Investment Analysis: Amentum Holdings (AMTM)
+20.53%current return
"At the epicenter of this shift is Amentum Holdings (AMTM). Conclusion and Investment Recommendation Amentum Holdings (AMTM) represents a classic “special situation” value play. Following the completion of the Reverse Morris Trust (RMT) transaction on September 27, 2024, which combined the legacy operations of Amentum Parent Holdings LLC with Jacobs Solutions Inc. The merger was not a simple acquisition but a complex Reverse Morris Trust (RMT) transaction."
Executive Summary The government services sector is currently witnessing a structural realignment, characterized by the consolidation of scale players attempting to move up the value chain from commoditized logistics to high-margin technology integration. At the epicenter of this shift is Amentum Holdings (AMTM) . Following the completion of the Reverse Morris Trust (RMT) transaction on September 27, 2024, which combined the legacy operations of Amentum Parent Holdings LLC with Jacobs Solutions
idea •R. Dennis’s Substack • Nov 19, 2025