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Parsons Corporation (PSN) Q4 2025 Earnings Call Transcript

Seeking Alpha

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⚡ Quantum Brief

Parsons Corporation reported Q4 2025 earnings on February 11, 2026, with CEO Carey Smith and CFO Matt Ofilos highlighting record annual revenue growth driven by defense and intelligence contracts. The company emphasized its expanding quantum computing initiatives, securing new federal contracts for quantum-resistant cybersecurity solutions amid rising national security priorities. Financial results showed strong backlog growth, with 2026 guidance projecting 8-10% revenue increases, fueled by AI and quantum technology investments in government and commercial sectors. Analysts questioned execution risks in quantum programs, but leadership cited partnerships with DARPA and NSA as validation of their technical leadership in post-quantum cryptography. Guidance included a 12-15% EBITDA margin target, reflecting cost efficiencies from scaling quantum-related R&D while maintaining profitability in core defense markets.

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SA Transcripts158.3K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Parsons Corporation (PSN) Q4 2025 Earnings Call February 11, 2026 8:00 AM EST Company Participants David Spille - Senior Vice President of Investor RelationsCarey Smith - President, CEO & ChairwomanMatt Ofilos - Chief Financial Officer Conference Call Participants Sangita Jain - KeyBanc Capital Markets Inc., Research DivisionLouie Dipalma - William Blair & Company L.L.C., Research DivisionGavin Parsons - UBS Investment Bank, Research DivisionJohn Godyn - Citigroup Inc., Research DivisionSheila Kahyaoglu - Jefferies LLC, Research DivisionAndrew J. Wittmann - Robert W. Baird & Co. Incorporated, Research DivisionTobey Sommer - Truist Securities, Inc., Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Parsons Corporation Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note that today's conference is being recorded. I will now hand the conference over to your speaker host for today, Dave Spille, Vice President of Investor Relations. Please go ahead. David SpilleSenior Vice President of Investor Relations Thank you. Good morning, and thank you for joining us today to discuss our fourth quarter and fiscal year 2025 financial results. Please note that we provided presentation slides on the Investor Relations section of our website. On the call with me today are Carey Smith, Chair President and CEO; and Matt Ofilos,CFO. Today, Carey will discuss our corporate strategy and operational highlights, and then Matt will provide an overview of our fourth quarter and fiscal year 2025 financial results as well as a review of our 2026 guidance and long-term growth rates. We then will close with a question-and-answer session. Management may also make forward-looking statements during the call regarding future events, anticipated future trends and the anticipated future performance of the company. We caution you that such statements are not guarantees of future performance and involve risks and uncertainties that are difficult to

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