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Rocket Lab Shares Slide as Neutron Debut Slips to 2026 Despite Q3 Beat

Investors are focusing on the Neutron delay rather than the earnings beat.

Overview

  • Rocket Lab confirmed its reusable Neutron rocket will not fly in 2025 and indicated the first launch could slip into Q2 2026.
  • Third-quarter revenue exceeded $155 million versus roughly $152 million expected, and the loss of $0.03 per share beat forecasts for a $0.10 loss.
  • The stock fell about 13% by Thursday after an earlier 3.7% drop on Wednesday as the schedule revision overshadowed the financial results.
  • Management still expects to complete more than 20 Electron launches this year, underscoring strength in the existing launch business.
  • Despite rapid sales growth, year-to-date cash burn totaled about $208 million due to heavy investment and rising costs.