RKLBRocket Lab USA, Inc.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- −$0.09Missed
- vs −$0.06 expected on Nov 9
- Stock move on it
- +6.54%
- one session
- Price
- $64.72
- −2.16% today · $36.6B cap
Past and upcoming reports
1
| Nov 9, 2026 | Sep 30, 2026 | After the market closes | −$0.06 | Missed−$0.09 | +6.54% |
After the report
Nov 9, 2026 report
RKLB rallied 10.83% after results, but profitability and Neutron execution remain the forward test
Actual EPS was not captured. shares rose to $58.81 on 30.5 million shares, while available evidence still showed strong growth but weak margins.
Reported against expected
Reported EPS was unavailable. The pre-print consensus estimate was -$0.05, so no beat or miss can be established.
Guidance
No explicit post-earnings guidance was captured. Forward evidence remained centered on Neutron contract execution and accelerating demand before profitability.
How the stock reacted
RKLB rose $5.75, or 10.83%, to $58.81 versus a $53.07 prior close, with 30.5 million shares traded.
What changed
Shares gained 10.83% on 30.5 million shares, while actual EPS and explicit guidance remained unavailable.
What the price now assumes
The rally suggests investors prioritized Neutron demand and backlog scaling despite price remaining below the $62.44 50-day average.
What it means for the business
Maintain a growth bias only if Neutron execution improves margins. otherwise weak profitability warrants a downgrade bias.
The next one to three months, as we saw it then
Better case50%
Neutron contract execution and backlog conversion could sustain the growth premium if launch progress reduces concerns about cost overruns.
Worse case50%
The valuation remains vulnerable if demand does not translate into better economics, given -33.2% operating margin and -13.6% ROE.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.