Abstract
Amentum Holdings, Inc. will report its quarterly results on February 09, 2026 Post Market; this preview consolidates recent financials, current-quarter forecasts, and institutional commentary to frame expectations for revenue, margins, net profit, and adjusted EPS, along with segment dynamics and anticipated stock drivers.
Market Forecast
Based on the company’s latest guidance in the previous report period, Amentum Holdings, Inc. is forecast to deliver revenue of USD 3.34 billion for the current quarter, with an estimated adjusted EPS of USD 0.52, projected EBIT of USD 0.13 billion, and implied year-over-year adjusted EPS growth of 14.39%. The forecast implies a slight year-over-year revenue contraction of 0.19%; margin benchmarks indicate focus on sustaining the prior quarter’s gross profit margin of 11.49% and net profit margin of 1.02%, though the EBIT forecast points to a leaner operating profile than last quarter.
The main business remains concentrated in Global Engineering Solutions and Digital Solutions, with the revenue mix expected to support steady backlog conversion and contract execution. The most promising segment appears to be Digital Solutions given its scalable software and analytics revenue base of USD 1.50 billion in the prior quarter and evident efficiency-oriented demand, which historically carries higher incremental margins and resilience across contract cycles.
Last Quarter Review
Amentum Holdings, Inc. reported last quarter revenue of USD 3.92 billion, a gross profit margin of 11.49%, GAAP net profit attributable to the parent company of USD 40.00 million, a net profit margin of 1.02%, and adjusted EPS of USD 0.63, reflecting year-over-year growth of 34.04%.
A notable highlight was revenue outperforming expectations by USD 0.31 billion versus consensus, signaling strong backlog conversion and program timing. Main business momentum featured Global Engineering Solutions revenue at USD 2.43 billion and Digital Solutions revenue at USD 1.50 billion, with the mix indicating diversified performance drivers and contract breadth across mission-critical clients.
Current Quarter Outlook
Global Engineering Solutions
The Global Engineering Solutions segment, which generated USD 2.43 billion last quarter, is central to Amentum Holdings, Inc.’s quarterly trajectory given its scale and the depth of long-term government and infrastructure contracts. This quarter, the forecasted modest revenue contraction at the consolidated level suggests contract phasing and completion timing, rather than a structural demand shift. Margin stability is the key focus: sustaining or improving the 11.49% gross margin will depend on effective cost pass-through, labor utilization rates, and supply-chain discipline on large programs. Program wins and re-competes are likely to influence EBIT profile; given the forecast EBIT of USD 0.13 billion, investors will watch for evidence of operational efficiencies or contract mix shifts to counteract the anticipated year-over-year EBIT decline.
Digital Solutions
Digital Solutions, which delivered USD 1.50 billion last quarter, stands out as a potential growth lever due to its software, analytics, and mission support offerings that can yield favorable incremental margins. In the current quarter, the segment’s visibility is tied to renewal rates on multi-year frameworks, expansion in data-driven operational services, and integration initiatives with existing engineering programs. If delivery milestones align with client transformation agendas, the unit could help stabilize consolidated margins despite softer topline expectations. Efficient deployment of digital platforms into engineering workflows can compress cycle times and enhance contract profitability, which may mitigate EBIT pressure reflected in the forecast.
Key Stock Price Drivers This Quarter
The first driver is margin execution versus the prior quarter’s 11.49% gross margin and 1.02% net margin; outperforming these levels would signal operational control amid mixed revenue dynamics. The second driver is the degree of alignment between forecast EPS of USD 0.52 and realized results, as EPS resilience would indicate that cost management and mix offsets are effective despite an anticipated EBIT decline of 26.76% year-over-year. The third driver is segment mix and backlog conversion cadence—if Global Engineering Solutions delivers stable program economics while Digital Solutions expands within existing footprints, the consolidated outlook could be interpreted as disciplined rather than contractionary, shaping near-term valuation narratives.
Analyst Opinions
Across available institutional commentary, the majority view is cautiously constructive, emphasizing disciplined execution and margin stabilization even as revenue is projected to slightly contract by 0.19%. Analysts highlighting the EPS estimate of USD 0.52 and the prior quarter’s outperformance on revenue see scope for delivery in line with guidance, with focus on whether EBIT tracks close to USD 0.13 billion despite year-over-year compression. Several previews underline that the segment composition—Global Engineering Solutions at USD 2.43 billion and Digital Solutions at USD 1.50 billion last quarter—offers diversification that can dampen volatility. The constructive stance hinges on the company’s ability to sustain gross margin near 11.49% and protect net profitability around 1.02% amid program phasing; should these conditions hold, consensus expects a stable earnings print that validates management’s near-term forecast framework.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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