Karman Holdings Inc. (KRMN) Q1 2026 Earnings Call Transcript
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 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
Here is how Karman Holdings Inc. (KRMN) and Moog (MOG.A) have performed compared to their sector so far this year.
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
Karman Holdings Inc. (KRMN) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
Here is how Karman Holdings Inc. (KRMN) and Kratos (KTOS) have performed compared to their sector so far this year.
Karman Holdings Inc. (KRMN) M&A Call Transcript
Karman Holdings (KRMN) is a high-quality aerospace and defense supplier with strong margins and a dominant single-source supplier position. KRMN trades at extreme valuation multiples (EV/EBITDA 75-78x), far above sector peers, despite limited public history and only two quarters post-IPO. Revenue visibility is strong due to a large, contracted backlog, but risks include customer concentration, reliance on US defense spending, and sector payment delays.
To this day, an age-old battle between stock market investing strategies wages: value versus momentum. Value investing is a tactic famously employed by legends like Warren Buffett.
Karman Holdings Inc. (KRMN) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).