earnings
confidence high
sentiment positive
materiality 0.85
Rocket Lab Q1 revenue $200.3M (+63.5% YoY), record backlog $2.2B; guides Q2 revenue $225-240M
Rocket Lab Corp
2026-Q1 EPS reported
-$0.07
revenue$200,348,000
- Record Q1 revenue $200.3M, +63.5% YoY; GAAP gross margin 38.2% (record).
- Backlog $2.2B, up 20.2% QoQ; total liquidity >$2B following ATM offering.
- Signed 31 new launch contracts in Q1 (Electron/HASTE) and 5 Neutron launches; total manifest >70 missions.
- Completed Mynaric acquisition; signed definitive agreement to acquire Motiv Space Systems (robotics, SADAs).
- Selected for Golden Dome SBI program with Raytheon; introduced Gauss thruster; Neutron debut on track for later 2026.