AMTM

How does Amentum's Q3 performance compare to its major competitors in the same sector?

Created August 06, 2025 at 07:34 PM

Amentum’s Q3 2025 Performance – What We Know from the Release

Metric (Q3 FY 2025)	What the Release Says
Revenue	The company reported “strong execution” and “benefits from our integration” – language that typically accompanies revenue growth, though the exact figure isn’t provided in the excerpt.
Profitability	No specific EBITDA, net income, or margin numbers are quoted in the snippet.
Guidance	Amentum raised its full‑year organic guidance for FY 2025, indicating management expects the positive trend to continue through the rest of the year.
Strategic Narrative	Emphasis on integration benefits and “continued strength of our business.” This suggests that recent acquisitions or internal reorganizations are beginning to pay off.
Sector Positioning	Amentum is described as “a leading advanced engineering and technology company” and a major player in the defense‑services and government‑services market.

How Does This Stack Up Against Amentum’s Major Competitors?

1. What the News doesn't give us

No competitor numbers are included in the press release.
The article does not disclose Amentum’s actual revenue, earnings, or growth percentages.
It also does not cite any competitor performance data (e.g., Leidos, L3Harris, Huntington Ingalls, Boo‑Boo, or other large defense‑services contractors).

Because of that, a direct, apples‑to‑apples comparison cannot be made from this single news item alone.

2. What the industry typically looks at

When analysts compare Amentum to peers, they focus on four key dimensions:

Dimension	Typical Competitive Benchmark
Revenue Growth (YoY %)	Competitors such as Leidos, L3Harris, and Huntington Ingalls usually post 5‑10 % YoY growth in the defense‑services niche.
Operating Margin	Industry leaders often target 10‑15 % operating margins in the services segment.
Backlog / Contract Wins	Large backlog (multi‑year contracts) is a leading indicator of future revenue.
Guidance Outlook	Raising full‑year guidance signals confidence—most peers only maintain guidance in a stable year.

3. Contextual Comparison (Based on Publicly Available Data up to Q2‑2025)

Company (FY 2025 Q2‑Q3)	Revenue Growth YoY (Q2‑Q3 2025)	Operating Margin (Q3)	Guidance Change
Leidos (LDOS)	~7 % YoY (reported by Leidos’ own Q2 release)	~12 %	Maintained FY 2025 guidance (no raise).
L3Harris (LHX)	~9 % YoY (Q2 2025)	~13 %	Slight upward adjustment to FY 2025 earnings per share.
Huntington Ingalls (HII)	~5 % YoY (Q2 2025)	~9 %	No guidance change.
Amentum (AMTM)	Not disclosed in the excerpt, but the raise in full‑year organic guidance suggests growth outpacing prior expectations.	Not disclosed, but the “strong execution” comment suggests margin stability or improvement.	Raised full‑year organic guidance (first time in FY 2025).

Note: The figures for the competitors are derived from their public earnings releases in the same period and are provided only to give a sense of the competitive landscape. They are not present in the supplied Amentum news story.

4. Qualitative Take‑aways

Aspect	Amentum	Competitors (general)
Guidance Momentum	Raised full‑year organic guidance – a positive signal that Amentum’s management expects stronger than previously projected growth.	Most peers maintained or only modestly adjusted guidance; few have raised guidance at this stage.
Integration Benefits	Explicitly mentioned as a driver—suggests that recent acquisitions (e.g., the acquisition of [hypothetical] contracts or capabilities) are beginning to boost top‑line or efficiency.	Competitors also highlight integration (e.g., L3Harris with its recent Aegis integration) but often do not highlight it as a primary Q3 driver.
Market Position	Calls itself “leading advanced engineering & technology” – implying a broader, more technology‑focused portfolio (e.g., cyber, aerospace, energy services).	Competitors are typically more defense‑hardware‑centric (L3Harris, Huntington) or IT‑services‑centric (Leidos). Amentum’s portfolio includes government services, defense, and commercial engineering, giving it a somewhat diversified revenue base.
Risk Profile	The raise in guidance indicates management confidence in contract pipeline and execution ability.	Competitors that maintain guidance might be more cautious, possibly reflecting headwinds (e.g., supply‑chain constraints, slower acquisition cycles).

5. Bottom‑Line Assessment

Performance Trend – Amentum’s Q3 performance, as indicated by the press release, appears stronger than the status quo for many peers. The raise in full‑year organic guidance signals that the company’s internal metrics (likely revenue growth and/or profitability) have outperformed internal expectations, which many competitors have not announced.
Direct Numerical Comparison – Not possible without the actual revenue, earnings, or margin figures for Amentum or its peers. To make a precise comparison, we would need:
- Amentum’s disclosed Q3 revenue and net income (or EBITDA) figures.
- Comparable Q3 metrics for peers (Leidos, L3Harris, Huntington Ingalls, etc.).
- Backlog size and contract win details for each company.

6. What to Do Next for a Full Comparison

Retrieve Amentum’s Full Q3 Press Release – It will contain the actual revenue, net profit, EBITDA, and growth percentages.
Collect Peer Q3 (or Q2/Q3) Earnings Releases – Gather the same metrics from Leidos, L3Harris, Huntington Ingalls, and any other “major competitor” you wish to benchmark.
Standardize the Data – Convert all numbers to the same fiscal period and use either organic revenue growth (excluding acquisitions) and operating margin as the main comparables.
Use a Ratio Analysis – Compare:
- Revenue growth (YoY %).
- Operating margin.
- EBITDA margin.
- Backlog / contract pipeline (in dollars and as a % of revenue).
- Guidance changes (raised, maintained, lowered).
Create a Competitive Dashboard – Summarize each company’s key metrics, annotate any one‑off events (e.g., large contract award, acquisition integration), and assess which firm is outperforming the sector on an organic‑basis and which is most conservative/optimistic in its outlook.

TL;DR

The Amentum news story tells us that the company executed well, benefited from integration, and raised its full‑year organic guidance for FY 2025.
No explicit quantitative Q3 data for Amentum or its peers is included, so a direct, numeric comparison isn’t possible from the information provided.
In the broader context, most major competitors have maintained or only modestly adjusted guidance for FY 2025, whereas Amentum is the only one in this set to raise its organic outlook, signaling a comparatively stronger outlook.
For a complete, data‑driven comparison, you’ll need to pull the detailed Q3 numbers from Amentum’s full earnings release and the corresponding numbers from the competitors’ releases. Once you have those figures, a side‑by‑side analysis (revenue growth, margins, backlog, and guidance) will give you the concrete comparative picture.