RKLB • Rocket Lab Corporation

End-to-end space company | Electron & Neutron rockets | Satellite systems

Key Finding: Rocket Lab (RKLB) is a high-growth space infrastructure company with accelerating revenue from Electron launches and space systems, a massive $2.2B backlog, and transformative acquisitions (including a reported major Iridium deal), yet it remains unprofitable with volatile stock performance amid strong analyst optimism for its Neutron rocket and vertical integration strategy.[[1]](https://finance.yahoo.com/quote/RKLB/)

Current Stock Price (as of July 10, 2026 close)

NASDAQ: RKLB
$81.04
-1.51 (-1.83%)
After Hours: $81.59 (+0.68%)
Market Cap: ~$48.5B – $50.6B 52-Week Range: $37.57 – $151.00 Volume: 14.59M (Avg 27.5M)

Fact: Latest closing price from multiple financial platforms including Yahoo Finance, Google Finance, and MarketWatch.[[2]](https://www.google.com/finance/beta/quote/RKLB:NASDAQ)[[3]](https://www.cnbc.com/quotes/RKLB)

Uncertainty/Limitation: Stock prices fluctuate rapidly; this reflects the most recent available close (July 10, 2026). Real-time quotes may differ. Market cap varies slightly by share count reporting.

Stock Performance & Company Financials

Stock Performance

PeriodReturnNotes
YTD (2026)+16.17%Outperformed S&P 500 (+10.66%)
1-Year+87% to +107%Significant gains from lows
1-Month-25.8% to -28.1%Recent pullback amid volatility
3-Year+1,257%Strong long-term trajectory

Fact: Performance data sourced from Yahoo Finance and Macrotrends as of July 10, 2026.[[1]](https://finance.yahoo.com/quote/RKLB/)

Interpretation: The stock has shown explosive growth since going public but remains highly volatile, typical of growth-oriented space/tech stocks.

Financial Highlights (TTM / Latest Reported)

MetricValueYoY Change
Revenue (TTM)$679.58M+45.83%
2025 Annual Revenue$601.8M+37.96%
2024 Annual Revenue$436.2M+78.34%
Q1 2026 Revenue$200.35M+63.46%
Net Income (TTM)-$182.62M
EPS (TTM)-$0.32
Employees~2,600
Backlog$2.2B+20.2% QoQ

Fact: Revenue figures from Yahoo Finance financials and Macrotrends; strong sequential growth driven by launch services and space systems segments.[[4]](https://www.macrotrends.net/stocks/charts/RKLB/rocket-lab/revenue)[[5]](https://finance.yahoo.com/quote/RKLB/financials/)

Interpretation: Rapid top-line expansion reflects successful Electron cadence and diversification into spacecraft/components; gross margins improving (e.g., 43% non-GAAP in Q1 2026).

Uncertainty: Company remains unprofitable with ongoing net losses; path to sustained profitability depends on Neutron success, acquisitions integration, and scaling. Backlog is a forward-looking indicator but subject to execution risks.

Analyst Ratings

ConsensusAverage TargetHigh / LowNumber of Analysts
Buy / Strong Buy$113 – $119$150 / ~$7616–26

Fact: Aggregated from TipRanks, Benzinga, MarketWatch, and Yahoo as of mid-July 2026.[[6]](https://public.com/stocks/rklb/forecast-price-target)[[7]](https://www.benzinga.com/quote/RKLB/analyst-ratings)

Interpretation: Wall Street remains bullish on Rocket Lab’s vertical integration and defense/commercial momentum despite short-term stock volatility.

Uncertainty: Price targets are analyst estimates and can change with new data (e.g., Neutron launch outcomes or macro conditions); historical low targets reflect earlier-stage company risk.

Customers & Competitors

Key Customers

Fact: Serves commercial, government, and prime contractor customers with launches and space systems.[[8]](https://finance.yahoo.com/quote/RKLB/profile/)

Competitors

CompetitorFocusNotes
SpaceXLaunch & satellitesPrimary rival; Rocket Lab positioned as agile “Player 2” for small/medium missions
Firefly AerospaceSmall/medium launchEmerging competitor
Relativity Space3D-printed rocketsDirect small-lift competitor
Planet Labs (PL)Earth observationPeer in space systems/satellites
OthersIsar Aerospace, Stoke Space, Intuitive Machines (LUNR), Redwire (RDW)

Interpretation: Rocket Lab differentiates through rapid launch cadence, vertical integration (rockets + spacecraft + components), and defense contracts, while competing directly with SpaceX on responsiveness for smaller payloads.

Company Overview

Fact: Rocket Lab Corporation provides launch services (Electron rocket), spacecraft design/manufacturing, satellite components (star trackers, solar panels, propulsion, etc.), and on-orbit management. Operates in U.S., Canada, Japan, and internationally. HQ: Long Beach, California. Founded 2006. ~2,600 employees.[[8]](https://finance.yahoo.com/quote/RKLB/profile/)

Interpretation: Evolving from pure launch provider to vertically integrated end-to-end space company, similar to aspects of SpaceX’s model but focused on small-to-medium class and rapid iteration.

Company History

Fact: History compiled from Wikipedia and company sources.[[9]](https://en.wikipedia.org/wiki/Rocket_Lab)

Recent News (as of July 2026)

Acquisitions & Deals: Reported $8B Iridium Communications acquisition (transformative for satellite infrastructure); prior buys of Mynaric (laser comms) and Motiv Space Systems. Record $2.2B backlog announced in Q1 earnings.[[1]](https://finance.yahoo.com/quote/RKLB/)
Launches & Contracts: Continued Electron success (13th launch in 2026 noted); major SDA contract; Neutron medium-lift debut targeted for Q4 2026.
Stock & Analyst: Volatility with recent monthly decline but long-term gains; analysts highlight rivalry with SpaceX and growth potential.