Recent 8-K filings for KRMN

• June 11, 2026, 4:59 PM ET other material materiality 0.60 neutral item 4.01item 9.01 ◈ Auditor Changes ×2

  Karman Holdings dismisses auditor Baker Tilly, appoints PwC for FY 2026

  Audit committee dismissed Baker Tilly and appointed PricewaterhouseCoopers as independent auditor for fiscal year ending December 31, 2026.

• June 1, 2026, 5:28 PM ET other material materiality 0.70 neutral item 1.01item 7.01item 8.01item 9.01 ◈ Material Agreements

  Selling stockholders price upsized secondary offering of 14M shares at $61/share for ~$854M gross proceeds

  Offering upsized from 13.5M to 14M shares; priced at $61.00/share; gross proceeds ~$854M to selling stockholders.

• May 12, 2026, 4:16 PM ET earnings materiality 0.90 positive item 2.02item 9.01 ◈ Earnings Releases

  Karman Q1 FY2026 revenue $151.2M (+51% YoY); raises full-year outlook

  Record net income $7.8M ($0.06 EPS) vs. net loss of $4.8M in prior-year quarter.

• March 25, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Karman Q4 revenue $134.5M (+47% YoY), raises FY2026 outlook to $715-730M

  Q4 net income $7.7M (+358% YoY); EPS $0.06; adjusted EPS $0.11.

• March 13, 2026, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings◈ Material Agreements

  Karman increases revolving credit facility by $100M to $150M, removes incremental cap

  Revolving credit commitments increased from $50M to $150M via Fourth Amendment.

• March 12, 2026, 7:59 PM ET leadership materiality 0.60 neutral item 5.02item 7.01item 9.01

  Karman Holdings appoints Jon Rambeau as CEO, replacing retiring Tony Koblinski

  Effective March 23, 2026, Jon Rambeau becomes CEO; Tony Koblinski retires but stays on board.

• February 6, 2026, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 8.01item 2.03item 7.01item 9.01 ◈ Debt Financings ×2◈ Material Agreements

  Karman Holdings acquires Seemann Composites and MSC for $220M; term loan increased to $767.8M

  Acquired Seemann Composites and MSC for $210M cash + $10M in Karman stock, closed Feb 3, 2026.

• January 21, 2026, 6:59 PM ET M&A materiality 0.75 positive item 2.02item 9.01

  Karman acquires Seemann/MSC for $220M; raises FY2025 guidance, sets FY2026 outlook

  Total consideration $220M ($210M cash + $10M stock); expected close Q1 2026.

• January 7, 2026, 6:59 PM ET M&A materiality 0.80 positive item 7.01item 8.01item 9.01

  Karman to acquire Seemann Composites and MSC for $220M in cash and stock

  Total consideration $220M: $210M cash + $10M in Karman common shares.

• November 6, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Karman Q3 revenue $121.8M (+42% YoY); net income $7.6M; raises FY guidance

  Record quarterly revenue $121.8M, up 41.7% YoY; net income $7.6M ($0.06 diluted EPS).

• October 30, 2025, 7:59 PM ET M&A materiality 0.80 positive item 1.01item 2.03item 7.01item 8.01item 9.01 ◈ Debt Financings

  Karman acquires Five Axis for $83M cash + stock; upsizes term loan by $130M

  Acquired Five Axis Industries for $83M cash and 68,625 shares of Karman common stock (~$5M).

• August 7, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Karman posts record Q2 revenue $115.1M (+35% YoY) and raises FY2025 guidance

  Record Q2 revenue $115.1M, up 35.3% YoY; net income $6.8M (+47.8%); diluted EPS $0.05.

• July 25, 2025, 7:59 PM ET other material materiality 0.65 negative item 1.01item 8.01item 9.01

  Karman Holdings prices 21M-share secondary offering at $49.00 per share

  21M shares sold by existing stockholders at $49.00/share; Karman receives no proceeds.

• July 21, 2025, 7:59 PM ET other material materiality 0.70 neutral item 2.02item 8.01item 9.01

  Karman announces secondary offering of 20M shares and extended lock-up agreements; preliminary Q2 results

  Secondary offering of 20,000,000 shares by selling stockholders (plus 3M option); company receives no proceeds.

• June 2, 2025, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 2.03item 7.01item 8.01item 9.01 ◈ Debt Financings

  Karman acquires ISP for $50M cash plus stock; upsizes term loan by $75M

  Acquired Industrial Solid Propulsion (ISP) for $50M cash, ~$5M in Karman common shares, plus $5M in potential earnout payments.

• May 13, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Karman Q1 2025 revenue $100.1M (+20.6% YoY); record backlog $636.4M; reaffirms FY guidance

  Q1 revenue $100.1M (+20.6% YoY); net loss $4.8M due to IPO share-based comp.

• April 8, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Karman reports record FY2024 revenue $345.3M (+23% YoY); issues optimistic 2025 guidance

  FY2024 revenue $345.3M (+23% YoY), net income $12.7M (+191%), adjusted EBITDA $106.1M (+29.7%).

• April 7, 2025, 7:59 PM ET M&A materiality 0.85 positive item 1.01item 1.02item 2.03item 7.01item 8.01item 9.01 ◈ Debt Financings ×2

  Karman acquires MTI for $90M cash, refinances $350M credit facilities at lower cost

  Acquired MTI (Metal Technology Inc.) for $90M cash; MTI supplies refractory alloy systems for missile programs.

• February 19, 2025, 6:59 PM ET other material materiality 0.85 positive item 1.01item 5.03item 3.03item 5.02item 8.01item 9.01 ◈ executive_change ×6◈ Governance Changes ×2

  Karman Holdings prices IPO at $22/share, raises ~$147M net; begins trading on NYSE

  IPO of 23M shares at $22.00; company sold 8.42M, selling stockholders 14.58M.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.75 · Most common event earnings

13 positive 1 negative 8 neutral

source · KRMN on sec.gov