NASDAQ$RKLB

Rocket Lab Corp · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Rocket Lab reported Q1 2026 revenue of $200.3M and a net loss of $45.0M ($0.07 per share).

Rocket Lab reported Q1 2026 total revenue of $200.3 million, up 63% from $122.6 million, with launch services revenue of $63.7 million and space systems revenue of $136.7 million. Net loss was $45.0 million, or $0.07 per share, improved from a $60.6 million loss as gross margin expanded to $76.5 million.

  • Revenue $200.3M (+63% YoY).
  • Space systems $136.7M (+57%); launch $63.7M (+79%).
  • Six Electron launches completed in quarter.
  • Operating loss $56.0M; net loss $45.0M.
  • Neutron development and backlog growth highlighted.

Headline financials

Total Revenue

$200M

Previous: $123M+63.5%
EPS (adj)

-$0.07

Previous: -$0.12+41.7%
Capital Expenditures

-$27.1M

Previous: -$28.7M+5.6%
Free Cash Flow

-$77.4M

No prior period
Net Income

-$45M

Previous: -$60.6M+25.7%
Operating Income

-$56M

Previous: -$59.2M+5.4%
Gross Profit

$76.5M

Previous: $35.2M+117.0%
Cash & Equivalents

$1.21B

No prior period
Total Assets

$2.82B

No prior period

Revenue & EPS history

Rocket Lab · Revenue · Quarterly

$200M

Q1 2026+63.5%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Rocket Lab · $65M total across 2 segments · Q3 2023

  • Space Systems (Product)
    $48.5M+42.6%
  • Launch Services (Service)
    $16.5M-2.9%

Forward guidance

Rocket Lab provides quarterly revenue and launch cadence outlook on calls; Neutron timing is key long-term catalyst.

Tailwinds

  • Rapid revenue growth and launch cadence.
  • Improving gross profit on space systems scale.
  • Government and commercial backlog building.

Headwinds

  • Still loss-making with heavy R&D on Neutron.
  • Launch failure and schedule risk.
  • Capital needs for Neutron and expansion.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.8%

Avg return

Earnings day

+2.6%

Avg return

5 days after

+3.2%

Avg return

30 days after

50%

11 / 22 earnings

Positive

+27.4%

Q3 2024

Best reaction

-11.2%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-7.2%+38.6%+30.0%
Q4 2025+1.3%-1.0%-16.1%
Q3 2025-6.8%-12.3%+22.4%
Q2 2025+1.1%-2.7%+3.7%
Q1 2025-11.2%+4.5%+25.2%
Q4 2024+3.3%+2.9%-6.1%
Q3 2024+27.4%+28.6%+52.8%
Q2 2024+17.2%+14.2%+26.9%
Q1 2024-0.7%+2.8%+11.0%
Q4 2023+0.4%-0.7%-10.1%
Q3 2023-4.9%-3.8%+6.7%
Q2 2023-2.1%-4.1%-4.1%
Q1 2023+7.0%+7.0%+37.1%
Q4 2022-4.1%-0.4%-13.9%
Q3 2022+3.9%+1.0%-21.7%
Q2 2022+22.6%+14.2%-3.5%
Q1 2022-3.4%-19.3%-26.1%
Q2 2021-9.1%-5.4%-12.0%
Q4 2021-3.7%-11.1%-14.3%
Q3 2021+7.7%+7.9%-12.1%
Q1 2021-1.0%-0.2%+3.1%
Q4 2020+0.7%-3.2%-8.2%
Q3 2020
Q2 2020
Q1 2020

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