Shares of Rocket Lab USA, Inc. (RKLB) surged 7.69% in after-hours trading on Monday following the company's release of its third-quarter 2025 financial results, which exceeded analyst expectations and showcased strong growth across key metrics.
The space technology company reported record quarterly revenue of $155 million, representing a 48% year-over-year increase. This figure surpassed the analyst consensus estimate of $151.745 million. Rocket Lab also posted a smaller-than-expected loss of $0.03 per share, beating the analyst estimate of a $0.11 loss by 71.96%.
Several factors contributed to Rocket Lab's strong performance: 1. Record-breaking launch contracts: The company secured 17 Electron launch contracts in Q3, marking its best quarter ever for dedicated launch contracts. 2. Successful missions: Rocket Lab completed two back-to-back HASTE missions, advancing hypersonic technology. 3. Strategic acquisition: The company closed its acquisition of Geost, an electro-optical and infrared sensor maker, for up to $325 million, expanding its capabilities in U.S. national security. 4. Improved profitability: Rocket Lab achieved a record GAAP gross margin of 37% for the quarter. Looking ahead, Rocket Lab provided an optimistic outlook for Q4, projecting revenue between $170 million and $180 million and GAAP gross margins between 37% and 39%.