KRMN
Aerospace & Defense · Industrials
Analyst
Baird
Equibles does not estimate personal net worth.
Peter Arment is recorded as Analyst at Baird. Peter Arment has spoken on 38 earnings calls and 2 other investor events across 19 companies, most recently for Karman Holdings Inc. on September 16, 2026. Those appearances were for Karman Holdings Inc. (KRMN), Boeing Co (BA), Mercury Systems Inc (MRCY), Albany International Corp (AIN), Kratos Defense & Security Solutions, Inc. (KTOS) and 14 other companies. The companies whose calls Peter Arment spoke on are classified in the Industrials, Consumer Cyclical and Technology sectors.
“And that'll just burn off on, following this year, it'll burn off at a relatively level rate across the following four and a half or so years okay super helpful and then just as a follow-up um the second half the guidance uh raise the second half implies kind of a sequential step up on the top line would you do we…”
“And that'll just burn off on, following this year, it'll burn off at a relatively level rate across the following four and a half or so years okay super helpful and then just as a follow-up um the second half the guidance uh raise the second half implies kind of a sequential step up on the top line would you do we…”
“Hey, so maybe just, Bill, if you could give a little comment on, you know, basically the way 27 sets up is you're going to continue to see an improvement in margins throughout the year and obviously much stronger in the second half of the year. you know, is it just the pricing and backlog?”
“Hey, John, maybe just to click on Cluster 15, I think the expectations were that this would potentially launch in July. Just curious if there's an expectation of any issues with launch providers or schedule moves, and just wondering if you'd get a little more color on that.”
“So, Tripp, maybe you could talk a little bit about, you know, space and launch. You guys have exposure to New Glenn, and there's been, obviously, an anomaly there.”
Baird
Analyst
Source not stated
KRMN
Aerospace & Defense · Industrials
BA
Aerospace & Defense · Industrials
MRCY
Aerospace & Defense · Industrials
Textile Manufacturing · Consumer Cyclical
Information Technology Services · Technology
ARXS
Aerospace & Defense · Industrials
TXT
Aerospace & Defense · Industrials
HAWK
Aerospace & Defense · Industrials
RTX
Aerospace & Defense · Industrials
LASR
Semiconductors · Technology
VVX
Aerospace & Defense · Industrials
AVAV
Aerospace & Defense · Industrials
RKLB
Aerospace & Defense · Industrials