KRMN logo

Karman Holdings Inc. Stock Price

NYSE:KRMN Community·US$6.5b Market Cap
  • 4 Narratives written by author
  • 2 Comments on narratives written by author
  • 83 Fair Values set on narratives written by author

KRMN Share Price Performance

US$48.38
-6.27 (-11.47%)
US$105.60
Fair Value
US$48.38
-6.27 (-11.47%)
54.2% undervalued intrinsic discount
US$105.60
Fair Value
Price US$48.38
FundamentalFlow US$105.60
AnalystConsensusTarget US$87.10
AnalystHighTarget US$135.00

KRMN Community Narratives

·
Fair Value US$105.6 54.2% 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
41users have followed this narrative
·
Fair Value US$87.1 44.5% 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
11users have followed this narrative
·
Fair Value US$135 64.2% undervalued intrinsic discount

Golden Dome Missile Defense And Space Launch Tailwinds Will Transform This Defense Supplier

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
US$105.6
54.2% undervalued intrinsic discount
Revenue
26.15% p.a.
Profit Margin
5.73%
Future PE
218.71x
Price in 2031
US$156.74
US$87.1
44.5% undervalued intrinsic discount
Revenue
31.64% p.a.
Profit Margin
16.25%
Future PE
67.14x
Price in 2029
US$110.17

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 54.2% undervalued intrinsic discount
41 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative
KRMN logo

KRMN: Record Backlog And European Expansion Will Drive Multi Year Upside

Fair Value: US$87.1 44.5% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
KRMN logo

KRMN: European Defense Expansion And Integration Costs Will Pressure Near Term Returns

Fair Value: US$45.43 6.5% overvalued intrinsic discount
3 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$589.6m

Revenue

US$343.9m

Cost of Revenue

US$245.7m

Gross Profit

US$208.5m

Other Expenses

US$37.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.28
41.67%
6.31%
179.8%
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 Aug 21

KRMN: Record Backlog And European Expansion Will Drive Multi Year Upside

Analysts have reduced the Karman Holdings fair value estimate from $105.60 to $87.10, largely reflecting lower Street price targets in the $76 to $85 range and updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Karman Holdings clusters around a tighter price target range, with analysts updating models after the latest Q2 report and company guidance.
Analysis Article Aug 10

Earnings Release: Here's Why Analysts Cut Their Karman Holdings Inc. (NYSE:KRMN) Price Target To US$90.40

It's been a pretty great week for Karman Holdings Inc. ( NYSE:KRMN ) shareholders, with its shares surging 15% to...

Recent updates

No updates