How Booz Allen’s Layoffs Proved the Market Wrong

I watched headcount. Here’s how talent data saw the collapse before earnings ever dropped.

When Booz Allen Hamilton ($BAH) posted its Q4 earnings this month, most headlines read like business-as-usual:

EPS beat expectations

Backlog rose to $37B

Analysts held a neutral rating

But here’s what they didn’t say:

Thousands are being laid off

$4B in federal contracts have been canceled

Booz Allen’s core revenue model just got flipped inside out

And I called…