$RKLB
Last quarter, Rocket Lab beat its guidance with a record $200.3 million in revenue.
For Q2, they have guided for $225 million to $240 million.
IMO they'll set a new record again with around $240 million, which would beat Wall Street consensus of around $231 million.
That would imply roughly 66% year-on-year growth compared to Q2 2025. A very solid jump in just 12 months.
The win of a $90M contract to design, build and operate two GEO satellites, plus six Electron/HASTE launches, as well as the completion of the Motive acquisition, are excellent indicators of a strong quarter imo.
In Q2 they've also been selected by NASA to provide three Electron launches for two separate NASA missions, PolSIR and TSIS-2, starting early next year.
I'm aware that revenue from newly signed contracts won't be recognised immediately, but I think it still highlights the underlying demand for Rocket Lab's services.