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
Karman Holdings Inc. (KRMN) Q1 Earnings and Revenues Beat Estimates
Karman Holdings Inc. (KRMN) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.05 per share a year ago.
Karman Holdings: 26% Drop Creates Opportunity, But Not Quite A Buy Yet
Karman Holdings is strategically positioned in high-growth aerospace and defense segments, including missiles, hypersonics, and space systems. Recent results show robust top-line growth—Q4 sales up 47%, full-year sales up 37%—with margin expansion and strong contributions from acquisitions. 2026 guidance implies revenue growth but margin contraction; EBITDA growth lags sales due to capacity expansion and inorganic growth.
Karman Holdings Inc. (KRMN) Q4 2025 Earnings Call Transcript
Karman Holdings Inc. (KRMN) Q4 2025 Earnings Call Transcript
Is Karman Holdings Inc. (KRMN) Stock Outpacing Its Aerospace Peers This Year?
Here is how Karman Holdings Inc. (KRMN) and Moog (MOG.A) have performed compared to their sector so far this year.
Blair William & Co. IL Increases Stock Position in Karman Holdings Inc. $KRMN
Blair William and Co. IL grew its holdings in shares of Karman Holdings Inc. (NYSE: KRMN) by 117.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 31,282 shares of the company's stock after buying an additional 16,872 shares
