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Rocket Lab Corporation (RKLB) earnings date & stock reaction

Rocket Lab Corporation · Industrials

Rocket Lab Corporation earnings date & time

Next earningsMon, November 9 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Tue, November 10
Reporting pattern
12 of last 12 after close
Typical move
±8.6% · 12-report avg

What the market expects

Consensus EPS

$-0.06Coming in above this counts as a beat

Guided revenue
$234M→$258M+10.0%
Full earnings calendarFrom an earnings calendar
Latest reportApr–Jun 2026 results· August 10, 2026 reported
EPS consensus -$0.08 → -$0.08Rev $144M → $234M +62% YoY
Post-earnings price move
Next-day move
-0.0%
After 5 days
+2.5%
Price around earnings
Around this report
Sector peer Axon Enterprise Inc. -14.3% next day (8/5)A same-industry peer, Axon Enterprise Inc., reported within the 10 days before this one (5d earlier). How the market took it (next-day move -14.3%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.Ran up +7% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.
Earnings callRecord revenue and backlog growth with accelerated vertical integration in space systems.
“We achieved a record $234 million in Q2 revenue - up 62% year-over-year and $34 million higher than last quarter's record.”
· Peter Beck (CEO)
“We expect revenue in the third quarter to range between $250 million and $265 million, representing 10% quarter-over-quarter revenue growth at the midpoint.”
· Adam Spice (CFO)
Positives
  • ▲Record Revenue and Backlog Growth
    • Q2 revenue was $234 million, a 62% increase vs last year.
    • Backlog reached $2.36 billion, marking a 137% increase vs last year.
  • ▲Vertical Integration and New Contracts
    • Announced the acquisition of Iridium to accelerate expansion into space applications.
    • Secured a $397 million contract from the U.S. Space Force for satellite production and launch.
  • ▲Improved Profitability Metrics
    • Adjusted EBITDA loss was $8.8 million, significantly better than the guidance of $20M-$26M loss.
    • Non-GAAP gross margin was 41.5%, beating the guidance range of 38%-40%.
Concerns
  • ▼Revenue Decline in Launch Services
    • Launch Services revenue was $44.6 million, a 30% decrease vs the previous quarter.
    • The company attributed this to a shift in revenue recognition timing despite similar launch activity.
  • ▼Increased Cash Burn and Net Loss
    • GAAP operating cash flow was an $84.1 million outflow, worsening from the $50.3 million outflow in the previous quarter.
    • GAAP EPS loss widened to $0.08 per share from $0.07 in the previous quarter.
  • ▼Lower Q3 Margin Guidance
    • Q3 non-GAAP gross margin is guided at 35%-37%, lower than the 41.5% achieved in Q2.
    • This reflects a shift in business mix and integration costs from recent acquisitions.
Based on the Aug 10, 2026 earnings-call transcript. Quotes are verbatim.

Rocket Lab Corporation (RKLB) rose the day after earnings in 5 of its last 12 reports (42%), moving ±8.6% on average. It has fallen despite beating the consensus estimate 4 times.

Up next day
5/12
42%
Fell despite growth
1/12
Good earnings ignored
Price when beating
+9.3%
avg over 7 beats
Price when missing
-0.7%
avg over 2 misses
Avg earnings move
±8.6%
typical swing on earnings
Biggest single move
+34.2%
'26.5 · largest reaction
🔑What actually moves this stock?
What really matters here
Launch cadence, Neutron progress, and backlog
In finance terms: Launches · backlog
Growth · revenue (YoY by quarter, latest right)
+32%
25-05(Mar qtr)
+36%
25-08(Jun qtr)
+48%
25-11(Sep qtr)
+36%
26-02(Dec qtr)
+63%
26-05(Mar qtr)
+62%
26-08(Jun qtr)
Accelerating · Growth is accelerating from +32% to +62%. A good direction.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 3 of 7 beats (43%)
Moves in line with results, fairly predictable
Avg +9.3% on a beat, -0.7% on a miss
vs Industrials sector avg (195 peers)
This
+4.6%
Sector
+0.4%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 5 of last 9 times (56%)
4xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth1/12

4/7 beats fell next day · watches Launches · backlog

Next-day reaction
  • Jun 2026 report-0.0%
  • Mar 2026 report+34.2%
  • Dec 2025 report-4.9%
  • Sep 2025 report-1.3%
  • Jun 2025 report+1.1%
  • Mar 2025 report-11.2%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-08-10
Next-day move
-0.0%
After 5 days +2.5%
EPS consensus -$0.08 → -$0.08Rev $144M → $234M +62% YoY
Next-Q guidance+10%· ~$0.3B est.
Price around earnings
Around this report
Sector peer Axon Enterprise Inc. -14.3% next day (8/5)A same-industry peer, Axon Enterprise Inc., reported within the 10 days before this one (5d earlier). How the market took it (next-day move -14.3%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.Ran up +7% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Earnings trend · last 12 quarters

EPS$-0.08
'23.11'26.8
Revenue$0.2BYoY +62%
'23.11'26.8

Earnings history and price reaction

Rocket Lab Corporation across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-08-10—-0.0%+2.5%
3/20262026-05-07—+34.2%+68.7%
12/20252026-02-26—-4.9%-3.6%
9/20252025-11-10—-1.3%-16.6%
6/20252025-08-07—+1.1%-3.2%
3/20252025-05-08—-11.2%+9.2%

12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Rocket Lab Corporation earnings date?

The next Rocket Lab Corporation (RKLB) earnings report is expected Mon, November 9 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Rocket Lab Corporation's next earnings?

Analysts expect EPS of about $-0.06 for Rocket Lab Corporation (RKLB). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Rocket Lab Corporation (RKLB) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 5 of them (42%). The average move on earnings day was ±8.6%.

Does Rocket Lab Corporation react more to the earnings numbers or to guidance?

In 5 of the last 9 reports (56%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Rocket Lab Corporation stock fall even when earnings are good?

Yes. In 1 of the last 12 reports, Rocket Lab Corporation fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Rocket Lab Corporation stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 42% of the time. This tendency is known as post-earnings announcement drift.