Every material Form 8-K Rocket Lab has filed with the SEC since September 16, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Rocket Lab reported second-quarter 2026 revenue of $234.1 million, up 62% from a year earlier, and a net loss of $49.3 million, narrowed from $66.4 million. The company guided third-quarter revenue to $250 million to $265 million and said it announced an agreement to acquire Iridium Communications Inc., which the filing does not price.
Q2 2026 total revenue $234.1 million vs. $144.5 million in Q2 2025
Q2 2026 net loss $49.3 million, or $0.08 per share, vs. $66.4 million, or $0.13 per share, a year earlier
Backlog reached $2.36 billion at June 30, 2026, up 137% year over year
Q3 2026 guidance: revenue $250 million to $265 million; GAAP gross margin 29% to 31%
Rocket Lab agreed on June 28, 2026 to acquire Iridium Communications in a cash and stock deal valued at $54 per Iridium share and an enterprise value of about $8.0 billion. Iridium holders would receive $27.00 in cash plus Rocket Lab stock, with the stock portion set by an exchange ratio that is subject to a collar between $67.50 and $112.50 per Rocket Lab share. The deal requires Iridium shareholder approval and regulatory clearances and is expected to close in mid-2027, and it is funded partly by a $3.6 billion bridge loan commitment.
Iridium holders receive $27.00 in cash plus Rocket Lab shares at an exchange ratio that is fixed at 0.4000 if the Rocket Lab price is $67.50 or below and at 0.2400 if it is $112.50 or above.
Iridium would pay Rocket Lab a $223.62 million termination fee in specified circumstances, including if its board withdraws support for the deal.
Rocket Lab has a 364-day senior secured bridge term loan commitment of $3.6 billion from Deutsche Bank and Wells Fargo.
The transaction is expected to close in mid-2027 and must be approved by a majority of Iridium's outstanding shares.
Rocket Lab appointed Agostino Ricupati as Vice President, Corporate Controller and Chief Accounting Officer on June 3, 2026, replacing Adam C. Spice as principal accounting officer. Spice remains Chief Financial Officer. The filing discloses Ricupati's compensation, including a $350,000 base salary and a $3,000,000 RSU award, which is a routine administrative change for shareholders.
Agostino Ricupati, age 59, appointed effective June 3, 2026, as principal accounting officer, previously Senior Vice President and Chief Accounting Officer of Cooper Companies from July 2017 through May 2026
Adam C. Spice no longer serves as principal accounting officer but continues as Chief Financial Officer
Compensation includes a $350,000 annual base salary, a target bonus of 40% of base salary, a $50,000 sign-on bonus, and a $3,000,000 RSU award vesting over four years
Rocket Lab reported first-quarter 2026 revenue of $200.3 million, up 63.5% from $122.6 million a year earlier, and a net loss of $45.0 million, compared with $60.6 million in the same period of 2025. It also guided second-quarter 2026 revenue to $225 million to $240 million, which would be above the first quarter's level.
Q1 2026 revenue was $200.3 million, up 63.5% from $122.6 million in Q1 2025.
Net loss was $45.0 million, or $0.07 per share, versus $60.6 million, or $0.12 per share, a year earlier.
Q2 2026 guidance: revenue of $225 million to $240 million and GAAP gross margin of 33% to 35%.
Backlog was $2.2 billion at March 31, 2026, and the company said it had access to more than $2 billion in total liquidity.
Rocket Lab amended the employment agreement of Chairman and CEO Sir Peter Beck, who voluntarily agreed to reduce his base salary to $1.00 or the New Zealand statutory minimum and waived any annual bonus entitlement. He also cancelled all unvested RSUs, covering 392,155 shares of common stock, and the company said the freed-up compensation will be redirected to company priorities and R&D.
Base salary reduced to $1.00 or the New Zealand statutory minimum, per the Beck Agreement Amendment dated March 30, 2026
Beck waived any expectation of or entitlement to an annual bonus or Target Annual Bonus amount
Unvested RSUs representing 392,155 shares of common stock voluntarily forfeited and cancelled under an RSU cancellation agreement
Filing says the capital previously allocated for this compensation will be redirected toward Company priorities and strategic R&D initiatives
Rocket Lab reported fourth-quarter 2025 revenue of $179.7 million, up from $132.4 million a year earlier, and full-year revenue of $601.8 million, up from $436.2 million. The company also guided to first-quarter 2026 revenue of $185 million to $200 million, but its net loss widened for the full year to $198.2 million from $190.2 million.
Q4 2025 revenue $179.7 million vs $132.4 million in Q4 2024; net loss $52.9 million, or $0.09 per share, vs $52.3 million, or $0.10 per share
Full-year 2025 revenue $601.8 million vs $436.2 million in 2024; net loss $198.2 million, or $0.37 per share
Q1 2026 guidance: revenue $185 million to $200 million; adjusted EBITDA loss $21 million to $27 million
Backlog reached $1.85 billion at year-end, up 73% year on year; Neutron first launch now targeted for Q4 2026
Rocket Lab reported third-quarter 2025 revenue of $155 million, up 48% from a year earlier, and a net loss of $18.3 million, narrower than the $51.9 million loss in the same quarter of 2024. The company guided fourth-quarter revenue to $170 million to $180 million, and director Matt Ocko will leave the board effective November 30, 2025, in a resignation the company says was not due to any disagreement.
Q3 2025 total revenue was $155.1 million, up from $104.8 million in Q3 2024.
Q3 2025 net loss was $18.3 million, or $0.03 per share, versus a $51.9 million net loss in Q3 2024.
Fourth-quarter 2025 guidance: revenue of $170 million to $180 million and GAAP gross margin of 37% to 39%.
Director Matt Ocko notified the company on November 7, 2025, that he will resign from the board effective November 30, 2025.
At its August 27, 2025 annual meeting, Rocket Lab's stockholders re-elected no one new but elected three Class I directors, ratified Deloitte & Touche as auditor, and approved the executive pay advisory vote. They did not approve an amendment to remove a recently added pass-through voting provision at subsidiary Rocket Lab USA, Inc., because it did not reach the required 66-2/3% of voting power. The company also adopted a Senior Executive Cash Incentive Bonus Plan on August 25, 2025.
Stockholders elected Jon Olson, Merline Saintil and Alex Slusky as Class I directors for terms expiring at the 2028 annual meeting.
The charter amendment for Rocket Lab USA, Inc. received 298,079,255 votes for and 1,925,556 against, short of the required 66-2/3% of voting power.
Compensation Committee adopted the Senior Executive Cash Incentive Bonus Plan on August 25, 2025; the full plan is filed as Exhibit 10.1.
Stockholders approved the named executive officer compensation on an advisory basis, with 240,340,772 votes for and 58,526,365 against.
Rocket Lab reported second-quarter 2025 revenue of $144.5 million, up from $106.3 million a year earlier, and GAAP gross profit rose to $46.4 million from $27.2 million. Net loss widened to $66.4 million, or $0.13 per share, from $41.6 million, or $0.08 per share, a year earlier. The company also guided third-quarter revenue to $145 million to $155 million and an adjusted EBITDA loss of $21 million to $23 million.
Q2 2025 revenue was $144.5 million, up 36% from $106.3 million in Q2 2024.
GAAP net loss was $66.4 million ($0.13 per share), compared with a net loss of $41.6 million ($0.08 per share) a year earlier.
Non-GAAP gross margin was 36.9%, up from 30.7% in the prior-year quarter.
Q3 2025 guidance: revenue of $145 million to $155 million and an adjusted EBITDA loss of $21 million to $23 million.
Rocket Lab signed a Stock Purchase Agreement to acquire all shares of LightRidge Interco, owner of GEOST LLC, a Tucson-based electro-optical and infrared payload maker for national security satellites. The deal is valued at $275 million, paid with up to about $125 million in cash and up to about $150 million in Rocket Lab common stock, with up to $50 million in additional cash earnouts tied to GEOST revenue targets for 2026 and 2027. The transaction is expected to close in the second half of 2025, and the filing does not report GEOST's financial results.
Aggregate consideration of $275 million: up to about $125 million cash and up to about $150 million in common stock
Up to $50 million in potential post-closing cash earnouts tied to GEOST revenue targets for 2026 and 2027
Company agreed to file a resale registration statement for shares issued in the deal; closing expected in the second half of 2025
Agreement signed May 22, 2025; holding company reorganization completed May 23, 2025
Rocket Lab reported first-quarter 2025 revenue of $122.6 million, up from $92.8 million a year earlier, but its net loss widened to $60.6 million from $44.3 million. The company also guided second-quarter revenue to $130 million to $140 million and said it plans a holding company reorganization, expected to take effect by June 1, 2025, with shares continuing to trade as RKLB.
Q1 2025 total revenues were $122.6 million, versus $92.8 million in Q1 2024.
Q1 2025 net loss was $60.6 million, or $0.12 per share, compared with $44.3 million, or $0.09 per share, a year earlier.
Q2 2025 guidance: revenue of $130 million to $140 million; Adjusted EBITDA loss of $28 million to $30 million.
Holding company reorganization planned to be effective by June 1, 2025; Rocket Lab Corporation would succeed the company and keep the RKLB symbol.
Rocket Lab reported fourth-quarter 2024 revenue of $132.4 million, up from $60.0 million a year earlier, and full-year 2024 revenue of $436.2 million, up 78% from $244.6 million. The net loss widened slightly, to $52.3 million in the quarter and $190.2 million for the year, and the company guided first-quarter 2025 revenue to $117 million to $123 million.
Q4 2024 revenue was $132.4 million versus $60.0 million in Q4 2023; Q4 net loss was $52.3 million versus $50.5 million.
Full-year 2024 revenue was $436.2 million versus $244.6 million in 2023; full-year net loss was $190.2 million versus $182.6 million.
Q1 2025 guidance calls for revenue of $117 million to $123 million, with GAAP gross margins of 25% to 27%.
Electron launched 16 times in 2024, and the company reported more than $450 million in newly secured contracts.
Rocket Lab agreed to exchange 50,951,250 common shares beneficially owned by CEO Sir Peter, held by The Equatorial Trust, for the same number of new preferred shares, with closing expected in early 2025. The filing also sets out an amended employment agreement for Sir Peter, who will remain CEO and Chair, and gives the preferred holders the right to elect a Preferred Stock Director, which he will initially be.
Exchange agreement dated December 3, 2024: 50,951,250 common shares exchanged one-for-one for 50,951,250 preferred shares; closing expected in early 2025 and subject to conditions, including expiry of any HSR waiting periods
Each preferred share converts into one common share and converts automatically if Sir Peter no longer serves as CEO or certain other executive roles, or upon his death or permanent disability
Sir Peter to receive a $800,000 annual base salary, retroactive to October 1, 2024, with a target bonus of 100% of base salary
Board approved FY24 grant of 631,498 RSUs and a FY24 Special Grant of 157,875 RSUs to Sir Peter
Rocket Lab reported third-quarter 2024 results on November 12, 2024. Revenue rose 55% year over year to $104.8 million, but the net loss widened to $51.9 million from $40.6 million, and the adjusted EBITDA loss grew to $30.9 million from $15.5 million. The company guided fourth-quarter revenue to $125 million to $135 million, which it describes as a record quarter.
Q3 2024 revenue was $104.8 million, up from $67.7 million in Q3 2023.
Net loss was $51.9 million, or $0.10 per share, compared with $40.6 million, or $0.08 per share, a year earlier.
Q4 2024 guidance calls for revenue of $125 million to $135 million and GAAP gross margins of 26% to 28%.
CEO Sir Peter Beck cited a backlog of $1.05 billion.
Rocket Lab disclosed that director Michael Griffin retired and resigned from its Board of Directors and the board committees he served on, effective immediately. The filing states his departure was not the result of any dispute or disagreement with the company on its operations, policies or practices.
Michael Griffin notified the company of his retirement and resignation on September 12, 2024.
Resignation is effective immediately, from the Board and all Board committees he served on.
The company states the resignation involved no dispute or disagreement on operations, policies or practices.
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