Fool - Investing News·1d ago
2 Space Stocks That Could Double in 2027 (Hint: Neither of Them Is SpaceX)While one space company grabs the headlines, two others are quietly building the infrastructure behind the entire industry's growth.
Rocket Lab's revenue trajectory is impressively strong, accelerating to 62% year-over-year growth in Q2 2026, driven by robust launch cadence and space systems execution. However, this growth is not yet translating to profitability, as operating losses widened...
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Q2 2026 revenue of $234.1M grew 62% year-over-year, while gross margin expanded to 36.1%, yet operating losses remained substantial at -$57.5M as R&D expenses consumed 35% of revenue.
Rocket Lab is evolving from a launch company into a broader aerospace and defense platform, with Neutron, Space Systems, and defense contracts contributing to growth.
Neutron expands Rocket Lab's total addressable market by roughly 10×, shifting from the ~$10B small-launch market into the ~$100B+ medium-lift segment, offering significant revenue potential.
Rocket Lab is compressing the space value chain into one operating platform, including launch services, spacecraft components, propulsion, satellite infrastructure, and defense mission integration.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 10, 2026 | -$0.08-37.2% vs -$0.06 | $234M+1.1% vs $232M |
Q2 2026 May 7, 2026 | -$0.02+70.2% vs -$0.07 | $200M+5.6% vs $190M |
Q1 2026 Feb 26, 2026 | -$0.09+8.9% vs -$0.10 | $180M+1.6% vs $177M |
Q4 2025 Nov 10, 2025 | $0.01+110.1% vs -$0.10 | $155M+2.1% vs $152M |
While one space company grabs the headlines, two others are quietly building the infrastructure behind the entire industry's growth.
Rocket Lab and BlackSky expand Earth-observation capabilities through satellite deployment, imaging and space-based intelligence.
Rocket Lab Corp. (NASDAQ:RKLB) no longer wants to be known only for rockets. Founder and CEO Peter Beck said as much in a video posted on X, describing a business stacked across launch, spacecraft and services.
The launch of its Neutron rocket was originally expected in 2025 but may slip again until 2027. The stock has fallen more than 50% from its all-time high of $151, set back in late May.
Benchmark RKLB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Rocket Lab USA, Inc. (RKLB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $70.31 | $40.7B | -190.03 | 37.96% | -32.94% | -18.84% | — | |
| $3.12 | $401.04M | -0.57 | -78.06% | -23867.44% | -88.5% | — | |
| $4.23 | $50.28M | -0.09 | -47.49% | -930.73% | -90.48% | — | |
| $59.98 | $17.92B | -44.76 | 1505.21% | -536.66% | -27.27% | — | |
| $199.93 | $158.02B | 80.62 | 34.5% | 2.59% | 104.66% | — | |
| $524.68 | $121.09B | 24.42 | 5.65% | 8.16% | 86.24% | — |
Rocket Lab USA, Inc. (RKLB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Rocket Lab USA, Inc. (RKLB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 13, 2026·SEC
Aug 13, 2026·SEC
Aug 10, 2026·SEC
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Rocket Lab USA, Inc. (RKLB) stock FAQ — growth, dividends, profitability & financials explained
Rocket Lab USA, Inc. (RKLB) reported $769.1M in revenue for fiscal year 2025. This represents a 1489% increase from $48.4M in 2019.
Rocket Lab USA, Inc. (RKLB) grew revenue by 38.0% over the past year. This is strong growth.
Rocket Lab USA, Inc. (RKLB) reported a net loss of $165.5M for fiscal year 2025.
Rocket Lab USA, Inc. (RKLB) has a return on equity (ROE) of -18.8%. Negative ROE indicates the company is unprofitable.
Rocket Lab USA, Inc. (RKLB) had negative free cash flow of $398.4M in fiscal year 2025, likely due to heavy capital investments.
