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NET compared with RKLB: revenue, margins and what each company keeps, and the suppliers and customers both name
NET
Cloudflare, Inc.
Change
Mkt cap
Revenue
Revenue
RKLB
Rocket Lab Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
NET
Cloudflare, Inc.
vs
RKLB
Rocket Lab Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
NET: latest quarter is a loss; flow not drawable. RKLB: latest quarter is a loss; flow not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
NET, solid
RKLB, dashed
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only NET
5
CHPT
ChargePoint
customer
LCFY
Locafy
customer
—
JD Cloud
unlisted
supplier
—
Kiwi Farms
unlisted
customer
1 more · NET chain
›
Shared
0
No shared counterparties.
Only RKLB
15
—
Mid-Atlantic Regional Spaceport within the NASA Wallops Flight Facility
unlisted
supplier
—
NASA's Wallops Flight Facility
unlisted
supplier
—
Blacksky
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
—
Canon
unlisted
customer
11 more · RKLB chain
›
NET
Cloudflare, Inc.
Change
279.96
▼
−9.78%
· post 281.10
Mkt cap
$100.0B
Revenue
$696M
Q2 FY26
Revenue
$2.2B
FY25
RKLB
Rocket Lab Corp
Change
54.72
▼
−7.41%
· post 55.07
Closed
Oct 30 '26
Mkt cap
$32.7B
Revenue
$234M
Q2 FY26
Revenue
$602M
FY25
vs
Compare
Closed
Oct 30 '26
NET
Cloudflare, Inc.
vs
RKLB
Rocket Lab Corp
279.96
▼
−9.78%
post 281.10
Price
54.72
▼
−7.41%
post 55.07
$100.0B
Mkt cap
$32.7B
Q2 FY26
$696M
Revenue
$234M
Q2 FY26
FY25
$2.2B
Revenue
$602M
FY25
Change
Change
NET
279.96
▼
−9.78%
vs
RKLB
54.72
▼
−7.41%
Closed
Oct 30 '26