Rocket Lab Q4 Revenue $179.65M, Neutron Launch Now Set for Q4 FY2026
Rocket Lab reported Q4 revenue of $179.65 million, narrowly beating the $178.47 million estimate, and reduced its per-share loss to $0.09. A third-party defect causing a Stage 1 tank rupture pushed the first Neutron launch from Q1 to Q4 fiscal 2026, overshadowing the beat.
1. Q4 Financial Results
Rocket Lab reported Q4 revenue of $179.65 million, topping the $178.47 million consensus, and narrowed its loss to $0.09 per share versus an expected $0.10 loss.
2. Neutron Launch Delay
A third-party manufacturing defect caused a Stage 1 tank rupture, prompting management to push the first Neutron rocket launch from the first quarter to the fourth quarter of fiscal 2026 without material financial impact.
3. Hypersonic Mission Success
On February 27, Rocket Lab completed its second hypersonic test mission in three months, deploying Hypersonix's DART AE scramjet aircraft in a suborbital flight, maintaining a 100% success rate across seven HASTE platform flights.
4. Market Reaction and Outlook
Shares fell 3.33% in premarket trading as technical indicators showed the stock trading below its 20-day and 100-day SMAs, with a neutral RSI and slight bearish MACD; analysts maintain a Buy rating with an average target of $66.38, including Cantor Fitzgerald at $85.00 and Goldman Sachs neutral at $69.00.