US · Industrials · Aerospace & Defense
EPS came in at 0.14 against a street estimate of 0.13 — a beat of 7.7%.
Analysts rate Karman Holdings Inc. a strong buy (5 buy, 0 hold, 0 sell out of 5) with an average price target of $89.70.
CONFIDENT KRMN reported record Q2 revenue of $182M (+58% YoY), adjusted EBITDA of $55M, and backlog of $1.3B. Management raised FY26 guidance and reaffirmed 20-25% organic growth, citing generational defense demand. Q2 FY26 Walker closing expected by year-end; regulatory review underway. No other geographic breakout provided. Analysts pressed second-sourcing margin risk (deemed immaterial), Space segment recovery post-Blue Origin anomaly (reaffirmed strong), and free cash conversion timing (management projects 80–90% of NI long-term, improving H2 2026). Management pivoted organic growth focus to annual reporting, citing integration complexity. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 6.32% |
| BlackRock Inc | 3.75% |
| First Trust Advisors L.P. | 3.58% |
| Vanguard Capital Management, LLC | 3.47% |
| Vanguard Portfolio Management, LLC | 3.26% |
| Amvescap Plc. | 3.16% |
| Donaldson Capital Management LLC | 2.64% |
| GCM Grosvenor Holdings, LLC | 2.50% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 2026 KARMAN HOLDINGS INC. - 8-K FILING SUMMARY HEADLINE INFORMATION • Company: Karman Holdings Inc. (Ticker: KRMN, NYSE) • Filing Date: September 16, 202 | 2026-09-16 |
| Material agreement · Q3 2026 KARMAN HOLDINGS INC. - 8-K SUMMARY HEADLINE NUMBERS • Company increased term loan principal by $100,000,000, bringing total original principal amoun | 2026-08-28 |
| Board / officer change · Q3 2026 KARMAN HOLDINGS INC. (KRMN) - 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Chief Financial Officer Change: Chris Boynton appointed as Executive Vice | 2026-08-27 |
| Quarterly report · Q2 2026 KARMAN HOLDINGS INC. – 10-Q SUMMARY FOR RETAIL INVESTORS Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue (6 months): $333.3 million, up | 2026-08-11 |
| Results announced · Q3 2026 KARMAN SPACE & DEFENSE – Q2 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Record Q2 revenue: $182.1 million, up 58.2% YoY total growth (24.4% organic) | 2026-08-06 |
| Material agreement · Q3 2026 KARMAN HOLDINGS INC. - 8-K SUMMARY HEADLINE NUMBERS • Term loan refinanced: $763,961,000 in existing term loans refinanced on August 3, 2026 • Inter | 2026-08-06 |
| Quarterly report · Q1 2026 KARMAN HOLDINGS INC. - 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (Q1 2026): $151.2 million, up 51% year-over-year from $100.1 mil | 2026-05-14 |
| Proxy statement · Q2 2026 KARMAN HOLDINGS INC. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal One: Election of Two Class I Directors – Shareholders | 2026-04-08 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completed acquisition of Walker for approximately $95 million On August 28, 2026, Karman Holdings completed its acquisition of Walker for approximately $95 million (£70 million) in cash. Walker is a European defense technology company specializing in a | 2026-08-28 |
| Agreement to acquire Walker Precision Engineering for $94 million Karman Space Defense reported exceptional second quarter fiscal 2026 results with record revenue of $182.1 million (up 58% year-over-year, with 24% organic growth) and record net income of $ | 2026-08-06 |
| Raises 2026 revenue and adjusted EBITDA outlook; record Q1 results Karman Space Defense reported strong first-quarter fiscal 2026 results with record revenue of $151.2 million, up 51% year-over-year, and swung to profitability with net income of $7.8 millio | 2026-05-12 |
| Acquired Seemann Composites and MSC to expand maritime defense capabilities Karman Space Defense reported exceptionally strong fourth quarter and full-year 2025 results. The company achieved record quarterly revenue of $134.5 million (up 47.4% year-over-year) and re | 2026-03-25 |
| Completed acquisition of Seemann Composites and Materials Sciences for $220 million Karman Holdings, Inc. completed the acquisition of Seemann Composites, LLC and Materials Sciences LLC on February 3, 2026. The company paid $210 million in cash plus $10 million in common st | 2026-02-06 |
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Google PlayApp StoreData updated 2026-09-18.