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Karman Holdings Inc. (KRMN) Fundamental Analysis & AI Grade 2026

KRMN NYSE Aircraft Parts & Auxiliary Equipment, NEC DE CIK: 0002040127
Updated This Month • Analysis: May 15, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
75% Confidence
STRONG AGREEMENT
C
82% Conf
C
68% Conf

📊 KRMN Key Takeaways

Revenue: $151.2M
Net Margin: 5.2%
Free Cash Flow: $-7.2M
Current Ratio: 3.53x
Debt/Equity: 1.90x
EPS: $0.06
AI Grade: C with 82% confidence
Karman Holdings Inc. (KRMN) receives a C fundamental grade with 75% confidence from our AI analysis based on SEC 10-K filings. With revenue of $151.2M, net profit margin of 5.2%, and return on equity (ROE) of 1.9%, Karman Holdings Inc. demonstrates mixed fundamentals in the Automotive sector. Below is our complete KRMN stock analysis for 2026.

Is Karman Holdings Inc. (KRMN) a Good Investment?

Claude

Karman Holdings shows bottom-line improvement but faces severe financial distress signals: interest coverage of 0.5x indicates inability to service $769.8M debt with operating earnings, negative free cash flow of -$7.2M is unsustainable, and zero revenue growth suggests stagnation. Despite improved net income (+36.7% YoY), the company's extremely low returns (1.9% ROE, 0.5% ROA) and 1.90x leverage create structural vulnerability.

ChatGPT

Karman shows solid gross and operating margins and strong YoY EPS growth despite flat revenue, indicating operational improvements. However, heavy leverage with weak interest coverage and sustained negative operating/free cash flow suggest fragile earnings quality and constrained financial flexibility. Without clear top-line growth and improved cash generation, downside risk dominates.

Karman Holdings Inc. Key Strengths (KRMN)

Claude
  • + Net income up 36.7% YoY and EPS up 62.5% YoY shows recent profitability improvement
  • + Gross margin of 42.2% and operating margin of 14.2% are reasonable for aerospace parts manufacturing
  • + Strong liquidity with 3.53x current ratio and 3.38x quick ratio provide near-term cash cushion
ChatGPT
  • + Healthy gross and operating margins (40.3% and 15.5%)
  • + Strong liquidity with current and quick ratios >3x
  • + YoY profitability improvement (Net income +36.7%, EPS +62.5%)

KRMN Stock Risks: Karman Holdings Inc. Investment Risks

Claude
  • ! Critical: Interest coverage ratio of 0.5x - operating income insufficient to cover interest expense on $769.8M debt
  • ! Negative free cash flow of -$7.2M is unsustainable and limits debt reduction capacity
  • ! Zero YoY revenue growth indicates market stagnation despite sector presence; profitability gains may be cost-cutting rather than operational strength
  • ! Extremely low returns: 1.9% ROE and 0.5% ROA suggest inefficient capital deployment and troubled asset base
ChatGPT
  • ! High leverage with weak interest coverage (1.6x)
  • ! Negative operating and free cash flow (FCF margin -9%)
  • ! Flat revenue growth (0% YoY) and low ROE/ROA

Key Metrics to Watch

Claude
  • * Interest coverage ratio trending and debt service capability
  • * Free cash flow turn positive and operating cash flow improvement
  • * Revenue growth acceleration to above 0% in next quarters
ChatGPT
  • * Interest coverage ratio
  • * Free cash flow

Karman Holdings Inc. (KRMN) Financial Metrics & Key Ratios

Revenue
$151.2M
Net Income
$7.8M
EPS (Diluted)
$0.06
Free Cash Flow
$-7.2M
Total Assets
$1.4B
Cash Position
$73.8M

💡 AI Analyst Insight

Strong liquidity with a 3.53x current ratio provides a solid financial cushion.

KRMN Profit Margin, ROE & Profitability Analysis

Gross Margin 42.2%
Operating Margin 14.2%
Net Margin 5.2%
ROE 1.9%
ROA 0.5%
FCF Margin -4.7%

KRMN vs Automotive Sector: How Karman Holdings Inc. Compares

How Karman Holdings Inc. compares to Automotive sector averages

Net Margin
KRMN 5.2%
vs
Sector Avg 6.0%
KRMN Sector
ROE
KRMN 1.9%
vs
Sector Avg 12.0%
KRMN Sector
Current Ratio
KRMN 3.5x
vs
Sector Avg 1.2x
KRMN Sector
Debt/Equity
KRMN 1.9x
vs
Sector Avg 1.0x
KRMN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Karman Holdings Inc. Stock Overvalued? KRMN Valuation Analysis 2026

Based on fundamental analysis, Karman Holdings Inc. shows some fundamental concerns relative to the Automotive sector in 2026.

Return on Equity
1.9%
Sector avg: 12%
Net Profit Margin
5.2%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.90x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Karman Holdings Inc. Balance Sheet: KRMN Debt, Cash & Liquidity

Current Ratio
3.53x
Quick Ratio
3.38x
Debt/Equity
1.90x
Debt/Assets
71.4%
Interest Coverage
0.47x
Long-term Debt
$769.8M

KRMN Revenue & Earnings Growth: 5-Year Financial Trend

KRMN 5-year financial data: Year 2024: Revenue $345.3M, Net Income -$14.1M, EPS $-0.09. Year 2025: Revenue $471.5M, Net Income $4.4M, EPS $0.03.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Karman Holdings Inc.'s revenue has grown significantly by 37% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.03 reflects profitable operations.

KRMN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-4.7%
Free cash flow / Revenue

KRMN Quarterly Earnings & Performance

Quarterly financial performance data for Karman Holdings Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $100.1M -$4.8M $-0.04
Q3 2025 $86.0M $2.1M $0.03
Q2 2025 $85.0M $2.0M $0.02
Q1 2025 $83.0M $2.1M $0.01

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Karman Holdings Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$209.0K
Cash generated from operations
Capital Expenditures
$7.4M
Investment in assets
Dividends
None
No dividend program

KRMN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Karman Holdings Inc. (CIK: 0002040127)

📋 Recent SEC Filings

Date Form Document Action
May 26, 2026 4 xslF345X06/ownership.xml View →
May 26, 2026 4 xslF345X06/ownership.xml View →
May 26, 2026 4 xslF345X06/ownership.xml View →
May 26, 2026 4 xslF345X06/ownership.xml View →
May 26, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about KRMN

What is the AI rating for KRMN?

Karman Holdings Inc. (KRMN) has a Combined AI Grade of C from Claude (C) and ChatGPT (C) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are KRMN's key strengths?

Claude: Net income up 36.7% YoY and EPS up 62.5% YoY shows recent profitability improvement. Gross margin of 42.2% and operating margin of 14.2% are reasonable for aerospace parts manufacturing. ChatGPT: Healthy gross and operating margins (40.3% and 15.5%). Strong liquidity with current and quick ratios >3x.

What are the risks of investing in KRMN?

Claude: Critical: Interest coverage ratio of 0.5x - operating income insufficient to cover interest expense on $769.8M debt. Negative free cash flow of -$7.2M is unsustainable and limits debt reduction capacity. ChatGPT: High leverage with weak interest coverage (1.6x). Negative operating and free cash flow (FCF margin -9%).

What is KRMN's revenue and growth?

Karman Holdings Inc. reported revenue of $151.2M.

Does KRMN pay dividends?

Karman Holdings Inc. does not currently pay dividends.

Where can I find KRMN SEC filings?

Official SEC filings for Karman Holdings Inc. (CIK: 0002040127) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is KRMN's EPS?

Karman Holdings Inc. has a diluted EPS of $0.06.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is KRMN's fundamental grade?

Based on our AI fundamental analysis in May 2026, Karman Holdings Inc. has a C grade with 75% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is KRMN stock overvalued or undervalued?

Valuation metrics for KRMN: ROE of 1.9% (sector avg: 12%), net margin of 5.2% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.

What is KRMN's AI grade for 2026?

Our dual AI analysis gives Karman Holdings Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is KRMN's free cash flow?

Karman Holdings Inc.'s operating cash flow is $209.0K, with capital expenditures of $7.4M. FCF margin is -4.7%.

How does KRMN compare to other Automotive stocks?

Vs Automotive sector averages: Net margin 5.2% (avg: 6%), ROE 1.9% (avg: 12%), current ratio 3.53 (avg: 1.2).

Is Karman Holdings Inc. carrying too much debt?

KRMN has a debt-to-equity ratio of 1.90x, which is above the Automotive sector average of 1x. However, the current ratio of 3.53 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 15, 2026 | Data as of: 2026-03-31 | Powered by Claude AI