EarningsRocket Lab reported a 36% year-over-year revenue growth, beating expectations.
Market PositionRKLB is the market's clear small-launch leader with a new medium-class launcher nearing entry into service at a time when supply of launch capacity is constrained.
Strategic ExpansionThe Geost acquisition marks Rocket Lab's entry into payloads, enhancing its chances of winning work on significant projects like Golden Dome and the PWSA Tranche 3 Tracking Layer.