Karman Space & Defense Shares Are Climbing – Here's Why
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 25 2026
0mins
Source: stocktwits
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.
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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: 65.300
Low
70.00
Averages
80.50
High
89.00
Current: 65.300
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.
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- Strategic Partnership: Starfighters Space has engaged Integrated Launch Solutions to enhance engineering and technical integration for the STARLAUNCH pathway, providing mission design, analysis, and simulation support to expedite the transition from design to flight, thereby strengthening the company's competitive edge in the defense market.
- Technological Advantage: Operating the world's fastest fleet of supersonic aircraft capable of sustained MACH 2+, Starfighters Space, in collaboration with ILS, is expected to significantly enhance its testing capabilities and market position within the defense industry.
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See More
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