Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Attractive yield
FCF Yield is 7.5%

Low stock price volatility
Vol 12M is 43%

Megatrend and thematic drivers
Megatrends include Cybersecurity, Sustainable Infrastructure, and Advanced Aviation & Space. Themes include Network Security, Show more.

Weak multi-year price returns
2Y Excs Rtn is -70%, 3Y Excs Rtn is -62%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.9%, Rev Chg QQuarterly Revenue Change % is -4.1%

Key risks
PSN key risks include [1] its heavy reliance on U.S. Show more.

0 Attractive yield
FCF Yield is 7.5%
1 Low stock price volatility
Vol 12M is 43%
2 Megatrend and thematic drivers
Megatrends include Cybersecurity, Sustainable Infrastructure, and Advanced Aviation & Space. Themes include Network Security, Show more.
3 Weak multi-year price returns
2Y Excs Rtn is -70%, 3Y Excs Rtn is -62%
4 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.9%, Rev Chg QQuarterly Revenue Change % is -4.1%
5 Key risks
PSN key risks include [1] its heavy reliance on U.S. Show more.

PSN in ETFs

Weight = PSN's share of each fund

VTI0.00%
ITOT0.00%
IWB0.00%
IJH0.07%
VB0.04%
MISL0.69%
DFAS0.13%
MDYG0.11%
+18 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/18/2026

Parsons (PSN) stock has lost about 20% since 2/28/2026 because of the following key factors:

1. Persistent Revenue Deceleration and Missed Expectations. Parsons reported a year-over-year revenue decline of 8% in fiscal Q4 2025, which ended December 31, 2025, with an even steeper 20% organic decline in its Federal Solutions segment revenue. This trend continued into fiscal Q1 2026 (ended March 31, 2026), where the company's revenue fell 4.1% year-over-year to $1.49 billion, missing analysts' consensus estimates of $1.50 billion or higher. This sustained top-line weakness, particularly in a key segment, likely weighed heavily on investor sentiment.

2. Deterioration in Analyst Sentiment and Price Target Reductions. During the period, several Wall Street analysts lowered their price targets for Parsons. For instance, Citigroup cut its target from $70.00 to $65.00 on April 30, 2026, Truist Financial reduced its target from $85.00 to $75.00 on April 20, 2026, and Jefferies reiterated a "Hold" rating while cutting its target from $65.00 to $55.00 on May 3, 2026. Additionally, Baird downgraded Parsons' stock to a "Neutral" rating on April 13, 2026. These adjustments reflect a more cautious outlook from the investment community regarding the company's future performance.

Show more
Updated on 6/18/2026

Parsons (PSN) stock has lost about 20% since 2/28/2026 because of the following key factors:

1. Persistent Revenue Deceleration and Missed Expectations. Parsons reported a year-over-year revenue decline of 8% in fiscal Q4 2025, which ended December 31, 2025, with an even steeper 20% organic decline in its Federal Solutions segment revenue. This trend continued into fiscal Q1 2026 (ended March 31, 2026), where the company's revenue fell 4.1% year-over-year to $1.49 billion, missing analysts' consensus estimates of $1.50 billion or higher. This sustained top-line weakness, particularly in a key segment, likely weighed heavily on investor sentiment.

2. Deterioration in Analyst Sentiment and Price Target Reductions. During the period, several Wall Street analysts lowered their price targets for Parsons. For instance, Citigroup cut its target from $70.00 to $65.00 on April 30, 2026, Truist Financial reduced its target from $85.00 to $75.00 on April 20, 2026, and Jefferies reiterated a "Hold" rating while cutting its target from $65.00 to $55.00 on May 3, 2026. Additionally, Baird downgraded Parsons' stock to a "Neutral" rating on April 13, 2026. These adjustments reflect a more cautious outlook from the investment community regarding the company's future performance.

3. Negative Impact from U.S. Federal Government Spending and Shutdown. The U.S. economy in fiscal Q1 2026 experienced a federal government shutdown that led to government spending being a "drag on growth." As a prominent government contractor, Parsons' financial performance and future pipeline are highly sensitive to such disruptions. Management had previously acknowledged a "dynamic federal government macroenvironment" in their fiscal Q4 2025 earnings commentary, highlighting the ongoing uncertainty in government contracting.

4. Broader Macroeconomic Headwinds and Geopolitical Risks. The overall economic landscape during fiscal Q1 2026 was characterized by stubbornly higher inflation and increased geopolitical tensions, including the ongoing conflict involving Iran. These factors contributed to elevated market volatility and investor caution, leading to higher crude oil prices and concerns over potential supply chain disruptions. Such broader macroeconomic pressures can suppress valuations across various sectors, including government services, even for companies securing new contracts.

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Stock Movement Drivers

Fundamental Drivers

The -20.9% change in PSN stock from 2/28/2026 to 6/20/2026 was primarily driven by a -15.9% change in the company's P/E Multiple.
(LTM values as of)22820266202026Change
Stock Price ($)66.0052.21-20.9%
Change Contribution By: 
Total Revenues ($ Mil)6,3646,301-1.0%
Net Income Margin (%)3.8%3.6%-4.6%
P/E Multiple29.224.6-15.9%
Shares Outstanding (Mil)107107-0.4%
Cumulative Contribution-20.9%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/20/2026
ReturnCorrelation
PSN-20.9% 
Market (SPY)9.2%36.3%
Sector (XLI)2.4%33.3%

Fundamental Drivers

The -38.3% change in PSN stock from 11/30/2025 to 6/20/2026 was primarily driven by a -34.9% change in the company's P/E Multiple.
(LTM values as of)113020256202026Change
Stock Price ($)84.6852.21-38.3%
Change Contribution By: 
Total Revenues ($ Mil)6,4956,301-3.0%
Net Income Margin (%)3.7%3.6%-2.0%
P/E Multiple37.724.6-34.9%
Shares Outstanding (Mil)107107-0.4%
Cumulative Contribution-38.3%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/20/2026
ReturnCorrelation
PSN-38.3% 
Market (SPY)9.9%24.7%
Sector (XLI)18.4%26.0%

Fundamental Drivers

The -19.5% change in PSN stock from 5/31/2025 to 6/20/2026 was primarily driven by a -7.3% change in the company's P/E Multiple.
(LTM values as of)53120256202026Change
Stock Price ($)64.8452.21-19.5%
Change Contribution By: 
Total Revenues ($ Mil)6,7696,301-6.9%
Net Income Margin (%)3.9%3.6%-6.4%
P/E Multiple26.524.6-7.3%
Shares Outstanding (Mil)107107-0.3%
Cumulative Contribution-19.5%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/20/2026
ReturnCorrelation
PSN-19.5% 
Market (SPY)28.1%24.9%
Sector (XLI)28.4%27.2%

Fundamental Drivers

The 16.8% change in PSN stock from 5/31/2023 to 6/20/2026 was primarily driven by a 57.4% change in the company's Net Income Margin (%).
(LTM values as of)53120236202026Change
Stock Price ($)44.6952.2116.8%
Change Contribution By: 
Total Revenues ($ Mil)4,4206,30142.6%
Net Income Margin (%)2.3%3.6%57.4%
P/E Multiple46.124.6-46.8%
Shares Outstanding (Mil)105107-2.2%
Cumulative Contribution16.8%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/20/2026
ReturnCorrelation
PSN16.8% 
Market (SPY)85.7%30.4%
Sector (XLI)95.3%33.9%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
PSN Return-8%37%36%47%-33%-11%51%
Peers Return25%11%11%17%-9%-20%30%
S&P 500 Return27%-19%24%23%16%8%98%

Monthly Win Rates [3]
PSN Win Rate42%58%67%67%67%33% 
Peers Win Rate65%55%57%67%53%40% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
PSN Max Drawdown-31%-14%-13%-19%-43%-33% 
Peers Max Drawdown-17%-23%-19%-22%-30%-34% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: LDOS, J, BAH, ACM, KBR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/18/2026 (YTD)

How Low Can It Go

EventPSNS&P 500
2025 US Tariff Shock
  % Loss-15.0%-18.8%
  % Gain to Breakeven17.6%23.1%
  Time to Breakeven45 days79 days
2023 SVB Regional Banking Crisis
  % Loss-10.2%-6.7%
  % Gain to Breakeven11.3%7.1%
  Time to Breakeven19 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-13.8%-24.5%
  % Gain to Breakeven16.1%32.4%
  Time to Breakeven31 days427 days
2020 COVID-19 Crash
  % Loss-43.8%-33.7%
  % Gain to Breakeven77.9%50.9%
  Time to Breakeven954 days140 days

Compare to LDOS, J, BAH, ACM, KBR

In The Past

Parsons's stock fell -15.0% during the 2025 US Tariff Shock. Such a loss loss requires a 17.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventPSNS&P 500
2020 COVID-19 Crash
  % Loss-43.8%-33.7%
  % Gain to Breakeven77.9%50.9%
  Time to Breakeven954 days140 days

Compare to LDOS, J, BAH, ACM, KBR

In The Past

Parsons's stock fell -15.0% during the 2025 US Tariff Shock. Such a loss loss requires a 17.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Parsons (PSN)

Parsons (PSN) is a technology and engineering firm that delivers integrated solutions and services across two primary sectors: U.S. federal government agencies, specifically in defense and intelligence, and critical infrastructure markets globally. The company operates across North America, the Middle East, and other international regions, leveraging its expertise to address complex challenges for its diverse client base.

For its Federal Solutions segment, Parsons is a key partner for entities such as the U.S. Department of Defense and the intelligence community. It provides advanced cybersecurity capabilities, including offensive and defensive platforms, along with comprehensive space and geospatial solutions that encompass satellite systems, threat analytics, and command and control. The company also specializes in missile defense and C5ISR systems, offering integrated air and missile defense, data fusion, and platform integration, in addition to technology services for areas like nuclear waste processing and bio-surveillance.

In the Critical Infrastructure segment, Parsons focuses on enhancing and securing essential public and private systems. This includes intelligent transportation solutions for aviation, rail, and transit systems, as well as smart cities software and critical infrastructure cyber protection. Parsons also delivers fundamental engineering services for infrastructure projects, program management, and environmental solutions to transportation authorities, public utilities, and private-sector industrial clients.

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1. Booz Allen Hamilton for critical infrastructure and advanced defense technology.

2. A combination of Jacobs Engineering and Leidos, specializing in high-tech solutions for government and critical infrastructure.

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  • Cybersecurity & Intelligence Services: Provides offensive and defensive cybersecurity platforms, tools, operations, and intelligence services.
  • Space & Geospatial Solutions: Offers geospatial intelligence, threat analytics, space situational awareness, satellite systems, and command and control solutions.
  • Missile Defense & C5ISR Solutions: Delivers integrated air and missile defense, data fusion and analytics, platform integration, and command and control systems.
  • Specialized Technology Services: Provides technology services for energy, aviation, healthcare, bio-surveillance, environmental, nuclear waste, and weapons of mass destruction elimination.
  • Intelligent Transportation & Critical Infrastructure Management: Offers intelligent transportation system management, smart cities software, and cyber protection for critical infrastructure.
  • Infrastructure Engineering Services: Provides comprehensive engineering services for various infrastructure projects.
  • Program Management & Environmental Solutions: Offers program management and environmental solutions primarily for private-sector industrial clients and public utilities.

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Parsons (PSN) primarily sells its solutions and services to government agencies and other organizations, rather than individuals. Its major customers include:

  • U.S. Department of Defense
  • United States intelligence community
  • National Geospatial-Intelligence Agency
  • National Reconnaissance Office
  • Defense Intelligence Agency
  • Transportation authorities, rail, and transit entities
  • Private-sector industrial clients
  • Public utilities

Most of these customers are government entities and do not have public company symbols. "Private-sector industrial clients" and "public utilities" are categories of customers rather than specific named companies.

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Carey Smith, Chair, President, and Chief Executive Officer

Carey Smith has served as CEO of Parsons Corporation since July 1, 2021, and as Chair since January 18, 2022. She has 39 years of industry experience spanning defense, intelligence, and infrastructure. Before joining Parsons in 2016, she held significant leadership roles at Honeywell, including President of its defense and space division, and various executive positions at Lockheed Martin. She rose through Parsons, serving as President of the Federal Business Unit, then Chief Operating Officer in 2018, and President and Chief Operating Officer in 2019. Under her leadership, Parsons has seen significant growth and has focused on advanced technology solutions, including through strategic acquisitions. Smith also sits on the Board of Directors for Edison International and chairs the Board of Directors for the Professional Services Council.

Matthew Ofilos, Chief Financial Officer

Matthew Ofilos was appointed Chief Financial Officer of Parsons Corporation effective July 25, 2022, after serving as Executive Vice President of Finance since 2021. He brings over 20 years of finance experience, with a track record of driving profitable growth. Prior to joining Parsons, Ofilos led multi-billion-dollar finance organizations at Amazon Web Services (AWS), specifically for its Worldwide Public Sector and Strategic Industries businesses. Before his time at AWS, he held various roles of increasing responsibility at Raytheon, concluding his tenure as CFO for the Space and Command & Control businesses within the Intelligence, Information and Services segment.

Mike Hinojosa, President, Federal Solutions

Mike Hinojosa leads Parsons' Federal Solutions business. He possesses over 30 years of specialized experience in delivering capabilities to the Defense Department and Intelligence Community, particularly in cybersecurity, electronic warfare, information operations, and space development. Before assuming his current role, Mike led the company's High Consequence Missions (HCM) sector. He joined Parsons as part of the acquisition of BlackHorse Solutions, where he served as President and CEO.

Jason, Chief Corporate Affairs Officer

Jason serves as Parsons' Chief Corporate Affairs Officer. In this role, he is responsible for leading the corporation's engagement with global stakeholders to enhance Parsons' growth and reputation in national security and critical infrastructure markets. His responsibilities encompass global communications, government relations, corporate communications, marketing, workforce communications, creative services, philanthropy, and corporate events.

Pierre, President, Parsons Europe, Middle East and Africa (EMEA)

Pierre is the President of Parsons' Europe, Middle East and Africa (EMEA) business unit. This segment operates as a key part of the U.S.-based Parsons Corporation. Prior to his current position, Pierre was the President of Parsons' Middle East and Africa (MEA) market, where he was responsible for the corporation's operations and growth across that region.

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The key risks to Parsons Corporation (PSN) primarily stem from its significant reliance on government contracts, the pervasive threat of cybersecurity breaches, and intense competition within its specialized markets.

  1. Reliance on Government Contracts: A substantial portion of Parsons' revenue is derived from contracts with the U.S. federal government and other public entities, with approximately 59% of its 2024 revenue profile coming from U.S. federal government work. This dependence exposes the company to risks associated with shifts in governmental priorities, changes in budget allocations, and potential delays, terminations, or non-renewal of contracts. For instance, the company recently experienced a significant impact on its revenue forecasts due to the effective "zeroing out" of a confidential State Department contract for the rest of 2025 following a major reorganization.

  2. Cybersecurity Threats and Breaches: As a provider of cybersecurity and intelligence services for critical infrastructure and national security, Parsons operates in a high-risk environment and is both a target and a guardian against cyber threats. The company acknowledges cybersecurity as a critical component of its enterprise risk management strategy. A significant cybersecurity incident, either affecting Parsons' own systems or those of its clients (potentially attributed to a failure on Parsons' part), could compromise sensitive information, severely damage its professional reputation, and lead to substantial financial and legal repercussions.

  3. Intense Competition: Parsons operates in highly competitive defense, intelligence, and critical infrastructure markets. The company faces numerous competitors vying for market share and large-scale government contracts. This competitive landscape can lead to pricing pressures, challenges in securing new contracts, and potential delays or cancellations of awarded projects due to protests from rival firms.

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Parsons Corporation (PSN) operates in several significant addressable markets across its Federal Solutions and Critical Infrastructure segments. The market sizes for its main products and services are outlined below, with regional clarifications where available:

  • Cybersecurity and Intelligence Services:

    • The global defense cybersecurity market is estimated at USD 40.97 billion in 2025 and is projected to grow to USD 67.94 billion by 2030, with a CAGR of approximately 8.8%. North America is identified as the leading regional market.
    • The U.S. government cybersecurity market is forecasted to increase by USD 4.48 billion, accelerating at a CAGR of 6.1% from 2025 to 2030. The U.S. cyber defense market size was USD 65.1 billion in 2024 and is expected to reach USD 150.6 billion by 2032, growing at a CAGR of 11.2% from 2025 to 2032.
  • Space and Geospatial Solutions:

    • The global geospatial intelligence market is forecast to expand from USD 55.61 billion in 2025 to USD 94.18 billion by 2030, growing at a CAGR of 11.1%. North America is expected to dominate this market, holding a base share of 37.48% in 2025.
    • The global space situational awareness (SSA) systems market is projected to grow from USD 1.82 billion in 2026 to USD 2.61 billion by 2031, at a CAGR of 7.47%. North America led this market with 41.58% in 2025. Another estimate places the global space situational awareness market size at USD 1.69 billion in 2025.
  • Missile Defense and C5ISR Solutions:

    • The global C5ISR (Command, Control, Communications, Computers, Combat Systems, Intelligence, Surveillance, and Reconnaissance) market size was estimated at USD 144.23 billion in 2024 and is projected to reach USD 189.00 billion by 2030, with a CAGR of 4.7%. North America dominated this market with a revenue share of over 40% in 2024.
    • The global missile defense system market size was valued at USD 26.16 billion in 2020 and is projected to reach USD 40.04 billion in 2030, registering a CAGR of 4.4% from 2021 to 2030. North America generated the highest revenue in 2020. The U.S. missile market is projected to grow at a CAGR of 6.4% from 2024 to 2030.
  • Intelligent Transportation Systems (ITS) and Smart Cities:

    • The global intelligent transportation system market size was estimated at USD 58.28 billion in 2025 and is projected to reach USD 128.17 billion by 2033, growing at a CAGR of 10.8%. North America dominated the intelligent transportation system industry and accounted for a share of 34.9% in 2025. The U.S. intelligent transportation system (ITS) market size is exhibited at USD 12.49 billion in 2025 and is projected to be worth around USD 22.39 billion by 2034.
    • The global smart cities market size was valued at USD 952.13 billion in 2025 and is projected to grow to USD 6,315.12 billion by 2034, exhibiting a CAGR of 23.20%. North America dominated this market with a share of 39.60% in 2025. Another source projects the smart cities market to grow from USD 699.7 billion in 2025 to USD 1,445.6 billion by 2030, at a CAGR of 15.6%.
  • Infrastructure Engineering and Program Management:

    • The global infrastructure market is valued at approximately USD 2.7 trillion. It was valued at USD 2075.52 billion in 2024 and is projected to expand to USD 4012.45 billion by 2032, with a CAGR of 6.3%.
    • The U.S. infrastructure market was valued at USD 1.42 trillion in 2025 and is projected to reach USD 2.26 trillion by 2034, growing at a CAGR of 5.30% from 2026 to 2034.
    • The U.S. infrastructure asset management market size was calculated at USD 11.81 billion in 2025 and is predicted to attain around USD 23.35 billion by 2034, expanding at a CAGR of 7.84% from 2025 to 2034.

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Here are 3-5 expected drivers of future revenue growth for Parsons Corporation (PSN) over the next 2-3 years:
  1. Robust Backlog and New Strategic Contract Wins: Parsons benefits from a strong and growing backlog, which provides significant revenue visibility for the coming years. The company ended the first quarter of 2024 with a record total backlog of $9 billion and a book-to-bill ratio of 1.4x, indicating more new contract awards than revenue recognized. Furthermore, Parsons reported a record $8.7 billion funded backlog, which is 73% funded, and an additional $11 billion in awarded, not booked work, with targets for a 1.0 or better book-to-bill in 2026 across both Federal and Critical Infrastructure segments. The consistent ramp-up of recent contract wins and growth on existing contracts, particularly in the Federal Solutions segment with awards like the $970 million option period awards with a confidential customer, drives organic revenue expansion.
  2. Strategic Mergers and Acquisitions (M&A) Focused on Advanced Capabilities: Parsons actively pursues accretive acquisitions to enhance its technological capabilities and expand its market reach. The company plans to acquire two to three companies in 2024, focusing on those with differentiated technologies and strong growth and EBITDA margins. Recent acquisitions, such as SealingTech in 2023, and Altamira Technologies Corporation in Q1 2026, have bolstered its offerings in national security and intelligence, particularly in areas like cyberspace, electronic warfare, and information operations. These strategic additions contribute to both inorganic revenue growth and the ability to secure larger, more profitable contracts by moving up the value chain.
  3. Expanding Presence in High-Growth Federal Solutions Markets: Parsons is strategically focused on delivering operationally relevant solutions in critical federal sectors. Key areas of growth include cybersecurity, space, and missile defense. The company continues to invest in strategic areas such as classified facilities and space technology to meet evolving national security requirements. Contract wins in these areas, including a 10-year $392 million contract for advanced biometrics and a 5-year $200 million classified contract, underscore the continued demand for Parsons' specialized services in these high-priority government markets.
  4. Growing Demand in Global Critical Infrastructure, especially the Middle East: The Critical Infrastructure segment is experiencing strong growth, driven by significant demand in both North America and the Middle East. Parsons expects continued double-digit growth in the Middle East in 2024 and anticipates 8.5% growth in the region for 2026, benefiting from large "giga projects" that are projected to peak between 2027 and 2028. The company is also leveraging digital technology and its iNET platform to address global infrastructure upgrades and expand its smart cities solutions with enhanced cybersecurity, data analytics, and machine learning capabilities.

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Share Repurchases

  • Parsons' board of directors increased the company's stock repurchase authorization to $250 million on March 24, 2025.
  • The company repurchased 856,428 shares for $60 million between October 1, 2025, and December 31, 2025.
  • Under a buyback plan initiated in August 2021, Parsons completed the repurchase of 3,535,849 shares for $204.7 million as of February 11, 2026.

Share Issuance

  • Proceeds from the issuance of common stock were $8.880 million for the full year 2025, compared to $7.935 million in 2024.
  • Parsons' shares outstanding declined by 2.21% in 2025 from 2024 (0.11 billion shares) and 2.53% in 2024 from 2023, indicating net share repurchases over issuances.

Outbound Investments

  • Parsons aims to complete two to three acquisitions annually to supplement organic growth.
  • The company spent approximately $2.5 billion on acquisitions from 2017 to 2025.
  • Significant acquisitions include Altamira Technologies Corporation (January 2026, $330 million) to enhance its defense and intelligence portfolio, Applied Sciences Consulting, Inc. (October 2025, undisclosed) to expand water expertise, and BCC Engineering (October 2024, $230 million) to strengthen infrastructure leadership.

Capital Expenditures

  • Capital expenditures were $67.97 million in fiscal year 2025, $49.21 million in fiscal year 2024, and $40.4 million in fiscal year 2023.
  • For fiscal year 2025, capital expenditures totaled $68 million, which was approximately 1% of annual revenue.
  • From 2017 to 2025, Parsons spent approximately $0.3 billion on capital expenditures.

Better Bets vs. Parsons (PSN)

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

PSNLDOSJBAHACMKBRMedian
NameParsons Leidos Jacobs S.Booz All.AECOM KBR  
Mkt Price52.21107.12120.9766.3668.8132.8267.59
Mkt Cap5.613.514.28.08.94.28.4
Rev LTM6,30117,32913,17511,21715,9867,69112,196
Op Inc LTM3952,1115981,0331,073537815
FCF LTM4171,859484951410524504
FCF 3Y Avg4171,433624685645408634
CFO LTM4861,9935721,041554576574
CFO 3Y Avg4721,590726770763461744

Growth & Margins

PSNLDOSJBAHACMKBRMedian
NameParsons Leidos Jacobs S.Booz All.AECOM KBR  
Rev Chg LTM-6.9%2.3%12.7%-6.4%-0.4%-2.8%-1.6%
Rev Chg 3Y Avg13.7%5.9%10.3%7.0%5.8%5.7%6.5%
Rev Chg Q-4.1%3.7%27.0%-6.5%0.8%-4.7%-1.6%
QoQ Delta Rev Chg LTM-1.0%0.9%6.3%-1.7%0.2%-1.2%-0.4%
Op Inc Chg LTM-13.6%9.4%-23.8%-24.6%9.7%-6.8%-10.2%
Op Inc Chg 3Y Avg33.7%24.0%2.4%45.8%13.3%7.5%18.7%
Op Mgn LTM6.3%12.2%4.5%9.2%6.7%7.0%6.8%
Op Mgn 3Y Avg6.5%10.9%5.6%10.1%6.1%7.1%6.8%
QoQ Delta Op Mgn LTM-0.3%-0.0%-2.6%0.0%-0.0%-0.3%-0.2%
CFO/Rev LTM7.7%11.5%4.3%9.3%3.5%7.5%7.6%
CFO/Rev 3Y Avg7.4%9.5%7.0%6.7%4.8%6.1%6.8%
FCF/Rev LTM6.6%10.7%3.7%8.5%2.6%6.8%6.7%
FCF/Rev 3Y Avg6.6%8.6%6.0%6.0%4.1%5.4%6.0%

Valuation

PSNLDOSJBAHACMKBRMedian
NameParsons Leidos Jacobs S.Booz All.AECOM KBR  
Mkt Cap5.613.514.28.08.94.28.4
P/S0.90.81.10.70.60.50.7
P/Op Inc14.26.423.77.78.37.88.0
P/EBIT13.46.521.67.58.15.67.8
P/E24.69.637.29.417.510.414.0
P/CFO11.56.824.87.716.07.29.6
Total Yield4.1%12.0%3.2%10.7%7.3%11.7%9.0%
Dividend Yield0.0%1.6%0.5%0.0%1.6%2.0%1.1%
FCF Yield 3Y Avg6.3%7.8%3.8%6.0%5.2%6.9%6.2%
D/E0.30.50.30.50.40.70.4
Net D/E0.20.50.20.40.20.60.3

Returns

PSNLDOSJBAHACMKBRMedian
NameParsons Leidos Jacobs S.Booz All.AECOM KBR  
1M Rtn0.8%-12.6%6.4%-12.4%-2.0%2.7%-0.6%
3M Rtn4.3%-35.2%-5.5%-16.4%-22.0%-11.6%-14.0%
6M Rtn-14.9%-41.6%-9.3%-21.0%-28.4%-17.8%-19.4%
12M Rtn-22.1%-27.1%-4.0%-31.8%-36.5%-31.8%-29.5%
3Y Rtn8.3%28.2%31.4%-35.8%-18.1%-47.8%-4.9%
1M Excs Rtn0.5%-16.7%5.5%-15.2%-5.3%1.5%-2.4%
3M Excs Rtn-9.4%-48.8%-18.7%-30.8%-37.1%-24.6%-27.7%
6M Excs Rtn-25.7%-51.1%-19.5%-31.4%-39.9%-32.5%-32.0%
12M Excs Rtn-48.8%-52.9%-30.2%-58.7%-63.4%-62.4%-55.8%
3Y Excs Rtn-62.4%-38.7%-42.1%-105.2%-88.5%-119.0%-75.4%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Federal Solutions3,2214,0073,0212,2131,888
Critical Infrastructure3,1432,7432,4221,9821,773
Total6,3646,7515,4434,1953,661


Price Behavior

Price Behavior
Market Price$52.21 
Market Cap ($ Bil)5.6 
First Trading Date05/08/2019 
Distance from 52W High-41.5% 
   50 Days200 Days
DMA Price$54.37$67.38
DMA Trenddowndown
Distance from DMA-4.0%-22.5%
 3M1YR
Volatility40.8%43.6%
Downside Capture113.03113.95
Upside Capture73.9753.06
Correlation (SPY)39.0%24.9%
PSN Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta0.870.981.141.050.890.72
Up Beta1.381.090.761.471.110.87
Down Beta4.231.930.950.480.700.52
Up Capture130%65%81%41%56%38%
Bmk +ve Days13283667141432
Stock +ve Days12212661124386
Down Capture-214%100%182%155%108%91%
Bmk -ve Days7132757109318
Stock -ve Days8203762124361

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PSN
PSN-24.0%43.6%-0.50-
Sector ETF (XLI)28.7%16.2%1.3826.9%
Equity (SPY)26.5%12.4%1.6124.5%
Gold (GLD)24.2%27.5%0.7716.4%
Commodities (DBC)19.8%18.8%0.83-4.3%
Real Estate (VNQ)11.0%13.7%0.5219.7%
Bitcoin (BTCUSD)-40.0%42.5%-1.0825.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PSN
PSN5.6%33.5%0.22-
Sector ETF (XLI)13.5%17.5%0.6140.5%
Equity (SPY)13.5%17.1%0.6236.2%
Gold (GLD)17.1%18.3%0.769.6%
Commodities (DBC)7.5%19.4%0.2913.2%
Real Estate (VNQ)1.9%18.9%0.0026.0%
Bitcoin (BTCUSD)11.0%54.2%0.4014.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PSN
PSN5.6%35.0%0.31-
Sector ETF (XLI)14.2%20.0%0.6249.0%
Equity (SPY)15.3%18.0%0.7345.4%
Gold (GLD)12.3%16.1%0.639.1%
Commodities (DBC)5.9%18.0%0.2619.7%
Real Estate (VNQ)5.3%20.7%0.2237.4%
Bitcoin (BTCUSD)60.0%66.8%1.0015.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity5.9 Mil
Short Interest: % Change Since 515202624.0%
Average Daily Volume1.4 Mil
Days-to-Cover Short Interest4.2 days
Basic Shares Quantity107.2 Mil
Short % of Basic Shares5.5%

Earnings Returns History

Updated 6/2/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/29/2026-3.0%-3.9%13.5%
2/11/2026-14.2%-9.2%-19.1%
11/5/20254.2%8.9%-16.2%
8/6/2025-1.4%3.9%-4.0%
4/30/2025-2.6%-8.7%-4.0%
2/19/2025-11.5%-18.0%-17.2%
10/30/20244.7%6.0%-8.7%
7/31/202418.4%15.7%22.1%
...
SUMMARY STATS   
# Positive111311
# Negative131113
Median Positive4.7%6.4%10.2%
Median Negative-4.3%-4.0%-5.8%
Max Positive18.4%15.7%22.1%
Max Negative-14.8%-18.0%-19.1%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/29/2026-3.0%-3.9%13.5%
2/11/2026-14.2%-9.2%-19.1%
11/5/20254.2%8.9%-16.2%
8/6/2025-1.4%3.9%-4.0%
4/30/2025-2.6%-8.7%-4.0%
2/19/2025-11.5%-18.0%-17.2%
10/30/20244.7%6.0%-8.7%
7/31/202418.4%15.7%22.1%
5/1/2024-1.1%-0.3%-2.3%
2/14/20247.4%11.6%20.7%
11/1/20238.0%9.1%10.2%
8/2/20239.9%10.5%14.8%
5/3/20235.8%3.9%5.1%
2/15/2023-4.3%0.3%-8.0%
11/2/20222.0%6.5%5.6%
8/3/2022-2.0%-1.3%-2.8%
5/4/20224.4%-1.3%10.1%
2/23/2022-7.1%2.5%16.6%
11/3/20214.1%6.4%-3.5%
8/4/2021-14.8%-5.6%-5.8%
5/5/2021-4.1%-4.0%-9.7%
2/24/2021-7.6%-11.0%-3.8%
11/4/2020-5.7%-3.9%4.9%
8/5/20200.6%1.6%1.0%
SUMMARY STATS   
# Positive111311
# Negative131113
Median Positive4.7%6.4%10.2%
Median Negative-4.3%-4.0%-5.8%
Max Positive18.4%15.7%22.1%
Max Negative-14.8%-18.0%-19.1%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202604/29/202610-Q
12/31/202502/11/202610-K
09/30/202511/05/202510-Q
06/30/202508/06/202510-Q
03/31/202504/30/202510-Q
12/31/202402/19/202510-K
09/30/202410/30/202410-Q
06/30/202407/31/202410-Q
03/31/202405/01/202410-Q
12/31/202302/14/202410-K
09/30/202311/01/202310-Q
06/30/202308/02/202310-Q
03/31/202305/03/202310-Q
12/31/202202/17/202310-K
09/30/202211/02/202210-Q
06/30/202208/03/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202604/29/202610-Q
12/31/202502/11/202610-K
09/30/202511/05/202510-Q
06/30/202508/06/202510-Q
03/31/202504/30/202510-Q
12/31/202402/19/202510-K
09/30/202410/30/202410-Q
06/30/202407/31/202410-Q
03/31/202405/01/202410-Q
12/31/202302/14/202410-K
09/30/202311/01/202310-Q
06/30/202308/02/202310-Q
03/31/202305/03/202310-Q
12/31/202202/17/202310-K
09/30/202211/02/202210-Q
06/30/202208/03/202210-Q
03/31/202205/04/202210-Q
12/31/202102/23/202210-K
09/30/202111/03/202110-Q
06/30/202108/04/202110-Q
03/31/202105/05/202110-Q
12/31/202002/24/202110-K
09/30/202011/04/202010-Q
06/30/202008/05/202010-Q
03/31/202005/06/202010-Q
12/31/201903/10/202010-K
09/30/201911/12/201910-Q
06/30/201908/13/201910-Q

Insider Activity

Updated 5/13/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Holdsworth, Mark Keith DirectBuy513202651.2710,000512,6732,046,490Form
2Smith, Carey APresident & CEODirectBuy511202649.9712,500624,64528,752,459Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Holdsworth, Mark Keith DirectBuy513202651.2710,000512,6732,046,490Form
2Smith, Carey APresident & CEODirectBuy511202649.9712,500624,64528,752,459Form
Core Cache Last Updated: 6/20/2026