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STALE Analysis Report
May 13, 2026
44 days ago · 96% complete
Re-run recommended — fundamentals and price action have likely diverged from this snapshot.

Rocket Lab USA, Inc.

RKLB NASDAQ Categories PDF
Industrials · Aerospace & Defense
Long Beach, CA 90808, United States IPO 2020 rocketlabusa.com Updated Jun 27, 7:08am
Price
$84.54
Market Cap
$48.9B
Employees
2,100
Beta
2.50
Avg Volume
27,361,258
CEO
Sir Peter Beck
Business Description

Headquartered in Long Beach, California, Rocket Lab USA, Inc. is a prominent aerospace firm established in 2006. This company delivers a comprehensive suite of space-related services and hardware, primarily catering to the space and defense industries. Their operations encompass orbital launch capabilities, advanced spacecraft engineering and construction, production of various spacecraft components, and sophisticated on-orbit management services, including full constellation management. Rocket Lab is known for developing and producing a range of launch vehicles, from small to medium-class rockets. Key products include the highly successful Electron small orbital launch vehicle and the versatile Photon satellite platforms, both of which they design, manufacture, and market. Furthermore, the company is actively developing the larger Neutron launch vehicle, capable of carrying 8-ton payloads. Beyond manufacturing, they also conduct remote launch operations and craft specialized components and subsystems for both their Photon spacecraft family and the broader commercial spacecraft market. Their diverse clientele spans commercial enterprises, major aerospace contractors, and governmental entities.

Business History
Generated: May 13, 2026 10:48am
Price Overview
Last updated: Jun 27, 2026 7:08am (just now)
$84.54
+3.85 (+4.77%)
Day Range
$80.73 – $86.25
52-Week Range
$33.73 – $151.00
50-Day MA
$105.80
200-Day MA
$74.89
Volume
32,404,442.00
Analyst Price Targets
Low $69.00
Consensus $105.44
High $135.00
(34 analysts)
Share Structure
Outstanding 578,867,000.00
Float 534,412,877.00
Free Float 92.3%
High free float — 92.3% of shares trade freely, ~7.7% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Last updated: Jun 27, 2026 7:08am (just now)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Jun 23, 2026 11:32am (3d ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
API Direct from provider CALC Derived from statements
Industry comparison last run: May 13, 2026 10:47am
P/E Ratio (Price per dollar of earnings)
CALC
Stock Price / EPS (Diluted)
-228.49
Stock Price: $84.54
EPS (Diluted): -0.37
P/B Ratio (Price vs net asset value)
API
Stock Price / Book Value Per Share
21.50
Stock Price: $84.54
Total Equity: $1.72B
Shares: 530,664,781
EV/EBITDA (Total value vs operating profit)
API
Enterprise Value / EBITDA
-315.07
Market Cap: $48.94B
Total Debt: $154.11M
Cash: $828.66M
EBITDA: -$155.47M
Enterprise Value (Takeover price (cap + debt - cash))
API
Market Cap + Total Debt - Cash
$36.4B
Market Cap: $48.94B
Total Debt: $154.11M
Cash: $828.66M
P/S Ratio (Price per dollar of revenue)
API
Stock Price / Revenue Per Share
61.51
Stock Price: $84.54
Revenue: $601.80M
Shares: 530,664,781
EV/Sales (Total value vs revenue — works when P/E can't)
API
60.56
Gross Margin (Revenue left after direct costs)
API
Gross Profit / Revenue
34.4%
Gross Profit: $207.18M
Revenue: $601.80M
Operating Margin (Revenue left after all operations)
API
Operating Income / Revenue
-38.0%
Operating Income: -$228.84M
Revenue: $601.80M
Net Margin (Revenue left as actual profit)
API
Net Income / Revenue
-32.9%
Net Income: -$198.21M
Revenue: $601.80M
ROE (Profit from shareholder equity)
API
Net Income / Total Equity
-12.3%
Net Income: -$198.21M
Total Equity: $1.72B
ROIC (Profit from all invested capital)
API
NOPAT / Invested Capital
-8.1%
Operating Income: -$228.84M
Tax Rate: 12.3%
Equity: $1.72B
Total Debt: $154.11M
Cash: $828.66M
Current Ratio (Can it pay short-term bills)
API
Current Assets / Current Liabilities
4.08
Current Assets: $1.37B
Current Liabilities: $334.48M
Debt/Equity (Leverage — debt vs equity)
CALC
Total Debt / Total Equity
0.09
Short-Term Debt: $0.00
Long-Term Debt: $154.11M
Total Debt: $154.11M
Total Equity: $1.72B
Rev/Share (Top-line per share)
CALC
Revenue / Shares Outstanding
$1.13
Revenue: $601.80M
Shares: 530,664,781
Book Value/Share (Net assets per share)
CALC
(Total Assets - Total Liabilities) / Shares
$3.24
Total Equity: $1.72B
Shares: 530,664,781
FCF/Share (Real cash generated per share)
CALC
(Operating Cash Flow + CapEx) / Shares
$-0.61
Operating CF: -$165.52M
CapEx: -$156.29M
Shares: 530,664,781
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
API
Last Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $84.54
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: -$198.21M
Dividends paid not available in cash flow statement
Industry Benchmarks
Last run: May 13, 2026 10:47am
Compares RKLB against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Deep Analysis
Last run: May 13, 2026 10:52:06 am

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
Not applicable for Narrative Platform companies
4b Earnings Power Value — Floor value — worth with zero growth
Not applicable for Narrative Platform companies
4c Anchored PE — Industry PE adjusted for growth differential
Not applicable for Narrative Platform companies
4d Reverse DCF — What growth is the market pricing in?
Not applicable for Narrative Platform companies
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
4h Dividend Discount Model — For dividend/income stocks only
Not applicable for Narrative Platform companies
4i Book Value Analysis — For deep value / turnaround stocks only
Not applicable for Narrative Platform companies
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
Not applicable for Narrative Platform companies
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 23, 2026 11:32am (3d ago)
Metric 2021 2022 2023 2024 2025
Revenue $62.2M $211.0M $244.6M $436.2M $601.8M
Cost of Revenue $64.1M $192.0M $193.2M $320.1M $394.6M
Gross Profit -$1.9M $19.0M $51.4M $116.1M $207.2M
Operating Expenses $100.2M $154.2M $229.3M $306.0M $436.0M
Operating Income -$102.1M -$135.2M -$177.9M -$189.8M -$228.8M
Net Income -$117.3M -$135.9M -$182.6M -$190.2M -$198.2M
EBITDA -$107.9M -$95.2M -$144.9M -$151.8M -$155.5M
EPS $-0.26 $-0.29 $-0.38 $-0.38 $-0.37
EPS (Diluted)
Balance Sheet (Annual)
Last updated: Jun 23, 2026 11:32am (3d ago)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $691.0M $242.5M $162.5M $271.0M $828.7M
Total Current Assets $774.8M $662.3M $476.7M $692.6M $1.4B
Total Assets $980.8M $989.1M $941.2M $1.2B $2.3B
Current Liabilities $96.3M $162.9M $223.4M $339.5M $334.5M
Long-Term Debt $97.3M $100.0M $87.6M $389.4M $154.1M
Total Liabilities $282.4M $315.9M $386.7M $801.9M $602.6M
Total Equity $698.4M $673.2M $554.5M $382.5M $1.7B
Retained Earnings -$305.0M -$441.0M -$623.5M -$813.7M -$1.0B
Cash Flow (Annual)
Last updated: Jun 23, 2026 11:32am (3d ago)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow -$71.8M -$106.5M -$98.9M -$48.9M -$165.5M
Capital Expenditure -$25.7M -$42.4M -$54.7M -$67.1M -$156.3M
Free Cash Flow -$97.5M -$149.0M -$153.6M -$116.0M -$321.8M
Acquisitions (net) -$66.4M -$65.8M -$19.0M $12.5M -$132.4M
Debt Repayment
Dividends Paid
Stock Buybacks -$30.4M $0 $0 $0 $0
Net Change in Cash $638.1M -$446.2M -$79.4M $108.9M $558.2M
Analyst Estimates (Annual)
Last updated: Jun 27, 2026 7:08am (just now)
Metric 2027 2028 2029 2030
Revenue $1.3B
$1.1B – $1.4B
$1.6B
$1.6B – $1.6B
$2.1B
$1.9B – $2.4B
$2.7B
$2.4B – $2.9B
EBITDA -$674.5M
-$744.1M – -$588.8M
-$853.7M
-$859.9M – -$847.5M
-$1.1B
-$1.3B – -$1.0B
-$1.4B
-$1.6B – -$1.3B
Net Income $552,775
$-552,777 – $1.7M
$113.0M
$50.8M – $265.1M
$305.1M
$266.5M – $346.4M
$488.2M
$426.4M – $554.2M
EPS
Growth Trends (YoY %)
Last updated: Jun 23, 2026 11:32am (3d ago)
Metric 2022 2023 2024 2025
Revenue Growth +239.0% +15.9% +78.3% +38.0%
Gross Profit Growth +1,103.2% +170.7% +125.9% +78.4%
Operating Income Growth -32.5% -31.6% -6.7% -20.6%
Net Income Growth -15.9% -34.3% -4.2% -4.2%
EBITDA Growth +11.7% -52.2% -4.7% -2.4%
Insider Trading (Recent)
Type codes PPurchase SSale AAward / grant MOption exercise FIn-kind (tax) CConversion GGift DReturn to issuer
All SEC Form 4 codes
Open market
P Purchase
Open-market or private purchase of shares.
S Sale
Open-market or private sale of shares.
Compensation (Rule 16b-3)
A Award / grant
Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
D Return to issuer
Securities disposed back to the company under Rule 16b-3.
F In-kind (tax)
Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
I Discretionary
Discretionary transaction under an employee plan — Rule 16b-3(f).
M Option exercise
Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
C Conversion
Conversion of a derivative security into the underlying shares.
E Short expiration
Expiration of a short derivative position.
H Long expiration
Expiration or cancellation of a long derivative position with value received.
O OTM exercise
Exercise of an out-of-the-money derivative.
X ITM exercise
Exercise of an in-the-money or at-the-money derivative.
Other exempt
G Gift
Bona fide gift of securities.
L Small acquisition
Small acquisition under Rule 16a-6.
W Inheritance
Acquisition or disposition by will or the laws of descent.
Z Voting trust
Deposit into or withdrawal from a voting trust.
Other
J Other
Other acquisition or disposition (explained in a Form 4 footnote).
K Equity swap
Transaction in an equity swap or similar instrument.
U Tender / buyout
Disposition via tender of shares in a change-of-control transaction.

Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.

Date Insider Type Shares Price Value
2026-06-18 Kampani Arjun S-Sale 88,000.00 $107.98 $9.5M
2026-06-02 Slusky Alexander R S-Sale 40,000.00 $123.60 $4.9M
2026-06-03 Spice Adam C. A-Award 275,319.00 $0.00 $0
2026-06-03 Ricupati Agostino A-Award 27,532.00 $0.00 $0
2026-06-03 Ricupati Agostino 0.00 $0.00 $0
2026-05-29 Spice Adam C. G-Gift 62,724.00 $0.00 $0
2026-05-29 Spice Adam C. G-Gift 62,724.00 $0.00 $0
2026-06-01 Spice Adam C. G-Gift 62,724.00 $0.00 $0
2026-05-29 Frank Edward H. G-Gift 91,373.00 $0.00 $0
2026-05-29 Frank Edward H. G-Gift 91,373.00 $0.00 $0
2026-05-28 Slusky Alexander R S-Sale 40,000.00 $149.10 $6.0M
2026-05-28 Slusky Alexander R S-Sale 20,000.00 $150.00 $3.0M
2026-05-28 Klein Frank S-Sale 700.00 $143.05 $100,138
2026-05-28 Klein Frank S-Sale 2,700.00 $144.15 $389,204
2026-05-28 Klein Frank S-Sale 1,600.00 $145.23 $232,369
2026-05-28 Klein Frank S-Sale 4,000.00 $146.27 $585,084
2026-05-28 Klein Frank S-Sale 9,909.00 $147.13 $1.5M
2026-05-28 Klein Frank S-Sale 8,694.00 $148.13 $1.3M
2026-05-28 Klein Frank S-Sale 7,848.00 $149.09 $1.2M
2026-05-28 Klein Frank S-Sale 1,409.00 $149.99 $211,335
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for RKLB — it's generated by the pipeline (market-narrative step).
Delvantic AI Findings
Independent analyst synthesis · Delvantic - Cairn AI · generated 2026-05-13 10:52:34
Reviews the pipeline's own verdicts
Verdict Overvalued but not shortable — fair value ~$108 on probability-weighted Neutron outcomes; trim above $140, accumulate below $85, expect a dilutive raise within

Independent read first: revenue trajectory is genuinely impressive — $106M → $144M → $155M → $180M → $200M over five quarters is a clean +89% acceleration with sequential growth each quarter (38% YoY in Q1 2026 vs Q2 2024 base). Gross margin annualized hit 34.4% in 2025 vs 23.7% in 2024 and -3% in 2021 — that's real operating leverage, not a head-fake. But the absolute losses are not improving meaningfully: -$45M in Q1 2026 vs -$41.6M in Q2 2024, and full-year 2025 net loss of -$198M was actually *worse* than 2024's -$190M. FCF of -$321.8M in 2025 against $828.7M cash means ~2.5 years of runway at current burn before another raise — and capex is accelerating ($156M) ahead of Neutron. The 61x P/S and $70.8B market cap on $602M trailing revenue is the entire story: at SpaceX-like 8x mature sales, you need $8.8B revenue to justify spot. That's a 14x from here.

On the prior models: the synthesis "Priced for Perfection" verdict is directionally right but underspecified. A 118x P/S framing in the pre-flight note is actually stale — at current TTM ~$680M run-rate revenue, it's closer to 100x, and on forward 2026 consensus (likely $750-850M) it's 85-95x. Still absurd by any aerospace comp (LMT trades ~1.8x sales, even mature high-growth defense names cap at 5-8x), but the magnitude matters. The "Market Forces: AI Analysis Unavailable" is a real gap — no competitive dynamics check on whether Stoke, Relativity, Blue Origin's New Glenn, or SpaceX Starship pricing pressure has been weighed. The momentum module flagging "decelerating" quarterly trend is wrong on its face: $122→$144→$155→$180→$200 is accelerating in dollar terms, decelerating slightly in percentage (sequential growth was 17.9%, 7.3%, 15.9%, 11.5%) — call it lumpy, not decelerating. Insider activity flag is fair: six sales clustered on 2026-03-02 totaling ~84k shares, with only one award offsetting, at prices near all-time highs. Not screaming exit, but it's not insider buying either.

Contrarian case worth taking seriously: Rocket Lab is one of maybe three Western entities with credible orbital launch + end-to-end space systems integration (Electron has 50+ launches, Space Systems is $300M+ run rate). If Neutron hits its 2026 debut window and captures even 15-20% of the medium-lift market SpaceX currently monopolizes outside Falcon 9, the revenue ramp from 2027-2030 could be violent — $2B by 2028 isn't crazy. National security launch diversification mandates (Space Force wants non-SpaceX options) provide a structural tailwind no model here quantifies. The bear case ignores that defense/space platform companies routinely trade on option value, not DCF, until they don't. That said, at 100x sales the option is priced like a near-certainty, not optionality.

I dissent partially from the synthesis: "Priced for Perfection" is the right label but the implicit recommendation (avoid/short) is too clean. This is a binary 2026 story. Neutron's first launch — currently targeted mid-to-late 2026 — is the entire variance pump. Success and the stock can defend $120+; a 6+ month slip or RUD and you're looking at $60-70 fast (50% drawdown to ~50x sales on lowered out-year expectations is generous). Fair value on probability-weighted scenarios: 35% Neutron success on time × $180 + 40% delay/partial × $85 + 25% major setback × $45 ≈ $108. So $122 is ~13% above weighted fair value — overvalued but not absurdly so given the platform optionality. I'd be a seller above $140, a starter buyer below $85, and on the sidelines in between. The 2.5-year cash runway plus likely dilutive raise in 2026-2027 is the underdiscussed overhang — expect a $500M-$1B equity raise within 18 months that the bulls aren't modeling.

GPT Critique
Second-opinion review · gpt-4o · generated 2026-05-13 10:52:55
Reviews the Opus findings above
Verdict I diverge from Opus slightly—overvalued at $122, with a more conservative fair value closer to $95 considering execution risks and competitive pressures. Trim positions above $140, and reconsider below $85, mindful of likely capital raises ahead.

Rocket Lab USA, Inc. presents an intriguing case as a rapidly scaling aerospace company with a compelling growth narrative. A key highlight is its impressive revenue trajectory, with a near 10x growth over four years from $62.2M in 2021 to $601.8M in 2025. This trajectory is accompanied by significant improvement in gross margins from a negative -3% in 2021 to a positive 34.3% in 2025. However, the company remains deeply unprofitable, with net income losses worsening from -$182.6M in 2023 to -$198.2M in 2025, highlighting a persistent challenge in managing operational costs relative to revenue growth. The balance sheet shows a substantial cash reserve of $828.7M, providing some runway, but with a free cash flow of -$321.8M in 2025, this reserve could deplete quickly without significant operational improvements or additional capital raises.

I concur with Opus on the impressive revenue growth and operating leverage Rocket Lab has demonstrated. Opus correctly identifies that despite revenue acceleration, the absolute losses have not shown meaningful improvement. The steady cash burn points to a likely need for a capital raise within the next couple of years, given the current financial trajectory. Where I diverge slightly from Opus is on the fair value assessment. While Opus suggests a fair value of ~$108 based on probability-weighted Neutron outcomes, I would argue that the risk factors related to execution and market competition may warrant a more conservative valuation, potentially below $108, especially considering the market's high expectations embedded in the current price.

Opus's assertion that the stock is "priced for perfection" aligns with my interpretation of the data, as the current 61x price-to-sales ratio is indeed reflective of a market expecting flawless execution and substantial future growth. I agree with Opus that this valuation leaves little room for error, especially with the upcoming Neutron launch being a critical milestone. However, I would emphasize more strongly the competitive landscape and potential pricing pressures from peers like SpaceX and Blue Origin, which could impact Rocket Lab's ability to capture anticipated market share.

A careful skeptic might argue that both my views and Opus's could underestimate the potential of Rocket Lab to innovate and capture significant market share in a rapidly evolving industry. They might also point out that the aerospace sector often rewards long-term visionary plays, suggesting that the current valuation could be justified if Rocket Lab continues to exceed technological milestones and secure lucrative contracts.

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My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30