Every material Form 8-K Rocket Lab filed with the SEC in 2026, 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Rocket Lab filing is on SEC EDGAR ↗. 8-K briefs of other companies →