Amentum Holdings, Inc. — Form 8-K
Filed August 10, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 52/100
What the filing says
Amentum reported Q3 FY2026 revenues of $3.49B (down 2% YoY), net income of $66M, and adjusted EBITDA of $290M with 8.3% margin. Total backlog increased 8% to $48.2B with $17.7B in net bookings. Notable wins include $400M+ nuclear energy awards, $250M digital infrastructure contracts, $1B+ defense awards, ~$500M NASA COSMOS contract, and $974M NASA Langley CMOE II 10-year IDIQ. FY2026 guidance updated: revenue $13.8–$13.95B (lowered), adjusted EBITDA $1.115–$1.14B (raised), adjusted EPS $2.40–$2.50 (raised). Free cash flow remained strong at $135M; debt paid down $125M voluntarily.
Why this rating
Mixed signals: backlog surge and guidance EPS raise are positive; revenue guidance cut and net income margin compression are concerning. Large absolute backlog ($48.2B) is 11× annual revenue, supportive. But revenue miss and near-term headwinds temper near-term outlook. Moderate business relevance—ordinary quarterly results with strategic wins, not transformational.
See more from August 10, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.