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
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) 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 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) Q1 2026 Earnings Call Transcript
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) 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.
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.
Amentum Holdings is upgraded from hold to buy on a robust backlog enabling strong visibility, a thrust towards high-margin markets, cheaper valuations, and momentum. AMTM's backlog of $47B enables visibility of over 3 years, with order bookings also rising at a faster pace than revenue conversion. FCF is poised to expand by 12% next year, thus enabling the leverage to dip below 3x while unlocking M&A in high-growth, high-margin verticals like space, digital infrastructure, and nuclear.
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.