国防技术峰会要点：Amentum支持多域任务集成

USA | Aerospace & Defense Electronics Defense Tech Summit Takes: AmentumSupporting Multi-Domain Mission Integration Pleasecontact us or your Jefferiesrepresentative for a link to the replay. We hosted Travis Johnson CFO of Amentum, at our First Annual JefferiesDefense Technology Summit. Key takes: 1) System-agnostic approach anddeep mission integration experience shape competitive offering; 2) Broad multi-domain experience in areas such as UAS, Counter-UAS, and Space; 3) C5ISRoppty embedded across mission sets; 4) Oppty tied to evolving demand forengineering/technical expertise in areas such as space, cyber and clean energyamong others. AmentumBackground.Amentum is a leader in advanced engineering and tech solutionsaddressing customer's most significant and complex challenges. The business is 80% tied to USgovernment agencies w/ 20% of rev tied to international/commercial customers. Amentum's reachcame through the combination with Jacobs' Critical Mission Solutions and Cyber & Intelligencebusiness with a combined 53K employees operating across 80 countries. This creates the base toadvance engineering and tech solutions across science, security and sustainability in the marketsof national defense, space exploration, cybersecurity and energy transition. Scale as a Big Strength.Amentum believes it has a powerful combination of expertise, experienceand scale that drives a strong pipeline of oppties exhibited by its $14BB revenue base and $45BBbacklog providing stability to invest in innovation, talent and LT strategic growth. This includes theability to integrate cutting-edge technology in mission areas from AI and cybersecurity to next-genaerospace and defense solutions. IncreasingUAS Readiness and Capability.Amentum's role in the UAS market is in theengineering domain across increasing UAS availability and mission readiness to optimizingsystem performance utilizing predictive and preventative engineering practices, along with applyingadvanced C5ISR engineering to the Aircraft Control Network. The latter ensures data connectivityand systems command and control are seamless, secure, and reliable. The differentiation is throughend-to-end engineering and operations services across two major DoD customers up to the highestclassification levels. In addition, UAS partnerships tend to be forward-looking/customer-facingfocused on addressing emerging mission needs and future challenges such as contested logistics,system-agnostic counter-UAS employment, and integrated network. Transfering Skill Set to Counter UAS.Amentum's operation and engineering experience with UAShas transferred to countering UAS and how to effectively detect, track, identify, and defeat roguedrones. This includes the deep understanding of UAS from how they're controlled, networked, andsustained and using this knowledge base to develop and integrate technologies to detect, track andidentify rogue drones effectively and efficiently. This experience includes working inside the DHSto support for other organizations within the DoD and Combatant Commands. The same skill setsapply including system agnostic with a focus on rapid integration of technology into operationalframeworks. Supporting Multi-Domain Operations.Amentum cross-pollinates technology across all domainsand geographic regions with dual-use technology exhibited in the areas of Live Virtual andConstructive Training, Drones and Automation, and Critical Infrastructure on Demand. Broaddomain knowledge includes land, sea, air, and space. This can also be seen in the potential withGolden Dome, as a key partner with the MDA and a potential role in modernizing legacy C2 Greg Konrad, CFA * | Equity Analyst+1 (212) 284-2391 | gkonrad@jefferies.comSheila Kahyaoglu * | Equity Analyst+1 (212) 336-7216 | sheila.kahyaoglu@jefferies.com architectures, as well as supporting advances in control of space-based assets and space-to-ground comms that require advanced solutions. Continued on next page... Success as an Integrator.Amentum's role is as an integrator whether connecting systems,stitching together technologies, or operationalizing software-defined capabilities for real-worldmission environment at speed. The model is not product-driven and technology-agnostic, deliveringadvanced technology and engineering to its broad customer base rather than selling standalonehardware or software products. C5ISR as an Embedded Capability.While C5ISR is not a standalone offering, it is an embeddedcapability across mission sets. This includes collaboration to create innovative solutions for multi-domain challenges with C5ISR embedded in areas such as UAS and C-UAS. This includes supportingthe Army around prototyping and integrating multiple systems into a cohesive solution to supportthe warfighter in supporting the Navy to advance the next generation of EW and ISR capabilities.The latter includes modernizing aging systems utilizing a Digital Engineering Approach to supportupgrade and the full lifecycle in an