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

KRMN NYSE Aircraft Parts & Auxiliary Equipment, NEC DE CIK: 0002040127
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
78% Confidence
STRONG AGREEMENT
SELL
88% Conf
SELL
68% Conf

📊 KRMN Key Takeaways

Revenue: $471.5M
Net Margin: 3.7%
Free Cash Flow: $-42.5M
Current Ratio: 3.29x
Debt/Equity: 1.32x
EPS: $0.13
AI Rating: SELL with 88% confidence
Karman Holdings Inc. (KRMN) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $471.5M, net profit margin of 3.7%, and return on equity (ROE) of 4.5%, 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

Despite 36.7% net income growth, Karman Holdings exhibits critical fundamental deterioration with negative operating cash flow of -$22.1M and free cash flow of -$42.5M, indicating earnings growth is not sustainable or cash-backed. The combination of high leverage (1.32x debt/equity), weak interest coverage of 1.6x, flat revenue growth, and minimal cash reserves ($34M against $506.8M debt) creates significant financial distress risk.

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.

Why Buy Karman Holdings Inc. Stock? KRMN Key Strengths

Claude
  • + Solid gross margin of 40.3% demonstrates pricing power and production efficiency
  • + Strong liquidity ratios (current 3.29x, quick 3.17x) provide near-term operational flexibility
  • + Net income and EPS growth of 36.7% and 62.5% respectively show cost management improvements
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
  • ! Operating cash flow is negative at -$22.1M; company is burning cash operationally rather than generating it
  • ! Free cash flow of -$42.5M is deeply concerning and indicates unsustainable business model given debt obligations
  • ! Interest coverage ratio of 1.6x is dangerously weak with high debt burden of $506.8M; limited cushion for economic downturn
  • ! Revenue is completely flat at 0% growth while cash burn accelerates, suggesting earnings growth is not real or sustainable
  • ! Very low returns (ROE 4.5%, ROA 1.6%) indicate poor capital efficiency and value destruction
  • ! Minimal cash position of $34M relative to debt and negative cash flow creates liquidity crisis risk
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
  • * Operating cash flow trajectory—must turn positive to validate earnings quality
  • * Interest coverage ratio improvement—1.6x is unsustainably low
  • * Revenue growth acceleration—0% growth with negative FCF is untenable
  • * Cash balance depletion rate given negative FCF burn of -$42.5M annually
  • * Debt refinancing needs and access to capital markets
ChatGPT
  • * Interest coverage ratio
  • * Free cash flow

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

Revenue
$471.5M
Net Income
$17.4M
EPS (Diluted)
$0.13
Free Cash Flow
$-42.5M
Total Assets
$1.1B
Cash Position
$34.0M

💡 AI Analyst Insight

Strong liquidity with a 3.29x current ratio provides a solid financial cushion.

KRMN Profit Margin, ROE & Profitability Analysis

Gross Margin 40.3%
Operating Margin 15.5%
Net Margin 3.7%
ROE 4.5%
ROA 1.6%
FCF Margin -9.0%

KRMN vs Automotive Sector: How Karman Holdings Inc. Compares

How Karman Holdings Inc. compares to Automotive sector averages

Net Margin
KRMN 3.7%
vs
Sector Avg 6.0%
KRMN Sector
ROE
KRMN 4.5%
vs
Sector Avg 12.0%
KRMN Sector
Current Ratio
KRMN 3.3x
vs
Sector Avg 1.2x
KRMN Sector
Debt/Equity
KRMN 1.3x
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. has mixed fundamental signals relative to the Automotive sector in 2026.

Return on Equity
4.5%
Sector avg: 12%
Net Profit Margin
3.7%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.32x
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
3.29x
Quick Ratio
3.17x
Debt/Equity
1.32x
Debt/Assets
65.3%
Interest Coverage
1.61x
Long-term Debt
$506.8M

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
-9.0%
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
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
-$22.1M
Cash generated from operations
Capital Expenditures
$20.3M
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
Apr 8, 2026 DEF 14A edge20063633x771_def14a.htm View →
Apr 3, 2026 10-K krmn-20251231.htm View →
Mar 25, 2026 8-K krmn-20260325.htm View →
Mar 13, 2026 8-K d120575d8k.htm View →
Mar 12, 2026 8-K d114812d8k.htm View →

Frequently Asked Questions about KRMN

What is the AI rating for KRMN?

Karman Holdings Inc. (KRMN) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are KRMN's key strengths?

Claude: Solid gross margin of 40.3% demonstrates pricing power and production efficiency. Strong liquidity ratios (current 3.29x, quick 3.17x) provide near-term operational flexibility. 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: Operating cash flow is negative at -$22.1M; company is burning cash operationally rather than generating it. Free cash flow of -$42.5M is deeply concerning and indicates unsustainable business model given debt obligations. 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 $471.5M.

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 $0.13.

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 rating reflects both perspectives for balanced insights.

Is KRMN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Karman Holdings Inc. has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is KRMN stock overvalued or undervalued?

Valuation metrics for KRMN: ROE of 4.5% (sector avg: 12%), net margin of 3.7% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.

Should I buy KRMN stock in 2026?

Our dual AI analysis gives Karman Holdings Inc. a combined SELL rating 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 $-22.1M, with capital expenditures of $20.3M. FCF margin is -9.0%.

How does KRMN compare to other Automotive stocks?

Vs Automotive sector averages: Net margin 3.7% (avg: 6%), ROE 4.5% (avg: 12%), current ratio 3.29 (avg: 1.2).

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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: Apr 12, 2026 | Data as of: 2025-12-31 | Powered by Claude AI