Latest Earnings Results: Q3 '26
Estimated EPS
-$0.07
Reported EPS
-$0.12
Surprise
-79.52%
Estimated Rev
$257.21M
Reported Rev
$267.83M
Surprise
+4.13%
• Reported GAAP EPS of -$0.12 down -300.00% YoY • Reported revenue of $267.83M up 72.70% YoY • Rocket Lab expects Q4 2026 revenue between $270M and $290M, GAAP gross margins between 34% and 36%, and an Adjusted EBITDA loss between $14M and $20M.
Bullish Takeaway
Rocket Lab's backlog reached approximately $3.6B with new launch and Space Systems contracts; Neutron secured over $515M in launch contracts; twelve spacecraft launched, and more than 55 are in development and build.
Bearish Takeaway
Rocket Lab's Q3 2026 Non-GAAP gross margin was 38.4% versus 41.9% in Q3 2025; GAAP operating loss was $79.19M versus $58.97M; Neutron's first launch is targeted no earlier than 2027.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | -$0.03 | -- | -- | N/A |
Q3 '26 | -$0.07 | -$0.12 | -79.52% | MISSED |
Q2 '26 | -$0.06 | -$0.08 | -37.17% | MISSED |
Q1 '26 | -$0.07 | -$0.07 | -4.35% | MISSED |
Q4 '25 | -$0.10 | -$0.09 | 8.95% | BEAT |