Veytics Intelligence
2026-09-18 · Yahoo

NASA Hitches Ride with SpaceX for StarBurst Satellite. Is RocketLab the Big Loser?

Quick Read SpaceX (SPCX) crushes Rocket Lab (RKLB) on financials, posting $3.5B quarterly EBITDA and $93.5B cash versus RKLB's still-negative EBITDA. NASA's Falcon 9 rideshare deal structurally squeezes small-launch providers, with rideshare siphoning missions that might otherwise go to dedicated competitors like Rocket Lab. RKLB's 137% backlog jump and Neutron rocket debut target make it the stronger growth bet, but its 2.6 beta and $1.5B in dilution suit risk-tolerant investors only.

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