Rocket Lab USA

RKLBsupplier

Rocket Lab is the second-most-frequently-launched US orbital rocket company, providing dedicated small satellite launches on Electron while developing the medium-lift Neutron vehicle and expanding space systems manufacturing.

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产品与营收

产品营收占比

营收构成 ($0.6B)

静态数据（加载实时财务…）

Launch Services (40%)

Space Systems (55%)

Other (5%)

业务板块构成与主要客户

产品详情

Electron Launch Vehicle35%

Small-lift rocket for dedicated small satellite launches — 50+ missions flown

Neutron (In Development)5%

Medium-lift reusable rocket targeting constellation deployment and national security

Photon Satellite Bus25%

Configurable spacecraft platform for LEO, MEO, and interplanetary missions

Space Systems Components35%

Solar panels, reaction wheels, star trackers, and radios for third-party satellites

供应链关系

主要客户

Lockheed Martin Corporation

Satellite components for Lockheed programs

影响: Medium — space systems supply

L3Harris Technologies

Space components for L3Harris satellites

影响: Medium — satellite subsystem supplier

竞争对手

Northrop Grumman Corporation

Small/medium launch market

影响: Low — Northrop Pegasus/Minotaur overlap

宏观与市场背景

방산行业新闻

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

近期催化剂

◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)◆KTOS 국방부 드론 계약 발표◆NATO 정상회의 방위비 최종 합의 (2026.06)

AI 分析

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企业信息

总部

Long Beach, California, USA

成立时间

2006

员工人数

2,000+

官网

rocketlabusa.com

行业概况 — 방산

行业新闻