📊 Earnings Release

Q3 2025 Earnings Presentation

📅 Fiscal Q3 Ended September 30, 2025 🌐 IR Webcast: November 12, 2025 at 8:00 AM ET
▶ Watch Webcast 📄 Press Release 📑 SEC Form 10-Q

Key Financial Metrics

Consolidated performance highlights for the third fiscal quarter of 2025.

Total Revenue
$24.8B
▲ 14.2% YoY
Diluted EPS
$2.34
▲ 18.5% YoY
Operating Margin
18.7%
▲ 210 bps
Free Cash Flow
$4.1B
▲ 22.0% YoY

Executive Summary

Aevum Zenth delivered strong top-line and bottom-line growth in Q3 2025, driven by accelerated adoption across our Digital Systems and Aerospace divisions. Revenue increased 14.2% year-over-year to $24.8 billion, exceeding consensus estimates by 6.8%. Operating leverage from strategic automation initiatives and disciplined capex management expanded operating margins by 210 basis points to 18.7%.

Free cash flow generation reached $4.1 billion, enabling us to repurchase $1.2 billion in common stock and increase our quarterly dividend by 8% to $0.42 per share. The conglomerate continues to execute its multi-year transformation roadmap, with cross-divisional synergies now contributing an estimated $900M in annualized cost savings.

Looking ahead, macroeconomic stability and favorable regulatory tailwinds support our full-year guidance. We remain committed to funding high-return R&D initiatives across fusion energy, quantum computing, and autonomous logistics while maintaining industry-leading balance sheet discipline.

Consolidated Income Statement Highlights

All figures in millions, except per-share data. Unaudited.

Metric Q3 2025 Q2 2025 Q3 2024 YoY Δ
Total Revenue$24,812$22,940$21,724+14.2%
Gross Profit$14,287$13,156$12,048+18.6%
Operating Expenses$9,634$8,912$8,450+14.0%
Operating Income$4,653$4,244$3,598+29.3%
Net Income$3,520$3,188$2,704+30.2%
Diluted EPS$2.34$2.14$1.97+18.8%

Division Performance

Revenue contribution and growth by operating segment.

Digital Systems$8.4B
Cloud & AI+21% YoY
Energy & Power$6.1B
Fusion & Grid+9% YoY
Aerospace & Defense$4.9B
Orbital & Hypersonic+16% YoY
Health Sciences$3.2B
Pharma & MedTech+11% YoY

Forward Guidance & Outlook

Management expectations for Q4 2025 and full fiscal year 2025.

Q4 2025 Outlook

Revenue Range$25.1B – $25.8B
EPS Range$2.41 – $2.52
Capex$3.8B – $4.1B

Full Year 2025

Revenue CAGR+11.5% – 12.8%
Operating Margin18.0% – 18.9%
Dividend Growth8% – 10%

Investor Resources

Access the complete slide deck, press release, and regulatory filings.