Karman Holdings Set to Announce Q1 Earnings on May 12
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 21 hours ago
0mins
Should l Buy KRMN?
Source: seekingalpha
- Earnings Announcement: Karman Holdings (KRMN) is set to release its Q1 earnings on May 12 after market close, with consensus estimates predicting an EPS of $0.11 and revenue of $150.19 million, reflecting a 50% year-over-year growth.
- Performance Expectations: Over the past year, Karman has exceeded EPS estimates 50% of the time and revenue estimates 100% of the time, indicating strong performance in managing market expectations.
- Estimate Revisions: In the last three months, EPS estimates have seen three upward revisions and two downward adjustments, while revenue estimates have experienced five upward revisions and two downward changes, showcasing fluctuating analyst confidence in the company's future performance.
- Growth Outlook: Karman Holdings anticipates a 53% revenue growth for 2026 while expanding capacity and engaging in M&A activities, signaling the company's intent to capitalize on growth opportunities in a rapidly evolving market.
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Analyst Views on KRMN
Wall Street analysts forecast KRMN stock price to rise
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 58.820
Low
70.00
Averages
80.50
High
89.00
Current: 58.820
Low
70.00
Averages
80.50
High
89.00
About KRMN
Karman Holdings Inc. conducts business as Karman Space and Defense, which specializes in the design, development and production of critical, next-generation system solutions for launch vehicle, satellite, spacecraft, missile defense, hypersonic and unmanned aircraft systems (UAS) customers. Its integrated payload protection, propulsion, and interstage system solutions are deployed across a wide variety of existing and emerging programs supporting important Department of Defense (DoD) and space sector initiatives. It has developed a proprietary portfolio of technically complex products and capabilities with specialization in complex nozzles and other engineered products for launch vehicle engine applications. Its payload protection system involves the full design and manufacturing of the top section of a booster, launch vehicle, payload, or missile system. Its propulsion systems involve the integrated offering of solid rocket motor subsystems, launch systems, and ablative composites.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Karman Holdings Set to Announce Q1 Earnings on May 12
- Earnings Announcement: Karman Holdings (KRMN) is set to release its Q1 earnings on May 12 after market close, with consensus estimates predicting an EPS of $0.11 and revenue of $150.19 million, reflecting a 50% year-over-year growth.
- Performance Expectations: Over the past year, Karman has exceeded EPS estimates 50% of the time and revenue estimates 100% of the time, indicating strong performance in managing market expectations.
- Estimate Revisions: In the last three months, EPS estimates have seen three upward revisions and two downward adjustments, while revenue estimates have experienced five upward revisions and two downward changes, showcasing fluctuating analyst confidence in the company's future performance.
- Growth Outlook: Karman Holdings anticipates a 53% revenue growth for 2026 while expanding capacity and engaging in M&A activities, signaling the company's intent to capitalize on growth opportunities in a rapidly evolving market.
See More
Karman to Participate in Multiple Investor Conferences
- Investor Conference Schedule: Karman Space & Defense will participate in the 21st Annual Needham Technology, Media & Consumer Conference on May 13 in New York City, followed by multiple conferences in Boston and Chicago, aimed at strengthening connections with institutional investors and enhancing market visibility.
- One-on-One Meeting Opportunities: Karman's management will engage in one-on-one discussions with institutional investors during the conferences, allowing investors to request meetings through Needham, KeyBanc, William Blair, Morgan Stanley, and Truist, thereby facilitating deeper investment dialogues.
- Company Background: Karman Space & Defense is a leader in the rapid design, development, and production of critical next-generation system solutions, serving over 80 prime contractors and supporting more than 130 space and defense programs, highlighting its significance in the defense sector.
- Webcast Presentations: Karman will provide webcasts of management presentations on its investor section of the website, ensuring that investors unable to attend in person can still access key information, thereby enhancing transparency and investor confidence.
See More
U.S. Space Force Budget Reaches $71 Billion
- Significant Budget Increase: The U.S. Space Force's budget has reached $71 billion, with $40 billion allocated for research and development of new space infrastructure, indicating a strong demand for advanced technologies that could boost stock prices of related companies.
- Surge in Material Demand: In 2026, demand for aerospace and defense thermoplastic composites surged by 32% year-over-year to $731 million, highlighting a supply chain gap that may funnel capital toward companies positioned to address this mismatch.
- Expanded Technical Collaboration: Starfighters Space has broadened its technical interchange agreement with Blackstar Orbital to include vehicle integration and wind tunnel testing, enhancing their collaborative potential in hypersonic spacecraft development, which could accelerate time-to-market for new products.
- Optimistic Market Outlook: Karman reported a fiscal year 2025 revenue of $471.5 million, up 36.6%, and raised its 2026 revenue outlook to $715 million to $730 million, reflecting strong growth trends in the defense and space markets that may attract more investor interest.
See More
U.S. Space Force Budget Reaches $71 Billion
- Significant Budget Increase: The U.S. Space Force's budget has reached $71 billion, with $40 billion allocated for research and development of new space infrastructure, indicating a pressing need for advanced technologies in the defense industrial base as funding flows in faster than facilities and workforce can absorb.
- Surge in Material Demand: In 2026, demand for aerospace and defense thermoplastic composites surged 32% year-over-year to $731 million, highlighting a structural mismatch between defense industrial needs and supply chain capabilities, which is directing capital towards companies positioned at the bottleneck.
- Expanded Technical Collaboration: Starfighters Space has broadened its technical interchange with Blackstar Orbital to include integration engineering and wind tunnel testing, aiming to accelerate the flight testing of reusable hypersonic spacecraft, thereby enhancing their partnership in the aerospace sector.
- Optimistic Market Outlook: Karman reported a fiscal year 2025 revenue of $471.5 million, up 36.6%, and raised its 2026 revenue outlook to $715 million to $730 million, reflecting strong demand in national security and commercial space access markets.
See More
Karman Space & Defense to Announce Q1 FY2026 Financial Results
- Earnings Release Schedule: Karman Space & Defense will issue its financial results for the first quarter of fiscal year 2026 after market close on May 12, 2026, reflecting the company's ongoing commitment to transparency in the defense and space sectors.
- Management Conference Call: CEO Jon Rambeau and other executives will host a conference call at 1:30 PM PDT to discuss the financial results, enhancing investor understanding and confidence in the company's performance.
- Participation Details: Investors can listen to the call via a toll-free number or the company website, ensuring broad dissemination of information and timely access, which enhances investor relations engagement.
- Audio Replay Options: An audio replay will be archived on the investor relations section of the company's website post-event, allowing investors who could not attend live to access the information later, further improving company transparency and investor satisfaction.
See More
White House Defense Budget Proposal to Boost Drone Industry
- Budget Increase: President Trump proposed a $1.5 trillion defense budget for fiscal 2027, representing a 44% increase over fiscal 2026, which, if passed, would elevate U.S. military spending to its highest GDP proportion in decades.
- Drone Investment: Analysts estimate that $63 billion will be allocated to drone technology, more than six times the enacted level for 2026, indicating that increased federal investment will serve as a positive catalyst for the unmanned ecosystem.
- AeroVironment Benefits: AeroVironment, specializing in drone technology, has secured major contracts with the U.S. government and is expected to benefit from the new budget, with a price target of $400 suggesting a 114% upside potential.
- Other Companies Outlook: Ondas, Karman Holdings, and Amprius Technologies are also expected to gain from the new budget, with price targets set at $23, $125, and $20 respectively, indicating significant growth potential for these defense-related firms.
See More
Karman Holdings Set to Announce Q1 Earnings on May 12
- Earnings Announcement: Karman Holdings (KRMN) is set to release its Q1 earnings on May 12 after market close, with consensus estimates predicting an EPS of $0.11 and revenue of $150.19 million, reflecting a 50% year-over-year growth.
- Performance Expectations: Over the past year, Karman has exceeded EPS estimates 50% of the time and revenue estimates 100% of the time, indicating strong performance in managing market expectations.
- Estimate Revisions: In the last three months, EPS estimates have seen three upward revisions and two downward adjustments, while revenue estimates have experienced five upward revisions and two downward changes, showcasing fluctuating analyst confidence in the company's future performance.
- Growth Outlook: Karman Holdings anticipates a 53% revenue growth for 2026 while expanding capacity and engaging in M&A activities, signaling the company's intent to capitalize on growth opportunities in a rapidly evolving market.
See More
Karman to Participate in Multiple Investor Conferences
- Investor Conference Schedule: Karman Space & Defense will participate in the 21st Annual Needham Technology, Media & Consumer Conference on May 13 in New York City, followed by multiple conferences in Boston and Chicago, aimed at strengthening connections with institutional investors and enhancing market visibility.
- One-on-One Meeting Opportunities: Karman's management will engage in one-on-one discussions with institutional investors during the conferences, allowing investors to request meetings through Needham, KeyBanc, William Blair, Morgan Stanley, and Truist, thereby facilitating deeper investment dialogues.
- Company Background: Karman Space & Defense is a leader in the rapid design, development, and production of critical next-generation system solutions, serving over 80 prime contractors and supporting more than 130 space and defense programs, highlighting its significance in the defense sector.
- Webcast Presentations: Karman will provide webcasts of management presentations on its investor section of the website, ensuring that investors unable to attend in person can still access key information, thereby enhancing transparency and investor confidence.
See More
U.S. Space Force Budget Reaches $71 Billion
- Significant Budget Increase: The U.S. Space Force's budget has reached $71 billion, with $40 billion allocated for research and development of new space infrastructure, indicating a strong demand for advanced technologies that could boost stock prices of related companies.
- Surge in Material Demand: In 2026, demand for aerospace and defense thermoplastic composites surged by 32% year-over-year to $731 million, highlighting a supply chain gap that may funnel capital toward companies positioned to address this mismatch.
- Expanded Technical Collaboration: Starfighters Space has broadened its technical interchange agreement with Blackstar Orbital to include vehicle integration and wind tunnel testing, enhancing their collaborative potential in hypersonic spacecraft development, which could accelerate time-to-market for new products.
- Optimistic Market Outlook: Karman reported a fiscal year 2025 revenue of $471.5 million, up 36.6%, and raised its 2026 revenue outlook to $715 million to $730 million, reflecting strong growth trends in the defense and space markets that may attract more investor interest.
See More
U.S. Space Force Budget Reaches $71 Billion
- Significant Budget Increase: The U.S. Space Force's budget has reached $71 billion, with $40 billion allocated for research and development of new space infrastructure, indicating a pressing need for advanced technologies in the defense industrial base as funding flows in faster than facilities and workforce can absorb.
- Surge in Material Demand: In 2026, demand for aerospace and defense thermoplastic composites surged 32% year-over-year to $731 million, highlighting a structural mismatch between defense industrial needs and supply chain capabilities, which is directing capital towards companies positioned at the bottleneck.
- Expanded Technical Collaboration: Starfighters Space has broadened its technical interchange with Blackstar Orbital to include integration engineering and wind tunnel testing, aiming to accelerate the flight testing of reusable hypersonic spacecraft, thereby enhancing their partnership in the aerospace sector.
- Optimistic Market Outlook: Karman reported a fiscal year 2025 revenue of $471.5 million, up 36.6%, and raised its 2026 revenue outlook to $715 million to $730 million, reflecting strong demand in national security and commercial space access markets.
See More
Karman Space & Defense to Announce Q1 FY2026 Financial Results
- Earnings Release Schedule: Karman Space & Defense will issue its financial results for the first quarter of fiscal year 2026 after market close on May 12, 2026, reflecting the company's ongoing commitment to transparency in the defense and space sectors.
- Management Conference Call: CEO Jon Rambeau and other executives will host a conference call at 1:30 PM PDT to discuss the financial results, enhancing investor understanding and confidence in the company's performance.
- Participation Details: Investors can listen to the call via a toll-free number or the company website, ensuring broad dissemination of information and timely access, which enhances investor relations engagement.
- Audio Replay Options: An audio replay will be archived on the investor relations section of the company's website post-event, allowing investors who could not attend live to access the information later, further improving company transparency and investor satisfaction.
See More
White House Defense Budget Proposal to Boost Drone Industry
- Budget Increase: President Trump proposed a $1.5 trillion defense budget for fiscal 2027, representing a 44% increase over fiscal 2026, which, if passed, would elevate U.S. military spending to its highest GDP proportion in decades.
- Drone Investment: Analysts estimate that $63 billion will be allocated to drone technology, more than six times the enacted level for 2026, indicating that increased federal investment will serve as a positive catalyst for the unmanned ecosystem.
- AeroVironment Benefits: AeroVironment, specializing in drone technology, has secured major contracts with the U.S. government and is expected to benefit from the new budget, with a price target of $400 suggesting a 114% upside potential.
- Other Companies Outlook: Ondas, Karman Holdings, and Amprius Technologies are also expected to gain from the new budget, with price targets set at $23, $125, and $20 respectively, indicating significant growth potential for these defense-related firms.
See More
