NASDAQ$RKLB

Rocket Lab Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Rocket Lab's revenue increased significantly, driven by growth in the space systems business.

Rocket Lab announced record revenue of $55.5 million for the second quarter of 2022, representing a 36% sequential quarter-on-quarter growth and a 392% year-on-year quarterly revenue growth. The space systems business comprised 66% of the total revenue.

  • Launched three successful Electron missions in Q2 2022.
  • Successfully launched the CAPSTONE mission to the Moon for NASA.
  • Signed a multi-launch contract with HawkEye 360 to launch 15 satellites across three Electron missions between late 2022 and 2024.
  • Completed the first mid-air capture of an Electron booster with a helicopter, advancing the company’s rocket reusability program.

Headline financials

Total Revenue

$55.5M

Previous: $11.3M+391.8%
EPS (adj)

-$0.08

Previous: -$0.41+80.5%
Capital Expenditures

-$19.1M

Previous: $1.65M-1253.7%
Free Cash Flow

-$56.5M

Previous: $13M-534.4%
Net Income

-$37.4M

Previous: -$16.7M-124.5%
Operating Income

-$33.2M

Previous: -$13.1M-152.5%
Gross Profit

$4.96M

Previous: $2.46M+101.3%
Cash & Equivalents

$543M

Previous: $44.8K+1209619.9%
Total Assets

$1B

Previous: $320M+213.6%
Stock-Based Comp

$16.9M

Previous: $1.29M+1208.7%

Revenue & EPS history

Rocket Lab · Revenue · Quarterly

$55.5M

Q2 2022+391.8%vs Q2 2021
Beat estimate in 5 of 10 quarters(50%)
ActualEstimate

Revenue by segment

Rocket Lab · $36.6M total across 1 segment · Q2 2022

  • Space Systems (Product)
    $36.6M+900.3%

Forward guidance

Rocket Lab expects revenue between $60 million and $63 million for the third quarter of 2022.

Tailwinds

  • Revenue between $60 million and $63 million
  • Launch Services revenue of approximately $23 million
  • Space Systems revenue of between $37 million to $40 million
  • GAAP Gross Margins between 12% to 15%
  • Non-GAAP Gross Margins between 22% to 25%

Headwinds

  • GAAP Operating Expenses $41 million to $43 million
  • Non-GAAP Operating Expenses $27 million to $29 million
  • Expected Interest expenses (Income), net $2 million expense
  • Adjusted EBITDA loss of $8 million to $12 million
  • Basic Shares Outstanding 471 million

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 Q2 2022

Historical avgQ2 2022

+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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