Karman Holdings Inc.

Karman Holdings Inc.

KRMN·NYSE

$51.84

-1.4%
IndustrialsAerospace & Defense

Karman Holdings Inc., through its subsidiary, Karman Space and Defense, engages in designing, testing, manufacturing, and sale of mission-critical systems for missile and defense, space programs, hypersonic, and launch vehicle markets. It also supplies metallic and composite flight hardware and sub-assemblies. In addition, the company provides solutions for payload protection and deployment systems, aerodynamic interstage systems, and propulsion systems. The company was incorporated in 2020 and is based in Huntington Beach, California. Karman Holdings Inc. is a subsidiary of TCFIII Spaceco SPV LP.

At a Glance

Live Snapshot
Market Cap$6.87B
EPS0.1300
P/E Ratio398.77
Earnings Date08/06/2026
krmn

Karman Holdings Inc. Street Expectations Map

KRMN · NYSE

Wall Street analysts project that KRMN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 110.33, with estimates ranging from a low of 100.00 to a high of 130.00.

Lowest Target
100.00
92.90%
Consensus Target
110.33
112.83%
Highest Target
130.00
150.77%

The consensus 1-year price target stands at 110.33, with estimates ranging from a low of 100.00 to a high of 130.00.

Analyst Consensus Analysis

Upside Potential

+112.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

27.2% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

krmn

Karman Holdings Inc. Forward Estimates of Revenue

KRMN · NYSE
Latest Revenue
471.50M
FY 2025
Avg Estimate
730.91M
FY 2026
Estimate Range
728.01M - 735.93M
Analyst Spread

Forward Growth Analysis

Projected Growth+55.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

krmn

Karman Holdings Inc. Forward Estimates of Net Income

KRMN · NYSE
Latest Net Income
17.37M
FY 2025
Avg Estimate
61.11M
FY 2026
Estimate Range
58.99M - 89.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+251.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread50%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.

krmn

Karman Holdings Inc. Forward Estimates of EPS

KRMN · NYSE
Latest EPS
0.13
FY 2025
Avg Estimate
$0.57
FY 2026
Estimate Range
$0.45 - $0.68
Analyst Spread

Forward Growth Analysis

Projected Growth+339.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread41%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.

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Karman Holdings Inc. Forward Estimates of EBIT

KRMN · NYSE
Latest EBIT
72.94M
FY 2025
Avg Estimate
112.58M
FY 2026
Estimate Range
112.13M - 113.35M
Analyst Spread

Forward Growth Analysis

Projected Growth+54.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

krmn

Karman Holdings Inc. Forward Estimates of EBITDA

KRMN · NYSE
Latest EBITDA
115.68M
FY 2025
Avg Estimate
192.44M
FY 2026
Estimate Range
191.67M - 193.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+66.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

krmn

Karman Holdings Inc. Forward Estimates of SG&A Expense

KRMN · NYSE
Latest SG&A Expense
85.66M
FY 2025
Avg Estimate
104.80M
FY 2026
Estimate Range
104.38M - 105.52M
Analyst Spread

Forward Growth Analysis

Projected Growth+22.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

krmn

Karman Holdings Inc. Insider Positioning

KRMN · NYSE

During the last 12 months, insiders have sold $1.23B worth of KRMN shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

75.0K

5.20M

Net Activity

-5.2M

-$5.20M

6-9 Months

Bought

0

0.00

Sold

566.0K

35.97M

Net Activity

-36.0M

-$35.97M

9-12 Months

Bought

0

0.00

Sold

24.2M

1.19B

Net Activity

-1.2B

-$1.19B

Top Buyers

No buying activity

Top Sellers

1
TSSL

Tcfiii Spaceco Spv Lp

10 Percent Owner

23.6M shares1 transactions

$1.16B

2
KA

Koblinski Anthony

Director, Officer: Chief Executive Officer

550.0K shares5 transactions

$31.88M

3
WM

Willis Michael

Officer: Chief Financial Officer

215.0K shares2 transactions

$11.64M

4
RB

Raduenz Brian

Director

158.1K shares3 transactions

$9.46M

5
BJ

Beaudoin Jonathan

Officer: Chief Operating Officer

154.0K shares2 transactions

$8.63M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.23B net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.