Amentum Holdings Inc (NYSE:AMTM) Surpasses Q4 Earnings and Revenue Estimates

Amentum Holdings Inc (NYSE:AMTM) has reported financial results for the fourth quarter and full fiscal year 2025, delivering a performance that notably exceeded analyst expectations on both the top and bottom lines. The company's strong report has been met with positive momentum in the market, with shares rising significantly in after-hours trading following the announcement.

Earnings and Revenue Performance Versus Estimates

The advanced engineering and technology firm posted robust growth for the quarter ended October 3, 2025. Amentum's performance against Wall Street forecasts demonstrates significant operational execution during the period.

• Q4 Revenue: Reported $3.93 billion, surpassing analyst estimates of $3.69 billion.
• Q4 Adjusted EPS: Achieved $0.63 per share, beating the consensus estimate of $0.60 per share.

For the full fiscal year 2025, the company reported revenues of $14.39 billion and an adjusted diluted EPS of $2.22. The quarterly strength was driven by growth across both of the company's core business segments, Digital Solutions and Global Engineering Solutions, which saw pro forma revenue increases of 11% and 9% year-over-year, respectively.

Market Reaction and Price Action

The market responded favorably to the earnings beat and the company's forward guidance. Following the release, Amentum's stock experienced an after-market surge of over 10%. This positive price action suggests investor confidence in the company's current trajectory and its strategy for future growth. The stock has also shown positive momentum over recent weeks, with gains of approximately 11% over the past two weeks and 13% over the past month, indicating building optimism ahead of the earnings report.

Fiscal Year 2026 Outlook and Analyst Comparison

Looking ahead, Amentum provided guidance for fiscal year 2026 that appears ambitious when set against existing analyst projections. The company's forecast sets a higher bar for profitability, particularly in earnings per share.

• Amentum's FY26 Revenue Guidance: $13.95 - $14.30 billion.
• Analyst FY26 Sales Estimate: ~$14.39 billion.
• Amentum's FY26 Adjusted EPS Guidance: $2.25 - $2.45.
• Analyst FY26 EPS Estimate: ~$2.43.

While the company's revenue guidance midpoint is slightly below the analyst consensus, its EPS outlook meets or exceeds expectations at the high end, implying confidence in expanding profit margins. The company also projects free cash flow for FY26 between $525 million and $575 million.

Press Release Highlights

Beyond the headline financial figures, Amentum's earnings report highlighted several key operational achievements. The company ended the fiscal year with a total backlog of $47.1 billion, a 5% annual increase, supported by a book-to-bill ratio of 1.2x. Several major contract awards were secured in the fourth quarter, including a $4 billion Space Force Range Contract and positions on the Sellafield Decommissioning framework in the UK valued at over $1.8 billion. Furthermore, the company generated substantial free cash flow of $516 million for the full year and reported a strong fourth quarter with $261 million in free cash flow, underscoring the health of its underlying operations.

For a detailed look at historical earnings, future estimates, and in-depth analyst projections, you can review the data here.

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