Amentum Holdings, Inc. (AMTM)

Amentum Holdings, Inc. became a publicly traded company on the NYSE under the ticker "AMTM" in September 2024. In November 2025, Amentum reported its final quarter of fiscal 2025 results, leading to a boost in the stock price. In January 2026, the stock saw a jump after receiving positive analyst commentary. In February 2026, AMTM stock dropped after the company announced Q1 fiscal 2026 results. In April 2026, Amentum secured several significant contracts. As of early May 2026, AMTM stock was trading near $24, down approximately 20% year-to-date, but up 48% over the past year.

Client demand for specialized, mission-critical services remained resilient through Q1 2026. Amentum's contract mix is heavily weighted toward cost-plus-fee structures, which helps to reduce margin volatility and inflation risk. The company's access to major Indefinite Delivery/Indefinite Quantity (IDIQ) vehicles also enables recurring on-contract growth, suggesting a relatively stable demand environment driven by long-term government contracts rather than short-term seasonal fluctuations.

Amentum Holdings, Inc. (AMTM) is an American government and commercial services contractor specializing in advanced engineering and innovative technology solutions, operating within the Industrials sector. Formed in 2020 from the spinout of Aecom's Management Services/federal group, Amentum serves U.S. and allied government agencies, as well as international and commercial customers across various markets. The company's major products and services are delivered through two primary segments: Digital Solutions (DS) and Global Engineering Solutions (GES).

Amentum Holdings, Inc. has a significant global presence, operating in over 70 countries across all seven continents. The majority of its revenue is generated from the United States. The company's global expansion has been supported by acquiring firms with established regional presences.

Amentum's brand reputation is characterized by its role as a trusted partner for critical national importance programs. The company emphasizes a culture of mission-critical performance, safety, and innovation, which contributes to high customer satisfaction. Amentum is recognized as a global leader in advanced engineering and innovative technology solutions. Recent contract wins further bolster its reputation in specialized fields.

Amentum Holdings, Inc. (AMTM) stock ownership is a mix of institutional, retail, and individual investors. Major institutional shareholders include American Securities LLC, Invesco Ltd., and BlackRock, Inc. Insiders hold a significant portion of the company's stock. Notable individual and insider owners include Goldberg 2014 LLC and Alan E. Goldberg.