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ValueOverPrice
@ValueInIdeas
$RKLB + $OUST
参加 December 2024
174 フォロー中    5.7K ファン
$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.
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