Ankündigung • Jun 03
Karman Space & Defense Announces Appointment of Stefan Knighton to Chief Information and Artificial Intelligence Officer, Effective June 1, 2026 Karman Space & Defense announced that Stefan Knighton had joined the Company as Chief Information and Artificial Intelligence Officer (CIAIO), effective as of June 1, 2026. The appointment of Knighton to this expanded role reflected Karman's commitment to building the digital and AI infrastructure required to operate at the pace and precision that national security and space exploration missions demand. The CIAIO role was the first of its kind at Karman, an evolution of the Chief Information Officer (CIO) position that incorporated ownership of Artificial Intelligence and was chartered to unlock its full potential for the company, customers and shareholders. In this capacity, Knighton would lead IT strategy and operations alongside the Company’s overall AI strategy; governance; the evaluation, testing and selection of tools and models; and implementation decisions. Knighton would oversee Karman's Business Systems organization, including the continued enterprise-wide deployment of the Karman Operating System, the unified business platform designed to enable speed, efficiency, and a cyber-secure posture across all of Karman's facilities and operations. Knighton brought a decades-long record of increasingly senior roles in information technology and enterprise transformation to Karman, with expertise that included consolidating fragmented legacy environments, integrating technology platforms across complex operating models, supporting acquisition integration, and establishing Centers of Excellence to sustain value as businesses scale. Most recently, Knighton led Enterprise Transformation initiatives for Kyndryl, an industry leader in providing IT infrastructure services that support enterprise digital performance. He previously served as Vice President, CIO and Digital Transformation Executive for Lockheed Martin’s Missiles and Fire Control business area. Knighton also brought more than a decade of commercial information technology and supply chain experience from his tenure at Fujifilm. Live-Nachrichten • May 29
Karman Holdings Secondary Offering Launches as US$3b Business Pipeline Expands Certain Karman Holdings stockholders launched an underwritten public offering of 13,500,000 common shares, with underwriters granted a 30-day option to buy an additional 2,025,000 shares.
The company is not issuing new shares in this transaction and will not receive any of the proceeds from the offering.
Karman reported an active pipeline of business opportunities estimated at about US$3b as of May 25, 2026, compared with US$1b earlier in the year.
The combination of a large secondary offering and a US$3b opportunity pipeline highlights both existing shareholder liquidity activity and the scale of work Karman is currently pursuing.
You may want to watch how trading volumes and ownership disclosures evolve around the deal, as well as any future updates on how much of the pipeline converts into signed contracts. Ankündigung • May 14
Karman Space & Defense Raises Earnings Guidance for the Full Fiscal Year 2026 Karman Space & Defense raised earnings guidance for the full fiscal year 2026. For the full fiscal year 2026, the company increases its expectations for total revenue to between $720 million and $735 million. Ankündigung • Apr 29
Karman Holdings Inc. to Report Q1, 2026 Results on May 12, 2026 Karman Holdings Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 12, 2026 Ankündigung • Apr 17
Karman Space & Defense Announces Executive Changes, Effective May 6, 2026 Karman Space & Defense announced Doug Laurendeau, former vice president of Enterprise Strategy Integration at Lockheed Martin Corporation, will join Karman’s senior leadership team as chief growth officer, and current chief growth officer Stephanie Sawhill will assume the role of chief technologist. Both transitions will become effective on May 6, 2026. With more than four decades of experience at Lockheed Martin, Laurendeau led development of the growth strategy for the successful $70 billion business portfolio, relying on close relationships with the C-suite, business units, and functional organizations. Laurendeau previously served as vice president of Strategy and Business Development for the Rotary and Mission Systems business segment. In that role, he drove growth for the $16 billion organization through his approach to customer relations, market assessment, competitive intelligence, strategy and business capture activities. Under Laurendeau’s business development leadership, the company notably delivered significant domestic and international growth in critical markets, including joint all-domain command and control, air and missile defense, undersea, and aviation. As Laurendeau assumes the chief growth officer role, Stephanie Sawhill will step into the role of chief technologist, focusing on the continued expansion of Karman’s technical depth and integrated system designs for customers’ emerging requirements. Sawhill will continue to develop strategic customer relationships and represent Karman within the industry. Ankündigung • Apr 10
Karman Holdings Inc., Annual General Meeting, Apr 29, 2026 Karman Holdings Inc., Annual General Meeting, Apr 29, 2026. Ankündigung • Apr 02
Karman Holdings Inc. announced delayed annual 10-K filing On 04/01/2026, Karman Holdings Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC. Buy Or Sell Opportunity • Mar 31
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 9.4% to US$80.05. The fair value is estimated to be US$62.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 28% per annum. Earnings are also forecast to grow by 53% per annum over the same time period. Reported Earnings • Mar 26
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: US$0.13 (up from US$0.076 in FY 2024). Revenue: US$471.5m (up 37% from FY 2024). Net income: US$17.4m (up 37% from FY 2024). Profit margin: 3.7% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Aerospace & Defense industry in the US. Ankündigung • Mar 26
Karman Space & Defense Raises Earnings Guidance for the Full Fiscal Year 2026 Karman Space & Defense raised earnings guidance for the full fiscal year 2026. For the period, the company increases its expectations for total revenue to between $715 million and $730 million. Ankündigung • Mar 14
Karman Holdings Inc. to Report Q4, 2025 Results on Mar 25, 2026 Karman Holdings Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 25, 2026 Ankündigung • Mar 12
Karman Holdings Inc. Announces CEO Changes, Effective March 23, 2026 Karman Holdings Inc. announced a transition in leadership to drive its next phase of growth, with Chief Executive Officer Tony Koblinski retiring after a successful 40-year career in leadership and Jon Rambeau assuming the CEO position effective March 23, 2026. Mr. Rambeau brings over 30 years of experience in the defense industry having previously served as the President of the Communications & Spectrum Dominance segment at L3Harris Technologies (“L3Harris”) since January 2026. In this role, he was responsible for the business strategy, financial performance and growth of the segment, which included an extensive portfolio of solutions including communications and networking, electronic warfare, threat sensing and targeting, and integrated vision technologies. Mr. Rambeau joined L3Harris in 2022 and previously served as President of the Integrated Mission Systems segment comprised of air special missions, sensor systems, autonomy and maritime solutions. Before joining L3Harris, Rambeau held various leadership roles across business and program management, technology, engineering and operations during 26 years with Lockheed Martin, including as Vice President and General Manager of Integrated Warfare Systems and Sensors, where he led missile defense, radar, shipbuilding, directed energy and combat system integration programs; Vice President of C6ISR, where he managed undersea, cyber, electronic warfare and command and control capability delivery; Vice President and General Manager of Training and Logistics Solutions, where he integrated training and sustainment solutions with platforms; and Vice President of F-35 International Programs, where he successfully delivered the first international aircraft to the United Kingdom and expanded the program into key markets. Mr. Rambeau holds a Bachelor of Science degree in mechanical engineering from Drexel University and a Master of Science in technology management from the Wharton School and the University of Pennsylvania’s College of Engineering and Applied Science. New Risk • Feb 11
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.4x net interest cover). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Profit margins are more than 30% lower than last year (2.6% net profit margin). Significant insider selling over the past 3 months (US$22m sold). Ankündigung • Jan 08
Karman Holdings Inc. (NYSE:KRMN) entered into a definitive agreement to acquire Seemann Composites, Inc. for $220 million. Karman Holdings Inc. (NYSE:KRMN) entered into a definitive agreement to acquire Seemann Composites, Inc. for $220 million on December 31, 2025. The total consideration of $220 million, consisting of $210 million in cash and approximately $10 million in Karman common shares, subject to customary purchase price adjustments. At close, Seemann and MSC will operate as wholly owned subsidiaries of Karman.
Upon completion of the transaction, key members of the Seemann and MSC executive management teams will remain in leadership positions.
The closing of the transaction is subject to the satisfaction or waiver of customary closing conditions, including the expiration or termination of any applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended and regulatory approvals. The expected completion of the transaction is in first quarter of Karman’s fiscal year 2026. Karman expects the acquisition to expand Karman’s access to multi-decade, high priority, funded U.S. Navy programs and to be immediately accretive in 2026 to revenue growth, funded backlog, EBITDA, earnings per share and cash flow. Ankündigung • Jan 06
Pentagon Awards Systima, Part of Karman Space & Defense, $5 Million to Expand Solid Rocket Motor Nozzle Production Capacity Karman Space & Defense announced its Systima facility in Mukilteo, WA received $5.0 million in Defense Production Act Title III funding from the U.S. Department of War on October 20, 2025 to expand the Company’s capacity to produce solid rocket motor (SRM) nozzles. This award supports the Department of War’s objectives to expand the munitions industrial base, bolster supply chain resiliency, and increase domestic production in strategic priority areas. This award will accelerate missile production by increasing capacity across key nodes of the SRM component supply chain. Karman has designed, produced and delivered SRM nozzles in support of key missile programs for several decades. The Company will augment internal investments with the awarded funds to create an additional, dedicated SRM nozzle production line for a major production program, as well as an optimized production cell for specific, complex nozzles. Recent Insider Transactions Derivative • Nov 23
CEO & Director notifies of intention to sell stock Anthony Koblinski intends to sell 300k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of November. If the sale is conducted around the recent share price of US$58.48, it would amount to US$18m. For the year to December 2023, Anthony's total compensation was 19% salary and 81% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Anthony's direct individual holding has decreased from 2.87m shares to 2.62m. Company insiders have collectively sold US$46m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Nov 19
Chief Financial Officer notifies of intention to sell stock Michael Willis intends to sell 115k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of November. If the sale is conducted around the recent share price of US$60.25, it would amount to US$6.9m. Since March 2025, Michael's direct individual holding has decreased from 1.07m shares to 974.71k. Company insiders have collectively sold US$39m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Nov 16
Independent Director recently sold US$6.1m worth of stock On the 12th of November, Brian Raduenz sold around 90k shares on-market at roughly US$68.00 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$39m more than they bought in the last 12 months. Reported Earnings • Nov 07
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2025 results: EPS: US$0.058 (up from US$0.026 in 3Q 2024). Revenue: US$121.8m (up 42% from 3Q 2024). Net income: US$7.64m (up 78% from 3Q 2024). Profit margin: 6.3% (up from 5.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 38%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Aerospace & Defense industry in the US. Ankündigung • Oct 24
Karman Holdings Inc. to Report Q3, 2025 Results on Nov 06, 2025 Karman Holdings Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025 Reported Earnings • Aug 08
Second quarter 2025 earnings: Revenues and EPS in line with analyst expectations Second quarter 2025 results: EPS: US$0.051. Net income: US$6.81m (up US$6.81m from 2Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Aerospace & Defense industry in the US. Ankündigung • Aug 08
Karman Holdings Inc. Raises Earnings Guidance for the Year 2025 Karman Holdings Inc. raised earnings guidance for the year 2025. For the full fiscal year 2025, the Company raises and narrows its expectations for total revenue to between $452 million and $458 million. The Company previously expected total revenue of between $423 million and $433 million. Recent Insider Transactions • Jul 30
CEO & Director recently sold US$12m worth of stock On the 25th of July, Anthony Koblinski sold around 250k shares on-market at roughly US$49.00 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anthony's only on-market trade for the last 12 months. Ankündigung • Jul 24
Karman Holdings Inc. has completed a Follow-on Equity Offering in the amount of $1.029 billion. Karman Holdings Inc. has completed a Follow-on Equity Offering in the amount of $1.029 billion.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 21,000,000
Price\Range: $49
Discount Per Security: $1.715 Board Change • Jul 01
High number of new and inexperienced directors There are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Director Matthew Alty is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Ankündigung • May 14
Karman Holdings Inc. Reaffirms Earnings Guidance for the Full Year 2025 Karman Holdings Inc. reaffirmed earnings guidance for the Full Year 2025. For the full year company expects total revenue of between $423 million and $433 million. Ankündigung • Apr 30
Karman Holdings Inc. to Report Q1, 2025 Results on May 13, 2025 Karman Holdings Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 13, 2025 Ankündigung • Apr 09
Karman Space & Defense Provides Earnings Guidance for the Year 2025 Karman Space & Defense provided earnings guidance for the year 2025. For the year, the company expects total revenue of between $423 million and $433 million. Ankündigung • Apr 04
Karman Holdings Inc. (NYSE:KRMN) acquired Metal Technology Inc. Karman Holdings Inc. (NYSE:KRMN) acquired Metal Technology Inc for $90 million on April 4, 2025. A cash consideration of $90 million will be paid by Karman Holdings Inc. As part of consideration, $90 million is paid towards common equity of Metal Technology Inc.
Karman Holdings Inc. (NYSE:KRMN) completed the acquisition of Metal Technology Inc on April 4, 2025. Ankündigung • Apr 02
Karman Holdings Inc. announced delayed annual 10-K filing On 04/01/2025, Karman Holdings Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC. Ankündigung • Apr 01
Karman Holdings Inc. to Report Fiscal Year 2024 Results on Apr 08, 2025 Karman Holdings Inc. announced that they will report fiscal year 2024 results at 4:00 PM, US Eastern Standard Time on Apr 08, 2025 Ankündigung • Feb 14
Karman Holdings Inc. has completed an IPO in the amount of $506 million. Karman Holdings Inc. has completed an IPO in the amount of $506 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 23,000,000
Price\Range: $22
Discount Per Security: $1.43
Transaction Features: Sponsor Backed Offering 