🇺🇸 SECBooz Allen Hamilton Holding Corp. Class ACodex · 实盘不做把握 7/10
北京时间·🕒 发布 04:15:47时区推断·⟳ 抓取 08-03 13:38:36·⚡ 决策 07-25 04:17:40 −9d09h·94.5 天前
Booz Allen盘后提交10-Q，核心一季度业绩已在盘前披露并被当日股价消化
本次SEC盘后文件更像对已披露一季度业绩的正式10-Q补充，盘前业绩和电话会已完成主要信息释放。
📄 原文Booz Allen Hamilton Holding Corp. Class A↗ 原文
Item 5.07 · Item 9.01 Financial Statements and Exhibits
Directory List of /Archives/edgar/data/1443646/000144364626000029 Search Options Skip to Main Content About What We Do…
不做 Booz Allen Hamilton（BAH.US）
财报核心信息已在盘前发布并被当日约15%涨幅消化，盘后SEC归档缺少可确认的新增超预期交易点，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司提前公告将在2026-07-24盘前发布FY2027一季度业绩并召开电话会，属于可预期财报日程。
- 媒体已报道一季度调整后EPS超预期、收入下滑但维持全年展望，说明核心财报信息已公开传播。市场反应:报道显示BAH当日上涨约15%至75.59美元，市场已对业绩超预期作出重定价。
- Booz Allen盘后提交SEC归档文件，时间晚于盘前财报发布和当日完整交易时段。市场反应:归档发生在收盘后，不能作为盘中未反应的新鲜催化。
关键理由
- 本次SEC盘后文件更像对已披露一季度业绩的正式10-Q补充，盘前业绩和电话会已完成主要信息释放。
- 公开报道显示公司调整后EPS超预期、收入同比下降但维持全年指引，BAH当日已大涨约15%，短线追多的剩余edge不足。
主要风险
- 若10-Q正文含未被盘前新闻覆盖的重大新合同、诉讼或指引变化，需由后续新信号重新研判。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-24 · 影响 weakens
未发现足以反转业绩利好方向的新增反证，但收入同比下降且股价当日已大幅上涨，使盘后10-Q追多性价比不足。
检索:Booz Allen Q1 FY2027 earnings revenue decline guidance stock reaction July 24 2026 原文 ↗
原文全文
展开原文 · 1,618 字
Directory List of /Archives/edgar/data/1443646/000144364626000029
Search Options
Skip to Main Content
About
What We Do
Commissioners
Securities Laws
Reports
Careers
Contact
Divisions
Corporation Finance
Enforcement
Investment Management
Risk, Strategy and Innovation
Trading and Markets
National Exam Program
All Divisions and Offices
Litigation Releases
Administrative Proceedings
Opinions and Adjudicatory Orders
Accounting and Auditing
Trading Suspensions
How Investigations Work
Administrative Law Judges
Regulation
Proposed Rules
Final Rules
Interim Final Temporary Rules
Other Orders and Notices
Self-Regulatory Organizations
Staff Interpretations
Education
Investor.gov
Check Out a Broker or Adviser
Investor Alerts and Bulletins
Fast Answers
File a Tip or Complaint
Publications
Filings
Quick EDGAR Tutorial
Company Filings Search
Descriptions of SEC Forms
Requesting Public Documents
News
Press Releases
What's New
Upcoming Events
News Digest
Webcasts
Special Studies
Speeches and Public Statements
Testimony
Directory Listing /Archives/edgar/data/1443646/000144364626000029
Parent Directory
Name
Size
Last Modified
0001443646-26-000029-index-headers.html
2026-07-24 16:15:47
0001443646-26-000029-index.html
0001443646-26-000029.txt
0001443646-26-000029-xbrl.zip
9858
bah-20260722.htm
52801
bah-20260722.xsd
1785
bah-20260722_htm.xml
2717
bah-20260722_lab.xml
21629
bah-20260722_pre.xml
12511
FilingSummary.xml
1617
MetaLinks.json
16919
R1.htm
38071
report.css
2766
Show.js
1084
Site Map
Accessibility
Contracts
Privacy
Inspector General
FOIA
No FEAR Act & EEO Data
Open Government
Plain Writing
Links
USA.gov
Search Options
Skip to Main Content
About
What We Do
Commissioners
Securities Laws
Reports
Careers
Contact
Divisions
Corporation Finance
Enforcement
Investment Management
Risk, Strategy and Innovation
Trading and Markets
National Exam Program
All Divisions and Offices
Litigation Releases
Administrative Proceedings
Opinions and Adjudicatory Orders
Accounting and Auditing
Trading Suspensions
How Investigations Work
Administrative Law Judges
Regulation
Proposed Rules
Final Rules
Interim Final Temporary Rules
Other Orders and Notices
Self-Regulatory Organizations
Staff Interpretations
Education
Investor.gov
Check Out a Broker or Adviser
Investor Alerts and Bulletins
Fast Answers
File a Tip or Complaint
Publications
Filings
Quick EDGAR Tutorial
Company Filings Search
Descriptions of SEC Forms
Requesting Public Documents
News
Press Releases
What's New
Upcoming Events
News Digest
Webcasts
Special Studies
Speeches and Public Statements
Testimony
Directory Listing /Archives/edgar/data/1443646/000144364626000029
Parent Directory
Name
Size
Last Modified
0001443646-26-000029-index-headers.html
2026-07-24 16:15:47
0001443646-26-000029-index.html
0001443646-26-000029.txt
0001443646-26-000029-xbrl.zip
9858
bah-20260722.htm
52801
bah-20260722.xsd
1785
bah-20260722_htm.xml
2717
bah-20260722_lab.xml
21629
bah-20260722_pre.xml
12511
FilingSummary.xml
1617
MetaLinks.json
16919
R1.htm
38071
report.css
2766
Show.js
1084
Site Map
Accessibility
Contracts
Privacy
Inspector General
FOIA
No FEAR Act & EEO Data
Open Government
Plain Writing
Links
USA.gov
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。