RKLB News
R40 coverage and dated third-party headlines for Rocket Lab Corporation (RKLB).
R40 Coverage
August 2026
Iridium Deal Clears Antitrust; S-4 and FCC Applications Filed
The Hart-Scott-Rodino waiting period expired on 12 August, the Form S-4 was filed, and Rocket Lab and Iridium applied to the FCC to transfer Iridium's licences. Rocket Lab also opened a $1.94bn equity distribution agreement to start replacing the $3.6bn bridge.
Q2 2026: Record $234m Revenue, Record $2.36bn Backlog
Revenue up 62% YoY and $34m above the prior record quarter; backlog up 137% YoY. Q3 guided to $250-265m with GAAP gross margin of 29-31% and Neutron targeted to reach the launch pad in Q4 2026.
July 2026
Beck on CNBC: Iridium Is the Entry Point Into Space Applications
The CEO framed the acquisition as buying spectrum and an operating network rather than competing head-on with Starlink, targeting emergency, defence and safety-of-life services.
June 2026
Rocket Lab to Acquire Iridium for $54.00 a Share
Cash-and-stock deal at $27.00 cash plus stock on a collared exchange ratio banded $67.50 to $112.50, implying about $8.0bn of enterprise value and backed by a $3.6bn bridge facility. Expected to close mid-2027.
May 2026
Best Day Ever: Shares Up 34% on a Q1 Beat and a Record Launch Deal
Rocket Lab posted its largest single-day gain after beating on revenue and signing a record launch agreement.