earnings
confidence high
sentiment positive
materiality 0.80
Rocket Lab Q2 revenue record $144M (+36% YoY); Q3 guidance $145-155M, EBITDA loss $21-23M
Rocket Lab Corp
2025-Q2 EPS reported
-$0.25
revenue$267,067,000
- Record revenue of $144M, up 36% YoY; gross margin expansion exceeded expectations.
- Five Electron launches in Q2 (total 69); Launch Complex 3 for Neutron on track for completion Q3 2025.
- Acquisition of Geost for $275M (cash+equity) plus up to $50M earnout to create Payloads unit.
- SDA Tranche 2 contract initiated: $515M build of 18 spacecraft for defense constellation.
- Q3 guidance: rev $145-155M; GAAP gross margin 35-37%; adj. EBITDA loss $21-23M.
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