Rocket Lab reported $200 million in quarterly revenue, outpacing AST SpaceMobile’s $150M-$200M annual 2026 guidance.
Rocket Lab generated approximately $200 million in revenue in a single quarter this year, marking over 60% year-over-year growth. The company operates two revenue streams—launch services and satellite manufacturing—with a $2 billion backlog ensuring future demand.
AST SpaceMobile, by contrast, projects $150 million to $200 million in revenue for all of 2026. Its most recent quarterly revenue reached just $15 million, highlighting its early-stage commercial rollout compared to Rocket Lab’s established operations.
The revenue gap underscores the divergence in maturity between the two space stocks, with Rocket Lab positioned as a revenue-generating business while AST focuses on scaling its satellite broadband network.