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- **Record Financials**: $14.4B revenue, $1.1B EBITDA (+5%), $516M free cash flow in FY25.
- **Strategic Wins**: $4B Space Force Range contract, $1.8B Sellafield nuclear deal, $1.8B NASA Cosmos award (under protest).
- **Growth Drivers**: Accelerating markets (space +15%, digital +10%, nuclear +20%+ CAGR) offset 1% FY26 shutdown impact.
- **Debt Reduction**: Net leverage 3.2x vs. 3.5x target, $750M repayments in FY25, <3x by FY26H2.
- **Margin Expansion**: 20+ bps FY26, targeting 8.5-9% by FY28 via $60M+ synergies and high-margin growth markets.

**【CEO Summary Section】**
- Fiscal Year 2025 revenue reached $14.4 billion, up 4% pro forma year-over-year, with Adjusted EBITDA of $1.1 billion (+5%).
- Book-to-bill ratio of 1.2x for the year, driven by $6.4 billion in Q4 bookings, including the $4 billion U.S. Space Force Range contract.
- Accelerating growth markets (space, digital infrastructure, nuclear energy) represent $4 billion of $14.4 billion revenue, with double-digit growth potential.
- On track to deliver $60 million+ net run rate synergies by FY26 end.

**【CFO Financial Commentary】**
- Q4 2025 Adjusted EBITDA: $300 million; Full Year: $1.1 billion (+5%).
- Free cash flow: $516 million (+12% YoY), enabling $750 million debt repayment, reducing net leverage to 3.2x.
- FY26 Guidance: Revenue $13.95-14.3 billion (+3% midpoint), Adjusted EBITDA $1.1-1.14 billion (+5% midpoint), Free Cash Flow $525-575 million (+12% midpoint).
- 1% FY26 impact from government shutdown, with sequential growth expected post-Q1.

**【Q&A Highlights】**
- **Margins & Synergies**: 20+ basis points margin expansion in FY26, targeting 8.5-9% by FY28 via accelerating growth markets.
- **Nuclear Growth**: 17% of FY25 revenue, with SMR design work and plant life extensions driving double-digit growth over 10+ years.
- **Capital Deployment**: Targeting <3x net leverage by FY26H2, with options for M&A, buybacks, or debt reduction.
- **Space Contracts**: $4 billion Space Force Range contract ramping in Q4, Golden Dome Shield IDIQ task orders expected FY26H2.

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