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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
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NET
Cloudflare, Inc.
vs
RKLB
Rocket Lab Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
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Supply chain
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Supply-chain overlap
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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
273.54
▲
+3.16%
· post 272.55
· delayed
Mkt cap
$94.4B
Revenue
$696M
Q2 FY26
Revenue
$2.2B
FY25
RKLB
Rocket Lab Corp
Change
54.47
▲
+4.61%
· post 53.64
· delayed
After hours
Nov 3 '26
delayed
Mkt cap
$32.6B
Revenue
$234M
Q2 FY26
Revenue
$602M
FY25
vs
Compare
After hours
Nov 3 '26
delayed
NET
Cloudflare, Inc.
vs
RKLB
Rocket Lab Corp
273.54
▲
+3.16%
post 272.55
delayed
Price
54.47
▲
+4.61%
post 53.64
delayed
$94.4B
Mkt cap
$32.6B
Q2 FY26
$696M
Revenue
$234M
Q2 FY26
FY25
$2.2B
Revenue
$602M
FY25
Change
Change
NET
273.54
▲
+3.16%
vs
RKLB
54.47
▲
+4.61%
After hours
Nov 3 '26
delayed