Amentum Holdings, Inc.

NYSE:AMTM 株式レポート

時価総額：US$6.0b

Amentum Holdings 将来の成長

Future 基準チェック /36

Amentum Holdings利益と収益がそれぞれ年間27.6%と3.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.4% 28.3%なると予測されています。

主要情報

27.6%

収益成長率

28.27%

EPS成長率

Professional Services 収益成長14.4%
収益成長率3.5%
将来の株主資本利益率14.39%
アナリストカバレッジ

Good

最終更新日11 Aug 2026

今後の成長に関する最新情報

分析記事 • Feb 13

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...

Recent updates

ナラティブ更新 • Jul 14

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.
ナラティブ更新 • Jun 30

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.
分析記事 • Jun 19

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...
新しいナラティブ • Jun 10

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?
新しいナラティブ • May 26

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?
Seeking Alpha • Apr 01

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 Alpha
分析記事 • Feb 17

Amentum 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...
分析記事 • Feb 13

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...
分析記事 • Jan 30

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...
Seeking Alpha • Apr 15

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 Alpha
Seeking Alpha • Feb 23

Amentum: 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 Alpha
Seeking Alpha • Dec 27

Amentum: 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 Alpha

業績と収益の成長予測

NYSE:AMTM - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/202815,08351475681710
9/30/202714,55438365771811
9/30/202613,9922445575965
7/3/202614,130204474505N/A
4/3/202614,201148439465N/A
1/2/202614,21498272297N/A
10/3/202514,39366516543N/A
6/27/202512,68052138160N/A
3/28/202511,26116274292N/A
12/27/20249,821-29223240N/A
9/27/20248,388-823647N/A
6/28/20248,313-114281292N/A
3/29/20248,127-121167181N/A
12/29/20238,005-138137150N/A
9/29/20237,865-3145567N/A
9/30/20227,676-84108126N/A
10/1/20215,8871226247N/A

アナリストによる今後の成長予測

収入対貯蓄率: AMTMの予測収益成長率 (年間27.6% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: AMTMの収益 ( 27.6% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: AMTMの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: AMTMの収益 ( 3.5% ) US市場 ( 12.9% ) よりも低い成長が予測されています。

高い収益成長: AMTMの収益 ( 3.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AMTMの 自己資本利益率 は、3年後には低くなると予測されています ( 14.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/11 02:25
終値2026/08/11 00:00
収益2026/07/03
年間収益2025/10/03

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Amentum Holdings, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Matthew AkersBNP Paribas
Mariana Perez MoraBofA Global Research
Andre MadridBTIG