消息面上,RBC Capital Markets此前发布报告指出,Karman活跃管线自去年一季度以来已翻三倍至约30亿美元,需求环境持续增强,且股票近期回调提供了有吸引力的入场点。RBC预计下半年及往后合同活动将加速,相关项目周期为4至7年。此外,公司此前已获得潜在总价值超10亿美元的有条件需求承诺,并中标五角大楼导弹防御局价值高达1510亿美元的SHIELD项目合同。公司全年营收指引为7.2亿至7.35亿美元,高于市场预期,叠加管理层换新及首席增长官、首席信息与AI官等关键岗位到位,市场对公司下半年增长预期持续升温。
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