异动解读 | 博思艾伦咨询盘中暴跌17.77%,财报及业绩展望双双不及预期

异动解读
May 23, 2025

周五盘中,博思艾伦咨询公司(Booz Allen Hamilton,股票代码:BAH)股价大幅下挫17.77%,投资者对公司最新财报及未来业绩展望表示失望。

根据公司公布的财报,截至3月31日的第四财季,博思艾伦咨询公司营收为29.7亿美元,虽然较去年同期的27.7亿美元有所增长,但未能达到分析师预期的30.3亿美元。此外,公司对2026财年的业绩预测也低于市场预期。博思艾伦预计2026财年营收将在120亿至125亿美元之间,调整后每股收益为6.20至6.55美元。而分析师此前预期营收为128.2亿美元,调整后每股收益为6.88美元。

值得注意的是,博思艾伦咨询公司几乎全部年收入均来自美国政府机构或部门的合同。公司首席执行官霍拉西奥・罗赞斯基表示,他们正利用在人工智能(AI)和先进技术生态系统中的领先地位,推动政府优先事项的落实。然而,投资者似乎对公司的增长前景持谨慎态度,这也反映在今日的股价表现上。

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