Amentum Holdings Inc Stock Price, News & Analysis

Amentum (NYSE: AMTM) was selected as a prime contractor on the $3.5 billion Defense Threat Reduction Agency Cooperative Threat Reduction Integrating Contract (CTRIC) IV.

As one of six awardees under a 10-year vehicle, Amentum can compete for task orders to provide chemical, biological, radiological, and nuclear (CBRN) threat reduction services and technologies to partner nations worldwide. The company said it will deploy engineering, logistics, risk assessment, and mitigation planning to help partners prevent, detect, and respond to WMD and emerging threats.

Amentum (NYSE: AMTM) won a $120 million Defense Information Systems Agency (DISA) award for Z-series chipset Processor Capacity Services (PCS), announced December 9, 2025. The contract covers a five-year base period plus five one-year option periods. Under PCS, Amentum will provision and maintain hardware, software, licensing, and operational services while DISA provides and supports the hosting environment.

The service delivers dynamically scalable, on-demand computing capacity using Z-series mainframe chips and Amentum cites routine 99.999% availability for its processor capacity solution. The model charges DISA based on utility consumption, allowing adjustments for increases or decreases in power usage.

Amentum (NYSE: AMTM) reported fiscal 2025 results with annual revenues of $14.4B (pro forma +4%), adjusted EBITDA $1,104M, and annual adjusted diluted EPS $2.22. GAAP net income was $66M and free cash flow totaled $516M. Backlog stood at $47.1B with a full-year book-to-bill of 1.2x. The company reduced net debt to $3.6B and net leverage to 3.2x.

Notable awards included a $4B Space Force Range Contract, ~$1.8B Sellafield positions, and classified intelligence awards near $700M. Fiscal 2026 guidance calls for revenues of $13.95B-$14.3B, adjusted EBITDA of $1.10B-$1.14B, adjusted EPS of $2.25-$2.45, and free cash flow of $525M-$575M.

Jacobs (NYSE: J) reported fiscal Q4 and full-year 2025 results on Nov 20, 2025, showing mixed GAAP and adjusted performance.

Key metrics: Q4 gross revenue $3.15B (+6.6% y/y), Q4 adjusted net revenue $2.24B (+5.8% y/y), FY25 gross revenue $12.03B (+4.6% y/y) and FY25 adjusted net revenue $8.69B (+5.3% y/y). Adjusted EBITDA rose 13.9% y/y (FY) to ~$1.2B and adjusted EPS increased 15.9% y/y to $6.12. Backlog hit a record $23.1B with a TTM book-to-bill of 1.1x. The company returned a record $1.1B to shareholders in FY25 through repurchases and dividends.

Outlook for FY26: adjusted net revenue growth of 6–10%, adjusted EPS $6.90–$7.30, adjusted EBITDA margin 14.4–14.7% and free cash flow margin 7.0–8.0%.

Amentum (NYSE:AMTM) won the Remotely Piloted Aircraft (RPA) Maintenance Support IDIQ from Air Force Air Combat Command with a ceiling up to $995 million and a five-year ordering period. The work covers MQ-9 Reaper maintenance, weapons loading, satellite launch and recovery (SLR), aerospace ground equipment, and deployment of specialized personnel across U.S. and global sites to reinforce combat readiness and training capabilities.

The award emphasizes Amentum’s MQ-9 operational expertise and draws on legacy experience with earlier systems. The contract structure is an IDIQ, so actual orders and timing will depend on future task orders under the ceiling value.

Amentum (NYSE: AMTM) won prime positions on Sellafield’s 15-year Decommissioning and Nuclear Waste Partnership (DNWP) framework to provide remediation and pond retrievals at the Sellafield site in Cumbria, England.

Amentum was named remediation partner for works inside the High Security Area and joins The Decommissioning Alliance (TDA) JV for pond retrievals. Amentum’s share of potential awards is up to £1.4 billion ($1.9 billion). Services include waste-led decommissioning, robotics, digital visualisation, geospatial analysis, AI tool Threadsafe, and robot-operated retrievals such as the Bulk Sludge Retrieval Tool.

Sellafield expects remediation spending to rise through 2040, subject to public spending constraints, with DNWP as the route for end-to-end high-hazard risk reduction.

Amentum (NYSE: AMTM) will host a conference call on November 25, 2025 at 8:30 AM EST to discuss fourth quarter and full fiscal year 2025 financial results for the period ending October 3, 2025.

A news release with results will be issued before the call. The call will be webcast and open to the public via a link on Amentum’s Investor Relations website, with a replay, earnings press release, presentation slides and supplemental financial disclosures available after the call.

Amentum (NYSE: AMTM), a global engineering and technology solutions provider, has announced plans to create 3,000 new jobs in the UK over the next four years, driven by growth in nuclear power and defence sectors. The company serves as a lead delivery partner for UK's nuclear power stations at Hinkley Point C and Sizewell C, while also supporting small modular reactors and fusion research.

CEO John Heller highlighted the strong UK-U.S. partnership during meetings with U.S. President Trump and UK PM Starmer. The company expects to increase its UK headcount by 50% over four years, while investing in digital engineering, AI, and automation. Amentum also provides critical services for the Royal Navy's nuclear submarines and supports the Defence Infrastructure Organization and Atomic Weapons Establishment.

Amentum (NYSE: AMTM) has initiated construction of a groundbreaking Radiation Combined Environment (RCE) Test Facility in Odon, Indiana, partnering with Naval Surface Warfare Center, Crane Division (NSWC Crane). The facility will be dedicated to testing microelectronics for the U.S. Department of Defense under harsh conditions that simulate real-world conflict environments.

The project builds on over 40 years of collaboration between Amentum and NSWC Crane, including 20+ years of strategic microelectronics initiatives. The facility is expected to create highly skilled technical jobs and strengthen the Crane/WestGate innovation ecosystem, with support from multiple entities including U.S. Navy Strategic Systems Programs and the Indiana Economic Development Corporation.