شركة ‎$RKLB Rocket Lab تعلن نتائج الربع الأول 2026

- Total revenue = $200.3 million, a record high (exceeding expectations of $190 million and above the guidance range of $200 million) with +63.5% year-over-year growth
- Space Systems segment revenue = $127.5 million, +57.8% year-over-year
- Launch services revenue = $72.9 million, +74.5% year-over-year
- Earnings per share = a loss of $0.07 (in line with expectations)
- Net loss = $45 million (improved from a loss of $60.6 million a year ago)
- Gross profit margin = a record 38.2% (versus 28.7% a year ago, +950 basis points)
- Adjusted gross profit margin = a record 43.0% (versus 33.4% a year ago, +960 basis points)
- Adjusted EBITDA = a loss of $11.75 million (improved from guidance for a loss of $21-$27 million)
- Total liquidity (cash + securities) = $1.477 billion

- Total backlog reached = $2.2 billion, a record high, +20.2% quarter-over-quarter growth (from $1.85 billion at the end of 2025)
- 37% of the backlog is expected to convert into revenue in 2026
- 31 new Electron/HASTE contracts signed in Q1 2026 alone
- 5 new Neutron contracts signed in Q1 2026 alone
- Total signed launch manifest = +70 missions

Guidance for Q2 2026:
- Revenue = $225-$240 million (strong outperformance versus expectations of $205 million!)
- Gross profit margin = 33-35%
- Adjusted gross profit margin = 38-40%
- Operating expenses = $138-$144 million
- Adjusted operating expenses = $120-$126 million
- Neutron on track for first flight in Q4 2026
- On track to achieve +20 launches in 2026 (a record year)

Peter Beck’s comment:
"Another exceptional quarter with record financial performance exceeding $200 million.. a record number of major new contracts, and secured strategic acquisitions.. we exited the quarter with $2.2 billion Backlog, and currently have access to more than $2 billion in liquidity.. we are in a very strong position for continued growth and M&A execution.. we are deeply embedded in the most important and challenging space programs of our generation"

‎$RKLB