Sections

    1. Investment Snapshot

    2. Valuation & Price Target

    3. Business & Product Moat

    4. Market & Macro

    Discussion


Investment Snapshot
Valuation & Price Target
Business & Product Moat
Market & Macro
Discussion

Karman Holdings Inc.

Investment Snapshot

Symbol

KRMN

IPO Date (Actual)

2025-02-13

Offer Range

$22.00

Shares Offered

23.0M

Total Shares Post-IPO

155.2M

Market Cap

Target Price
$00.00

Implied Upside vs Midpoint

$00.00

Use of Proceeds

Valuation & Price Target

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Business & Product Moat

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Competitor Set
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Market & Macro

Sector context: Aircraft Parts & Auxiliary Equipment, NEC

Same-industry IPOs from the last 365 days (as of 2026-06-04). Returns from IPO open price.

Median IPO open → current
-7.3%
win 33% · n=3
Median first month
+7.8%
win 67% · n=3
CompanyIPO DateOpen → CurrentFirst Month

AVEX

AEVEX Corp.
2026-04-17+15.5%+7.8%

ARXS

Arxis, Inc.
2026-04-16-7.3%-7.9%

AIRO

AIRO Group Holdings, Inc.
2025-06-13-60.4%+73.5%

Discussion