RKLB
Market read
No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Invalidation: The isolated read changes if RKLB's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Interest Expense Six Months Ended June 30, (in thousands, except percentages) 2026 2025 $ Change % Change Interest expense $ (1,855) $ (14,185) $ 12,330 (87) % Interest expense decreased by $12.3 million, or 87%, for the six months ended June 30, 2026 as comp…”10-Q · Aug 10, 2026 ↗
“The increase was primarily a result of continued bookings and backlog added through acquisitions, partially offset by revenue recognized on contracts during the period.”10-Q · Aug 10, 2026 ↗
“Loss on Foreign Exchange Six Months Ended June 30, (in thousands, except percentages) 2026 2025 $ Change % Change Loss on foreign exchange $ (1,798) (623) $ (1,175) 189 % Loss on foreign exchange increased by $1.2 million, or 189%, for the six months ended Ju…”10-Q · Aug 10, 2026 ↗
“42 Table of Contents Research and Development, Net Six Months Ended June 30, (in thousands, except percentages) 2026 2025 $ Change % Change Research and development, net $ 162,942 $ 121,243 $ 41,699 34 % Research and development expenses increased by $41.7 mi…”10-Q · Aug 10, 2026 ↗
Valuation discipline
Price/sales 54.6× · EV/sales 53.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for RKLB. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for RKLB. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Concentration of Credit Risk and Significant Customers As of March 31, 2026, the Company’s customer that accounted for 10% or more of the total accounts receivable, net, was as follows: March 31, 2026 Kratos SRE, Inc.”
“Trinity Master Equipment Financing Agreement On December 29, 2023 (the “Effective Date”), the Company and certain of its subsidiaries (the “Subsidiaries”, together with the Company, the “Borrowers”), entered into a Master Equipment Financing Agreement (the “T…”
Depended on by
“There are also a limited number of suppliers able to launch our satellites, including ArianeSpace SA, Blue Origin, LLC, Firefly Aerospace Inc., ISAR Aerospace Technologies Inc., Mitsubishi Heavy Industries, Ltd., NewSpace India Limited (Indian Space Research…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
RKLB is currently a Early Follower in the organic co-movement group Commercial Space. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.