Rocket Lab Q4 revenue rises
Overview
Space systems firm's fiscal Q4 revenue grew 38% yr/yr
Company set new annual launch record with 21 missions in 2025
Company awarded $816 mln contract for satellite manufacturing
Outlook
Rocket Lab expects Q1 2026 revenue between $185 mln and $200 mln
Rocket Lab forecasts Q1 2026 adjusted EBITDA loss of $21 mln to $27 mln
Result Drivers
RECORD LAUNCHES - Rocket Lab set a new annual launch record with 21 missions in 2025, including successful launches for NASA and UC Berkeley's ESCAPADE mission to Mars
MAJOR CONTRACT AWARD - Awarded $816 mln contract by Space Development Agency for satellite manufacturing, reinforcing position as a key player in defense sector
NEUTRON DEVELOPMENT - Progress in Neutron launch vehicle development with successful qualification of key components, though first launch delayed to Q4 2026
Company press release: ID:nGNX6fPpZ6
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Net Income |
| -$52.92 mln |
|
Q4 Operating Expenses |
| $119.27 mln |
|
Q4 Operating Income |
| -$51.04 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the aerospace & defense peer group is "buy"
Wall Street's median 12-month price target for Rocket Lab Corp is $80.55, about 14.7% above its February 25 closing price of $70.20
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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