Rocket Lab Corporation

NasdaqGS:RKLB 株式レポート

時価総額:US$47.4b

Rocket Lab マネジメント

マネジメント 基準チェック /44

Rocket Labの CEO はPeter Beckで、 Jan2006年に任命され、 の在任期間は 20.58年です。 の年間総報酬は$ 6.83Mで、 11.7%給与と88.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.37%を直接所有しており、その価値は$ 175.46M 。経営陣と取締役会の平均在任期間はそれぞれ4.1年と5年です。

主要情報

Peter Beck

最高経営責任者

US$6.8m

報酬総額

CEO給与比率11.71%
CEO在任期間20.6yrs
CEOの所有権0.4%
経営陣の平均在職期間4.1yrs
取締役会の平均在任期間5yrs

経営陣の近況

Recent updates

Seeking Alpha 14h

Rocket Lab: The Math Doesn't Work

Summary Rocket Lab remains rated sell due to overvaluation, execution risk, dilution, and heightened competition from SpaceX’s IPO. Neutron rocket delays to 2027 threaten RKLB’s core investment thesis, as the launch vehicle is critical for future growth and competitive positioning. The $8B Iridium acquisition introduces significant dilution and financing risk, with a high purchase multiple and uncertain integration timeline. Despite record revenue and backlog, RKLB trades at over 50x forward sales, and concentrated customer risk amplifies downside if key contracts weaken. Read the full article on Seeking Alpha
ナラティブ更新 Aug 18

RKLB: Defense Contract Execution Will Test Vertically Integrated Platform Narrative

Rocket Lab's updated analyst price target has moved higher to $70.66 from $66.70, as analysts point to expanding national security contracts, the planned Iridium acquisition, and progress on the Neutron launch vehicle as key supports for the revised valuation assumptions. Analyst Commentary Recent Street research on Rocket Lab shows a broadly constructive view, with several firms lifting price targets and highlighting contract wins, backlog growth, and the planned Iridium acquisition.
ナラティブ更新 Aug 04

RKLB: Iridium Integration And Defense Contracts Will Test Vertically Integrated Platform Narrative

Analysts have nudged their Rocket Lab fair value estimate higher to roughly $66.70 from about $64.40. This reflects updated price targets that reference the Iridium acquisition, new hypersonics launch awards, and a series of recent rating upgrades.
ナラティブ更新 Jul 21

RKLB: Iridium Acquisition Will Support Vertically Integrated Space Services Upside

The Rocket Lab analyst price target has been updated from $103.91 to $114.33. Analysts believe the planned Iridium acquisition, higher assumed revenue growth, and an expanded vertically integrated space services platform support a higher fair value, despite a slightly lower profit margin outlook and a very large forward P/E multiple.
ナラティブ更新 Jul 07

RKLB: Iridium Deal Execution Risk Will Test Vertically Integrated Space Platform Narrative

Rocket Lab's updated analyst price target has moved higher from about $47 to roughly $64, as analysts highlight the planned Iridium acquisition as a key driver for a more vertically integrated space services platform and for refined launch pricing expectations. Analyst Commentary Street research around Rocket Lab has been intensely focused on the proposed Iridium acquisition, with many analysts framing it as a key step toward a more complete space services platform that couples launch, spacecraft manufacturing, and communications services under one roof.
ナラティブ更新 Jun 23

RKLB: Expanding National Security Backlog Will Drive Future Earnings Power

Rocket Lab's updated analyst price target of $150, supported by research pointing to higher modeled revenue growth alongside more cautious profit margin and P/E assumptions, reflects a recalibration of expectations as analysts weigh the company's position in a tight launch market against its path toward profitability. Analyst Commentary Recent Street research around Rocket Lab highlights a cluster of bullish analysts who are refining their views on the stock, with several changes to ratings and price targets that speak directly to expectations for execution, growth, and valuation discipline.
分析記事 Jun 16

Rocket Lab (RKLB) Stock Could Be 28.5% Overvalued After Its Strong Run

Recent Price Moves Put Rocket Lab Stock in Focus Rocket Lab (RKLB) stock has swung sharply, with a gain over the past 3 months and a large 1-year total return, even as the share price declined over the past month. See our latest analysis for Rocket Lab. At a share price of $109.25, Rocket Lab has seen short term share price momentum fade with a 30 day share price return of down 12.44%, even as longer term total shareholder returns have been very strong. If you are looking beyond Rocket Lab...
ナラティブ更新 Jun 08

RKLB: National Security Space Backlog Will Drive Future Earnings Power

Rocket Lab's analyst price target has shifted from $105.00 to about $149.03 as analysts point to industry launch under supply, an expanding backlog, infrastructure advantages, and a core business that is closer to profitability. Analyst Commentary Bullish analysts have been steadily lifting their fair value estimates for Rocket Lab, pointing to a mix of execution in the launch business, an expanding backlog, and progress toward a more profitable core operation.
ナラティブ更新 May 25

RKLB: Future Space Systems Backlog Delivery Risks May Restrain Elevated Expectations

Rocket Lab’s updated fair value estimate has shifted from about $87 to roughly $104, as analysts point to a series of higher price targets and new Buy ratings that emphasize the stock’s role as a scaled Western launch and space systems platform, as well as views that its potential share of the broader space economy is still being underappreciated. Analyst Commentary Recent Street research around Rocket Lab has centered on its role as a scaled Western launch and space systems platform, with several analysts updating ratings and price targets following earnings, backlog commentary, and sector-wide space coverage launches.
ナラティブ更新 May 01

RKLB: National Security Payload Backlog Will Support Long Term Earnings Power

Rocket Lab's updated analyst price target of $105.00, down from $119.85, reflects analysts' higher revenue growth assumptions, slightly lower long term margin expectations, a modestly higher discount rate, and reduced future P/E multiples following a wave of recent target hikes and rating changes across the Street. Analyst Commentary Recent Street research shows a cluster of bullish analysts lifting price targets and, in some cases, ratings for Rocket Lab, reflecting growing confidence in the company’s execution and long term growth potential.
新しいナラティブ Apr 29

Defense Backlog And Vertical Integration Will Drive Rocket Lab Toward $85 Despite Neutron Execution Risk

Key Takeaways Rocket Lab is mid-transformation from a small-launch specialist into a vertically integrated space and defense prime, with Space Systems now ~67% of revenue and growing fastest. A $1.85B backlog (+73% YoY) anchored by the $816M SDA Tranche 3 award provides multi-year revenue visibility that the current trailing P/S of ~72x doesn't yet fully reflect.
ナラティブ更新 Apr 16

RKLB: Future Launch Cadence And Backlog Execution Will Shape Balanced Risk Profile

Analysts trimmed the fair value estimate for Rocket Lab by about $3 to reflect more conservative profit margin and revenue growth inputs, even as recent upgrades and higher price targets across the Street point to continued interest in the stock. Analyst Commentary Street research in recent weeks has focused on how Rocket Lab executes on launch cadence, integrates acquisitions, and scales space systems, with several firms adjusting price targets and ratings as expectations reset.
ナラティブ更新 Apr 01

RKLB: National Security Payload Backlog Will Drive Long Term Upside

The analyst price target for Rocket Lab edges higher to $119.85 from $119.10 as analysts factor in slightly stronger revenue growth assumptions, a modestly higher long term profit margin, and a marginally lower discount rate, while keeping future P/E expectations broadly similar. Analyst Commentary Recent research updates on Rocket Lab reflect a mix of enthusiasm and caution, with bullish analysts highlighting execution in launch and space systems, alongside new growth avenues from acquisitions and government programs, while more neutral and bearish voices focus on timing risks and the market already pricing in key growth drivers.
ナラティブ更新 Mar 18

RKLB: Space Systems Momentum And National Security Payloads Will Drive Long Term Upside

Rocket Lab's updated analyst price target of $119.10, up from $120.00, reflects a recalibration that factors in higher modeled revenue growth, a slightly lower profit margin, and recent analyst enthusiasm around space systems momentum, a growing launch cadence, and the Geost acquisition as a new payload offering for U.S. National Security Missions. Analyst Commentary Recent Street research shows a cluster of bullish analysts lifting their price targets on Rocket Lab after the latest quarterly update and the Geost acquisition.
ナラティブ更新 Mar 04

RKLB: Future Launch Cadence And Backlog Strength Will Offset Testing Setbacks

Narrative Update Our analyst price target for Rocket Lab moves higher to $89.88 from $83.96, reflecting Street research that points to improved margin expectations, a lower assumed future P/E multiple, and supportive commentary around launch execution, space systems backlog, and new payload opportunities such as the Geost acquisition and Golden Domes work. Analyst Commentary Street research around Rocket Lab has tilted more positive overall, with several bullish analysts lifting their price targets and a smaller group of cautious voices flagging execution and growth expectations as areas to watch.
新しいナラティブ Mar 04

Rocket Lab: A Growth Story Trading on the Future of Space Economy

Rocket Lab represents a company in transition. It is no longer simply a small-launch provider, yet it has not fully matured into a profitable aerospace contractor.
新しいナラティブ Mar 02

Rocket Lab - Stock Narrative

Rocket Lab today is a niche company accelerating through development in the aerospace industry, financially stronger than its early stage reputation suggests, but still very much in an early, speculative phase, yet to see any profits. Based in the United States, they provide international launch services and space systems solutions, in the early phase of development and scaling with cutting edge technologies such as the Neutron rocket on the horizon..
新しいナラティブ Feb 21

Rocket Lab (RKLB): A Rising Challenger in the Space Economy

Rocket Lab has rapidly evolved from a niche small-satellite launch provider into one of the most compelling end-to-end space companies in the market. With ambitions that stretch far beyond launching rockets, the company is positioning itself as a serious long-term competitor in the rapidly expanding space economy.
ナラティブ更新 Feb 18

RKLB: Future Launch Cadence Will Offset Neutron Testing Setbacks

Analysts recently lifted their Rocket Lab fair value estimate from $68.75 to $83.96, citing updated assumptions around revenue growth, discount rates and long term P/E multiples following a mix of price target changes, rating moves and launch timing commentary across the Street. Analyst Commentary Recent Street research paints a mixed picture around Rocket Lab, with several bullish voices adjusting price targets upward while others question how much upside is already reflected in the shares.
ナラティブ更新 Feb 04

RKLB: Launch Execution And Space Systems Mix Will Drive Long-Term Upside

Analysts have nudged their Rocket Lab price targets higher by about $20 to $60, citing a mix of higher targets from BofA, Goldman Sachs, Morgan Stanley and Stifel, partially offset by a KeyBanc downgrade that argues much of the growth story is already well known. Analyst Commentary Recent research on Rocket Lab reflects a split view, with bullish analysts lifting targets and highlighting execution on both launch and space systems, while others flag timeline and valuation risks.
ナラティブ更新 Jan 21

RKLB: Space Industry Consolidation And Margin Gains Will Drive Long-Term Upside

Rocket Lab's analyst price target has been raised from US$85 to US$120, as analysts point to a very large implied future P/E multiple, improved profit margin assumptions to 15.82% and continued interest in the company as a potential winner in expected space industry consolidation. Analyst Commentary Recent Street research on Rocket Lab has been active, with a cluster of target price revisions and rating changes reflecting how divided opinion remains on execution risk, valuation and the pace of commercialization across launch and space systems.
ナラティブ更新 Jan 06

RKLB: Extended Neutron Spending Will Constrain Future Cash Generation Despite Strong Launch Activity

Narrative Update: Rocket Lab Analyst View The updated analyst price target for Rocket Lab moves to about $68.75 from about $65.67. This reflects a blend of higher Street targets tied to consolidation potential in the space sector, robust Electron launch demand, and ongoing contributions from the Space Systems business, partially balanced by program spending tied to the revised Neutron launch schedule.

CEO報酬分析

Rocket Lab の収益と比較して、Peter Beck の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

-US$165m

Mar 31 2026n/an/a

-US$183m

Dec 31 2025US$7mUS$800k

-US$198m

Sep 30 2025n/an/a

-US$198m

Jun 30 2025n/an/a

-US$231m

Mar 31 2025n/an/a

-US$207m

Dec 31 2024US$20mUS$575k

-US$190m

Sep 30 2024n/an/a

-US$188m

Jun 30 2024n/an/a

-US$177m

Mar 31 2024n/an/a

-US$181m

Dec 31 2023US$963kUS$500k

-US$183m

Sep 30 2023n/an/a

-US$169m

Jun 30 2023n/an/a

-US$163m

Mar 31 2023n/an/a

-US$155m

Dec 31 2022US$838kUS$487k

-US$136m

Sep 30 2022n/an/a

-US$96m

Jun 30 2022n/an/a

-US$149m

Mar 31 2022n/an/a

-US$128m

Dec 31 2021US$325kUS$306k

-US$117m

Sep 30 2021n/an/a

-US$139m

Jun 30 2021n/an/a

-US$64m

Mar 31 2021n/an/a

-US$57m

Dec 31 2020US$373kUS$327k

-US$55m

報酬と市場: Peterの 総報酬 ($USD 6.83M ) は、 US市場 ($USD 14.50M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Peterの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Peter Beck (49 yo)

20.6yrs
在職期間
US$6,830,680
報酬

Sir Peter Beck Founded Rocket Lab Corporation in 2006 and also serves as its President and Chief Executive Officer since July 2013. He also serves as Chairman of the Board at Rocket Lab Corporation since M...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Peter Beck
Founder20.6yrsUS$6.83m0.37%
$ 175.5m
Adam Spice
CFO & Treasurer8.3yrsUS$455.09k0.20%
$ 92.7m
Frank Klein
Chief Operations Officer1.9yrsUS$426.03k0.046%
$ 21.8m
Arjun Kampani
Senior VP4.3yrsUS$447.46k0.018%
$ 8.3m
Agostino Ricupati
VP, Corporate Controller & Chief Accounting Officerless than a yearデータなしデータなし
Morgan Bailey Connaughton
Vice President of Marketing & Communications5.6yrsデータなしデータなし
Connie Lundgren
Vice President of People & Culture2.6yrsデータなしデータなし
Shaun O'Donnell
Chief Engineer of Special Projects3.8yrsUS$326.54kデータなし
Ehson Mosleh
Space Systems Chief Engineerno dataデータなしデータなし
Marvin Clevenger
President of Rocket Lab USA Inc.no dataデータなしデータなし
Murielle Baker
Senior Communications Managerno dataデータなしデータなし
Stephen Ananias
Vice President of Financeno dataデータなしデータなし
4.1yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: RKLBの経営陣は 経験豊富 であると考えられます ( 4.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Peter Beck
Founder5.3yrsUS$6.83m0.37%
$ 175.5m
Alexander Slusky
Independent Director5yrsUS$234.20k0.066%
$ 31.2m
Kenneth Possenriede
Independent Director2yrsUS$250.60k0.0083%
$ 3.9m
Edward Frank
Independent Director3.9yrsUS$263.15k0.024%
$ 11.3m
Jon A. Olson
Independent Director5yrsUS$260.65k0.058%
$ 27.4m
Merline Saintil
Lead Independent Director5.2yrsUS$288.15k0.044%
$ 20.7m
Nina Armagno
Independent Director2.8yrsUS$258.21k0.014%
$ 6.5m
5.0yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: RKLBの 取締役会経験豊富 であると考えられます ( 5年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/19 03:59
終値2026/08/19 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Rocket Lab Corporation 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
Peter ArmentBaird
Ronald EpsteinBofA Global Research
Andre MadridBTIG