Amentum Holdings 2025 Q4 Earnings Record Net Income Surges 68.2%

Amentum Holdings (AMTM) exceeded expectations in its Q4 2025 earnings report, with revenue soaring 77.4% year-over-year and 2026 guidance raised. The company’s net income hit a two-year high, driven by strong performance in Global Engineering Solutions. Analysts noted the strategic focus on nuclear energy and digital infrastructure as key growth drivers.

Revenue

Amentum Holdings reported total revenue of $3.92 billion in Q4 2025, a 77.4% increase from $2.21 billion in the prior-year period. Digital Solutions led with $1.50 billion in revenue, while Global Engineering Solutions contributed an additional $2.43 billion. The robust growth reflects the company’s expanding footprint in mission-critical services and digital infrastructure.

Earnings/Net Income

Earnings per share (EPS) declined 42.9% to $0.16 in Q4 2025 compared to $0.28 in Q4 2024, primarily due to higher operational costs. However, net income surged 68.2% to $37 million, marking a record high for a fiscal Q4 and underscoring improved profitability.

Post-Earnings Price Action Review

The strategy of buying Amentum Holdings shares 30 days after the Q4 2025 earnings report and holding for 30 days underperformed significantly over the past three years. It yielded a return of -26.98%, lagging behind the benchmark’s 11.86% gain. With an excess return of -38.85% and a CAGR of -28.73%, the approach highlighted declining portfolio value and poor investor returns

CEO Commentary

Amentum CEO John Heller emphasized the company’s resilience and strategic momentum, citing Q4 results as exceeding expectations. He highlighted growth in global nuclear energy, digital infrastructure, and space systems, stating Amentum is “well positioned” to capitalize on these sectors. The CEO expressed optimism for 2026, noting a “robust financial backdrop” and innovation-driven momentum.

Guidance

Amentum provided 2026 guidance: $13.95–$14.3 billion in revenue (~3% growth), Adjusted EBITDA of $1.1–$1.14 billion (~5% growth), Adjusted Diluted EPS of $2.25–$2.45 (~12% growth), and Free Cash Flow of $525–$575 million (~12% growth). The guidance accounts for $650 million in 2025 adjustments, including working days and contract transitions.

Additional News

Amentum secured a $995 million U.S. Air Force contract, expanding its defense services portfolio. Analysts raised the consensus price target to $25, reflecting optimism about long-term growth. CEO John Heller emphasized operational discipline and market leadership in recent commentary. The company’s Zacks Rank was set to #3 (Hold), indicating neutral near-term expectations despite strong 2025 performance.