Financial Data and Key Metrics Changes - The company reported a top-line growth of 7% for the quarter, with revenue reaching $4.47 billion, and a year-to-date revenue growth of 5% [3][18] - Adjusted EBITDA margin was reported at 13.8%, with adjusted EBITDA of $616 million, reflecting a 3% year-over-year increase [19] - Non-GAAP diluted EPS grew by 4% to $3.05, supported by a lower share count [19] Business Line Data and Key Metrics Changes - National security and digital revenues increased by 8% year-over-year, driven by recent contract awards and increased volumes for defense IT and mission support [20] - Health and civil revenues grew by 6% year-over-year, with a record non-GAAP operating income margin of 25.7% [21] - Defense systems segment grew by 11% year-over-year, marking its seventh consecutive period of high single to low double-digit growth [22] Market Data and Key Metrics Changes - The company experienced a 27% sequential increase in funded backlog, indicating strong customer demand [15] - The energy infrastructure business has grown significantly, now representing over $600 million in annual revenues, driven by robust investments in U.S. energy infrastructure [9] Company Strategy and Development Direction - The North Star 2030 strategy is guiding the company's actions, focusing on five growth pillars: space and maritime, energy infrastructure, digital modernization and cyber, mission software, and managed health services [7][6] - The company is committed to investing in innovation and technology to meet customer needs, particularly in defense tech and energy infrastructure [5][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate the current government shutdown, noting that most programs have not been impacted [3][18] - The company raised its guidance for 2025, reaffirming revenue guidance of $17 billion to $17.25 billion and increasing adjusted EBITDA margin guidance [24][17] Other Important Information - The company repurchased $100 million worth of shares and accelerated the payoff of $450 million on its term loan [16] - A dividend increase of 7.5% was announced, reflecting confidence in the company's earnings and cash generation potential [16] Q&A Session Summary Question: How does the company view M&A in the current environment? - The company is focused on shareholder-friendly capital deployment and will consider inorganic growth as part of its strategy, particularly in defined growth areas [27] Question: What are the growth prospects for the defense systems segment? - The defense systems business is expected to deliver significant value through various franchise programs, with a focus on air and base defense systems and hypersonic missiles [28] Question: How is the company managing the impact of the government shutdown? - The company has shown resilience, with the FedSiv portfolio performing well despite the shutdown, and expects to continue executing effectively [30] Question: What is the outlook for the health and civil segment? - The health and civil segment is expected to sustain strong performance, driven by ongoing investments in technology and innovation [31] Question: What are the expectations for bid submissions next year? - The company anticipates a significant increase in bid submissions next year, with a robust pipeline of $69 billion in near-term opportunities [35] Question: How is the international business performing? - The international business, particularly in Australia and the U.K., is seen as a growth area, with a focus on aligning with the North Star 2030 strategy [54][55]

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