Rocket Lab Corp (RKLB) Earnings History

Rocket Lab Corp - Q4 2025 Earnings

Filed at: Feb 26, 2026, 4:09 PM EST|Read from source

EXECUTIVE SUMMARY

Rocket Lab achieved record revenue and operational milestones in FY2025, driven by strong launch performance and significant contract wins. Despite continued investment in growth initiatives and the Neutron program, the company is guiding for continued revenue growth in Q1 2026, though it remains unprofitable.

POSITIVE HIGHLIGHTS

  • •

    Record quarterly revenue of $180 million and record annual revenue of $602 million, representing 38% year-on-year growth.

    positive
  • •

    Achieved a new annual launch record with 21 Electron missions flown in 2025 with 100% mission success.

    positive
  • •

    Awarded an $816 million prime contract by the Space Development Agency for 18 satellites, a significant win for national security programs.

    positive
  • •

    Ended the year with a record $1.85 billion in backlog, representing 73% year-on-year growth.

    positive
  • •

    Successfully launched twin spacecraft for NASA and UC Berkeley's ESCAPADE mission to Mars, demonstrating capability for rapid, cost-effective science missions.

    positive

CONCERNS & RISKS

  • •

    Net loss for the year was $198.2 million, an increase from $190.2 million in the prior year.

    negative
  • •

    Operating loss for the year was $228.8 million, an increase from $189.8 million in the prior year.

    negative
  • •

    Adjusted EBITDA loss for the year was $101.2 million, compared to a loss of $96.9 million in the prior year.

    negative
  • •

    Net cash used in operating activities was $165.5 million for the year, compared to $48.9 million in the prior year.

    negative
  • •

    Purchases of property, equipment and software increased significantly to $156.3 million from $67.1 million in the prior year, reflecting investment in growth.

    attention
  • •

    Updated the Neutron development schedule, with the first launch now targeted for Q4 2026, a delay from previous expectations.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$179.65M
+35.7%
Prior year: $132.39M
Annual (YTD)
$601.80M
N/A
Prior year: $436.21M
Net Income
Quarterly
$-52.92M
-1.1%
Prior year: $-52.34M
Annual (YTD)
$-198.21M
N/A
Prior year: $-190.18M
EPS (Diluted)
Quarterly
$-0.09
+10.0%
Prior year: $-0.10
Operating Income
Quarterly
$-51.04M
+1.0%
Prior year: $-51.55M
Annual (YTD)
$-228.84M
N/A
Prior year: $-189.80M
EPS (Basic)
Quarterly
$-0.09
+10.0%
Prior year: $-0.10

MARGIN ANALYSIS

Gross Margin
Current Quarter
38.0%
Prior Year
27.8%
YoY Change
+1017 bps
Operating Margin
Current Quarter
-28.4%
Prior Year
-38.9%
YoY Change
+1053 bps
Net Margin
Current Quarter
-29.5%
Prior Year
-39.5%
YoY Change
+1008 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT GUIDANCE

Q1 2026

revenue
$185000.0B—$200000.0B
Mid-point: $192500.0B
"Represents year-on-year growth of 57% at the midpoint."
GAAP Gross Margins
34.0%—36.0%
Mid-point: 35.0%
Non-GAAP Gross Margins
39.0%—41.0%
Mid-point: 40.0%
GAAP Operating Expenses
120,000,000—126,000,000
Mid-point: 123,000,000
Non-GAAP Operating Expenses
106,000,000—112,000,000
Mid-point: 109,000,000
Adjusted EBITDA loss
-27,000,000—-21,000,000
Mid-point: -24,000,000

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

EARNINGS CALL —

Call date
2026-02-26
Tone
N/A
Hedge density
N/A
Deflection rate
N/A

MANAGEMENT COMMENTARY

2026 was a record-breaking year for Rocket Lab financially and operationally.

— Rocket Lab Corp, Q4 2025 2025 Earnings Call

We reached a new annual launch record, flying 21 missions across Electron and HASTE with a 100% success rate for the year.

— Rocket Lab Corp, Q4 2025 2025 Earnings Call

We also reached significant qualification milestones in the development of Neutron, our new medium-lift launch vehicle.

— Rocket Lab Corp, Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Backlog
1850.0M
+73.0% YoY
Prior year: 1069.4M
dollars
Launches
21
missions

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

Related Research

Analysis

RKLB Stock Analysis: Is Rocket Lab's $25B Valuation Justified Before Neutron?