Anp🅰️nman(@spacanpanman):$RKLB $IRDM: A few folks asked me what the pro forma valuation of Rocket Lab + Iridium looks like. I put together a quick and dirty analysis of the combination using consensus estimates. Iridium certainly improves Rocket Lab's margins and profitability in exchange for a reduction in topline growth. If Rocket Lab can maintain Iridium's revenue and take some costs out (not modeled), the deal should be great for the company's future.

Anp🅰️nman

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Anp🅰️nman@spacanpanman

2026.08.24 21:54

$RKLB $IRDM: A few folks asked me what the pro forma valuation of Rocket Lab + Iridium looks like. I put together a quick and dirty analysis of the combination using consensus estimates. Iridium certainly improves Rocket Lab's margins and profitability in exchange for a reduction in topline growth. If Rocket Lab can maintain Iridium's revenue and take some costs out (not modeled), the deal should be great for the company's future.