
4 Specialty Defense and Energy Plays Positioned for the Next Upcycle
WTI crude oil has surged from $55.44 in December 2025 to $94.65 as of March 9, 2026, defense budgets are expanding globally, and aviation aftermarket demand keeps outpacing supply.
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WTI crude oil has surged from $55.44 in December 2025 to $94.65 as of March 9, 2026, defense budgets are expanding globally, and aviation aftermarket demand keeps outpacing supply.

Dynamic Technology Lab Private Ltd acquired a new stake in Amentum Holdings, Inc. (NYSE: AMTM) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 18,458 shares of the company's stock, valued at approximately $442,000. Several other hedge funds have also

CHANTILLY, Va.--(BUSINESS WIRE)---- $AMTM #Amentum--A joint venture led by Amentum (NYSE: AMTM) has won a new framework contract as the lead decommissioning and waste management contractor for nuclear research sites in four European countries. Under the $112 million (€95.7 million) contract, awarded by the European Commission Joint Research Centre (JRC), the Amentum-led JV will provide decommissioning solutions to accelerate the cleanup efforts of JRC sites in Ispra (Italy), Karlsruhe (Germany), Geel (Belgium) an.

Citigroup Inc. reduced its position in Amentum Holdings, Inc. (NYSE: AMTM) by 40.9% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 76,709 shares of the company's stock after selling 53,155 shares during the quarter. Citigroup Inc.'s holdings in

Amentum Holdings, Inc. (AMTM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript

Amentum (NYSE: AMTM - Get Free Report) and Chiyoda (OTCMKTS:CHYCY - Get Free Report) are both mid-cap construction companies, but which is the superior investment? We will compare the two businesses based on the strength of their dividends, valuation, earnings, institutional ownership, risk, analyst recommendations and profitability. Institutional and Insider Ownership 39.9% of Amentum shares are

Dover Advisors LLC bought a new position in Amentum Holdings, Inc. (NYSE: AMTM) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 17,285 shares of the company's stock, valued at approximately $414,000. Other institutional investors also recently bought

CHANTILLY, Va.--(BUSINESS WIRE)---- $AMTM #GlobalHQ--Amentum (NYSE: AMTM), a global leader in advanced engineering and technology solutions, will open a new worldwide headquarters in Reston, Virginia in early 2027. The company has signed a 45,000-square-foot lease at 1900 Reston Metro Plaza located in the heart of Reston Station's Metro Plaza District. The LEED-Gold certified building designed by world-renowned architect Helmut Jahn, is a sixteen-story office tower with immediate access to Metro's Silver Line with.

LONDON--(BUSINESS WIRE)--Synthetik Applied Technologies UK today announced it has been selected to support Amentum, as the TeamHx UK Industry Mission Partner (IMP), bringing engineering and programmatic expertise to support MOD delivery of a UK sovereign hypersonics capability. The TeamHx UK ‘do different' enterprise approach to tackle a national technology challenge is an MOD first. Synthetik will provide hypersonic modelling and simulation, digital integration, and knowledge‑hub support to Am.

CHANTILLY, Va.--(BUSINESS WIRE)-- #AmentumWin--Amentum (NYSE: AMTM) has been selected to provide missile design engineering and program management expertise to advance the UK's ambition for hypersonic strike capabilities. The Industry Mission Partner (IMP) contract was awarded by Team Hypersonics UK, part of the Ministry of Defence, to accelerate weapon development and sovereign capability while bolstering collaboration with Australia and the United States through the AUKUS agreement. Amentum will set up a J.

Amentum reported first quarter fiscal 2026 results this week. Nuclear energy investors have more compelling options right now than Amentum stock.

Amentum Holdings experienced a sharp sell-off after a revenue miss and underwhelming FY26 guidance, but I view the dip as a buying opportunity. My investment thesis for AMTM centers on its shift toward high-margin, long-duration infrastructure and energy programs, with notable nuclear and space contracts driving future growth. Despite near-term cash flow pressure, AMTM's backlog growth, margin expansion, and strong visibility into 2026 revenue support a favorable risk-reward scenario.

Amentum Holdings, Inc. (AMTM) Q1 2026 Earnings Call Transcript

Amentum's profit margins are surging, but does this engineering stock cost too much?

The headline numbers for Amentum (AMTM) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Explore the exciting world of Amentum (AMTM 2.19%) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

Amentum Holdings (AMTM) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.51 per share a year ago.

CHANTILLY, Va.--(BUSINESS WIRE)---- $AMTM #1stQTR--Amentum Holdings, Inc. (“Amentum” or the “Company”) (NYSE: AMTM), a leading advanced engineering and technology company, today announced results for the first quarter ended January 2, 2026, and reaffirmed its outlook for fiscal year 2026. “Amentum's first-quarter results reflect solid operational performance and continued progress on our strategic objectives,” said Amentum Chief Executive Officer John Heller. “Robust bookings across our accelerating growth marke.

Strong Q1 Gross Revenue and Adj. Net Revenue Growth of 12.3% and 8.2% y/y, Respectively Robust Backlog Growth of 21% y/y with TTM Book-to-Bill Ratio of 1.4x Unlocking Full Value of Asset Lifecycle Strategy through Transaction for Remaining Stake in PA Consulting Strategically Repurchased $252 Million of Jacobs Shares in Q1, Announced 12.5% Dividend Increase Increasing FY 2026 Adj.

CAMERON, Texas, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Deep Isolation Nuclear, Inc. (“Deep Isolation”), a leading innovator in nuclear waste disposal technology, today announced the launch of its multi-year, full-scale, at-depth deep borehole demonstration program (the “Demonstration Program”), in collaboration with the Deep Borehole Demonstration Center (“DBDC”), Halliburton (NYSE: HAL), Amentum (NYSE: AMTM), NAC International, and Occlusion Nuclear Solutions, to conduct testing of its deep borehole technology for safely and permanently disposing of nuclear waste. Deep Isolation, in collaboration with Halliburton and the DBDC, hosted a Groundbreaking Event to officially launch the Demonstration Program on January 28, 2026.