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Rocket Lab Q3 2026 · Story

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RKLBQ3 20261/4

Estimate vs Actual

Earnings per Share

− $0.12

− 71.4% vs Estimate

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

RKLBQ3 20262/4

Guidance

Revenue

Company Guidance
270 – 290 million
Market Estimate
265.4 million

5.5% Above Estimate ▲

GAAP Gross Margin

Company Guidance
34% – 36%

1.4 Point Expansion ▲

Adjusted EBITDA

Company Guidance
-20 – -14 million

Loss Narrows 5.6% ▲

RKLBQ3 20263/4

In 30 Seconds

Revenue grew 73% to $267.8 million and beat estimates by 4.1%; backlog rose to $3.57 billion.

  • Fourth-quarter revenue guidance is $270-290 million, but Neutron's first flight slipped to no earlier than 2027.
  • The stock fell 6.7% after hours as the Neutron delay and a wider GAAP loss drove the reaction.

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

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