$RKLB + Iridium will go down as one of the best acquisitions of 2026. In short, Rocket Lab is on pace for about ~$940M FY2026 revenue. Add Iridium’s $872M annual revenue. That’s $1.8B combined. Which is 2x Rocket Lab’s revenue base before Neutron even scales. And people are still scared of a quarter “delay” for Neutron.
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3 Comments
Anthony Holstein
@anthony.invests · 10hEdited
Similar to $LUNR and its Lanteris acquisition. Revenue jumped 4x🚀🚀
Scott S@scottsinvesting · 7h
It'll be interesting to see what $RKLB will do with $IRDM if/when the acquisition closes mid-2027... RocketLab acquired Iridium for an enterprise value of approximately $8 billion, which is 9x Price/EV. The company's only grown mid-single digits annually on average over the past decade, so they'll need to get more out of it than that to justify the price paid IMO.
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