Added to YB: 2025-11-13
Pitch date: 2025-11-11
RKLB [neutral]
Rocket Lab Corporation
+18.41%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Sign up for the newsletter.
Company Info
Rocket Lab Corporation, a space company, provides launch services and space systems solutions in the United States, Canada, Japan, and internationally.
Market Cap
$22.7B
Pitch Price
$51.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
-122.80
P/E
-110.16
EV/Sales
39.98
Sector
Aerospace and Defense
Category
growth
Rocket Lab (RKLB): Q3 2025 Earnings Review
RKLB (earnings): Q3 beat w/ $155M rev (+48% YoY), 41.9% gross margin exceeding guidance. Neutron delayed to Q1 2026 but $360M budget vs $250-300M est. Strong Electron demand w/ 17 new launch contracts, mostly international. $1.1B backlog, 57% converting within 12mo. $1B+ cash post-ATM offering for M&A. Author maintains long-term $100B+ thesis.
Read full article (13 min)