Karman Holdings Inc

Karman Holdings reported a record quarter with revenue of $182.1 million (up 58.2% year‑over‑year) and adjusted earnings per share of $0.14, matching consensus. The company raised its 2026 revenue guidance to $730–745 million and adjusted EBITDA to $215.0–222.5 million. The order backlog increased to $1.3 billion (up 65%), and quarterly orders of nearly $500 million secure about 95% of revenue visibility based on the midpoint of the new guidance. The announcement triggered a premarket rally after the stock had previously fallen more than 50% from its 52‑week high. » More on de.investing.com

Karman Holdings shares hit a 52-week low of $43.75 and are currently trading at $44.63; the price has dropped about 57% over six months and is down 13.63% year-to-date. According to InvestingPro, analysts view the stock as close to its fair value, while RBC has reaffirmed an "Outperform" rating and points to an active order pipeline of $3 billion. Karman is expanding its presence in Europe with the acquisition of Walker Precision Engineering for about $94 million and is investing $2.7 million to expand production in Horsham, Pennsylvania. William Blair also expects positive effects for the company from a possible resumption of Blue Origin flights. » More on de.investing.com

Karman announces the acquisition of British manufacturer Walker Precision Engineering for about $94 million to expand its presence in Europe. Walker supplies components for missile seekers as well as guidance and control systems and complements Karman’s manufacturing sites in the US and Europe. Karman expects the deal to close in the third quarter of fiscal 2026 and forecasts immediate positive effects on revenue, backlog, adjusted EBITDA, adjusted earnings per share and cash flow. The announcement was accompanied by a decline in Karman’s share price. » More on de.investing.com