Wrapping up Q3 earnings, we look at the numbers and key takeaways for the government & technical consulting stocks, including Amentum (NYSE:AMTM) and its peers.
Over the past six months, Amentum has been a great trade, beating the S&P 500 by 11.7%. Its stock price has climbed to $29.15, representing a healthy 26% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
Amentum’s third quarter results were met with a significant positive market reaction, reflecting strong revenue growth and margin improvement driven by new contract wins and robust demand in key engineering and digital segments. Management credited the quarter’s performance to operational execution, successful integration efforts, and strategic contract awards, particularly in space systems and nuclear energy. CEO John Heller highlighted the company’s ability to deliver complex solutions across defense, energy, and intelligence sectors, noting, “Our teams continued designing and delivering critical solutions for our customers.”
Government engineering solutions provider Amentum Holdings (NYSE:AMTM) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 10.1% year on year to $3.93 billion. The company expects the full year’s revenue to be around $14.13 billion, close to analysts’ estimates. Its non-GAAP profit of $0.63 per share was 6.5% above analysts’ consensus estimates.
A number of stocks jumped in the afternoon session after renewed enthusiasm for Alphabet reinvigorated the artificial intelligence trade, propelling a market rebound heading into the Thanksgiving holiday. The Nasdaq index jumped 2.6% and the S&P 500 gained 1.6%, driven by a 5% rally in Alphabet following the announcement of its upgraded Gemini 3 AI model. This optimism spilled over into the broader tech sector, lifting shares of Broadcom, Micron, and Palantir significantly. The rally built on momentum from the previous trading session, sparked by the New York Fed president keeping the door open for a December interest rate cut.
Amentum (AMTM) beats Q4 earnings and revenue estimates, sending its stock higher. The company also provides strong FY26 EPS guidance and reports a growing $47.1B backlog.
A number of stocks fell in the afternoon session after markets faded the Nvidia rally in the morning session, as investors remained uncertain about future rate cuts.
Andrew Left's Citron Research is calling out a little-known nuclear contractor, which it says is about to become one of the most strategically significant companies in the United States.
Amentum Holdings Inc (NYSE:AMTM) shares are trading significantly higher Wednesday. In light of the Trump administration's aggressive nuclear energy expansion policies, investors are paying more attention to the company's position in U.S. nuclear infrastructure.
All eyes are on Nvidia Corp. (NASDAQ:NVDA) as the world's most valuable company prepares to report third-quarter earnings after the close, a pivotal moment that could steer
Shares of government engineering solutions provider Amentum Holdings (NYSE:AMTM) jumped 2% in the morning session after it was awarded a contract by the U.S. Air Force Air Combat Command with a ceiling value of up to $995 million.
