Maximus (MMS) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
5 Feb, 2026Scale and market position
$5.43B FY25 revenue with over 37,000 employees and top 20 government technology contractor status.
Serves over 8,300 American citizens annually and maintains resilient operations during emergencies.
Reputation for quality and accountability drives enduring client relationships and high-value contracts.
Key customer relationships and services
Long-term contracts with major agencies like CMS, VA, IRS, TSA, and state governments.
Handles over 36 million Medicare calls annually with a 98% customer satisfaction rate.
Leading provider of medical disability exams for veterans and supports IT for TSA.
Business durability and revenue mix
Portfolio tied to entitlement programs with bipartisan support, ensuring stability.
Revenue split: 56% U.S. Federal, 32% U.S. Services, 11% international (mainly UK).
Efficient, accountable service provider, well-positioned for evolving government priorities.
Latest events from Maximus
- Agile Defense deal expands federal tech reach and targets double-digit 2027 growth.MMS
M&A announcement - Medicaid restart lifts FY23 outlook as organic growth offsets lower margins.MMS
Q1 2023 - Margins improved despite lower revenue, with updated guidance and strong pipeline.MMS
Q3 2026 - Strong government ties, robust pipeline, and AI innovation drive growth and resilience.MMS
Investor presentation - Raised FY26 earnings guidance and launched a $400M buyback after strong Q2 margin gains.MMS
Q2 2026 - All director, auditor, and compensation proposals passed; final results to be filed with SEC.MMS
AGM 2026 - Robust growth, high-value contracts, and AI-driven innovation drive long-term resilience.MMS
Investor presentation - Net income more than doubled and margins rose, prompting higher FY26 earnings guidance.MMS
Q1 2026 - Record FY24 results with 8.8% organic growth and strong FY25 outlook despite transition risks.MMS
Q4 2024