---
title: "Rocket Lab soars on defense wins and record revenue"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286609431.md"
description: "Rocket Lab has secured a $190 million hypersonic launch contract and partnered with Anduril, enhancing its role in U.S. defense. The company reported first-quarter revenue exceeding $200 million, a 63% increase year-on-year, with a $2.2 billion backlog. Its stock has surged over 57% since late March, driven by excitement from SpaceX’s IPO and strong institutional support."
datetime: "2026-05-15T20:21:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286609431.md)
  - [en](https://longbridge.com/en/news/286609431.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286609431.md)
---

# Rocket Lab soars on defense wins and record revenue

Defense contracts boost: Rocket Lab won a $190 million hypersonic launch deal and partnered with Anduril, positioning itself at the core of U.S. defense initiatives. Record financials: First-quarter revenue topped $200 million, up over 63% year-on-year, with a $2.2 billion backlog and guidance above Wall Street forecasts. Stock rally momentum: Shares have risen over 57% since late March, aided by sector-wide excitement from SpaceX’s IPO plans and strong institutional endorsements.

### Related Stocks

- [RKLB.US](https://longbridge.com/en/quote/RKLB.US.md)
- [PPA.US](https://longbridge.com/en/quote/PPA.US.md)
- [XAR.US](https://longbridge.com/en/quote/XAR.US.md)
- [RKLX.US](https://longbridge.com/en/quote/RKLX.US.md)
- [ITA.US](https://longbridge.com/en/quote/ITA.US.md)

## Related News & Research

- [Rocket Lab (RKLB) Is Growing beyond Small Satellites. Its Backlog Is Proof](https://longbridge.com/en/news/286564146.md)
- [Rocket Lab surges as SpaceX IPO fever lifts space stocks](https://longbridge.com/en/news/286641008.md)
- [Mach Industries just spent $50M to solve a major defense tech problem](https://longbridge.com/en/news/286967765.md)
- [$100 Invested In iShares U.S. Aerospace & Defense ETF 20 Years Ago Would Be Worth This Much Today](https://longbridge.com/en/news/286584297.md)
- ['I Wouldn't Sell,' Says Investor About Rocket Lab Stock](https://longbridge.com/en/news/286831982.md)