Rocket Lab CEO Touts SpaceX Rival Status, Trump Impact On Space As Stock Surges Almost 30%
Rocket Lab CEO Touts SpaceX Rival Status, Trump Impact On Space As Stock Surges Almost 30%
Rocket Lab USA Inc's (NASDAQ:RKLB) stock surged nearly 30% in trading on Wednesday following strong third-quarter results, with CEO Peter Beck highlighting the company's expanding presence across multiple space sectors during an interview.
继第三季度业绩强劲之后,美国火箭实验室公司(纳斯达克股票代码:RKLB)的股票在周三的交易中飙升了近30%,首席执行官彼得·贝克在接受采访时强调了该公司在多个太空领域的业务不断扩大。
What Happened: The space company reported third-quarter revenue of $104.81 million, exceeding analyst expectations and marking a 55% year-over-year increase. Beck emphasized the company's growing $1.05 billion backlog for their small Electron rocket and confirmed the larger Neutron rocket remains on schedule for its debut launch next year.
发生了什么:该航天公司公布的第三季度收入为1.0481亿美元,超出了分析师的预期,同比增长了55%。贝克强调说,该公司积压的小型电子火箭越来越多的10.5亿美元,并证实更大的中子火箭仍按计划于明年首次发射。
"Launch is super important; it's literally the key to space," Beck told CNBC's Morgan Brennan. "But the Space Systems group is what enables us to build infrastructure in orbit." He noted the division currently has over 40 spacecraft in backlog, ranging from Mars missions to telecommunications and national security projects.
贝克告诉CNBC的摩根·布伦南:“发射非常重要;它实际上是太空的关键。”“但是太空系统小组使我们能够在轨道上建造基础设施。”他指出,该部门目前积压了40多艘航天器,从火星任务到电信和国家安全项目,不一而足。
Addressing potential political implications, Beck expressed optimism about space policy under President-elect Donald Trump's administration, citing its focus on space, national defense, and efficient contracting. "When space does well, Rocket Lab does well," he stated.
在谈到潜在的政治影响时,贝克对当选总统唐纳德·特朗普政府领导下的太空政策表示乐观,理由是该政策侧重于太空、国防和高效合同。他说:“当太空表现良好时,火箭实验室就会表现良好。”
Why It Matters: The company's recent performance has been remarkable, with shares up more than 350% over six months. Beck attributed this partly to investors' growing understanding of Rocket Lab's position as the second-largest space company behind Elon Musk-led SpaceX, which is valued at over $200 billion compared to Rocket Lab's sub-5% relative valuation.
为何重要:该公司最近的表现非常出色,股价在六个月内上涨了350%以上。贝克将这部分归因于投资者对火箭实验室作为仅次于埃隆·马斯克领导的SpaceX的第二大航天公司的地位越来越了解,SpaceX的估值超过2000亿美元,而火箭实验室的相对估值低于5%。
Looking ahead, Rocket Lab projects fourth-quarter revenue between $125 million and $135 million, anticipating continued growth through year-end. The company has also secured new contracts, including a multi-launch agreement with a commercial satellite constellation operator and an $8 million award from the U.S. Air Force Research Laboratory.
展望未来,火箭实验室预计第四季度收入在1.25亿美元至1.35亿美元之间,预计到年底将持续增长。该公司还获得了新合同,包括与商业卫星星座运营商签订的多次发射协议以及美国空军研究实验室的800万美元奖励。
Price Action: Rocket Lab stock closed at $18.83 on Wednesday, up 28.44% for the day. In after-hours trading, the stock dipped 0.58. Year-to-date, Rocket Lab has surged 254.61%, according to data from Benzinga Pro.
价格走势:火箭实验室股票周三收于18.83美元,当天上涨28.44%。在盘后交易中,该股下跌了0.58。根据Benzinga Pro的数据,今年迄今为止,火箭实验室已飙升254.61%。