Rocket Lab
End-to-end space company providing launch, spacecraft, and on-orbit management services. Agreed June 2026 to acquire Iridium (IRDM) for about $8B, closing expected mid-2027 Visit website
CONVICTION SCORE
WHY THIS SCORE
Methodology- Wins in the Feed: 100, 4 wins among 7 sourced items in 90 days; 3 wins is a full lens
- Orbital launches: 81, 19 orbital attempts, 19 succeeded, in 365 days as Rocket Lab; 40 a year is a full lens
- Revenue growth: 69, +53% a year, trailing twelve months (lower than the quarter)
- Ladder 18: on 2 rungs (1 done, 0 in progress, 1 pending): A product made in orbit returns to Earth (part); Something launched from Mars returns to Earth (part)
- Own timelines 90: execution velocity On Track, editorial and ledgered
- Feed: 4 positive, 3 neutral, 0 negative in 90 days (+49)
- Form 4: 0 open-market purchases, 0 sales outside a 10b5-1 plan, in 90 days (+0)
- Breadth 50: 1 sector
- Scarcity 0: Launch & Transport has 11 covered names
No editorial adjustment. A reviewer may move a computed score by up to 10 points with a reason, recorded on the scorecard.
Inputs frozen Sep 8, 2026 from the site's own feeds: the Feed and Form 4 over 90 days, launches over 365 days, revenue over the trailing year. Next review by Dec 7, 2026. The share price and analyst ratings are not inputs.
DETAILS
SECTORS
PEERS
Launch & TransportScore, then day change (live quotes). Nearest by sector, then by score.
HISTORY
ScorecardComputed under RFC-006 from the 2026-09-08 snapshot: Execution 83 (3 lenses: wins, launches, revenue), Milestones 54, Signals 99, Coverage 30, weighted 0.40/0.25/0.20/0.15. Replaces the reviewed editorial score; the formula and every input are on the Methodology page. Methodology ↗
Agreed to acquire Iridium for $54 a share, about $8.0B enterprise value, and cleared the HSR waiting period on 12 August with the S-4 and FCC transfer applications filed. Vertical integration from launch through an operating constellation is the thesis this site scores for. Rocket Lab investor relations, 2026-08-13 ↗
Set from the live market cap of $37.4B on 2026-09-02; the February seed had drifted. Finnhub via fundamentals.json ↗
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