Rocket Lab USA, Inc. logo RKLB - Rocket Lab USA, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 13
HOLD 5
SELL 1
STRONG
SELL
0
| PRICE TARGET: $96.50 DETAILS
HIGH: $120.00
LOW: $69.00
MEDIAN: $99.00
CONSENSUS: $96.50
DOWNSIDE: 28.92%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Revenue
Revenue 200.3 179.7 155.1 144.5 122.6 132.4 104.8 106.3 92.8 60.0 67.7 62.0 54.9 51.8 63.1 55.5 40.7 27.5 5.3 11.3 18.2 15.7 10.7 7.3 1.4
Cost of Revenue 123.9 111.4 97.8 98.1 87.3 95.6 76.8 79.1 68.6 44.5 52.7 47.5 48.5 49.9 54.6 50.5 37.0 20.8 17.7 8.8 16.8 19.8 12.6 9.5 5.1
Gross Profit 76.5 68.2 57.3 46.4 35.2 36.8 28.0 27.2 24.2 15.3 15.0 14.6 6.4 1.8 8.5 5.0 3.7 6.7 (12.5) 2.5 1.4 (4.1) (1.9) (2.2) (3.7)
Operating Expenses
R&D Expenses 80.5 78.8 70.7 66.1 55.1 48.3 47.7 39.9 38.5 37.5 26.6 31.0 23.9 15.0 17.5 19.2 13.5 12.0 14.2 8.5 7.1 8.1 4.9 3.2 3.0
SG&A Expenses 51.9 40.5 45.6 39.9 39.3 40.1 32.2 30.5 28.7 25.7 27.2 28.7 28.5 24.0 23.0 19.0 23.1 19.0 25.7 7.1 6.6 6.6 6.1 5.8 5.5
Other Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Operating Expenses 132.5 119.3 116.3 106.0 94.4 88.4 79.9 70.4 67.3 63.2 53.8 59.8 52.4 39.1 40.5 38.1 36.6 31.0 39.8 15.6 13.7 14.7 11.0 9.0 8.5
Operating Income
Operating Income (56.0) (51.0) (59.0) (59.6) (59.2) (51.5) (51.9) (43.3) (43.1) (47.9) (38.9) (45.2) (46.0) (37.2) (32.0) (33.2) (32.8) (24.3) (52.3) (13.1) (12.3) (18.8) (12.8) (11.2) (12.2)
Interest Expense 1.3 5.0 0.6 2.4 2.6 1.8 0.5 0.8 0.9 1.4 1.4 0.7 0.7 0.9 1.5 2.4 3.0 2.8 3.0 0.3 0.1 0 0.0 0 0
Interest Income 10.1 9.6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0.0 0 0.0 0.2
Profitability
EBITDA (41.0) (21.9) (47.2) (52.3) (50.1) (40.8) (42.4) (33.6) (35.0) (39.7) (30.0) (37.6) (37.4) (39.0) (24.1) (25.5) (13.2) (20.9) (84.1) (13.5) (9.9) (15.9) (12.8) (8.8) (10.8)
EBIT (56.0) (36.6) (58.8) (61.1) (58.8) (49.9) (50.5) (41.7) (43.4) (47.9) (37.8) (44.4) (44.4) (47.4) (32.0) (33.2) (19.3) (24.3) (86.7) (15.9) (12.3) (18.8) (12.8) (11.2) (12.2)
Income Before Tax (46.8) (41.6) (59.3) (63.5) (61.4) (51.7) (51.0) (42.5) (44.3) (49.5) (39.2) (45.1) (45.1) (38.2) (32.9) (39.5) (22.3) (3.3) (89.7) (16.2) (15.6) (18.2) (13.6) (8.7) (14.0)
Income Tax Expense (1.8) 11.3 (41.1) 2.9 (0.8) 0.7 0.9 (0.9) 0.0 1.0 1.4 0.8 0.5 (1.0) 1.7 (2.1) 4.4 (6.5) (1.7) 0.4 0.3 0.7 (1) 0.5 0.3
Net Income (45.0) (52.9) (18.3) (66.4) (60.6) (52.3) (51.9) (41.6) (44.3) (50.5) (40.6) (45.9) (45.6) (37.2) (34.6) (37.4) (26.7) 3.2 (88.0) (16.7) (15.9) (18.9) (12.6) (9.2) (14.2)
Per Share Data
EPS (Basic) -0.07 -0.09 -0.03 -0.13 -0.12 -0.10 -0.10 -0.08 -0.09 -0.10 -0.08 -0.10 -0.10 -0.08 -0.07 -0.08 -0.06 0.01 -0.19 -0.04 -0.04 -0.04 -0.03 -0.02 -0.04
EPS (Diluted) -0.07 -0.09 -0.03 -0.13 -0.12 -0.10 -0.10 -0.08 -0.09 -0.10 -0.08 -0.10 -0.10 -0.08 -0.07 -0.08 -0.06 0.01 -0.19 -0.04 -0.04 -0.04 -0.03 -0.02 -0.04
Shares Outstanding 605.4 572.5 528.7 515.1 505.6 501.7 497.7 494.2 490.0 487.0 484.0 479.7 476.2 473.6 469.8 464.7 456.5 452.2 452.2 447.9 447.9 447.9 447.9 413.9 404.0
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4
Current Assets
Cash & Cash Equivalents 1,205.5 828.7 807.9 564.1 303.1 271.0 292.5 340.9 365.9 162.5 140.9 197.2 208.4 242.5 333.3 542.5 603.1 691.0 792.7 0.0 0.4 52.8
Short-Term Investments 177.9 187.9 168.9 124.1 125.2 147.9 149.9 155.8 126.6 82.3 147.5 144.0 190.4 229.3 169.4 0 0 0 0 0 0 0
Net Receivables 75.0 123.0 120.6 136.2 122.5 111.5 83.0 83.1 59.4 61.8 52.2 52.4 74.0 47.5 71.8 48.9 42.5 19.0 13.4 0 0 10.6
Inventory 183.1 158.4 145.0 130.2 125.6 119.1 114.4 104.5 99.9 107.9 102.4 102.2 98.5 92.3 86.1 85.7 77.9 47.9 38.4 0 0 26.1
Other Current Assets 158.9 9.8 15.8 9.1 5.6 5.0 5.3 5.8 14.3 14.3 16.3 16.7 17.8 7.6 7.7 7 4.8 2.1 1.8 0 0 0.9
Total Current Assets 1,800.4 1,365.5 1,316.4 1,006.1 724.9 692.6 695.5 751.8 725.6 476.7 506.2 560.2 635.3 662.3 699.5 706.4 746.2 774.8 855.0 0.3 0.8 93.1
Non-Current Assets
Property, Plant & Equipment 448.7 423.7 382.9 334.6 280.4 262.9 239.5 225.8 219.8 219.8 196.0 182.9 146.3 152.4 141.5 144.3 149.1 93.8 80.2 0 0 76.7
Goodwill 208.7 205.8 217.7 71.0 71.0 71.0 71.0 71.0 71.0 71.0 71.0 71.0 71.0 71.0 59.9 58.3 58.8 43.3 3.2 0 0 3.1
Intangible Assets 220.6 224.7 232.0 53.9 56.2 58.6 61.6 64.2 66.8 68.1 70.4 73.3 76.5 79.7 83.0 84.5 87.6 57.5 9.9 0 0 11.3
Long-Term Investments 0 82.2 46.2 61.2 83.9 60.7 61.3 46.4 68.6 79.2 82.0 73.9 47.9 9.2 9.8 0 0 0 0 320.0 320.0 0
Other Non-Current Assets 140.7 20.6 26.2 24.4 34.8 35.5 22.7 27.7 26.7 22.8 21.6 16.5 10.4 10.7 4.5 6.8 8.6 5.7 1.1 0 0 1.1
Total Non-Current Assets 1,019.6 958.9 905.0 547.1 530.1 491.7 457.5 436.8 456.3 464.5 444.3 421.3 355.7 326.8 301.9 298.3 311.3 206.1 100.4 320.0 320.0 94.8
Total Assets 2,819.9 2,324.5 2,221.4 1,553.2 1,255.0 1,184.3 1,153.0 1,188.6 1,181.9 941.2 950.5 981.5 990.9 989.1 1,001.4 1,004.8 1,057.5 980.8 955.4 320.3 320.8 187.9
Current Liabilities
Account Payables 0 72.7 61.2 71.0 70.2 53.1 42.4 26.5 26.0 29.3 25.0 25.9 22.9 12.1 13.3 14.2 15.1 3.5 2.2 0 0 3.4
Short-Term Debt 0 0 17.1 16.5 20.5 12.0 11.8 11.3 11.0 17.8 105.1 104.4 2.9 2.9 2.9 2.9 2.8 2.8 2.8 0 0 0
Deferred Revenue 0 195.4 208.2 223.4 206.9 216.2 167.1 184.0 150.5 139.3 133.8 134.6 125.6 108.3 112.6 90.7 97.1 59.7 51.2 0 0 26.1
Other Current Liabilities 402.3 21.2 27.8 18.4 16.5 18.0 20.5 18.7 21.9 15.0 18.9 20.5 24.9 22.2 14.4 11.3 18.3 11.0 7.7 2.4 1.7 7.8
Total Current Liabilities 402.3 334.5 414.5 376.5 348.1 339.5 269.2 266.4 232.5 223.4 303.8 305.9 197.3 162.9 161.3 144.1 173.4 96.3 76.7 2.4 1.7 48.4
Non-Current Liabilities
Long-Term Debt 137.0 154.1 398.3 400.2 403.7 389.4 391.8 394.4 396.5 87.6 0 0 100.7 100.0 99.3 98.6 98.0 97.3 96.6 124.7 0 0
Deferred Tax Liabilities 1.4 1.2 3.0 1.2 1.0 0.9 0.7 0.6 0.5 0.4 0.3 0.2 0.2 0.1 0.0 0.0 0.5 0.5 0 0 0 0
Other Non-Current Liabilities 14.9 13.0 23.4 5.5 5.3 5.1 4.5 4.0 4.2 3.9 3.6 5.7 3.4 3.0 2.6 2.4 4.9 60.0 82.0 (67.4) 57.4 278.9
Total Non-Current Liabilities 153.2 268.1 526.0 488.3 475.6 462.4 464.0 467.0 470.5 163.3 60.9 64.5 153.6 153.0 149.2 147.2 151.5 186.1 204.5 57.3 57.4 306.2
Total Liabilities 555.6 602.6 940.4 864.7 823.7 801.9 733.2 733.4 703.0 386.7 364.7 370.4 350.9 315.9 310.5 291.3 324.9 282.4 281.3 59.7 59.1 354.6
Stockholders' Equity
Common Stock 0.1 0.1 0.1 0.0 0.0 0.1 0.1 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 320.0 256.7 0.0
Retained Earnings (1,056.9) (1,011.9) (959.0) (940.7) (874.3) (813.7) (761.4) (709.4) (667.8) (623.5) (573.0) (532.5) (486.6) (441.0) (403.7) (369.1) (331.7) (305.0) (308.2) (59.4) (35.9) (187.7)
Accumulated Other Comprehensive Income (3.0) (2.0) (2.1) 0.7 (2.4) (2.8) 2.3 (0.8) (1.8) 1.5 (2.4) (1.8) 0.6 1.1 (4.4) 1.2 2.2 1.3 1.1 2.1 0 1.1
Total Stockholders' Equity 2,264.4 1,721.9 1,281.0 688.5 431.3 382.5 419.8 455.2 478.9 554.5 585.8 611.0 640.0 673.2 690.8 713.5 732.6 698.4 674.1 260.6 261.7 (166.7)
Total Liabilities & Equity 2,819.9 2,324.5 2,221.4 1,553.2 1,255.0 1,184.3 1,153.0 1,188.6 1,181.9 941.2 950.5 981.5 990.9 989.1 1,001.4 1,004.8 1,057.5 980.8 955.4 320.3 320.8 187.9
Debt Metrics
Total Debt 137.0 254.0 516.6 498.1 489.7 468.4 470.5 473.8 476.8 176.7 162.1 162.9 153.0 152.8 149.5 147.6 148.9 128.4 125.3 124.7 0 27.3
Net Debt (1,068.5) (574.7) (291.3) (65.9) 186.5 197.4 178.0 132.8 110.9 14.2 21.2 (34.2) (55.4) (89.7) (183.8) (394.9) (454.2) (562.5) (667.3) 124.7 (0.4) (25.5)
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Operating Activities
Net Income (45.0) (52.9) (18.3) (66.4) (60.6) (52.3) (51.9) (41.6) (44.3) (50.5) (40.6) (45.9) (45.6) (37.2) (34.6) (37.4) (26.7) 3.2 (88.0) (16.7) (15.9) (18.9) (12.6) (9.2) (14.2)
Depreciation & Amortization 15.0 14.7 11.7 8.8 8.7 9.1 8.1 8.1 8.3 8.2 7.8 6.8 7.0 8.4 7.9 7.6 6.1 3.4 2.6 2.5 2.4 2.9 2.7 2.3 1.3
Stock-Based Compensation 0 18.2 15.7 17.9 19.2 16.9 12.9 14.0 13.1 10.1 14.1 15.3 14.0 12.3 14.5 16.9 12.0 8.4 21.8 1.3 1.1 1.1 1.2 1.1 0.8
Change in Working Capital (51.8) (44.8) 12.2 10.6 (22.8) 24.4 (0.7) 4.3 17.8 (12.9) (8.2) 15.9 (2.1) (2.0) (12.9) (26.2) (6.6) (8.5) 18.3 (10.9) (6.9) 4.8 (5.4) 0.7 (11.8)
Other Non-Cash Items 30.4 (2.2) (10.4) 3.9 1.8 1.2 0.5 0.4 2.4 2.9 1.2 2.1 0.9 1.3 1.3 (1.0) (9.6) (22.2) 35.1 3.3 3.9 3.4 4.8 0.7 16.2
Operating Cash Flow (50.3) (64.5) (23.5) (23.2) (54.2) (2.4) (30.9) (13) (2.6) (42.2) (25.2) (6.1) (25.4) (18.9) (23.0) (38.3) (26.3) (21.9) (13.3) (21.1) (15.5) (6.3) (9.3) (4.4) (7.7)
Investing Activities
Capital Expenditure (27.1) (49.7) (45.9) (32.0) (28.7) (21.6) (11.0) (15.3) (19.2) (10.4) (21.0) (10.6) (12.7) (15.0) (8.3) (12.8) (6.2) (14.3) (5.7) (1.7) (4.0) (7.3) (2.2) (9.2) (6.4)
Acquisitions (7.3) 0 (132.4) 0.1 0 0 (10.8) 0 0 1.6 (0.8) (16.1) 0 0 (0.8) 0.5 (65.6) (66.4) 0 0 0 0 0 (12.2) 0
Purchases of Investments (91.3) (87.6) (60.0) (44.8) (84.6) (12.6) (38.5) (33.9) (79.4) (73.6) (75.3) (55.6) (76.4) (79.7) (179.9) 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 90.0 33.0 30.3 68.2 84.7 15.5 29.0 27.6 46.3 70.0 65.2 76.1 78.1 21.5 0.2 0 0 0 0 0 0 0 0 0 0
Other Investing Activities 0 0.1 0.8 1.1 0.0 0.8 14.0 10.8 0 73.6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Investing Cash Flow (35.7) (104.1) (207.2) (7.4) (28.6) (17.9) (17.3) (10.8) (52.3) 61.2 (32.0) (6.2) (11.0) (73.2) (188.7) (12.3) (71.8) (80.7) (5.7) (1.7) (4.0) (7.3) (2.2) (21.4) (6.4)
Financing Activities
Net Debt Issuance (0.1) (72.9) 0 (8.4) 22.0 (2.9) (2.8) (3.0) 311.7 2.3 (0.1) (0.1) (0.1) (0.1) (0.1) (0.1) (0.0) 0 0 98.9 0 0 0 0 0
Stock Repurchased 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (39.8) (47.8) 791.7 (4.9) 0.7 3.1 2.4 1.2 (53.0) 0.2 0.9 2.0 2.1 0.6 2.2 (14.9) 14.5 (1.8) 704.4 (1.9) 0.4 0.6 0.3 20.5 0.0
Financing Cash Flow 463.3 189.5 475.7 290.5 115.5 0.2 (0.4) (1.8) 258.7 2.5 0.9 1.9 2.1 0.5 2.1 (15.0) 14.4 (1.8) 704.4 97.0 0.4 0.6 0.3 20.5 0.0
Cash Position
Net Change in Cash 376.8 20.8 243.7 260.7 32.9 (21.5) (47.8) (25.2) 203.3 21.9 (56.3) (10.9) (34.2) (90.4) (210.3) (61.1) (84.3) (101.7) 684.7 73.7 (18.6) (12.5) (11.7) (4.9) (14.6)
Cash at Beginning 828.7 812.7 569.0 308.3 275.3 296.8 344.6 369.8 166.4 144.5 200.8 211.7 245.9 336.3 546.6 607.8 692.1 793.8 109.0 35.3 53.9 66.5 78.2 83.1 97.7
Cash at End 1,205.5 833.5 812.7 569.0 308.3 275.3 296.8 344.6 369.8 166.4 144.5 200.8 211.7 245.9 336.3 546.6 607.8 692.1 793.8 109.0 35.3 53.9 66.5 78.2 83.1
Free Cash Flow (77.4) (114.2) (69.4) (55.3) (82.9) (23.9) (41.9) (28.3) (21.8) (52.6) (46.2) (16.6) (38.1) (33.9) (31.3) (51.1) (32.6) (36.2) (19.0) (22.8) (19.5) (13.7) (11.5) (13.6) (14.1)
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Income Statement
Revenue 200.3 179.7 155.1 144.5 122.6 132.4 104.8 106.3 92.8 60.0 67.7 62.0 54.9 51.8 63.1 55.5 40.7 27.5 5.3 11.3 18.2 15.7 10.7 7.3 1.4
Gross Profit 76.5 68.2 57.3 46.4 35.2 36.8 28.0 27.2 24.2 15.3 15.0 14.6 6.4 1.8 8.5 5.0 3.7 6.7 (12.5) 2.5 1.4 (4.1) (1.9) (2.2) (3.7)
Operating Income (56.0) (51.0) (59.0) (59.6) (59.2) (51.5) (51.9) (43.3) (43.1) (47.9) (38.9) (45.2) (46.0) (37.2) (32.0) (33.2) (32.8) (24.3) (52.3) (13.1) (12.3) (18.8) (12.8) (11.2) (12.2)
Net Income (45.0) (52.9) (18.3) (66.4) (60.6) (52.3) (51.9) (41.6) (44.3) (50.5) (40.6) (45.9) (45.6) (37.2) (34.6) (37.4) (26.7) 3.2 (88.0) (16.7) (15.9) (18.9) (12.6) (9.2) (14.2)
EPS (Diluted) -0.07 -0.09 -0.03 -0.13 -0.12 -0.10 -0.10 -0.08 -0.09 -0.10 -0.08 -0.10 -0.10 -0.08 -0.07 -0.08 -0.06 0.01 -0.19 -0.04 -0.04 -0.04 -0.03 -0.02 -0.04
Balance Sheet
Cash & Equivalents 1,205.5 828.7 807.9 564.1 303.1 271.0 292.5 340.9 365.9 162.5 140.9 197.2 208.4 242.5 333.3 542.5 603.1 691.0 792.7 0.0 0.4 52.8
Total Assets 2,819.9 2,324.5 2,221.4 1,553.2 1,255.0 1,184.3 1,153.0 1,188.6 1,181.9 941.2 950.5 981.5 990.9 989.1 1,001.4 1,004.8 1,057.5 980.8 955.4 320.3 320.8 187.9
Total Debt 137.0 254.0 516.6 498.1 489.7 468.4 470.5 473.8 476.8 176.7 162.1 162.9 153.0 152.8 149.5 147.6 148.9 128.4 125.3 124.7 0 27.3
Stockholders' Equity 2,264.4 1,721.9 1,281.0 688.5 431.3 382.5 419.8 455.2 478.9 554.5 585.8 611.0 640.0 673.2 690.8 713.5 732.6 698.4 674.1 260.6 261.7 (166.7)
Cash Flow
Operating Cash Flow (50.3) (64.5) (23.5) (23.2) (54.2) (2.4) (30.9) (13) (2.6) (42.2) (25.2) (6.1) (25.4) (18.9) (23.0) (38.3) (26.3) (21.9) (13.3) (21.1) (15.5) (6.3) (9.3) (4.4) (7.7)
Capital Expenditure (27.1) (49.7) (45.9) (32.0) (28.7) (21.6) (11.0) (15.3) (19.2) (10.4) (21.0) (10.6) (12.7) (15.0) (8.3) (12.8) (6.2) (14.3) (5.7) (1.7) (4.0) (7.3) (2.2) (9.2) (6.4)
Free Cash Flow (77.4) (114.2) (69.4) (55.3) (82.9) (23.9) (41.9) (28.3) (21.8) (52.6) (46.2) (16.6) (38.1) (33.9) (31.3) (51.1) (32.6) (36.2) (19.0) (22.8) (19.5) (13.7) (11.5) (13.6) (14.1)