DASHBOARDCONTRACTORSRKLB
RKLBSpace

Rocket Lab USA

Vertically integrated space company with Electron small launch vehicle and forthcoming Neutron medium-lift rocket. Growing spacecraft manufacturing and space systems business. NRO and NASA primary customers.

$22.47
$0.89 (+4.12%)

◆ KEY PROGRAMS

Electron Launch VehicleNeutron Medium-Lift (2026)Photon Spacecraft PlatformMESC Satellite BusSDA Proliferated WarsatC2NSSL Phase 2 (Neutron)

◆ RECENT CONTRACTS

NRO Responsive Launch Contract

NRO · 2026-02-10
$143M

SDA Tranche 2 Satellites

SDA · 2026-01-28
$515M

NASA Venture Class Services

NASA · 2025-12-01
$38M

◆ RELATED SIGNALS (0)

No recent signals for this contractor.

◆ GEOPOLITICAL HEADWINDS (5)

Taiwan Strait: PLA Navy Conducts Largest Exercise Since 2024

SEV 9

Satellite imagery confirms 47-vessel PLA Navy exercise in Taiwan Strait with live-fire components. Japan raises alert level. US 7th Fleet repositions.

EU Expands Russia Sanctions — 14th Package Targets Defence Supply Chains

SEV 7

New EU sanctions package targets Russian microelectronics procurement networks. Secondary sanctions on third-country intermediaries.

Middle East: Houthi Anti-Ship Missile Hits Commercial Vessel

SEV 8

Greek-flagged tanker struck in Red Sea. USN Destroyer USS Laboon intercepts 2 additional missiles. Oil futures spike 2.1%.

DPRK Tests Hypersonic Glide Vehicle — 8th Launch This Year

SEV 7

North Korea launches HGV variant from mobile TEL. Trajectory indicates Mach 10+ terminal speed. Japan activates J-Alert.

US-China Chip Export Controls Tightened — ASML Restrictions Expanded

SEV 6

Commerce Dept expands entity list. ASML barred from servicing DUV systems in China. Beijing retaliates with rare earth export controls.

◆ FINANCIALS

Revenue$438M
Ebitda-$82M
Backlog$1.1B
P/E Ratio-48.2
Div Yield0%

◆ RISK FACTORS

Neutron development timeline risk
Launch failure mission loss risk
SpaceX competition on rideshare
Pre-profitability cash burn rate

◆ MACRO CONTEXT

FOMC Holds Rates at 4.25-4.50% — Unanimous Decision

RATE DECISIONHAWKISH

Powell Press Conference: "Patient Approach Remains Appropriate"

SPEECHHAWKISH

Fed Governor Waller: Data Supports Holding Through Q3

SPEECHHAWKISH
AD SPACE — 300x250Configure ADSENSE_CLIENT_ID to activate
AD SPACE — 728x90Configure ADSENSE_CLIENT_ID to activate