Rocket Lab is expected to report Q4 2025 revenue of $178.18 million and an EPS loss of $0.08, with the current share price of $70.20 trading significantly below the consensus analyst target of $85.59.
Investors are primarily focused on the management's updated timeline for the Neutron rocket's maiden launch following a recent Stage 1 tank rupture during qualification testing.
The company enters the earnings release with strong operational momentum, characterized by a record-breaking Electron launch cadence and a multi-year $1.05 billion order backlog.
Market participants are also looking for continued gross margin expansion within the Space Systems segment as the firm progresses toward its 2027 goal of positive free cash flow.