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Rocket Lab
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 10 sie 2026 i 8 maj 2026
Net loss widened on the previous quarter. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
1 · Liczby
Strata większa
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto -49,3 mln vs -45,0 mln
Przychody +16,8%
2 · Jak mówił zarząd
Typowy
Less upbeat than 58% of company calls
Answers to analysts: restrained, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Prognoza
Looking ahead, Rocket Lab expects approximately 45.5% of its current backlog to convert into revenue within the next 12 months.
Między wierszami
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Prognoza
As Rocket Lab progresses towards Neutron's first flight, it expects capital expenditures to remain elevated as it invests in testing, production scaling and infrastructure expansion.
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Liczba
Rocket Lab achieved a record $234 million in Q2 revenue, up almost $90 million or 62% versus the same quarter last year.
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Słabnie
GAAP gross margin for the first quarter was 38.2%, up slightly sequentially and above Rocket Lab's prior guidance range of 34%…
Cytat ze źródła
“GAAP gross margin for the first quarter was 38.2%, up slightly sequentially and above our prior guidance range of 34%... Now turning to gross margin. Non-GAAP gross margin for the...”
Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“We continue to see exceptional revenue growth across the business, all while maintaining robust liquidity to fund future growth initiatives.”
“We exited Q2 in a strong position to execute on both organic and inorganic growth initiatives and to further vertically integrate our supply chain, expand strategic capabilities and grow our...”
“Second quarter 2026 revenue was a record $234 million, which was within our prior guidance range and reflects significant year-over-year growth of 62% and 16.8% sequentially and driven by strong...”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 234,1 mln | 200,3 mln | +16,8% | 144,5 mln | +62,0% |
| Zysk brutto ze sprzedaży | 84,6 mln | 76,5 mln | +10,6% | 46,4 mln | +82,3% |
| Zysk operacyjny | -57,5 mln | -56,0 mln | Strata większa | -59,6 mln | Strata mniejsza |
| Zysk netto | -49,3 mln | -45,0 mln | Strata większa | -66,4 mln | Strata mniejsza |
| Zysk na akcję | -0,08 | -0,07 | Strata większa | -0,13 | Strata mniejsza |
Tematy
Najczęściej omawiane teraz
- They will be discussing key business highlights, including updates on Rocket Lab's launch Space Systems programs as well as its pending...
- Quarter for strategic acquisitions, having closed Mynaric and Motiv and of course, announcing Rocket Lab's intentions to acquire Iridium…
- Rocket Lab ended the quarter with a $2.36 billion in backlog and across launch in Space Systems, it has signed more than...
- Rocket Lab's Space Systems business continues to perform exceptionally well and provides comforting diversification alongside its robust…
- Clearly, you've seen the strain in the launch industry right now and the need, not just for new vehicles, but...
Zniknęło od I kw. 2026
- Słabnie For launch, Rocket Lab has Electron, the world's leading small launcher alongside HASTE, which is delivering critical hypersonic test…
- Słabnie If you look at what that does to overall operating margins, it will be accretive to that.
- Słabnie The commercial space stations got completely changed.
- Słabnie Rocket Lab will actually be very efficient and go after it organically as well, which it thinks yields great benefits for its...