Karman Holdings

KRMN

Market cap $14.4B

Revisiting Jonathan Rose's KRMN trade

For four consecutive weeks, ending on Dec. 12, 2025, Karman Holdings' CEO sold insider shares. The chief executive sold over 200,000 shares within that span.

AeroVironment tops list of surprise leaders for defense stocks. Kratos, Karman, outpace legacy contractors like Lockheed Martin.

HUNTINGTON BEACH, Calif.--(BUSINESS WIRE)---- $KRMN #ImpossibleEndsHere--Karman Expands into Maritime Defense with Agreement to Acquire Seemann Composites & MSC, Leaders in Advanced Composites for Subsea and Surface Vessels.

HUNTINGTON BEACH, Calif.--(BUSINESS WIRE)---- $KRMN #ImpossibleEndsHere--Karman Space & Defense (“Karman”, “Karman Holdings, Inc.” or “the Company”) (NYSE: KRMN), a leader in the rapid design, development and production of critical, next-generation system solutions for launch vehicle, satellite, spacecraft, missile defense, hypersonic and UAS customers, today announced its Systima facility in Mukilteo, WA received $5.0 million in Defense Production Act Title III funding from the U.S. Department of War on October 20, 202.

Space stock Karman is approaching a new buy point following a bullish move in recent weeks, as the stock market eyes record highs.

California-based StepStone Group bought 292,428 shares of Karman Holdings during the third quarter. The position value increased by an estimated $21.1 million.

Tulsa-based Schusterman Interests disclosed ownership of 2.1 million shares of Karman stock valued at $148 million. The position is equal to 33.8% of the firm's 13F reportable assets under management.

Karman failed to meet analysts' bottom-line estimates for Q3 2025. The company ended Q3 2025 with a record funded backlog.

Karman Holdings Inc. ( KRMN ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Steven Gitlin - Vice President of Investor Relations Anthony Koblinski - CEO & Director Michael Willis - Chief Financial Officer Jonathan Beaudoin - Chief Operating Officer Conference Call Participants Peter Arment - Robert W. Baird & Co. Incorporated, Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division Kenneth Herbert - RBC Capital Markets, Research Division Louie Dipalma - William Blair & Company L.L.C.