Amentum Holdings, Inc. (1AMTM)
Summary
1AMTM Chart
Amentum: Margin Quality Over Revenue Quantity
Amentum Holdings is deeply undervalued, trading at 7.41x forward P/E versus sector medians near 19x, despite transformative infrastructure moves. AMTM is shifting from legacy government services to high-margin equity-participating roles in nuclear, AUKUS defense, and edge AI data centers, unlocking significant multiple expansion potential. Cutting low-margin NASA contracts and pivoting to firm-fixed-price, technology-driven work positions AMTM for mid-to-high single-digit EBITDA margins and robust FCF deployment.
Amentum: Everyone, And I Mean (Almost) Everyone, Is Wrong About The Stock
Amentum is rated Hold (C+), with upside limited by declining revenue and guidance credibility concerns. Despite record margins, EPS, and backlog, AMTM cut revenue guidance for the second straight quarter, highlighting persistent top-line headwinds. Valuation appears reasonable at an 8.8x forward P/E and 10.5% free cash flow yield, but leverage and lack of a dividend temper the bull case.
Amentum Holdings, Inc. (AMTM) Q3 2026 Earnings Call Transcript
Amentum Holdings, Inc. (AMTM) Q3 2026 Earnings Call Transcript
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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.
Contact Information
