Professional
Added to YB: 2025-02-25
Pitch date: 2025-02-19
AMTM [bullish]
Amentum Holdings, Inc.
-5.63%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
Company Info
Amentum Holdings, Inc. provides engineering and technology solutions to the U.S. and allied government agencies.
Market Cap
$4.9B
Pitch Price
$21.14
Price Target
34.00 (+70%)
Dividend
N/A
Sector
Professional Services
Category
value
Voss Capital Portfolio Holding: Amentum Holdings, Inc.
AMTM: Gov services leader post-merger w/ Jacobs CMS. $45B backlog (3.2x rev), strong FCF. 30%+ discount to peers due to spin-off dynamics. 5 key markets: Defense (46%), Civil (17%), Env (15%), Space (11%), Intel (11%). <10x FCF, $500M annual FCF. Deleveraging from 4x to <3x by FY26. 80% upside to $34 at 10.5x 2026E EBITDA.
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