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GOVT-CONTRACT ·Filed Jul 21, 2026

RKLB

Rocket Lab Corp
NEUTRAL
Impact 4/10
Horizonmonths Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for additional details on the WILD IRIS program scope and whether this contract is linked to the pending Iridium merger. The award size is material but revenue impact cannot be quantified without the company's annual revenue figure.

DirectionNeutral
Confidencemedium
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
RKLB ▼ -20.79% at T+60d
NEUTRAL call -20.79% · α vs SPY -24.05% · entry $69.75 → $55.25
Entry = T+0 close
Jul 22, 2026
via day close
T+1d
+0.34%
call +0.34% · α +1.58%
$69.99
settled 3mo ago
T+5d
-15.99%
call -15.99% · α -13.58%
$58.60
settled 3mo ago
T+20d
+8.73%
call +8.73% · α +5.83%
$75.84
settled 2mo ago
T+60d
-20.79%
call -20.79% · α -24.05%
$55.25
settled 12d ago

Price Chart

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Executive Summary

Rocket Lab USA Inc received a $112 million contract award from the Department of Defense on July 21, 2026. This award follows the company's June 28, 2026 agreement to acquire Iridium Communications, suggesting the contract may be related to the combined entity's satellite communications capabilities.

Key Financial Metrics

Award Amount
$112.0M
Agency
Department of Defense
Contract Type
new

Key Facts

  • Award amount: $112,000,000
  • Awarding agency: Department of Defense
  • Award date: July 21, 2026
  • Period of performance start: July 31, 2026
  • Contract description: WILD IRIS
  • Recipient: ROCKET LAB USA INC
  • Rocket Lab Corp entered into a merger agreement with Iridium Communications on June 28, 2026

Financial Impact

$112 million contract award from the Department of Defense

revenue

Risk Factors

  • Company annual revenue is unknown, preventing calculation of revenue impact percentage
  • Contract details (competed vs sole-source, duration, options) are not provided
  • Merger integration with Iridium may affect execution on this contract

Investment Themes

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-FA881826CB003
52 reports for RKLB
Performance horizon
68% Hit rate @ T+1 13 of 19 directional calls Went positive at some point 15 of 19 best @ T+20▲ +59.73%Apr 14, 2026
Filters
Rows
Reports for RKLB — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$52.60 $53.82▲ +2.32%▲ +1.61%$53.82 (+2.32%)
Oct 20, 2026
6d ago
Press Release
NEUTRAL ★ 1/10
$53.67 $51.22▼ −4.56%▼ −3.38%$53.82 (+0.28%)
Oct 14, 2026
12d ago
8-K
BEARISH ★ 5/10
$55.25 $50.84▲ +7.98%▲ +6.88%$53.82 (+2.59%)
Sep 30, 2026
26d ago
Press Release
BULLISH ★ 6/10
$70.46 $73.92▲ +4.91%▲ +4.17%$53.82 (−23.62%)
Sep 24, 2026
4w ago
Press Release
BULLISH ★ 7/10
$73.95 $72.19▼ −2.38%▼ −1.64%$53.82 (−27.22%)
Sep 15, 2026
5w ago
425
MIXED ★ 6/10
$63.55 $63.45▼ −0.16%▼ −0.48%$53.82 (−15.31%)
Sep 15, 2026
5w ago
8-K
MIXED ★ 7/10
$63.55 $63.45▼ −0.16%▼ −0.48%$53.82 (−15.31%)
Sep 15, 2026
5w ago
Press Release
BULLISH ★ 7/10
$63.55 $63.45▼ −0.16%▼ −0.48%$53.82 (−15.31%)
Sep 4, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$65.87 $63.07▼ −4.25%▼ −3.79%$53.82 (−18.29%)
Aug 28, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$63.92 $62.54▼ −2.16%▼ −1.47%$53.82 (−15.80%)
Showing 10 of 52

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Report published Jul 21, 2026