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Karman
Karman (KRMN) investor relations material
Karman TD Cowen 47th Annual Aerospace & Defense Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 47th Annual Aerospace & Defense Conference summary11 Feb, 2026
Strategic positioning and business model
Operates as a vertically integrated merchant supplier, enabling over 80 prime contractor customers across 130+ programs, with no intention to become a prime contractor.
Focuses on highly engineered, IP-rich system solutions for missiles, missile defense, space launch, hypersonics, drones, counter-UAS, and maritime defense.
Offers end-to-end solutions from design to full-rate production, enhancing speed, agility, and efficiency.
Diversified revenue base across customers, programs, and product lifecycles, with qualified positions on key national security and development programs.
Recent acquisitions, including Seemann Composites and MSC, expand exposure to the maritime market and align with the company's diversification strategy.
Financial performance and growth
Achieved 2024 revenue of $345M, representing 23% growth, with adjusted EBITDA of $106M and a 31% margin.
Achieved a 24% topline CAGR and 33% adjusted EBITDA CAGR from 2022 to 2024, with a funded backlog growing at a 48% CAGR, reaching $580M in 2024.
Revenue diversification: largest program accounted for about 11% of 2024 revenue, with further diversification expected from new acquisitions.
Pursued 10 strategic acquisitions since 2020, expanding capabilities, IP, and market reach, and consistently generating incremental growth opportunities.
CapEx investments increased to 4.5% of revenue in 2025 to prepare for rising demand and production expansion.
Market trends and end markets
Serves four high-growth, high-priority end markets: hypersonics/strategic missile defense, tactical missiles/integrated defense, maritime defense, and space/launch.
Maritime market, especially Columbia-class and Virginia-class submarines, offers long-term visibility and significant sustainment revenue.
Space and launch segment benefits from increased launch cadence and involvement in commercial lunar lander integration.
International revenue is limited but growing, primarily through foreign military sales (FMS) to allies.
Positioned to support both established primes and emerging defense startups, enhancing customer and program diversification.
Describe M&A's role in Karman's competitive moat?
How does vertical integration drive value?
What specific initiatives drive demand in key markets?
Seemann acquisition's strategic impact?
How does Karman manage supply chain bottlenecks?
Karman's strategy for new market entrants?
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Next Karman earnings date
Citi's Global Industrial Tech & Mobility Conference 202618 Feb, 2026
Karman
Next Karman earnings date
Citi's Global Industrial Tech & Mobility Conference 202618 Feb, 2026
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Frequently asked questions
Karman Holdings Inc is a Canada-based investment holding company engaged in acquiring, developing, and managing businesses across a variety of sectors. The company focuses on long-term strategic investments in industries such as technology, real estate, and financial services. Through active ownership, Karman Holdings provides operational support and capital resources to its portfolio companies. The company is headquartered in Vancouver, Canada, and its shares are listed on the CSE.
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