异动解读|Rocket Lab夜盘下跌6.73%,Q2每股亏损超预期叠加Q3毛利率指引大幅逊于市场预期

行情直击
Aug 11

8月11日,Rocket Lab夜盘下跌6.73%,报74.65美元/股,成交额2.63万美元。

消息面上,公司盘后发布第二季度财报,业绩好坏参半。营收端表现稳健,Q2实现收入2.341亿美元,同比增长62%,略超市场预期的2.316亿美元;但每股亏损0.08美元,逊于分析师预期的0.06美元。更关键的是,公司对第三季度GAAP毛利率指引仅为29%-31%,远低于分析师平均预期的37.6%,管理层将其归因于产品销售结构变化。此外,公司暗示Neutron火箭项目可能出现新的延期风险,进一步压制市场情绪。尽管公司积压订单达创纪录的23.6亿美元,且近期连获超6.6亿美元国防大单,但盈利能力不及预期仍引发抛售。

Rocket Lab是太空领域全球领导者,提供端到端任务服务,制造电子运载火箭和光子卫星平台,并正在开发中子运载火箭。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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