Rocket Lab USA, Inc. (RKLB)

Rocket Lab beat consensus on both revenue and adjusted EPS in the second fiscal quarter of 2026, reported Aug. 10, as revenue rose 62.0% to about $234.1 million from about $144.5 million a year ago, topping the roughly $231.6 million estimate by +1.1%, while adjusted EPS of -$0.03 beat the -$0.06 estimate by +48.6% and improved from -$0.10 a year ago. Space Systems drove the top line, rising 93.6% to about $189.5 million, and Over-time increased 88.4% to roughly $139.7 million. Gross margin held near 36.1%, while operating margin was about -24.6% on operating income of roughly -$57.5 million; net income was about -$49.3 million, up 25.8% from about -$66.4 million a year ago, and operating cash flow was negative about $84.1 million. Consensus for the next period calls for EPS of -$0.03 on revenue of $238.5 million.