$RKLB · Schwab Network · 2026-11-10
Rocket Lab 本季度表现喜忧参半：营收超预期达 2.678 亿美元，销售额同比增长约 73%，但每股亏损 12 美分，差于预期的 6 美分，公司仍未实现盈利。订单储备从 24 亿美元增至 36 亿美元，增幅约 50%，为未来营收提供可见度，但考虑到股价一年上涨 12%、六个月下跌 50%，这仍不够。
逐段跳播
Rocket Lab。Rocket Lab 今天在我们的关注名单上。Rocket Lab 那边的情况喜忧参半，股价在财报发布前实际上是上涨的。他们实现了大幅增长。所以预期可能正在逐步抬高。
每股亏损12美分，比预期更差，华尔街原本预期是6美分。营收确实超出了预期，为2.678亿美元，销售额更多了。销售额大幅跃升，尤其是同比口径，同比增长约73%。销售增长很快，但亏损显然是个挑战，因为 Rocket Lab 目前仍未实现盈利。
Rocket Lab. Rocket Lab on our radar today. It's a mixed picture over there for Rocket Lab and shares actually rose heading into their results. They had a big increase. So maybe expectations creeping higher.
Uh reporting a loss of 12 cents a share. That's worse than expected. Street was looking for 6 cents. Uh revenue did beat expectations at 267.8 million here. So more sales there.
You had a big jump in uh sales, especially from a year earlier basis, up about 73% on a year-over-year basis. Sales are growing quickly, but the losses, that's a challenge, obviously, because Rocket Lab still is not profitable here.
积压订单，这是未来业务管线的一个很好的指标，这里的情况如何？积压订单达到36亿美元，高于上一季度的24亿美元，增长了约50%。这是公司尚未交付的已签约业务。所以未来营收有一定的可见性，但同样，这还不够，尤其是考虑到股价在昨天到今天、也就是财报发布前的表现，Nicole。
Backlog, this is a good indication of what does the pipeline of future business, what does that look like here? The backlog reached 3.6 billion. That's up from 2.4 billion in the previous quarter.
It's an increase of about 50%. It's contracted business that the company has yet to deliver. So there's uh visibility into uh future revenue here but again it is not enough especially given how shares were performing coming into just on a uh from yesterday into today Nicole.
是啊，如果你想往好处说，可以说一年下来它仍上涨12%；也可以说，一些股东可能注意到的是，他们在六个月内已经损失了50%。
>> Yeah and like if you want to be nice you could say one year it's still higher 12% or you can say what some of the shareholders maybe are noting that they've lost 50% in six months.
这个频道对 $RKLB 的历次判断
Schwab Network 在这只股票上共 7 条判断，这里只列相邻的几条。