KRMN logo

Karman Holdings Inc. Stock Price

NYSE:KRMN Community·US$6.7b Market Cap
  • 4 Narratives written by author
  • 2 Comments on narratives written by author
  • 74 Fair Values set on narratives written by author

KRMN Share Price Performance

US$49.54
-1.87 (-3.64%)
US$105.60
Fair Value
US$49.54
-1.87 (-3.64%)
53.1% undervalued intrinsic discount
US$105.60
Fair Value
Price US$49.54
FundamentalFlow US$105.60
AnalystConsensusTarget US$105.60
AnalystLowTarget US$48.03

KRMN Community Narratives

·
Fair Value US$105.6 53.1% undervalued intrinsic discount

KRMN — Karman Space & Defense: Down 58% from Peak, Is the Market Mispricing a Hypergrowth Defense Compounder?

18users have liked this narrative
2users have commented on this narrative
37users have followed this narrative
·
Fair Value US$105.6 53.1% undervalued intrinsic discount

Missile Defense And Space Demand Will Support Long Term Earnings Power

0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
·
Fair Value US$48.03 3.1% overvalued intrinsic discount

Missile Defense Demand And Golden Dome Initiative Will Support Steady Long Term Performance

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
US$105.6
53.1% undervalued intrinsic discount
Revenue
26.15% p.a.
Profit Margin
5.73%
Future PE
218.71x
Price in 2031
US$156.74
US$48.03
3.1% overvalued intrinsic discount
Revenue
34.99% p.a.
Profit Margin
14.02%
Future PE
44.77x
Price in 2029
US$60.62
US$105.6
53.1% undervalued intrinsic discount
Revenue
34.34% p.a.
Profit Margin
14.85%
Future PE
94.63x
Price in 2029
US$133.73

Updated Narratives

KRMN logo

KRMN — Karman Space & Defense: Down 58% from Peak, Is the Market Mispricing a Hypergrowth Defense Compounder?

Fair Value: US$105.6 53.1% undervalued intrinsic discount
37 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative
KRMN logo

KRMN: Missile And Space Contracts Will Drive Upside Catalyst Watch

Fair Value: US$135 63.3% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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KRMN: Contract Pipeline Expansion And Catalyst Watch Will Shape Balanced Outlook

Fair Value: US$48.03 3.1% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Exceptional growth potential with solid track record.

1 Risk
2 Rewards

Karman Holdings Inc. Key Details

US$522.6m

Revenue

US$308.1m

Cost of Revenue

US$214.4m

Gross Profit

US$184.5m

Other Expenses

US$30.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 06, 2026
0.23
41.03%
5.73%
186.8%
View Full Analysis

About KRMN

Founded
2020
Employees
1400
CEO
Jonathan Rambeau
WebsiteView website
karman-sd.com

Karman Holdings Inc., through its subsidiary, engages in designing, testing, manufacturing, and sale of mission-critical systems in the United States. The company offers payload protection and deployment systems, aerodynamic interstage systems, and propulsion systems. It serves its products to hypersonics and strategic missile defense, tactical missile and integrated defense systems, and space and launch markets. The company was incorporated in 2020 and is headquartered in Huntington Beach, California. Karman Holdings Inc. operates as a subsidiary of TCFIII Spaceco SPV LP.

Recent KRMN News & Updates

Narrative Update Jul 24

KRMN: Missile And Space Contracts Will Drive Upside Catalyst Watch

The analyst fair value estimate for Karman Holdings has moved from $123 to $135. The change reflects updated assumptions on revenue growth, margins, and future P/E, as analysts weigh higher near term investment and integration costs against potential contract catalysts and sector recovery.

Recent updates

No updates