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News: Intuitive Machines $LUNR Q2 2025 Earnings • Cash & Equivalents: $345M • Revenue: $50.3M, +21% YoY • Net Income: $(38.2)M vs $16.6M YoY • Adj. EBITDA: $(25.4)M vs. $(25.1)M • Expect Positive Adj. EBITDA in 2026 • FCF: $(14.0)M vs. $(41.5)M investors.intuitivemachines.com/news-releases/…

$RDW Cantor maintains $28 PT on Redwire, following Q2 earnings. Drones will solve...

Taking a loss is part of the game. I sold half of my $RDW position this morning on the earnings call bounce and plan to reallocate fully into my higher-conviction names: $RKLB and $ASTS. Management didn’t manage to win me over on this morning’s call. The business is well

Oh boy, new picture alert 🚨 🚨. Take a look at the latest Archimedes engine firing with its rings on. Looks very blue now. $RKLB

$FLY is stealing the spotlight in the space segment today. All eyes now on $RKLB, with earnings dropping in a few minutes.

$RKLB LET'S GO

$RKLB Q2 2025 Q2 Results: • Revenue: $145M (vs. $135M est.) • EPS: ($0.13) (vs. ($0.11) est.) Guidance: • Revenue: $150M (vs. $151M est.) • Adj. EBITDA: ($22M) (vs. ($21M) est.)

🚨 JUST IN: $RKLB said it expects to get Neutron to the launch pad before the end of 2025, which assumes a greenlight schedule, while some risks are yet to be retired.

🚨 $RKLB Q2 Earnings Report is OUT! Revenue of $144M vs. $135.4M est. 🟢 GAAP EPS of $(0.13) vs. $(0.11) est. 🔴 Adj. EBITDA of $(27.6M) vs. $(31.2M) est. 🟢 Q3 Revenue guidance of $145-155M vs. $150.5M est. 🟡 Q3 Adj. EBITDA guidance of $(21-23M) vs. $(20.7M) est. 🟡 More

This is a classic $RKLB report. Straight business update. No BS. Clear, straightforward guidance, expectations, and developments. Market wants flash, wild promises, euphoric goals. Rocket Lab provides simple investor updates. This is why Rocket Lab management is elite.

$RKLB That's my quant 👇

$RKLB The MSCI ACWI is a $250B fund capturing large and mid cap companies across 23 Developed Markets and 24 Emerging Markets countries. They just added Rocket Lab.

$RKLB: Price Target Upgrades Needham $48 ➡️ $55 Cantor $35 ➡️ $55 Roth $35 ➡️ $50 KeyBanc $40 ➡️ $50

$RKLB Now that’s a post earnings-day opening!

$RKLB This is my favorite slide from Rocket Lab’s Q2 presentation, highlighting the latest Neutron progress. So many near term catalysts to look forward to. Let’s get this beauty on the pad by year-end!

$FLY No surprise here, Firefly is coming back down to Earth after yesterday’s overhyped IPO, which sent shares soaring above $70.