Karman Holdings Reports Record Q4 2025 Earnings and Strategic Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy KRMN?
Source: seekingalpha
- Record Performance: Karman Holdings achieved $134 million in revenue for Q4 2025, a 47% increase year-over-year, with gross profit reaching $54 million and a gross margin of 40%, reflecting strong execution across all markets.
- Strategic Acquisitions: The company completed three acquisitions in 2025, including Seemann and MSC, which expand its capabilities in Maritime Defense, expected to enhance overall business strength and drive future growth.
- Positive Outlook: CEO Jonathan Rambeau's 2026 guidance anticipates full-year revenue of $715 million to $730 million and non-GAAP adjusted EBITDA of $207 million to $218 million, representing year-over-year growth of 53% and 46%, respectively.
- Strong Backlog: Karman's backlog reached $801 million by the end of 2025, a 38% year-over-year increase, with enhanced visibility of 80% for future revenue growth due to recent acquisitions.
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Analyst Views on KRMN
Wall Street analysts forecast KRMN stock price to fall
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 101.840
Low
70.00
Averages
80.50
High
89.00
Current: 101.840
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 Reports Record Quarterly Net Income and Revenue Growth
- Record Net Income: Karman reported a quarterly net income of $7.7 million, representing a staggering 358% year-over-year increase, highlighting the company's robust performance in the defense sector and rapid market demand growth.
- Record Backlog Achievement: KRMN achieved a record backlog of $801.1 million during the quarter, up 38.2% compared to the end of Q4 2024, providing strong support for future revenue growth.
- Revenue Guidance Increase: Karman raised its total revenue expectations for FY 2026 to between $715 million and $730 million, with adjusted EBITDA projected between $207 million and $218 million, reflecting the company's confidence in future performance.
- Positive Stock Reaction: Following the report, KRMN shares rose 1.4% during Wednesday's extended trading hours, indicating investor optimism regarding the company's strong financial results.
See More
KARMAN HOLDINGS INC Reports Q4 Revenue of USD 134.492 Million, Exceeding IBES Estimate of USD 132.6 Million
- Karman Holdings Q4 Revenue: Karman Holdings reported a revenue of USD 134.492 million for the fourth quarter.
- Comparison with Estimates: This figure exceeds Ibes' estimate of USD 132.6 million.
See More
Karman Holdings Reports Record Q4 2025 Earnings and Strategic Growth
- Record Performance: Karman Holdings achieved $134 million in revenue for Q4 2025, a 47% increase year-over-year, with gross profit reaching $54 million and a gross margin of 40%, reflecting strong execution across all markets.
- Strategic Acquisitions: The company completed three acquisitions in 2025, including Seemann and MSC, which expand its capabilities in Maritime Defense, expected to enhance overall business strength and drive future growth.
- Positive Outlook: CEO Jonathan Rambeau's 2026 guidance anticipates full-year revenue of $715 million to $730 million and non-GAAP adjusted EBITDA of $207 million to $218 million, representing year-over-year growth of 53% and 46%, respectively.
- Strong Backlog: Karman's backlog reached $801 million by the end of 2025, a 38% year-over-year increase, with enhanced visibility of 80% for future revenue growth due to recent acquisitions.
See More
Market Cuts Gains Amid Iran War Hopes and Doubts
- Market Volatility: The stock market experienced a sharp decline in gains as hopes and doubts surrounding the Iran war intertwined, indicating a high level of uncertainty among investors that could lead to increased volatility in the short term.
- Karman Holdings Earnings: Karman Holdings reported earnings after the market close, and while specific financial data has yet to be disclosed, the market's reaction to its performance may be influenced by the overall market sentiment, potentially impacting its stock price.
- Investor Sentiment: The market's sensitivity to geopolitical risks has intensified, particularly as tensions in the Middle East could affect the global economy, prompting investors to closely monitor related developments to adjust their investment strategies.
- Future Outlook: With growing attention on the Iran situation, analysts anticipate more volatility in the short term, urging investors to carefully assess risks and consider diversifying their portfolios to mitigate potential losses.
See More
Karman Space & Defense Shares Are Climbing – Here's Why
Record Quarterly Net Income: Karman reported a record quarterly net income of $7.7 million, marking a 358% year-over-year increase, alongside a significant backlog of $801.1 million, up 38.2% from the previous quarter.
Revenue Expectations for FY 2026: The company has raised its revenue expectations for FY 2026 to between $715 million and $730 million, with adjusted EBITDA projected between $207 million and $218 million.
Strong Q4 Revenue Growth: Karman achieved a quarterly revenue of $134.5 million, a 47.4% increase year-over-year, surpassing analysts' expectations of $132.4 million.
Positive Market Sentiment: Retail sentiment around Karman has been extremely bullish, with shares jumping 34% in 2026, reflecting confidence in the company's performance in the growing defense sector.
See More
MillerKnoll Earnings Decline Sparks 14% Drop
- MillerKnoll Earnings Report: MillerKnoll reported fiscal third-quarter adjusted earnings of 43 cents per share on revenue of $926.6 million, showing a 6% year-over-year revenue increase but a 2% decline in earnings, indicating pressure on profitability.
- Middle East Conflict Impact: The company warned of an expected $8 million to $9 million impact in the fourth quarter due to the Middle East conflict, stemming from reduced shipments to the region and increased logistics costs, which may further affect future performance.
- Karman Performance: Karman posted fiscal fourth-quarter adjusted earnings of 11 cents per share, falling short of the 12 cents expected by analysts, yet its revenue of $134.5 million exceeded the $132.6 million consensus, demonstrating resilience in the aerospace and defense sector.
- Worthington Steel Decline: Worthington Steel's adjusted earnings for the third quarter fell to 27 cents per share from 35 cents a year ago, leading to a 14% drop in share price, reflecting the profitability pressures and challenges faced in the steel industry.
See More
Karman Reports Record Quarterly Net Income and Revenue Growth
- Record Net Income: Karman reported a quarterly net income of $7.7 million, representing a staggering 358% year-over-year increase, highlighting the company's robust performance in the defense sector and rapid market demand growth.
- Record Backlog Achievement: KRMN achieved a record backlog of $801.1 million during the quarter, up 38.2% compared to the end of Q4 2024, providing strong support for future revenue growth.
- Revenue Guidance Increase: Karman raised its total revenue expectations for FY 2026 to between $715 million and $730 million, with adjusted EBITDA projected between $207 million and $218 million, reflecting the company's confidence in future performance.
- Positive Stock Reaction: Following the report, KRMN shares rose 1.4% during Wednesday's extended trading hours, indicating investor optimism regarding the company's strong financial results.
See More
KARMAN HOLDINGS INC Reports Q4 Revenue of USD 134.492 Million, Exceeding IBES Estimate of USD 132.6 Million
- Karman Holdings Q4 Revenue: Karman Holdings reported a revenue of USD 134.492 million for the fourth quarter.
- Comparison with Estimates: This figure exceeds Ibes' estimate of USD 132.6 million.
See More
Karman Holdings Reports Record Q4 2025 Earnings and Strategic Growth
- Record Performance: Karman Holdings achieved $134 million in revenue for Q4 2025, a 47% increase year-over-year, with gross profit reaching $54 million and a gross margin of 40%, reflecting strong execution across all markets.
- Strategic Acquisitions: The company completed three acquisitions in 2025, including Seemann and MSC, which expand its capabilities in Maritime Defense, expected to enhance overall business strength and drive future growth.
- Positive Outlook: CEO Jonathan Rambeau's 2026 guidance anticipates full-year revenue of $715 million to $730 million and non-GAAP adjusted EBITDA of $207 million to $218 million, representing year-over-year growth of 53% and 46%, respectively.
- Strong Backlog: Karman's backlog reached $801 million by the end of 2025, a 38% year-over-year increase, with enhanced visibility of 80% for future revenue growth due to recent acquisitions.
See More
Market Cuts Gains Amid Iran War Hopes and Doubts
- Market Volatility: The stock market experienced a sharp decline in gains as hopes and doubts surrounding the Iran war intertwined, indicating a high level of uncertainty among investors that could lead to increased volatility in the short term.
- Karman Holdings Earnings: Karman Holdings reported earnings after the market close, and while specific financial data has yet to be disclosed, the market's reaction to its performance may be influenced by the overall market sentiment, potentially impacting its stock price.
- Investor Sentiment: The market's sensitivity to geopolitical risks has intensified, particularly as tensions in the Middle East could affect the global economy, prompting investors to closely monitor related developments to adjust their investment strategies.
- Future Outlook: With growing attention on the Iran situation, analysts anticipate more volatility in the short term, urging investors to carefully assess risks and consider diversifying their portfolios to mitigate potential losses.
See More
Karman Space & Defense Shares Are Climbing – Here's Why
Record Quarterly Net Income: Karman reported a record quarterly net income of $7.7 million, marking a 358% year-over-year increase, alongside a significant backlog of $801.1 million, up 38.2% from the previous quarter.
Revenue Expectations for FY 2026: The company has raised its revenue expectations for FY 2026 to between $715 million and $730 million, with adjusted EBITDA projected between $207 million and $218 million.
Strong Q4 Revenue Growth: Karman achieved a quarterly revenue of $134.5 million, a 47.4% increase year-over-year, surpassing analysts' expectations of $132.4 million.
Positive Market Sentiment: Retail sentiment around Karman has been extremely bullish, with shares jumping 34% in 2026, reflecting confidence in the company's performance in the growing defense sector.
See More
MillerKnoll Earnings Decline Sparks 14% Drop
- MillerKnoll Earnings Report: MillerKnoll reported fiscal third-quarter adjusted earnings of 43 cents per share on revenue of $926.6 million, showing a 6% year-over-year revenue increase but a 2% decline in earnings, indicating pressure on profitability.
- Middle East Conflict Impact: The company warned of an expected $8 million to $9 million impact in the fourth quarter due to the Middle East conflict, stemming from reduced shipments to the region and increased logistics costs, which may further affect future performance.
- Karman Performance: Karman posted fiscal fourth-quarter adjusted earnings of 11 cents per share, falling short of the 12 cents expected by analysts, yet its revenue of $134.5 million exceeded the $132.6 million consensus, demonstrating resilience in the aerospace and defense sector.
- Worthington Steel Decline: Worthington Steel's adjusted earnings for the third quarter fell to 27 cents per share from 35 cents a year ago, leading to a 14% drop in share price, reflecting the profitability pressures and challenges faced in the steel industry.
See More
