Rocket Lab — Third Quarter 2026 Earnings Summary

Rocket Lab reported record third-quarter 2026 revenue of $268 million, representing a 73% year-over-year increase, alongside a record backlog of approximately $3.6 billion. The company achieved positive GAAP operating cash flow of $7.2 million and secured over $1 billion in new launch contracts, bringing its total launch backlog to 117 missions. Looking ahead to the fourth quarter of 2026, Rocket Lab guides revenue between $270 million and $290 million with gross margins expected to expand, while also finalizing its acquisition of Iridium Communications.