Rocket Lab Corporation

NasdaqGS:RKLB 주식 리포트

시가총액: US$78.6b

Rocket Lab 경영진

경영진 기준 점검 4/4

Rocket Lab CEO는 Peter Beck, Jan2006 에 임명되었습니다 의 임기는 20.33 년입니다. 총 연간 보상은 $6.83M, 11.7% 급여 및 88.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $66.78M 가치에 해당하는 회사 주식의 0.085% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.1 년과 4.8 년입니다.

핵심 정보

Peter Beck

최고경영자

US$6.8m

총 보수

CEO 급여 비율11.71%
CEO 재임 기간20.3yrs
CEO 지분 보유율0.08%
경영진 평균 재임 기간4.1yrs
이사회 평균 재임 기간4.8yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 26

Rocket Lab: This Flight Is Just Beginning

Summary Rocket Lab (RKLB) accelerates vertical integration with key acquisitions to secure critical components and improve margins. Acquisitions of Mynaric AG and Motiv Space Systems enhance RKLB's technology stack, supply chain control, and competitiveness in national security missions. RKLB's selection for the U.S. Space Force's Space Based Interceptor program and a $30M HASTE contract reinforce its defense sector positioning. With a $2.2B backlog and strong Neutron rocket demand, RKLB demonstrates robust customer confidence and growth prospects. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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.
새로운 내러티브 Apr 17

Rocket Lab USA, Inc. (RKLB): The "End-to-End" Space Sovereign and the Neutron Inflection

Rocket Lab USA, Inc. (RKLB) , the most consistent challenger to the SpaceX orbital monopoly, reached a critical high-water mark on Friday, April 17, 2026.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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.
새로운 내러티브 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..
새로운 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 Dec 20

RKLB: Industry Consolidation Will Drive Long-Term Space Systems Upside

Analysts have lifted their Rocket Lab price target to approximately $85 from $60, reflecting slightly faster expected revenue growth and improving launch and space systems momentum, even as near term margins are modeled a bit lower and valuation multiples remain elevated. Analyst Commentary Bullish analysts characterize the latest price target increases as a reflection of improving conviction in Rocket Lab's long term revenue trajectory, supported by both launch and space systems strength despite ongoing investment headwinds.
내러티브 업데이트 Dec 11

Rocket Lab's Path to Success is Wider and Closer Than Before - Much Like Its Neutron Rocket

Since my original post, RKLB has continued to expand its space systems business, including through acquisitions and raising more capital. Its Neutron rocket is still largely on schedule; and as expected, no major new players have arrived to take RKLBs #2 spot in space launch.
내러티브 업데이트 Dec 06

RKLB: Rising Launch Cadence Will Drive Future Confidence In Durable Cash Generation

Rocket Lab's analyst price target has moved modestly higher to the mid $60s per share, as analysts highlight sustained Electron launch demand, growing Space Systems revenue, and expectations that industry consolidation and scale economics will favor well positioned incumbents, despite Neutron schedule shifts and slightly higher perceived risk. Analyst Commentary Street research remains broadly constructive on Rocket Lab, with most updates reflecting confidence in the company’s ability to translate launch demand and Space Systems momentum into sustained revenue growth and margin expansion, even as Neutron timing is pushed to the right.
내러티브 업데이트 Nov 21

RKLB: Expanding Launch Infrastructure Will Drive Confidence in Sustained Mission Cadence

Rocket Lab’s analyst price target has increased from $58.67 to $65.67 per share, as analysts highlight progress on launch cadence, robust demand for Electron, and growing confidence around the company's strategic positioning in the consolidating space industry. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Rocket Lab's outlook, as the company navigates a rapidly evolving space sector.
분석 기사 Nov 21

Rocket Lab Corporation (NASDAQ:RKLB) Shares Slammed 40% But Getting In Cheap Might Be Difficult Regardless

Rocket Lab Corporation ( NASDAQ:RKLB ) shareholders won't be pleased to see that the share price has had a very rough...
분석 기사 Nov 13

Rocket Lab Corporation (NASDAQ:RKLB) Just Reported And Analysts Have Been Lifting Their Price Targets

A week ago, Rocket Lab Corporation ( NASDAQ:RKLB ) came out with a strong set of third-quarter numbers that could...
내러티브 업데이트 Nov 05

RKLB: Infrastructure Readiness and Launch Progress Will Inform Future Upside and Risks

Analysts have raised their price target for Rocket Lab from $50 to $60, citing increased confidence in the company's Neutron launch readiness and overall infrastructure progress. Analyst Commentary Recent analyst updates reflect both optimism and ongoing caution regarding Rocket Lab's development and valuation.
내러티브 업데이트 Oct 22

Analysts Boost Rocket Lab Price Target as Neutron Progress and New Deals Drive Optimism

Analysts have raised their price target for Rocket Lab from $48.09 to $58.67, citing increased confidence following recent progress at the company's launch facilities and advancements toward the Neutron rocket's debut. Analyst Commentary Recent commentary from bullish analysts highlights increasing optimism regarding Rocket Lab’s operational momentum and its positive effect on valuation outlook.
내러티브 업데이트 Oct 08

Integrated Space Capabilities Will Capture National Security Contracts

Analysts have increased their price target for Rocket Lab from $46.40 to $48.09, citing stronger infrastructure progress and heightened confidence in the company’s future launch capabilities. Analyst Commentary Recent research notes from bullish analysts have highlighted both progress and remaining uncertainties for Rocket Lab as it continues its trajectory within the aerospace sector.
내러티브 업데이트 Aug 30

Integrated Space Capabilities Will Capture National Security Contracts

Rocket Lab’s price target was raised to $46.40 as analysts express increased confidence in Neutron rocket milestones, robust sector momentum, and operational advantages, moderated by ongoing unprofitability and limited visibility into profitability. Analyst Commentary Bullish analysts cite increased confidence in Rocket Lab’s Neutron rocket progress, with launch pad infrastructure fully in place and readiness for initial launches.
분석 기사 Aug 09

Rocket Lab Corporation (NASDAQ:RKLB) Analysts Are Pretty Bullish On The Stock After Recent Results

NasdaqCM:RKLB 1 Year Share Price vs Fair Value Explore Rocket Lab's Fair Values from the Community and select yours The...
내러티브 업데이트 Aug 06

Integrated Space Capabilities Will Capture National Security Contracts

Analysts have raised Rocket Lab's price target to $39.18, citing broad sector strength, sustained demand in space and defense, and the company's competitive position, despite ongoing concerns about profitability and financial visibility. Analyst Commentary Bullish analysts cite continued sector momentum in aerospace and defense as a key driver for higher price targets.

CEO 보수 분석

Peter Beck의 보수는 Rocket Lab의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Peter의 총 보수(USD6.83M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.79M)보다 낮습니다.

보상과 수익: Peter의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Peter Beck (47 yo)

20.3yrs
재임 기간
US$6,830,680
보수

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...


리더십 팀

이름직위재임 기간보수지분
Peter Beck
Founder20.3yrsUS$6.83m0.085%
$ 66.8m
Adam Spice
CFO & Treasurer8yrsUS$455.09k0.20%
$ 160.3m
Frank Klein
Chief Operations Officer1.7yrsUS$426.03k0.048%
$ 37.4m
Arjun Kampani
Senior VP4.1yrsUS$447.46k0.045%
$ 35.7m
Morgan Bailey Connaughton
Vice President of Marketing & Communications5.3yrs데이터 없음데이터 없음
Connie Lundgren
Vice President of People & Culture2.3yrs데이터 없음데이터 없음
Shaun O'Donnell
Chief Engineer of Special Projects3.6yrsUS$326.54k데이터 없음
Ehson Mosleh
Space Systems Chief Engineerno data데이터 없음데이터 없음
Murielle Baker
Senior Communications Managerno data데이터 없음데이터 없음
Stephen Ananias
Vice President of Financeno data데이터 없음데이터 없음
4.1yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: RKLB의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.1 년).


이사회 구성원

이름직위재임 기간보수지분
Peter Beck
Founder5yrsUS$6.83m0.085%
$ 66.8m
Alexander Slusky
Independent Director4.8yrsUS$234.20k0.10%
$ 81.4m
Kenneth Possenriede
Independent Director1.8yrsUS$250.60k0.0079%
$ 6.2m
Edward Frank
Independent Director3.7yrsUS$263.15k0.024%
$ 18.8m
Jon A. Olson
Independent Director4.8yrsUS$260.65k0.059%
$ 46.4m
Merline Saintil
Lead Independent Director4.9yrsUS$288.15k0.045%
$ 35.0m
Nina Armagno
Independent Director2.5yrsUS$258.21k0.013%
$ 10.5m
4.8yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 이사회: RKLB의 이사회경험이 있음으로 간주됩니다(평균 재임 4.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 14:30
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Rocket Lab Corporation는 29명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Peter ArmentBaird
Ronald EpsteinBofA Global Research
Andre MadridBTIG