PSN
Parsons Corporation

Parsons CorporationPSN

Technology · Information Technology Services
44.09USD
-2.74%
Sep 23, 2026
PSN overview ready
Mission-Systems Integrator Enabling Counter-UAS and Critical Infrastructure Protection
Mission-systems integrator and technical-services enabler for counter-UAS, electronic warfare, cyber, missile-defense, intelligence, and critical-infrastructure protection missions.
Strong narrative exposure
Exposed to the Defense Rearmament and Industrial Base narrative through Unmanned Systems and Counter-Drone — enabling supplier.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the growth it delivers per turn of revenue multiple.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Dependence on U.S. Federal government contracts.
Market Sep 22Filing Jun 30Price action Sep 22Research Jul 29

Conviction Level

NarrativeHeat8.3ThemeHeat8.0PriceAction3.4Valuation3.1CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$4.7B
Avg Volume (60D)
1.6M
60 sessions
Revenue Growth YoY
-5.7%
FY2025 vs FY2024
Gross Margin
+22.0%
Trailing twelve months
Operating Margin
+4.9%
Trailing twelve months
Free Cash Flow Yield
+6.5%
Distance from 200DMA
-22.4%
Next Earnings
2026-11-04
P/E
29.9x
EV / EBITDA
13.4x
EV / Sales
0.9x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say expensive; intrinsic is the dissenting view.
Parsons Corporation has an Expensive valuation stance because the price embeds expectations that run ahead of the growth it delivers per turn of revenue multiple.

Company Research

Thesis
Mission-systems integrator and technical-services enabler for counter-UAS, electronic warfare, cyber, missile-defense, intelligence, and critical-infrastructure protection missions.
Opportunity
High opportunity
Defense procurement for attritable unmanned systems and counter-UAS protection against proliferating drone threats.
Key risk
Dependence on U.S. Federal government contracts.

Narrative & Theme

Defense Rearmament and Industrial Base
Part of Unmanned Systems and Counter-Drone, with moderate fit.
PSN is not a drone-platform pure play, but it has credible direct exposure to the same counter-drone demand system through integrated, layered counter-UAS capabilities, including sensing, non-kinetic disruption, command-and-control integration, and protection of military and critical-infrastructure sites.
Narrative HeatHeating up8.3 / 10
Theme HeatHeating up8.0 / 10

Business & Markets

Technology · Information Technology Services
What they do

Parsons Corporation provides design, engineering, technical services, and software solutions primarily to the U.S. Federal government and critical infrastructure customers worldwide through its Federal Solutions and Critical Infrastructure segments.

How it earns

The company generates revenue primarily through project-based contracts and service agreements with government and infrastructure clients.

Products & services
Cybersecurity technologies
Air and missile defense systems
Intelligence and geospatial services
Aviation modernization
Environmental remediation
Border security solutions
Customers & end markets
U.S. federal government
Critical infrastructure operators
Market position

Established prime contractor in defense IT and critical infrastructure services.

Demand drivers
Medium cyclicality

Business depends on government budgets and infrastructure spending which can fluctuate with political and economic cycles.