Sep. 3 at 1:13 PM
$KRMN
Way Oversold!
Analyst Report Buy/Strong Buy
PT
$77-
$100
237 % Upside
Key Investment CatalystsRobust Q2 2026 Earnings Beat: Karman generated
$182.1 million in revenue (up 58% year-over-year) and achieved an EPS of
$0.14, outperforming consensus estimates.Record High Backlog: The company reported a contracted order backlog of
$1.3 billion, up 65% since the end of 2025. This provides management with roughly 95% revenue visibility into the tail end of the year.Upward Guidance Revision: Management raised its full-year 2026 outlook to
$730M–
$745M in revenue and
$215M–
$222.5M in adjusted EBITDA. They project sustained 20% to 25% annual organic growth driven by strong structural demand for missiles and hypersonic components.Strategic European M&A: The company announced a binding agreement to acquire Walker Precision Engineering, expanding its market reach directly into the European defense supply
$LMT,
$NOC $GD,
$GE
