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Rocket Lab Q2 2026 · Story

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RKLBQ2 20261/5

Estimate vs Actual

Earnings per Share

− $0.08

− 4.6% vs Estimate

Surprise as recorded in the analysis; the estimate itself is not on the calendar.

RKLBQ2 20262/5

Guidance

Revenue

Company Guidance
250 – 265 million

Record Guidance ▲

Gross Margin (GAAP)

Company Guidance
29% – 31%

Sequential Decline ▼

Operating Expenses (GAAP)

Company Guidance
143 – 149 million

Investment Continues

RKLBQ2 20264/5

In 30 Seconds

Revenue grew 62% year-over-year to $234.1 million, and backlog rose 137% to a record $2.36 billion.

  • Space Systems drove the growth, with segment revenue up 94% year-over-year while Launch Services slipped 4%.
  • The stock fell about 7% after hours as acquisition costs widened the loss and the company guided to lower margins.

First point of the analysis's “In 30 Seconds”.

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