The contract adds near-term revenue visibility and strengthens Rocket Lab's relationship with NASA for future science missions. Monitor for additional GDC constellation task orders or follow-on awards that could expand the program's value.
Price Chart
Executive Summary
Rocket Lab USA Inc. received a $28.9M firm-fixed-price contract from NASA to integrate and fly the T0433 Geospace Dynamics Constellation Trailblazer (GDC-T) payload. The award represents approximately 3.1% of the company's annualized revenue and reinforces its role as a key launch services provider for NASA science missions.
Key Financial Metrics
Key Facts
- Award amount: $28,901,223 from NASA
- Award date: October 28, 2026
- Contract type: Integration and flight of the GDC-T payload
- Award represents ~3.1% of Rocket Lab's annualized revenue ($936.3M)
- NASA is a key customer for Rocket Lab's launch services
Financial Impact
$28.9M award, approximately 3.1% of annualized revenue
Risk Factors
- Execution risk on integration and flight timeline
- Potential funding delays from government continuing resolutions or budget negotiations
- Single-payload contract; no indication of follow-on work or options
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-80AFRC27FA003 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 28, 2026 4d ago | GOVT-CONTRACT | $59.10 $54.73 | ▼ −7.39% | ▼ −5.62% | $54.73 (−7.39%) |
Oct 23, 2026 9d ago | Institutional Cluster | $52.60 $53.82 | ▲ +2.32% | ▲ +1.61% | $54.73 (+4.05%) |
Oct 20, 2026 11d ago | Press Release | $53.67 $51.22 | ▼ −4.56% | ▼ −3.38% | $54.73 (+1.98%) |
Oct 14, 2026 17d ago | 8-K | $55.25 $50.84 | ▲ +7.98% | ▲ +6.88% | $54.73 (+0.94%) |
Sep 30, 2026 4w ago | Press Release | $70.46 $73.92 | ▲ +4.91% | ▲ +4.17% | $54.73 (−22.32%) |
Sep 24, 2026 5w ago | Press Release | $73.95 $72.19 | ▼ −2.38% | ▼ −1.64% | $54.73 (−25.99%) |
Sep 15, 2026 6w ago | 425 | $63.55 $63.45 | ▼ −0.16% | ▼ −0.48% | $54.73 (−13.88%) |
Sep 15, 2026 6w ago | 8-K | $63.55 $63.45 | ▼ −0.16% | ▼ −0.48% | $54.73 (−13.88%) |
Sep 15, 2026 6w ago | Press Release | $63.55 $63.45 | ▼ −0.16% | ▼ −0.48% | $54.73 (−13.88%) |
Sep 4, 2026 8w ago | Insider Cluster | $65.87 $63.07 | ▼ −4.25% | ▼ −3.79% | $54.73 (−16.91%) |
US Market Status
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