KRMN
Aerospace & Defense · Industrials
Analyst
RBC Capital Markets
Equibles does not estimate personal net worth.
Ken Herbert is recorded as Analyst at RBC Capital Markets. Ken Herbert has spoken on 49 earnings calls and 3 other investor events across 26 companies, most recently for RTX Corp on October 20, 2026. Those appearances were for Karman Holdings Inc. (KRMN), Hexcel Corp (HXL), Amentum Holdings, Inc. (AMTM), Kratos Defense & Security Solutions, Inc. (KTOS), RTX Corp (RTX) and 21 other companies. The companies whose calls Ken Herbert spoke on are classified in the Industrials and Technology sectors.
“As you look at the strong aftermarket growth in Pratt, you've obviously talked a lot about the GTF strength. How much of that growth was GTF, and can you give us any more update on what you're seeing on PW4, V25, and maybe Pratt Canada aftermarket in the quarter?”
“John, I wanted to follow up on just a comment you made right there at the end of your prepared remarks, and that involved post-26, sort of a 20% to 25% organic growth framework for the business.”
“John, I wanted to follow up on just a comment you made right there at the end of your prepared remarks, and that involved post-26, sort of a 20% to 25% organic growth framework for the business.”
“Maybe as we just think about, Craig, the second half guidance, the range on the EBITDA, maybe if you could just walk through what gets you to the upper end of the range or the lower end and a couple of the moving pieces as we think about the full year EBITDA outlook?”
“Yahai, good morning, and congratulations again on the successful IPO. Maybe just to start either Tripp or Jeff, I guess, as we look at the 2026 guide, it implies a bit of a sequential step up in the EBITDA margins in the second half.”
RBC Capital Markets
Analyst
Source not stated
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