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Rocket Lab (RKLB)

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Earnings summaries and quarterly performance for Rocket Lab.

Research analysts who have asked questions during Rocket Lab earnings calls.

ER

Erik Rasmussen

Stifel

5 questions for RKLB

Also covers: DLR, LLAP, SPIR
Michael Leshock

Michael Leshock

KeyBanc Capital Markets

5 questions for RKLB

Also covers: AIR, HAYN, SPCE +1 more
Andre Madrid

Andre Madrid

BTIG

4 questions for RKLB

Also covers: AIRO, AMTM, ATI +10 more
AS

Andres Sheppard-Slinger

Cantor Fitzgerald

4 questions for RKLB

Also covers: ACHR, AUR, EVEX +10 more
Anthony Valentini

Anthony Valentini

Goldman Sachs

3 questions for RKLB

Also covers: AVAV, BETA, CAE +4 more
Jason Gursky

Jason Gursky

Citigroup Inc.

3 questions for RKLB

Also covers: BA, CW, DCO +15 more
Ryan Koontz

Ryan Koontz

Needham & Company, LLC

3 questions for RKLB

Also covers: AAOI, ADTN, ANET +27 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
EY

Edison Yu

Deutsche Bank

2 questions for RKLB

Also covers: ACHR, ADNT, ALV +19 more
GK

Gautam Khanna

TD Cowen

2 questions for RKLB

Also covers: ASLE, ATI, BA +20 more
Kristine Liwag

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
Alex Preston

Alex Preston

Bank of America

1 question for RKLB

Also covers: BWXT
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
Jeff Van Reed

Jeff Van Reed

Craig-Hallum

1 question for RKLB

Jeff Van Rhee

Jeff Van Rhee

Craig-Hallum Capital Group LLC

1 question for RKLB

Also covers: AKAM, ALKT, ASUR +18 more
Ned Morgan

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, AL +26 more
TW

Trevor Walsh

Citizens JMP

1 question for RKLB

Also covers: AMTM, AVAV, AXON +10 more

Recent press releases and 8-K filings for RKLB.

Rocket Lab Successfully Launches Korean Earth-Imaging Satellite, Marks Second Launch in Eight Days
RKLB
Product Launch
New Projects/Investments
  • Rocket Lab Corporation (RKLB) successfully launched its 81st Electron rocket on January 30, 2026, deploying the NEONSAT-1A satellite for the Korea Advanced Institute of Science and Technology (KAIST) into a 540 km low Earth orbit.
  • This mission, named 'Bridging The Swarm', was the company's second launch in eight days and its second mission of 2026.
  • CEO Sir Peter Beck stated that this strong start to the year indicates high demand for Electron and anticipates an even busier launch year in 2026, following a record-breaking year in 2025.
5 days ago
Rocket Lab Prepares Neutron Rocket for Debut Flight with Arrival of Reusable Fairing
RKLB
Product Launch
New Projects/Investments
  • Rocket Lab announced the arrival of its Hungry Hippo captive fairing to Wallops Island, Virginia, for the Neutron rocket, following qualification testing completion late last year.
  • This fairing is a world-first reusable commercial rocket fairing designed to remain attached throughout the entire mission, streamlining operations for high-cadence launch services.
  • The Neutron rocket will be the world's largest reusable carbon composite rocket, capable of launching up to 13,000 kg of payload for missions such as national security, space science, and constellation deployment.
  • The fairing's arrival at Rocket Lab's Neutron Assembly and Integration Complex initiates inspections and preparation for pre-launch testing at Launch Complex 3, aiming for a "launch, return, and launch again" operational ethos.
6 days ago
Rocket Lab Successfully Completes First Launch of 2026 for New Customer
RKLB
Product Launch
New Projects/Investments
  • Rocket Lab successfully completed its first launch of 2026 and 80th Electron launch overall on January 22, 2026.
  • The mission, named ‘The Cosmos Will See You Now’, deployed two satellites for Open Cosmos, a first-time dedicated launch customer.
  • This launch enabled Open Cosmos to deploy the first satellites in its new proprietary low Earth orbit (LEO) telecom constellation.
  • Rocket Lab anticipates a busy manifest of Electron launches throughout 2026 for new and repeat customers from its launch sites in Virginia and New Zealand.
Jan 22, 2026, 12:33 PM
Rocket Lab Provides Neutron Rocket Development Update
RKLB
New Projects/Investments
Guidance Update
  • Rocket Lab Corporation announced that a Stage 1 tank of its Neutron rocket ruptured during a hydrostatic pressure trial on January 21, 2026.
  • The company stated that testing failures are common during qualification and that there was no significant damage to the test structure or facilities, with the next Stage 1 tank already in production.
  • Rocket Lab is currently reviewing the test data to determine the impact on the Neutron's launch schedule and will provide an update during its 2025 Q4 earnings call in February.
Jan 22, 2026, 2:03 AM
Rocket Lab Secures Major Contract and Achieves Record Launches
RKLB
New Projects/Investments
Revenue Acceleration/Inflection
  • Rocket Lab Corporation secured an $816 million contract from the U.S. Space Development Agency to build 18 missile-defense satellites, marking its largest contract to date.
  • This new award, combined with an existing $515 million SDA contract, brings Rocket Lab's total awards from the SDA to over $1.3 billion.
  • In 2025, Rocket Lab achieved a record 21 Electron launches with 100% mission success.
Dec 29, 2025, 3:38 PM
Rocket Lab wins $816 million Space Development Agency contract
RKLB
New Projects/Investments
Revenue Acceleration/Inflection
  • Rocket Lab secured an $816 million prime contract from the Space Development Agency (SDA) to build 18 missile-tracking satellites.
  • This $816 million award is the company's largest single contract to date, comprising an $806 million base and up to $10.45 million in options.
  • The contract is part of a broader SDA Tranche 3 order valued at approximately $3.5 billion, which is split among four contractors.
  • This significant contract, along with a record launch cadence and the upcoming medium-lift Neutron rocket, is leading analysts to reframe Rocket Lab as more than just a 'small-rocket' company.
Dec 22, 2025, 5:23 PM
Rocket Lab Concludes 2025 with Record-Setting 21st Electron Launch and 100% Mission Success
RKLB
Product Launch
New Projects/Investments
  • Rocket Lab successfully launched its 21st Electron rocket of the year on December 21, 2025, deploying the QPS-SAR-15 satellite for customer iQPS.
  • This mission, 'The Wisdom God Guides', established a new annual launch record for Electron with 100% mission success.
  • The company's Electron rocket is now cemented as America's preeminent small launch provider and the world's most frequently-launched small-lift orbital rocket.
  • Rocket Lab plans five further launches for iQPS from 2026 and intends to expand Electron's global reach with additional multi-launch constellation deployments, dedicated missions for civil space and international agencies, and defense applications. The next Electron launch is slated for early Q1 2026.
Dec 21, 2025, 8:04 AM
Rocket Lab Awarded Major Satellite Contract by U.S. Space Development Agency
RKLB
New Projects/Investments
Revenue Acceleration/Inflection
  • Rocket Lab USA, Inc. has been awarded its largest single contract to date, an $816 million prime contract from the U.S. Space Development Agency (SDA).
  • The contract, entered into on December 17, 2025, involves designing and manufacturing 18 satellites for the Tracking Layer Tranche 3 (TRKT3) program, with a base value of $806 million and up to $10.45 million in options.
  • These satellites will be equipped with advanced missile warning, tracking, and defense sensors, including Rocket Lab's Phoenix infrared sensor payload and StarLite space protection sensors.
  • The company anticipates additional subsystem opportunities that could increase the total capture value for the TRKT3 program to approximately $1 billion.
  • This award brings Rocket Lab's total contract value from the SDA to over $1.3 billion, building on a prior $515 million award for the Transport Layer-Beta Tranche 2 program.
Dec 19, 2025, 9:14 PM
Rocket Lab Awarded $816M Prime Contract for Missile-Defense Satellite Constellation
RKLB
New Projects/Investments
Revenue Acceleration/Inflection
  • On December 19, 2025, Rocket Lab USA, Inc. was awarded its largest single contract to date, a $816 million prime contract from the U.S. Space Development Agency (SDA) to design and manufacture 18 satellites for the Tracking Layer Tranche 3 (TRKT3) program.
  • This contract, comprising an $806 million base and up to $10.45 million in options, involves delivering satellites equipped with advanced missile warning, tracking, and defense sensors, including Rocket Lab's Phoenix infrared sensor payload and StarLite space protection sensors, to detect and track emerging missile threats.
  • The total capture value for Rocket Lab related to the TRKT3 program could reach approximately $1 billion, including additional subsystem opportunities for other prime contractors.
  • This new award increases Rocket Lab's total contract value from the SDA to more than $1.3 billion, building on an existing $515 million award for the Transport Layer-Beta Tranche 2 program.
Dec 19, 2025, 9:05 PM
Rocket Lab Completes STP-S30 Mission for U.S. Space Force
RKLB
Product Launch
New Projects/Investments
  • Rocket Lab successfully launched the STP-S30 mission for the U.S. Space Force on December 18, 2025, deploying four DiskSat spacecraft.
  • The mission, named 'Don't Be Such A Square', was completed five months ahead of schedule.
  • This launch marks Electron's 20th launch of the year and its 78th mission overall, extending Rocket Lab's new annual launch record.
  • It also completes a series of four launches in the past three months from Rocket Lab's LC-2 in Virginia, supporting national security objectives.
Dec 18, 2025, 6:35 AM