Dear Copiers and Followers,
Last week Rocket Lab released their earnings. When analysing a company like Rocket Lab, you have to approach the company differently than a traditional mature business. Because ๐๐ต๐ถ๐ ๐ถ๐ ๐ป๐ผ๐ ๐ฎ ๐ฐ๐น๐ฎ๐๐๐ถ๐ฐ ๐ฃ/๐ ๐ผ๐ฟ ๐ฑ๐ถ๐๐ถ๐ฑ๐ฒ๐ป๐ฑ ๐๐๐ผ๐ฟ๐.
We need to ๐น๐ผ๐ผ๐ธ ๐ถ๐ณ ๐๐ต๐ฒ ๐ณ๐๐ป๐ฑ๐ฎ๐บ๐ฒ๐ป๐๐ฎ๐น๐ ๐ฎ๐ฟ๐ฒ ๐บ๐ฎ๐๐ฐ๐ต๐ถ๐ป๐ด ๐๐ต๐ฒ ๐น๐ผ๐ป๐ด-๐๐ฒ๐ฟ๐บ ๐ป๐ฎ๐ฟ๐ฟ๐ฎ๐๐ถ๐๐ฒ.
Q1 2026 highlights:
โข Revenue growth: +63.5% YoY
โข Backlog: $2.2B (+108% YoY)
โข Gross margin: 38.2%
โข Cash position: $1.48B
๐ง๐ต๐ฒ๐๐ฒ ๐ฎ๐ฟ๐ฒ ๐๐๐ฟ๐ผ๐ป๐ด ๐ป๐๐บ๐ฏ๐ฒ๐ฟ๐. The combination of rapid revenue growth, expanding backlog, improving margins, and a very strong liquidity position shows that Rocket Lab is no longer just trading on vision alone.
๐ง๐ต๐ฒ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐๐ต๐ฒ๐๐ถ๐ here is not about current earnings. It is about:
โข ๐๐ฐ๐ฎ๐น๐ถ๐ป๐ด ๐ฟ๐ฒ๐๐ฒ๐ป๐๐ฒ,
โข ๐ถ๐บ๐ฝ๐ฟ๐ผ๐๐ถ๐ป๐ด ๐บ๐ฎ๐ฟ๐ด๐ถ๐ป๐,
โข ๐ฒ๐ ๐ฝ๐ฎ๐ป๐ฑ๐ถ๐ป๐ด ๐ฏ๐ฎ๐ฐ๐ธ๐น๐ผ๐ด,
โข defense exposure,
โข and future operating leverage.
๐ ๐ฎ๐ถ๐ป ๐ฟ๐ถ๐๐ธ๐ ๐ฟ๐ฒ๐บ๐ฎ๐ถ๐ป:
โข successful execution and timing of Neutron,
โข continued cash burn during the scaling phase,
๐๐ป ๐บ๐ ๐ผ๐ฝ๐ถ๐ป๐ถ๐ผ๐ป, ๐ผ๐ป๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐บ๐ผ๐๐ ๐ถ๐ป๐๐ฒ๐ฟ๐ฒ๐๐๐ถ๐ป๐ด ๐น๐ผ๐ป๐ด-๐๐ฒ๐ฟ๐บ ๐ด๐ฟ๐ผ๐๐๐ต ๐๐๐ผ๐ฟ๐ถ๐ฒ๐ ๐ถ๐ป ๐๐ต๐ฒ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐๐ผ๐ฑ๐ฎ๐.
.
Congratulations to everybody who got into this stock early.
$RKLB (Rocket Lab Corp)$SPX500... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Sat Jul 11 2026 17:30:01 GMT+0000 (Coordinated Universal Time)
