Rocket Lab reported $122.6 million in Q1 2025 revenue, up 32% year-over-year, with non-GAAP gross margins at 33.4%. Backlog reached $1.067 billion, with 56% expected to convert to revenue within 12 months, ensuring near-term visibility. The Neutron rocket was selected for the $5.6 billion NSSL program, positioning Rocket Lab as a trusted U.S. defense partner.
Rocket Lab USA, Inc. stock crashed 11% post earnings on Friday due to softer guidance, making for a superb buy opportunity into this growth stock. Investors are missing the big picture and what Neutron will bring in 2H25, so what we're seeing is just panic selling. The Neutron rocket, cheaper and reusable, is a game-changer, competing with SpaceX's Falcon9 and securing major government contracts already.
However, zooming out, shares are up an impressive 465% over the past 12 months and remain firmly in an uptrend, trading above all major moving averages.
Rocket Lab's Q1 results showed a revenue increase of 32.1% year-over-year but a sequential decline. Long-term growth remains promising with Neutron rocket developments and new contracts. Despite current losses due to Neutron investments, Q2 revenue is expected to grow 6-14% sequentially, driven by improved ASP and Space Systems output. The NSSL Phase 3 contract and Mynaric acquisition bolster Rocket Lab's position in defense and commercial markets, enhancing its end-to-end space service capabilities.
Rocket Lab USA, Inc. (NASDAQ:RKLB ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Murielle Baker - Senior Communications Manager Peter Beck - Founder and CEO Adam Spice - CFO Conference Call Participants Edison Yu - Deutsche Bank Gautam Khanna - TD Securities Ryan Koontz - Needham Andre Madrid - BTIG Matthew Akers - Wells Fargo Suji Desilva - ROTH Capital Jason Gursky - Citi Michael Leshock - KeyBanc Capital Markets Erik Rasmussen - Stifel Operator Thank you for standing by. My name is Jessica and I will be your conference operator today.
Rocket Lab USA, Inc. (RKLB) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to loss of $0.09 per share a year ago.
Investors interested in RKLB should refrain from adding this stock to their portfolio before Thursday, considering its premium valuation.
Rocket Lab USA NASDAQ: RKLB, a rising force in the aerospace sector, is set to report its first-quarter 2025 earnings on May 8. This earnings release is shaping to be one of the company's most pivotal, with expectations running high amid growing momentum in government contracts and space systems.
Rocket Lab USA (RKLB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors interested in RKLB stock should wait for a better entry point, considering its premium valuation and high leverage.
Rocket Lab USA NASDAQ: RKLB, founded in 2006, is a leading end-to-end space company delivering reliable launch services, satellite manufacturing, spacecraft components, and on-orbit management solutions.
Rocket Lab USA NASDAQ: RKLB, a prominent player in the aerospace and defense sector and rival to SpaceX, is in the spotlight following a significant announcement this week. The news comes as RKLB continues to show impressive relative strength, an outlier in a market weighed down by rising tariffs, geopolitical uncertainty, and fears of a broader economic slowdown.