For the second quarter of 2026, analysts expect Karman Holdings to report consensus revenue of $180.06 million and an EPS of $0.13, while the current stock price of $50.44 sits well below the average analyst price target of $85.00.
The primary focus for investors this quarter is the company’s total backlog, which reached $1.0 billion in the previous period and serves as the key indicator for meeting the full-year 2026 revenue guidance.
Karman has faced recent valuation pressure despite strong growth from acquisitions like Seemann Composites, as investors monitor potential margin compression in new defense programs. Management’s ability to successfully integrate Walker Precision Engineering while converting this record backlog into profitable earnings remains the central catalyst for the stock.