Amentum Holdings, Inc. (AMTM)
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.
Amentum Holdings, Inc. (AMTM) Q2 2026 Earnings Call Transcript
Amentum Holdings, Inc. (AMTM) Q2 2026 Earnings Call Transcript
Amentum (AMTM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Amentum (AMTM) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Amentum Holdings (AMTM) Tops Q2 Earnings and Revenue Estimates
Amentum Holdings (AMTM) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.53 per share a year ago.
Amentum: Ancillary News Indicates Thesis Still Intact
Amentum is rated a strong buy, trading at a 43% discount to peers despite resilient long-term fundamentals. Recent Q1 weakness stemmed from government shutdown-driven revenue lag and negative cash flow, but management reaffirmed 2026 guidance and expects operational ramp-up. Key tailwinds include nuclear energy contracts, MQ-9 Reaper drone sustainment, and potential Golden Dome missile defense participation amid rising global defense spending.
Amentum Holdings, Inc. (AMTM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
Amentum Holdings, Inc. (AMTM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
Amentum Holdings, Inc. (AMTM) Q1 2026 Earnings Call Transcript
Amentum Holdings, Inc. (AMTM) Q1 2026 Earnings Call Transcript
Amentum (AMTM) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Amentum (AMTM) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Amentum Holdings (AMTM) Q1 Earnings Surpass Estimates
Amentum Holdings (AMTM) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.51 per share a year ago.
Will Amentum (AMTM) Beat Estimates Again in Its Next Earnings Report?
Amentum (AMTM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
