Rocket Lab USA, Inc. · RKLB · Next earnings

Rocket Lab USA, Inc. reports Monday, Nov 9, 2026

RKLB reports after market close with consensus EPS at $-0.07 and revenue at $257.2M. Last quarter: Rocket Lab: Demand Is Strong, Execution Risks Remain Central

Reports After market close4 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $-0.07 Calendar consensus
Consensus revenue $257.2M Calendar consensus
Report date Nov 9, 2026 Monday, date estimated
Session After market close 4 days away

Where RKLB left off: FY2026 Q2

Full report

Rocket Lab: Demand Is Strong, Execution Risks Remain Central

EPS surprise -37.2% Reported $-0.08 vs $-0.06
Revenue surprise +1.1% Reported $234.1M vs $231.6M
Stock move -0.0% Event window
Subsequent drift -21.2% Up to 20 sessions

Guidance sentiment was maintained in the supplied analysis; no new numerical guidance change was identified.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Neutron development, first-flight timing, and launch-cadence risk
  • Iridium acquisition timing, regulatory review, and integration risk
  • Higher cash burn, CapEx needs, government-contract dependence, and supply-chain pressure

Questions analysts left open

  • Neutron timeline and the cadence needed to reach 10 launches
  • Margin contribution and integration costs of the pending Iridium acquisition
  • CapEx and free-cash-flow implications of Kodiak and GHOST infrastructure

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Recent RKLB quarters

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.