Rocket Lab grew sales 73%, built a record $3.57 billion backlog, and raised prices on some Neutron launches. Its larger loss and first-flight delay counter those gains, leaving the report mixed.
The record backlog and new launch deals show customers are booking work, and Rocket Lab raised prices for some Neutron missions. But it pushed Neutron’s first flight to no earlier than 2027. The sales growth and deal wins are encouraging, but the larger loss and delay make the report mixed.
AST SpaceMobile formed a Japan venture with Rakuten, but missed estimates for both sales and its per-share loss. Its 2026 sales forecast stayed the same, so the story brings opportunity without a clear change to its outlook.
Firefly secured an order for 36 rocket engines worth more than $1.3 billion and was selected for NASA’s lunar program. These selections give it significant work and a chance to compete for more orders.
SpaceX faced election-related worries, but its CEO expects fourth-quarter sales to rise about 70% from the prior quarter and repeated its December sales target. That company-specific growth forecast outweighs the broad political concern.
NASA selected Intuitive Machines for a lunar program where vendors can compete for orders, and chose it to provide a spacecraft for an Earth-observation mission. These selections create chances for more work.
Redwire missed sales estimates, though its per-share loss beat expectations. A record backlog, unchanged 2026 sales forecast, and new NASA award counter that miss, leaving the report mixed.
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