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Rocket Lab Jumps After Q3 Beat, Record Margins and Bigger Launch Backlog

Q4 sales guidance tops forecasts despite a projected adjusted EBITDA loss, with Neutron’s LC-3 arrival slated for Q1 2026.

Overview

  • Rocket Lab posted Q3 revenue of $155.05 million and a loss of $0.03 per share, beating Wall Street estimates on both metrics.
  • GAAP gross margin reached a company record 37%, signaling improving unit economics in the launch business.
  • The company signed 17 new Electron launch contracts, bringing the backlog to 49 and positioning it to finish 2025 with more than 20 launches.
  • Management guided Q4 revenue to $170 million–$180 million and forecast an adjusted EBITDA loss of $23 million–$29 million.
  • Shares rose sharply after the release, with moves reported between about 6.7% after hours and 9.3% premarket; Rocket Lab also closed the $325 million Geost deal and reported over $1 billion in liquidity, including $807.88 million in cash.