"Golden Fleet" Drives Growth Acceleration
Transition to an "All-Domain" defense company increases growth prospects
Seemann/MSC integration expected to be fully completed by 2026
Reading Time: 2 minutes
Karman Holdings (KRMN) looks set to continue its upward trend for several reasons. Trump plans to increase the U.S. defense budget by over 50% to $1.5 trillion and is planning a massive build-up of the U.S. Navy with the "Golden Fleet." Karman, as a specialist in materials science, is already well-positioned in the Pentagon's prioritized programs around missiles, drones, and space, with no program accounting for more than 8% of revenue. "Golden Dome" is already a catalyst. With three acquisitions alone in the past year, vertical integration is being...
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