Amentum Holdings, Inc. (1AMTM)
Summary
1AMTM Chart
Amentum: Multiple Re-Rating Incoming
Amentum is deeply undervalued, trading at less than 9x forward earnings and 8x EV/EBITDA, with strong government-aligned tailwinds. AMTM's $47.8B backlog and shift toward higher-margin, fixed-price contracts position it for margin expansion and potential multiple re-rating. Deleveraging from 4.1x to a 3.0x net debt/EBITDA target, with recent refinancing saving ~$19.6M in annual interest, will unlock shareholder value.
Amentum: The Mispriced Architect Of Edge AI And Nuclear Defense
Amentum Holdings rated Strong Buy, driven by transformation into an advanced engineering monopsony controlling key nuclear, defense, and AI infrastructure bottlenecks. AMTM's forward catalysts include Deep Isolation's borehole nuclear waste disposal, integration of CG-SEA software into missile defense, and bridging DoD-grade cybersecurity for hyperscalers. Reaffirmed FY2026 guidance (revenue $13.95–$14.3B, adj. EBITDA $1.1–$1.14B, FCF $525–$575M) and sub-3x net leverage by FY2026 may enable aggressive capital returns.
Amentum Q2 Earnings Call Highlights
Amentum NYSE: AMTM reported what executives described as solid second-quarter fiscal 2026 results, supported by growth in key markets, strong bookings and a rebound in free cash flow.
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Amentum Holdings, Inc. Profile
| Aerospace & Defense Industry | Industrials Sector | John E. Heller CEO | XMIL Exchange | US0239391016 ISIN |
| US Country | 50,000 Employees | - Last Dividend | - Last Split | - IPO Date |
Overview
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.
Products and Services
- Critical Mission Solutions
This segment involves a wide array of services aimed at supporting and enhancing defense capabilities and infrastructural projects. Key offerings include:
- Test, Training, and Operations Services: Focused on missile defense systems, helping ensure these critical elements are reliably functional and effective.
- IT and Engineering Services: Geared towards defense clients, including software development and systems engineering to maintain the technological edge.
- Technological Solutions for Space Sector: From satellite communications to space launch support, ensuring operational excellence in outer space endeavors.
- Energy Clients' Support: Providing installations, decommissioning, and environmental remediation services, targeting energy infrastructure challenges.
- Technical Consulting Solutions: Offering a broad range of consulting services to tackle highly specialized problems across various domains.
- Cyber & Intelligence
This segment delivers critical cybersecurity and intelligence services, aiming to fortify national security through:
- Advanced Cyber Training and Data Analytics: Equipping government professionals with the skills and insights needed to combat digital threats effectively.
- Advanced Communication Systems: Installing and managing sophisticated communication tools for secure and reliable information exchange among national security entities.
- Aerial Mapping Technologies: Offering cutting-edge mapping and surveillance technologies to enhance situational awareness for defense and intelligence operations.
- Technical Services for U.S. Defense and Intelligence: Providing a plethora of specialized services designed to support the United States' defense and intelligence infrastructure.
