Amentum Holdings Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Amentum Holdings de 26.5% y 2.3% por año respectivamente. Se prevé que el BPA crezca en un 42.7% al año. Se espera que la rentabilidad financiera sea de 14.1% en 3 años.
Información clave
26.5%
Tasa de crecimiento de los beneficios
42.73%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Professional Services | 14.4% |
| Tasa de crecimiento de los ingresos | 2.3% |
| Rentabilidad financiera futura | 14.10% |
| Cobertura de analistas | Good |
| Última actualización | 12 Aug 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
AMTM: Deleveraging And New Federal Contracts Will Support Future Upside Potential
Amentum Holdings' updated analyst price target has shifted slightly lower to $31. This reflects a series of recent cuts across the Street, where analysts point to sector derating, expectations for slower organic growth and margins versus peers, and a focus on deleveraging despite stable book to bill and free cash flow metrics.AMTM: New Federal Contracts And Deleveraging Progress Will Drive Future Upside
Amentum Holdings' analyst fair value estimate has been trimmed from $33.45 to $32.17 as analysts factor in a series of lower price targets and cautious views on growth, margins and sector valuation, despite some highlighting progress on bookings, free cash flow and deleveraging. Analyst Commentary Recent Street research on Amentum Holdings points to a mixed setup, with analysts weighing progress on bookings, free cash flow and deleveraging against concerns around organic growth, margins and sector valuation.
AMTM: Future Returns Will Weigh Defense Wins Against Growth And Margin Concerns
The updated analyst price target for Amentum Holdings reflects a modest trim in fair value to $22.00, as analysts factor in concerns about organic growth and margin trends, alongside ongoing progress on deleveraging and solid bookings and cash flow. Analyst Commentary Recent Street research on Amentum Holdings reflects a more cautious tone, with several firms trimming price targets and highlighting execution and growth risks alongside the company’s focus on deleveraging and bookings.Amentum Holdings (AMTM) Stock Could Be 45.8% Undervalued After New AI Contract
Amentum Holdings (AMTM) stock is in focus after the company secured a new 60 month firm fixed price General Services Administration contract to deliver AI powered supply chain solutions for U.S. military operations across Japan. See our latest analysis for Amentum Holdings. Amentum Holdings’ latest AI powered contract lands at a time when the stock’s 1 day share price return of 0.74% contrasts with a year to date share price return that is down 28.94% and a 1 year total shareholder return...
Long Term Digital Infrastructure And Nuclear Backlog Will Support Stronger Future Earnings Potential
Catalysts About Amentum Holdings Amentum Holdings provides engineering, technical and mission support services to government and commercial customers across defense, space, nuclear and critical digital infrastructure markets. What are the underlying business or industry changes driving this perspective?AI And Nuclear Tailwinds Will Support Modest Progress With Execution Risks
Catalysts About Amentum Holdings Amentum Holdings provides engineering, technical and mission support services to government and commercial customers across defense, space, nuclear and critical digital infrastructure. What are the underlying business or industry changes driving this perspective?Amentum: Ancillary News Indicates Thesis Still Intact
Summary 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. I am monitoring the book-to-bill ratio (>1.0 expected), margin expansion, and the upcoming U.S. military budget proposal as near-term catalysts. Read the full article on Seeking AlphaAmentum Holdings' (NYSE:AMTM) Performance Is Even Better Than Its Earnings Suggest
Investors were underwhelmed by the solid earnings posted by Amentum Holdings, Inc. ( NYSE:AMTM ) recently. We have done...Amentum Holdings, Inc. (NYSE:AMTM) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
There's been a notable change in appetite for Amentum Holdings, Inc. ( NYSE:AMTM ) shares in the week since its...Amentum Holdings, Inc. (NYSE:AMTM) Stock Catapults 27% Though Its Price And Business Still Lag The Industry
Despite an already strong run, Amentum Holdings, Inc. ( NYSE:AMTM ) shares have been powering on, with a gain of 27% in...Amentum: Stock Down, Setup Improving, Growth Potential
Summary Recent defense spin-off Amentum Holdings, Inc. is a stable business with growing revenue and free cash flow trading at 8.5x forward earnings. DOGE worries and normal spin-off overhangs have weighed on the stock, as well as the recent broad market sell-off. Meanwhile, the Trump administration has revealed plans for a $1tr defense budget, and RemainCo Jacobs has completed its planned divestiture, removing some selling pressure. As spin-off overhangs dissipate, and the company reduces its debt, it should trade more in line with peers (~15x earnings). A 15x multiple on FY2026 earnings would result in a double in just over a year. I upgrade AMTM to a Strong Buy. Read the full article on Seeking AlphaAmentum: A Spin-Off With A Solid Business And Attractive Valuation
Summary Amentum Holdings, Inc. trades at a significant discount to peers, despite strong medium-term guidance and upbeat analyst estimates. The company's diversified revenue streams, huge backlog, and strategic alignment with Trump administration priorities protect it against potential DOGE cuts. As well as DOGE, high debt levels and spin-off-related issues currently pressure the stock, but the company is deleveraging, and the spin-off overhangs should clear eventually. The company meets many of Peter Lynch's markers of a good spin-off opportunity. Read the full article on Seeking AlphaAmentum: Forgotten Spin-Off In Defense And Nuclear Energy
Summary Amentum, a recent spin-off, combines legacy Amentum and Jacobs CMS, focusing on defense, space, intelligence, and nuclear engineering, with a $5 billion market cap. Despite high debt, Amentum's massive $45 billion backlog and strong revenue visibility position it for stock appreciation, targeting a 3x net leverage ratio by FY26. Spin-offs often outperform due to focused management; Amentum's stock is undervalued at $20, with the potential to reach $30-$35 in 12-18 months. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 9/30/2028 | 14,670 | 473 | 714 | 789 | 10 |
| 9/30/2027 | 14,197 | 363 | 627 | 705 | 11 |
| 9/30/2026 | 13,883 | 244 | 550 | 601 | 8 |
| 7/3/2026 | 14,130 | 204 | 474 | 505 | N/A |
| 4/3/2026 | 14,201 | 148 | 439 | 465 | N/A |
| 1/2/2026 | 14,214 | 98 | 272 | 297 | N/A |
| 10/3/2025 | 14,393 | 66 | 516 | 543 | N/A |
| 6/27/2025 | 12,680 | 52 | 138 | 160 | N/A |
| 3/28/2025 | 11,261 | 16 | 274 | 292 | N/A |
| 12/27/2024 | 9,821 | -29 | 223 | 240 | N/A |
| 9/27/2024 | 8,388 | -82 | 36 | 47 | N/A |
| 6/28/2024 | 8,313 | -114 | 281 | 292 | N/A |
| 3/29/2024 | 8,127 | -121 | 167 | 181 | N/A |
| 12/29/2023 | 8,005 | -138 | 137 | 150 | N/A |
| 9/29/2023 | 7,865 | -314 | 55 | 67 | N/A |
| 9/30/2022 | 7,676 | -84 | 108 | 126 | N/A |
| 10/1/2021 | 5,887 | 1 | 226 | 247 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (26.5% al año) de AMTM es superior a la tasa de ahorro (3.7%).
Beneficios vs. Mercado: Se prevé que los beneficios (26.5% al año) de AMTM crezcan más rápidamente que el mercado US (17.2% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de AMTM crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (2.3% al año) de AMTM crezcan más despacio que el mercado de US (13% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 2.3% al año) de AMTM crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de AMTM sea baja dentro de 3 años (14.1%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/13 16:05 |
| Precio de las acciones al final del día | 2026/08/13 00:00 |
| Beneficios | 2026/07/03 |
| Ingresos anuales | 2025/10/03 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Amentum Holdings, Inc. está cubierta por 13 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Matthew Akers | BNP Paribas |
| Mariana Perez Mora | BofA Global Research |
| Andre Madrid | BTIG |