Defense IT & consulting

Coverage of government services, defense IT and the recompete-driven economics of the contracting sector.

Why this segment matters

Government services firms operate a business model unlike product manufacturers. Revenue is largely headcount-based, margins are thin by industrial standards, and contracts are periodically recompeted — meaning a substantial share of revenue is at risk on a rolling basis regardless of performance. Incumbency helps but does not protect, and a single large recompete loss can reset a company's trajectory.

Backlog is the central metric, but it must be read carefully. Total backlog including unexercised options and ceiling values on indefinite-delivery vehicles is a much weaker signal than funded backlog, and the two are often presented together. Protest activity adds further noise: awards can be challenged and reversed months after announcement.

Coverage follows contract awards and recompetes, protest decisions, agency budget and appropriations news, acquisitions consolidating the supplier base, and shifts between insourcing and outsourcing of government work. Watch the distinction between awarded ceiling and funded value in every headline contract figure.

13listed defense it & consulting stocks

by conviction
Jacobs SolutionsNYSE: JNext: Nov 23 · EarningsPATIENTKBRNYSE: KBRNext: ~ Jan 1 · Spin-off of MissionPATIENTPalantirNASDAQ: PLTRNext: Nov 2 · EarningsACT NOWSopra SteriaEPA: SOPNo dated catalystPATIENTCACINYSE: CACINo dated catalystPATIENT
Booz Allen Hamilton Holding CorporationNYSE: BAH

Booz Allen Hamilton: 3 Key Takeaways for Long-Term Investors

Yahoo Finance

Yahoo Finance·5d ago
Booz Allen Hamilton Holding CorporationNYSE: BAH

Booz Allen Hamilton (BAH) Q2 Results Pit Strong Profit Against Sales Slip

Yahoo Finance

Yahoo Finance·5d ago
General Dynamics CorporationNYSE: GD

General Dynamics (GD) Wins Navy Electronics Attack Unit Production Contract

Yahoo Finance

Yahoo Finance·6d ago
Booz Allen Hamilton Holding CorporationNYSE: BAH

8% Below Fair Value? Booz Allen Hamilton Holding (BAH) Following Earnings Beat Guidance Lift

Yahoo Finance

Yahoo Finance·6d ago
CACI International IncNYSE: CACI

CACI Q3 deep dive: margins rise on technology mix, modest revenue miss offsets robust contract wins

Yahoo Finance

Yahoo Finance·7d ago
General Dynamics CorporationNYSE: GD

Amy Johnson Appointed President of GDIT

Yahoo Finance

Yahoo Finance·7d ago
General Dynamics CorporationNYSE: GD

Amy Johnson Appointed President of GDIT

PR Newswire

PR Newswire·7d ago
Sector

GDIT announces Amy Johnson as new president

General Dynamics Information Technology (GDIT) has appointed Amy Johnson as its new president, succeeding Amy Gilliland.

Google News·7d ago
Booz Allen Hamilton Holding CorporationNYSE: BAH

Booz Allen Hamilton stock rises 2% on strong earnings beat

Yahoo Finance

Yahoo Finance·7d ago
Booz Allen Hamilton Holding CorporationNYSE: BAH

Booz Allen Hamilton (BAH) Q2 2027 Earnings Call Transcript

Yahoo Finance

Yahoo Finance·7d ago
Booz Allen Hamilton Holding CorporationNYSE: BAH

Booz Allen (BAH) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Yahoo Finance

Yahoo Finance·7d ago
Booz Allen Hamilton Holding CorporationNYSE: BAH

Booz Allen Hamilton (NYSE:BAH) misses Q3 CY2026 revenue estimates

Yahoo Finance

Yahoo Finance·7d ago
Booz Allen Hamilton Holding CorporationNYSE: BAH

What Booz Allen Hamilton (BAH) Said on Its Q2 Earnings Call

Yahoo Finance

Yahoo Finance·7d ago
Booz Allen Hamilton Holding CorporationNYSE: BAH

Booz Allen Hamilton Holding Corporation Q2 2027 Earnings Call Summary

Yahoo Finance

Yahoo Finance·7d ago
CACI International IncNYSE: CACI

What CACI International (CACI)'s Raised Full Year Outlook Means For Shareholders

Yahoo Finance

Yahoo Finance·7d ago
CACI International IncNYSE: CACI

CACI International (CACI) Sold Following Post-Earnings Rally and Thesis Shifts

Yahoo Finance

Yahoo Finance·7d ago
CACI International IncNYSE: CACI

CACI (CACI) Q1 Earnings Put Backlog And Margin Gains In Focus

Yahoo Finance

Yahoo Finance·7d ago
CACI International IncNYSE: CACI

5 insightful analyst questions from CACI’s Q3 earnings call

Yahoo Finance

Yahoo Finance·7d ago
Booz Allen Hamilton Holding CorporationNYSE: BAH

AUSA: Booz Allen's Steve Escaravage

Booz Allen's Steve Escaravage discusses company developments at the AUSA 2026 conference.

Yahoo Finance·8d ago
Palantir TechnologiesNASDAQ: PLTR

Palantir Stock Holds the Line. Wall Street Sees a 24% Gain Ahead.

Palantir stock is currently maintaining a stable technical position, with market expectations focused on the upcoming third-quarter earnings report.

Yahoo Finance·8d ago