Karman Holdings: A Much More Constructive Situation
Karman Holdings has seen its share price halve, driving revenue multiples down from 30x to 10x amid continued 50% topline growth. Karman's backlog has surged to $1.3 billion, excluding potential long-term defense agreements worth over $1 billion, supporting robust future visibility. Recent M&A, including the $94 million Walker Precision deal, and strong bookings have driven constructive sentiment despite leverage at 3.7x and high earnings multiples.
Karman Q2 Earnings Call Highlights
Karman NYSE: KRMN reported record second-quarter fiscal 2026 results, citing strong demand across missile, defense, maritime and space markets, while raising its full-year revenue and adjusted EBITDA outlook.
Karman Holdings Inc. (KRMN) Q2 2026 Earnings Call Transcript
Karman Holdings Inc. (KRMN) Q2 2026 Earnings Call Transcript
Karman Holdings Inc. (KRMN) Q2 Earnings and Revenues Top Estimates
Karman Holdings Inc. (KRMN) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.1 per share a year ago.
Compared to Estimates, Karman Holdings Inc. (KRMN) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for Karman Holdings Inc. (KRMN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Karman Holdings: The Defense Floor Makes The Space Ceiling Worth Paying For
Karman Holdings offers investors a unique blend of defense stability and space sector upside, rated Buy. Karman's roll-up of niche, qualified suppliers gives it real pricing power and sticky, hard-to-replace positions across missile, maritime, and space programs. Base case projects a 67% upside by 2029-2030, a defense-driven 18% CAGR floor, with the space segment offering up to 200% upside if it does materialize.
Karman Holdings: Solid Demand Backdrop, Growth Visibility, But Valuation Not Cheap
Karman Holdings is rated a buy, supported by visible FY2026 growth, a robust backlog, and strong competitive positioning in mission-critical space and defense systems. KRMN benefits from high customer switching costs, pricing power, and ~87% of 2023 revenue from sole- or single-source contracts, underpinning margin resilience. FY2026 revenue is guided to $720-735 million, with 90% already covered by backlog and a strong demand backdrop from both government and commercial space activity.
Karman Holdings Inc. (KRMN) Surges 7.1%: Is This an Indication of Further Gains?
Karman Holdings Inc. (KRMN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Karman: The Sell-Off Has Gone Too Far
Karman is undervalued despite best-in-class revenue and EBITDA growth, trading at a discount to high-growth A&D peers. KRMN's robust 2026 guidance, strong Q1 results, and high revenue visibility underpin confidence in continued rapid compounding. Recent catalysts include munitions acceleration agreements, a growing Space and Launch pipeline, and a significant $250M contract pending.
Karman Holdings Inc. (KRMN) Presents at 21st Annual Needham Technology, Media, & Consumer Conference Transcript
Karman Holdings Inc. (KRMN) Presents at 21st Annual Needham Technology, Media, & Consumer Conference Transcript
Karman Q1 Earnings Call Highlights
Karman NYSE: KRMN reported record fiscal first-quarter results and raised its full-year outlook, citing broad-based growth across its legacy markets, contributions from recent acquisitions and increasing demand tied to defense, space launch and maritime programs.
Karman Holdings Inc. (KRMN) Q1 2026 Earnings Call Transcript
Karman Holdings Inc. (KRMN) Q1 2026 Earnings Call Transcript
