Rocket Lab USA, Inc. (NASDAQ:RKLB) shares are trading higher Monday following the announcement that the company will play a key role in Kratos Defense & Security Solutions (NASDAQ:KTOS) $1.45 billion MACH-TB 2.0 contract.
What To Know: Kratos, a defense technology company, on Monday secured a five-year contract for Multi-Service Advanced Capability Hypersonic Test Bed (MACH-TB) 2.0, a project designed to enhance the U.S. hypersonic flight testing infrastructure.
The initiative, established under the Office of the Under Secretary of Defense for Research and Engineering's National Hypersonic Initiative 2.0, aims to bridge the gap between ground testing and full-scale hypersonic system testing, reducing risks and accelerating development.
Kratos will lead Task Area 1 of the MACH-TB 2.0 project, focusing on systems engineering, integration and testing. Rocket Lab will provide air launch services as part of a larger team that includes Leidos, Stratolaunch and other subcontractors. This effort will support the increased frequency of hypersonic flight tests needed for national security objectives.
Kratos' leadership emphasized the importance of the program in advancing affordable hypersonic technologies and highlighted the contract as the largest in the company's history. The MACH-TB 2.0 program is expected to be a significant driver of future growth for Kratos, which also cited its existing hypersonic capabilities as a key factor in securing the contract.
"With the recent successes of our low-cost Erinyes Hypersonic Flyer and Zeus Solid Rocket Motors, Kratos is a leader in the testing and fielding of hypersonic systems. We are very excited to bring this unmatched expertise to the MACH-TB 2.0 program," said Dave Carter, President of Kratos Defense and Rocket Support Services Division.
Rocket Lab shares are up nearly 200% over the past three months. The company reported better-than-expected financial results in mid-November and announced a multi-launch agreement with a confidential customer.
Rocket Lab guided for fourth-quarter revenue in the range of $125 million to $135 million. Rocket Lab is expected to report fourth-quarter earnings in February. Analysts currently expect the company to report a loss of 10 cents per share on revenue of $130.57 million, according to estimates from Benzinga Pro.
RKLB Price Action: Rocket Lab shares were up 1.03% at $29.02 at the time of writing, according to Benzinga Pro.
Rocket Lab USA, Inc.（納斯達克股票代碼：RKLB）週一股價走高，此前該公司宣佈將在Kratos Defense & Security Solutions（納斯達克股票代碼：KTOS）14.5億美元的Mach-TB 2.0合約中發揮關鍵作用。
須知：國防技術公司克拉託斯週一獲得了一份爲期五年的多服務高級能力超音速試驗檯（MACH-TB）2.0合同，該項目旨在增強美國的高超音速飛行測試基礎設施。
該計劃由負責研究和工程的國防部副部長辦公室的全國高超音速倡議2.0設立，旨在彌合地面測試和全面高超音速系統測試之間的差距，降低風險並加快開發。
Kratos將領導Mach-TB 2.0項目的任務區1，重點是系統工程、集成和測試。火箭實驗室將作爲包括Leidos、Stratolaunch和其他分包商在內的更大團隊的一員提供空中發射服務。這項工作將支持提高國家安全目標所需的超音速飛行試驗頻率。
克拉託斯的領導層強調了該計劃在推進負擔得起的高超音速技術方面的重要性，並強調該合同是公司歷史上最大的合同。預計Mach-TB 2.0計劃將成爲Kratos未來增長的重要推動力，Kratos還指出，其現有的高超音速能力是確保合同的關鍵因素。
「隨着我們的低成本 Erinyes Hypersonic Flyer 和 Zeus Solid Rocket Motors 最近取得的成功，克拉託斯成爲高超音速系統測試和部署領域的領導者。我們很高興將這種無與倫比的專業知識帶入Mach-TB 2.0計劃。」 克拉託斯國防和火箭支持服務部總裁戴夫·卡特說。
在過去的三個月中，火箭實驗室的股價上漲了近200％。該公司在11月中旬公佈的財務業績好於預期，並宣佈與一家機密客戶簽訂多項啓動協議。
火箭實驗室預計第四季度收入在1.25億美元至1.35億美元之間。預計火箭實驗室將在二月份公佈第四季度收益。根據Benzinga Pro的估計，分析師目前預計該公司將報告每股虧損10美分，收入爲1.3057億美元。
RkLb價格走勢：根據Benzinga Pro的數據，在撰寫本文時，火箭實驗室的股價上漲了1.03％，至29.02美元。
