Earnings summaries and quarterly performance for Rocket Lab.
Executive leadership at Rocket Lab.
Board of directors at Rocket Lab.
Research analysts who have asked questions during Rocket Lab earnings calls.
ER
Erik Rasmussen
Stifel
6 questions for RKLB
Also covers: DLR, LLAP, SPIR
Michael Leshock
KeyBanc Capital Markets
6 questions for RKLB
Also covers: AIR, HAYN, SPCE +1 more
AS
Andres Sheppard-Slinger
Cantor Fitzgerald
5 questions for RKLB
Also covers: ACHR, AUR, EVEX +10 more
Andre Madrid
BTIG
4 questions for RKLB
Also covers: AIRO, AMTM, ATI +10 more
Ryan Koontz
Needham & Company, LLC
4 questions for RKLB
Also covers: AAOI, ADTN, ANET +27 more
Anthony Valentini
Goldman Sachs
3 questions for RKLB
Also covers: AVAV, BETA, CAE +4 more
EY
Edison Yu
Deutsche Bank
3 questions for RKLB
Also covers: ACHR, ADNT, ALV +19 more
GK
Gautam Khanna
TD Cowen
3 questions for RKLB
Also covers: ASLE, ATI, ATRO +21 more
Jason Gursky
Citigroup Inc.
3 questions for RKLB
Also covers: BA, CW, DCO +15 more
SD
Suji Desilva
ROTH MKM
3 questions for RKLB
Also covers: ACMR, AEVA, AKTS +18 more
XY
Xin Yu
Deutsche Bank
3 questions for RKLB
Also covers: ACHR, ADNT, ALV +12 more
Alex Preston
Bank of America
2 questions for RKLB
Also covers: BWXT
Kristine Liwag
Morgan Stanley
2 questions for RKLB
Also covers: , AER, AMTM +27 more
MA
Matthew Akers
Wells Fargo & Company
2 questions for RKLB
Also covers: BAH, CACI, GD +9 more
SD
Sujeeva De Silva
Roth MKM
2 questions for RKLB
Also covers: ACMR, AEVA, ALAB +16 more
TW
Trevor Walsh
Citizens JMP
2 questions for RKLB
Also covers: AMTM, AVAV, AXON +10 more
A
Andre
BTIG
1 question for RKLB
AS
Andre Shepherd
Cantor Fitzgerald
1 question for RKLB
Cv
Cai von Rumohr
TD Cowen
1 question for RKLB
Also covers: BA, BAH, EVEX +5 more
Daniel Hibshman
Craig-Hallum Capital Group LLC
1 question for RKLB
Also covers: AKAM, BKSY, CRNC +9 more
Jan-Frans Engelbrecht
Baird
1 question for RKLB
Also covers: AVAV, BWXT, CACI +2 more
Jeff Van Reed
Craig-Hallum
1 question for RKLB
Jeff Van Rhee
Craig-Hallum Capital Group LLC
1 question for RKLB
Also covers: AKAM, ALKT, ASUR +18 more
Justin Lang
Morgan Stanley
1 question for RKLB
Also covers: CW, GOGO, IRDM +4 more
Ned Morgan
BTIG
1 question for RKLB
Also covers: FTAI
PA
Peter Arment
Robert W. Baird & Co.
1 question for RKLB
Also covers: AIN, AVAV, BA +20 more
RE
Ronald Epstein
Bank of America
1 question for RKLB
Also covers: , AER, AIN +27 more
SD
Sujit D'Silva
Roth Capital
1 question for RKLB
Recent press releases and 8-K filings for RKLB.
Rocket Lab Launches Second Hypersonic Test Mission for Defense Innovation Unit
RKLB
Product Launch
New Projects/Investments
- Rocket Lab successfully launched its latest hypersonic test mission on its HASTE rocket for the Department of War’s Defense Innovation Unit (DIU) on February 27, 2026.
- This mission, named “That’s Not A Knife,” was the second successful hypersonic test mission for the DIU in three months and the 7th HASTE launch overall, maintaining 100% mission success across all HASTE launches.
- The launch deployed DART AE, a scramjet-powered aircraft developed by Australian aerospace engineering firm Hypersonix, into a suborbital hypersonic flight environment.
- This marks Rocket Lab’s third launch of the year and its 82nd launch overall, reinforcing its global superiority in small-lift launch capabilities.
3 hours ago
Rocket Lab Reports Record 2025 Revenue and Backlog, Delays Neutron First Launch to Q4 2026
RKLB
Earnings
Guidance Update
New Projects/Investments
- Rocket Lab achieved record annual revenue of $602 million in 2025, representing 38% year-on-year growth, and a record Q4 2025 revenue of $180 million, up 36% from Q4 last year.
- The company's backlog reached a record $1.85 billion at the end of Q4 2025, an increase of 73% from the same time in 2024, primarily driven by an $816 million contract award from the Space Development Agency (SDA) for an 18-spacecraft constellation.
- GAAP gross margins in Q4 2025 were 38% and non-GAAP gross margins were 44.3%, both record highs.
- The first launch of the Neutron rocket is now targeted for Q4 2026, a delay attributed to a Stage 1 tank issue, though other critical flight hardware has passed qualification.
- For Q1 2026, Rocket Lab expects revenue to range between $185 million and $200 million and an Adjusted EBITDA loss between $21 million and $27 million.
1 day ago
Rocket Lab Reports Record 2025 Revenue and Backlog, Adjusts Neutron Launch Target
RKLB
Earnings
Guidance Update
New Projects/Investments
- Rocket Lab reported record annual revenue of $602 million for 2025, a 38% year-on-year increase, and Q4 2025 revenue of $180 million, up 36% from the prior year. The company's backlog reached a record $1.85 billion at the end of Q4 2025, representing a 73% increase from the same period in 2024.
- In Q4 2025, Rocket Lab achieved record GAAP gross margins of 38% and non-GAAP gross margins of 44%. However, the company reported a GAAP EPS loss of $0.09 per share and an Adjusted EBITDA loss of $17.4 million. The ending balance of cash, equivalents, restricted cash, and marketable securities was approximately $1.1 billion.
- Rocket Lab secured its largest contract in company history, an $816 million award from the SDA for 18 spacecraft, bringing total SDA contracts to over $1.3 billion. The company also achieved a record 21 missions across Electron and HASTE in 2025, with 7 missions in Q4.
- The first launch of the Neutron rocket is now targeted for Q4 2026, a delay attributed to a stage one tank rupture during testing due to a manufacturing defect. For Q1 2026, Rocket Lab guides revenue between $185 million and $200 million, with GAAP gross margin expected to be 34%-36% and non-GAAP gross margin 39%-41%.
1 day ago
Rocket Lab Reports Record 2025 Revenue and Backlog, Delays Neutron Launch
RKLB
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Rocket Lab reported record annual revenue of $602 million for 2025, a 38% year-on-year increase, and record Q4 2025 revenue of $180 million, up 36% from Q4 last year.
- The company's backlog reached a record $1.85 billion at the end of Q4 2025, up 73% from Q4 2024, largely due to an $816 million contract award from the Space Development Agency (SDA) for 18 spacecraft.
- Gross margins improved, with GAAP gross margin at 38% and non-GAAP gross margin at 44.3% for Q4 2025.
- The first launch of the Neutron rocket is now targeted for Q4 2026, a delay resulting from a manufacturing defect identified during stage one tank testing.
1 day ago
Rocket Lab Secures Multi-Launch Contract with BlackSky
RKLB
New Projects/Investments
Revenue Acceleration/Inflection
- Rocket Lab USA, Inc. signed a multi-launch deal with BlackSky Technology Inc., securing four new dedicated Electron launches.
- This agreement increases the total number of Electron launches for BlackSky since 2019 to 17, establishing Rocket Lab as BlackSky's most prolific launch provider.
- The deal further expands Rocket Lab's role as the primary launch provider for BlackSky's advanced, AI-enabled Gen-3 Earth observation constellation.
- Rocket Lab reported a record year of 21 launches in 2025, with high demand for dedicated Electron launch services continuing into 2026.
1 day ago
Rocket Lab Announces Record Q4 and Full Year 2025 Financial Results, Provides Q1 2026 Guidance
RKLB
Earnings
Guidance Update
New Projects/Investments
- Rocket Lab reported record quarterly revenue of $180 million for Q4 2025 and record annual revenue of $602 million for the full year 2025, representing 38% growth year-on-year.
- The company's backlog grew 73% year-on-year to $1.85 billion as of December 31, 2025.
- For Q1 2026, Rocket Lab expects revenue between $185 million and $200 million, which would represent 57% year-on-year growth at the midpoint.
- Rocket Lab was awarded an $816 million prime contract by the Space Development Agency to design and manufacture 18 satellites.
- The first launch of the Neutron medium-lift launch vehicle is now targeted for Q4 2026, following an updated development schedule.
1 day ago
Rocket Lab Acquires Precision Components Ltd, Expands Manufacturing and Launch Capabilities
RKLB
M&A
New Projects/Investments
- Rocket Lab has acquired Precision Components Limited (PCL) in Auckland, New Zealand, establishing the Auckland Machine Complex to expand its high-volume, precision manufacturing capabilities for spacecraft components and both Electron and Neutron rockets.
- This acquisition contributes to Rocket Lab's growing global footprint and supports its $1.85 billion total contract backlog across its launch and space systems businesses.
- Concurrently, Rocket Lab is expanding its Launch Complex 1 in Mahia to allow parallel processing of up to three launch vehicles, aiming to further accelerate its Electron launch cadence, which achieved 21 launches in 2025.
1 day ago
Rocket Lab Introduces Advanced Silicon Solar Arrays
RKLB
Product Launch
New Projects/Investments
- Rocket Lab Corporation (RKLB) announced the introduction of advanced silicon solar arrays designed to power gigawatt-scale space-based data centers.
- These new arrays offer low cost per watt at an industrial scale, are mass-manufacturable, lightweight, and modular, addressing the power and resource constraints of terrestrial data centers and the supply chain risks of traditional gallium arsenide and germanium cells.
- Rocket Lab, already a major producer of gallium arsenide and germanium solar arrays, is now adding space-qualified silicon solutions to its portfolio, including a hybrid solar array solution that combines both high-efficiency and silicon cells.
- This initiative aims to reduce reliance on critical mineral supply chains, mitigate vulnerabilities, and enable future space capabilities like mega constellations and orbital data centers.
- This strategic decision builds on Rocket Lab's semiconductor manufacturing expansion, which received a $23.9 million CHIPS award in October 2025 to bolster production capabilities in Albuquerque, New Mexico.
1 day ago
Rocket Lab Acquires Optical Support, Inc.
RKLB
M&A
New Projects/Investments
- Rocket Lab Corporation completed the acquisition of Optical Support, Inc. (OSI) on February 26, 2026.
- OSI is a leader in the design, engineering, and manufacturing of custom, high-precision optical and optomechanical instruments critical for national security and commercial satellites.
- This acquisition strengthens Rocket Lab's position as a vertically integrated prime contractor, enhancing its capability for defense programs like the Space Development Agency’s Proliferated Warfighter Space Architecture (PWSA).
- OSI, a former key supplier to Rocket Lab's Geost acquisition, will be integrated into Rocket Lab Optical Systems, adding 20 experienced team members and 22,000 sq/ft of advanced facilities.
1 day ago
Rocket Lab Reports Record Q4 and Full Year 2025 Financial Results and Provides Q1 2026 Guidance
RKLB
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Rocket Lab reported record quarterly revenue of $180 million for Q4 2025 and record full-year revenue of $602 million for FY 2025, representing 38% year-on-year growth.
- The company concluded 2025 with a record backlog of $1.85 billion, indicating 73% year-on-year growth.
- Key business achievements include securing an $816 million contract from the Space Development Agency and completing 21 missions with a 100% success rate.
- For Q1 2026, Rocket Lab anticipates revenue between $185 million and $200 million, with Non-GAAP Gross Margins between 39% and 41%, and an Adjusted EBITDA loss between $21 million and $27 million.
1 day ago
Quarterly earnings call transcripts for Rocket Lab.
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