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Rocket Lab selected alongside Raytheon for Space-Based Interceptor Program (SBI) under Golden Dome, advancing national missile defense capabilities

Peter Beck· Rocket Lab· Space· 2026-05-15· about Raytheon (RTX)
I'm thrilled to confirm that Rocket Lab has been selected to enable one of the nation's top national security priorities, the Space Base Interceptor Program under gold and dome. Rocket Lab and Raytheon have been selected to demonstrate advanced capabilities for the Space Base Interceptor Program.

Why it matters

Selection signals Rocket Lab's role in a major, multi-billion-dollar national security initiative with Raytheon as prime, positioning Rocket Lab as critical subsystem provider for next-generation defense architecture.

Investment implication

SBI program represents large TAM expansion for Rocket Lab spacecraft and subsystems. Raytheon partnership could extend to other Golden Dome layers, expanding addressable market for satellite components, propulsion, and optical communications.

Source

Rocket Lab Corp ($RKLB) Q1 2026 Earnings Call (YouTube)
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