Karman COO Sees Company Avoiding Tariff, DOGE Headwinds -- Market Talk

Dow Jones
2025/05/14

1910 ET [Dow Jones]--Karman Holdings COO Jonathan Beaudoin says the company is in a strong position to face U.S. tariff and government efficiency policies. During the company's earnings call, he says Karman sources virtually no items directly subject to tariffs, and since it contracts for the purchase of materials at the front end of orders, it has minimal exposure to price increases over time. As a result, around 95% of the company's revenue this year faces little material pricing risk, he says. Meanwhile, the company's focus on critical national security programs and the supply chain efficiency it offers means it is highly aligned with the goals of DOGE, he says. "Our business model is designed to deliver superior results under the current or any administration," he says. (kelly.cloonan@wsj.com)

 

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May 13, 2025 19:15 ET (23:15 GMT)

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