Revenue guidance updates announced on October 23, 2026, showed Booz Allen Hamilton narrowing its fiscal 2027 forecast without changing the midpoint, while Gentex moved its full-year 2026 sales estimate to the bottom of its previous range. The changes have different implications: Booz Allen retained its central revenue expectation and raised its adjusted earnings outlook, while Gentex reduced its central sales expectation and gross-margin forecast.

Key Takeaways

  • Booz Allen narrowed fiscal 2027 revenue guidance to $11.3 billion–$11.6 billion, keeping the $11.45 billion midpoint.
  • Gentex now expects approximately $2.65 billion in 2026 revenue, about 1.9% below its previous midpoint.
  • Booz Allen raised adjusted EPS guidance, while Gentex lowered its gross-margin outlook.

Table of Contents

Revenue guidance at Booz Allen retains its midpoint

Booz Allen’s fiscal 2027 outlook table sets revenue guidance at $11.3 billion to $11.6 billion, compared with the previous $11.2 billion to $11.7 billion. Both ranges have a midpoint of $11.45 billion, but the spread between the low and high estimates narrowed from $500 million to $300 million.

The company also raised its adjusted diluted earnings-per-share forecast to $6.50–$6.70 from $6.00–$6.35. The entire new range is above the previous ceiling, distinguishing the earnings upgrade from the unchanged central revenue forecast.

For its fiscal second quarter ended September 30, Booz Allen reported revenue of $2.778 billion, down 3.9% year over year. Net income rose 3.4% to $181 million, while adjusted diluted EPS increased 18.1% to $1.76. The adjusted measure is non-GAAP and supplements, rather than replaces, reported earnings.

ItemDetails
Booz Allen fiscal 2027 adjusted EBITDA guidance$1.260 billion–$1.290 billion, versus $1.240 billion–$1.290 billion previously.
Booz Allen fiscal 2027 free-cash-flow guidance$850 million–$925 million, versus $825 million–$925 million previously.
Gentex 2026 operating-expense guidance$395 million–$410 million, excluding severance and impairments; previously $405 million–$415 million.
Gentex 2026 capital-expenditure guidance$100 million–$115 million, versus $115 million–$125 million previously.

Gentex moves sales forecast to the previous low end

Gentex updated its 2026 consolidated revenue guidance to approximately $2.65 billion from $2.65 billion–$2.75 billion. The new estimate is $50 million, or roughly 1.9%, below the previous $2.70 billion midpoint.

Third-quarter net sales were $647.7 million, compared with $655.2 million a year earlier. Gentex said revenue was approximately $35 million below its forecast at the beginning of the quarter because of customer issues and delayed launches.

The company lowered its full-year gross-margin forecast to 34.0%–34.5% from 34.5%–35.5%. That revision includes an estimated $10 million to $15 million of incremental fourth-quarter costs, with related reimbursements not expected until the first half of 2027.

Gentex keeps its 2027 revenue outlook

Despite the lower 2026 estimate, Gentex maintained its 2027 revenue outlook at $2.80 billion–$2.90 billion. Management’s forecast assumes light-vehicle production in its primary automotive markets declines approximately 1% in 2027.

The retained outlook remains a management estimate, not a completed result. Gentex cited higher content per vehicle, new technology and diversification as support for its growth expectations.

Conclusion

The October updates leave Booz Allen with an unchanged central sales forecast and higher adjusted earnings expectations, while Gentex faces a lower 2026 sales and margin outlook. Gentex’s expected fourth-quarter cost increases and the timing of customer reimbursements are the next operating developments to watch.

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