Added to YB: 2026-09-25
Pitch date: 2026-09-24
KRMN [bullish]
Karman Holdings Inc.
-2.47%
current return
Author Info
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Company Info
Karman Holdings Inc., through its subsidiary, engages in designing, testing, manufacturing, and sale of mission-critical systems in the United States.
Market Cap
$4.4B
Pitch Price
$34.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.21
P/E
122.28
EV/Sales
8.82
Sector
Aerospace and Defense
Category
growth
Karman Holdings (KRMN)
KRMN: Karman is a mission-critical defense supplier whose shares and EV/EBITDA have fallen more than 75% since January despite 28% revenue growth and a 30% EBITDA margin. At 21x EV/EBITDA versus 16-17x for slower, lower-margin direct peers, valuation now carries only a modest premium. A $1.01M first-time director purchase joined two other insider buys, but weak free-cash-flow conversion and 3.9x net leverage remain unresolved.
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