Rocket Lab Completes $275M Geost Acquisition Expanding Space Defense Sensors

Rocket Lab has completed its $275 million acquisition of Geost, a developer of electro-optical and infrared sensor systems critical for national security space missions, enhancing Rocket Lab's capabilities in missile warning, tracking, and space domain awareness. The deal, which includes potential additional payments based on future revenue targets, integrates Geost's technologies into Rocket Lab's portfolio, supporting key defense initiatives like the Golden Dome for America and the Space Development Agency’s Proliferated Warfighter Space Architecture. Geost's sensors bolster Rocket Lab's end-to-end mission solutions, making the company a more comprehensive provider of launch services, spacecraft, and payloads for national security. The acquisition marks a successful exit for ATL Partners, which had supported Geost’s growth and technical advancements since 2021, and aligns with their focus on expanding capabilities in defense electronics and national security space. By leveraging Rocket Lab’s manufacturing scale and resources, Geost is positioned to increase production and further support urgent space and defense challenges in contested environments. Analysts view Rocket Lab favorably for its strategic growth, though challenges remain with profitability and cash flow.