Amentum Holdings Toekomstige groei
Future criteriumcontroles 3/6
Amentum Holdings zal naar verwachting groeien in winst en omzet met respectievelijk 26% en 2% per jaar. De winst per aandeel zal naar verwachting groeien met 40.6% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 13.8% zijn.
Belangrijke informatie
26.0%
Groei van de winst
40.57%
Groei van de winst per aandeel
| Professional Services winstgroei | 14.4% |
| Inkomstengroei | 2.0% |
| Toekomstig rendement op eigen vermogen | 13.82% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 20 Aug 2026 |
Recente toekomstige groei-updates
Recent updates
Amentum: Everyone, And I Mean (Almost) Everyone, Is Wrong About The Stock
Summary Amentum is rated Hold (C+), with upside limited by declining revenue and guidance credibility concerns. Despite record margins, EPS, and backlog, AMTM cut revenue guidance for the second straight quarter, highlighting persistent top-line headwinds. Valuation appears reasonable at an 8.8x forward P/E and 10.5% free cash flow yield, but leverage and lack of a dividend temper the bull case. I favor selling $20 puts for a 19–23% annualized return, preferring to wait for Q4 cash flow and FY2027 guidance confirmation before upgrading. Read the full article on Seeking Alpha
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 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 AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 9/30/2028 | 14,486 | 462 | 689 | 748 | 10 |
| 9/30/2027 | 14,052 | 354 | 606 | 670 | 11 |
| 9/30/2026 | 13,881 | 246 | 546 | 592 | 10 |
| 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei AMTM ( 26% per jaar) ligt boven de spaarquote ( 3.7% ).
Winst versus markt: De winst van AMTM ( 26% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.9% per jaar).
Hoge groeiwinsten: De winst van AMTM zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van AMTM ( 2% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 12.9% per jaar).
Hoge groei-inkomsten: De omzet van AMTM ( 2% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen AMTM zal naar verwachting over 3 jaar laag zijn ( 13.8 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/21 13:25 |
| Aandelenkoers aan het einde van de dag | 2026/08/21 00:00 |
| Inkomsten | 2026/07/03 |
| Jaarlijkse inkomsten | 2025/10/03 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Amentum Holdings, Inc. wordt gevolgd door 13 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Matthew Akers | BNP Paribas |
| Mariana Perez Mora | BofA Global Research |
| Andre Madrid | BTIG |