Amentum Holdings, Inc. ( AMTM ) Q4 2025 Earnings Call November 25, 2025 8:30 AM EST Company Participants Nathan Rutledge - Senior Vice President & Head of Investor Relations John Heller - CEO & Director Travis Johnson - Chief Accounting Officer & CFO Stephen Arnette - Chief Operating Officer Conference Call Participants Colin Canfield - Cantor Fitzgerald & Co., Research Division Brian Gesuale - Raymond James & Associates, Inc., Research Division Tobey Sommer - Truist Securities, Inc., Research Division Mariana Perez Mora - BofA Securities, Research Division Andre Madrid - BTIG, LLC, Research Division Kenneth Herbert - RBC Capital Markets, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. Good morning, and welcome to Amentum's Fourth Quarter and Full Fiscal Year 2025 Earnings Conference Call.
Amentum Holdings (AMTM) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.47 per share a year ago.
Amentum Holdings offers a compelling value at $26/share, trading below peers and positioned for secular growth in defense and nuclear sectors. AMTM benefits from rising nuclear power demand, a recent major contract win, and potential involvement in small modular reactor projects and missile defense initiatives. Current valuation is attractive with an 8.3% FCF yield and forward multiples well below sector medians, suggesting upside potential toward $37/share.
| Aerospace & Defense Industry | Industrials Sector | John E. Heller CEO | NYSE Exchange | 023939101 CUSIP |
| US Country | 53,000 Employees | - Last Dividend | - Last Split | - IPO Date |
Amentum Holdings, Inc. specializes in delivering mission-critical, technology-driven services catering to both government and commercial sectors. Established on November 26, 2019, and headquartered in Chantilly, VA, the company operates via two primary segments: Critical Mission Solutions and Cyber & Intelligence. Through these segments, Amentum delivers a comprehensive suite of services ranging from defense systems operations to advanced technological and environmental solutions, all tailored to meet the demanding and evolving needs of its clients.
This segment involves a wide array of services aimed at supporting and enhancing defense capabilities and infrastructural projects. Key offerings include:
This segment delivers critical cybersecurity and intelligence services, aiming to fortify national security through: