customerScore 45/100Watch
Rocket Lab signed 30+ new Electron and Haste launches in 2025; demonstrating 11-13 day cadence with improved customer payload readiness management through higher inventory of integrated rockets
Peter Beck· Rocket Lab· Space· 2026-02-27· about Rocket Lab, BlackSky (customer) (RKLB)
“we added more than 30 new launches to the manifest across Electron and Haste. They came from a nicely diversified customer base... In Kufa alone, we signed a new multi-launch deal with BlackSky for four new launches, which brings a total number of missions that booked with us to 17... we're looking for... more launch than last year... we're being an electroned out every sort of 11 or 13 days now... we've probably got better at looking like a duck where it's just... on a glassy pond and it looks normal and there's legs flat out underneath it. And with a higher cadence gives us the ability to move customers around.”
Why it matters
The 11-13 day cadence is operationally sustainable through inventory management and customer payload flexibility, not just manufacturing capability. This suggests Rocket Lab can absorb near-term demand spikes without capacity constraints.
Investment implication
Small-satellite operators should expect reliable access to dedicated launch. Competitors with lower launch rates face customer acquisition challenges. Suppliers of ground support equipment, range services, and mission operations should see steady demand growth.