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🚨 Price Alert: The stock price jumped by 23.23% after the earning call.

Cash Flow Overview

Change in Cash
$926,875K
Free Cash flow
-$110,122K
Unit: Thousand (K) dollars
Positive Cash Flow Breakdown
    • Proceeds from atm equity offerin...
    • Proceeds from sale of employees ...
    • Maturities of marketable securit...
    • Others
Negative Cash Flow Breakdown
    • Minimum tax withholding paid on ...
    • Purchases of marketable securiti...
    • Net loss
    • Others
Cash Flow
2026-06-30
2026-03-31
2025-12-31
2025-09-30
Net loss
-49,258
-45,022
-52,922
-18,257
Depreciation and amortization
20,943
14,990
14,744
11,726
Stock-based compensation expense
19,561
28,116
18,205
15,727
(gain) loss on disposal of assets
-6
409
-257
-853
Loss on extinguishment of long-term debt
-
-
-5,926
0
Lower of cost or market inventory valuation adjustment
5,802
-
-
-
Amortization of debt issuance costs and discount
46
133
589
860
Noncash lease expense
2,832
2,797
2,313
2,410
Change in the fair value of contingent consideration
199
187
-10,624
0
Accretion of marketable securities purchased at a discount
415
458
646
500
Deferred income taxes
254
1,155
2,382
-34,503
Accounts receivable, net
27,361
35,662
-20,109
-5,875
Contract assets
16,623
13,434
10,312
-1,415
Inventories
48,760
24,571
14,318
14,054
Prepaids and other current assets
10,962
-4,081
-1,995
-582
Other non-current assets
14,239
26,098
-5,702
1,747
Trade payables
5,037
-8,161
11,854
-12,783
Accrued expenses
-1,862
10,825
-4,602
-1,353
Employee benefits payables
-4,684
1,309
-41,894
40,128
Contract liabilities
33,082
45,753
-12,419
-16,404
Other current liabilities
5,729
-2,941
2,207
-1,456
Non-current lease liabilities
-3,474
-2,993
-3,238
-1,722
Other non-current liabilities
72
71
161
-320
Net cash used in operating activities
-84,075
-50,332
-64,531
-23,523
Purchases of property, equipment and software
26,047
27,065
49,654
45,912
Proceeds on disposal of assets
0
715
0
253
Cash paid for business combinations, net of acquired cash
36,250
8,021
0
132,441
Purchases of marketable securities
58,191
91,328
87,539
59,455
Maturities of marketable securities
71,600
89,979
33,046
179,822
Sale of marketable securities
0
-
-6,766
3,383
Net cash used in investing activities
-48,888
-35,720
-104,147
-207,228
Proceeds from atm equity offerings
1,079,292
450,347
280,604
468,806
Issuance costs related to atm equity offerings
11,982
4,740
6,380
10,638
Proceeds from the exercise of stock options
197
1,081
33
2,160
Proceeds from employee stock purchase plan
4,603
4,189
3,296
2,915
Proceeds from sale of employees restricted stock units to cover taxes
99,382
52,337
32,687
39,944
Minimum tax withholding paid on behalf of employees for restricted stock units
111,306
39,848
47,815
25,251
Purchase of capped calls related to issuance of convertible senior notes
-
-
0
0
Proceeds from issuance of convertible senior notes
-
-
0
0
Proceeds from secured term loans
0
0
0
1,716
Repayments on secured term loan
0
0
72,817
3,895
Payment of contingent consideration
-
-
0
-
Payment of debt issuance costs
0
0
0
0
Finance lease principal payments
76
73
71
71
Net cash provided by financing activities
1,060,110
463,293
189,537
475,686
Effect of exchange rate changes on cash and cash equivalents
-272
237
-24
-1,213
Net increase in cash and cash equivalents and restricted cash
926,875
377,478
20,835
243,722
Cash and cash equivalents, and restricted cash, beginning of period
1,211,023
833,545
308,251
308,251
Cash and cash equivalents, and restricted cash, end of period
2,137,898
1,211,023
833,545
812,710
Unit: Thousand (K) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

Time Plot

Show the time plot by selecting a row from the table.

Cash Flow

Proceeds from atm equityofferings$1,079,292K (255.22%↑ Y/Y)Proceeds from sale ofemployees restricted...$99,382K (324.62%↑ Y/Y)Proceeds from employeestock purchase plan$4,603K (77.11%↑ Y/Y)Proceeds from theexercise of stock options$197K (-40.48%↓ Y/Y)Net cash provided byfinancing activities$1,060,110K (264.87%↑ Y/Y)Canceled cashflow$123,364K Net increase in cashand cash...$926,875K (255.48%↑ Y/Y)Canceled cashflow$133,235K Minimum tax withholdingpaid on behalf of...$111,306K (366.81%↑ Y/Y)Issuance costs related toatm equity...$11,982K (61.74%↑ Y/Y)Finance lease principalpayments$76K (16.92%↑ Y/Y)Contract liabilities$33,082K (100.36%↑ Y/Y)Depreciation andamortization$20,943K (139.13%↑ Y/Y)Stock-based compensationexpense$19,561K (9.08%↑ Y/Y)Lower of cost or marketinventory valuation...$5,802K Other currentliabilities$5,729K (50.88%↑ Y/Y)Trade payables$5,037K (267.66%↑ Y/Y)Noncash lease expense$2,832K (38.42%↑ Y/Y)Deferred income taxes$254K (-87.54%↓ Y/Y)Change in the fair valueof contingent...$199K Other non-currentliabilities$72K (-47.45%↓ Y/Y)Amortization of debt issuancecosts and discount$46K (-94.65%↓ Y/Y)(gain) loss on disposalof assets-$6K (99.60%↑ Y/Y)Maturities of marketablesecurities$71,600K (10.50%↑ Y/Y)Net cash used inoperating activities-$84,075K (-261.74%↓ Y/Y)Net cash used ininvesting activities-$48,888K (-558.78%↓ Y/Y)Effect of exchange ratechanges on cash and cash...-$272K (-131.81%↓ Y/Y)Canceled cashflow$93,563K Canceled cashflow$71,600K Net loss-$49,258K (25.83%↑ Y/Y)Inventories$48,760K (836.79%↑ Y/Y)Purchases of marketablesecurities$58,191K (33.20%↑ Y/Y)Accounts receivable, net$27,361K (22.46%↑ Y/Y)Contract assets$16,623K (284.13%↑ Y/Y)Other non-currentassets$14,239K (238.14%↑ Y/Y)Prepaids and othercurrent assets$10,962K (30.19%↑ Y/Y)Employee benefitspayables-$4,684K (-232.24%↓ Y/Y)Non-current leaseliabilities-$3,474K (28.77%↑ Y/Y)Accrued expenses-$1,862K (-127.64%↓ Y/Y)Accretion of marketablesecurities purchased at a...$415K (-22.86%↓ Y/Y)Cash paid forbusiness combinations,...$36,250K Purchases of property,equipment and software$26,047K (-18.71%↓ Y/Y)
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