersec.

Business Wire • Feb 17, 2026

Diamond Hill Small-Mid Cap Strategy Q4 2025 New Investments And Exits

Diamond Hill Small-Mid Cap Strategy returned 1.19% (net of fees) and the Russell 2500 Index returned 2.22%. SBA Communications' shares have been pressured by higher interest rates and slower wireless spending, despite a long runway for 5G-related upgrades and highly profitable incremental leasing. We initiated a position in cloud-based web services company Wix.com as shares fell on concerns surrounding Generative AI.

Seeking Alpha • Feb 9, 2026

Recurring Government Contracts Aid Booz Allen Amid Rising Costs

BAH's government contracts, AI and cybersecurity investments support steady growth, but rising costs and competition weigh on profitability.

Zacks Investment Research • Jan 27, 2026

Booz Allen Stock Dips 8.1% Since Fiscal Q3 Earnings Release

BAH stock beats Q3 EPS estimates but misses on revenues, trims FY26 sales outlook, and shares dip 8.1% after the Jan. 23 earnings release.

Zacks Investment Research • Jan 27, 2026

Booz Allen Hamilton: Hold Rating, Buy On Weakness

Booz Allen Hamilton Holding Corporation faced a negative market reaction after the Treasury ended IRS contracts due to a data breach, highlighting increased scrutiny and lower risk tolerance in federal procurement. Gross revenue declined 10% year-over-year to $2.6 billion, with a $50 million revenue and $20 million profit impact expected for the fiscal year, mainly from timing issues and the government shutdown. Despite a 28% drop in the Civil segment, BAH ended the year with a record $38 billion backlog and a $53 billion qualified pipeline for FY2027, signaling improving award activity.

Seeking Alpha • Jan 27, 2026

Treasury cancels Booz Allen contracts after employee leaked Trump tax records

Treasury Secretary Scott Bessent cancelled department contracts with the consulting firm Booz Allen Hamilton, one of whose employees leaked President Donald Trump's tax records to The New York Times. The department noted that between 2018 and 2020, Booz Allen employee Charles Edward Littlejohn "stole and leaked the confidential tax returns and return information of hundreds of thousands of taxpayers.

CNBC • Jan 26, 2026

Treasury cancels Booz Allen contracts after employee leaked Trump tax records.

Treasury Secretary Scott Bessent cancelled department contracts with the consulting firm Booz Allen Hamilton, one of whose employees leaked President Donald Trump's tax records to The New York Times.

CNBC Television • Jan 26, 2026

Treasury axes contracts with Booz Allen over Donald Trump tax leaks

Treasury Secretary Scott Bessent ripped the firm's failure to handle confidential data after a scandal involving former Booz Allen contractor Charles Edward Littlejohn, who stole tax records relating to Trump and handed them to the New York Times.

New York Post • Jan 26, 2026

Why Shares of Booz Allen Hamilton Are Sinking Today

The U.S. Treasury Department announced it would cancel all contracts with Booz Allen Hamilton. Booz Allen Hamilton provides significant consulting services to the U.S. government.

The Motley Fool • Jan 26, 2026