Rocket Lab to acquire EO/IR payload developer Geost in $275m deal

Broadcast Pro

4 days ago

The strategic acquisition would create an entirely new category for Rocket Lab, positioning the company as a disruptor for national security space.
Rocket Lab has announced a definitive agreement to acquire the parent company of Geost, an electro-optical and infrared (EO/IR) payload developer based in Tucson, Arizona. The $275m deal will be executed through a combination of $125m in cash and $150m in privately placed Rocket Lab common stock, along with the possibility of an additional $50m in cash earnouts tied to future revenue milestones. The acquisition, expected to close in the second half of 2025, represents Rocket Lab’s formal expansion into the satellite payload sector and significantly strengthens its position as a full-spectrum provider of national security space solutions.
Geost, which has more than two decades of flight heritage supporting both classified and unclassified missions, specialises in advanced EO/IR sensor systems critical to missile warning and tracking, tactical intelligence, surveillance and reconnaissance (ISR), Earth observation, and space domain awareness. These capabilities align with the US Department of Defense’s push for resilient, proliferated space architectures such as the proposed Golden Dome and the Space Development Agency’s Tracking Layer.
By bringing Geost’s payload expertise in-house, Rocket Lab aims to streamline the production of integrated spacecraft systems specifically tailored for US national security applications. The move is expected to reduce integration complexity, cut costs, and speed up delivery timelines. With Geost’s high-performance sensing solutions, Rocket Lab will be better equipped to support real-time threat detection and response, enabling warfighters and mission operators to operate more effectively in increasingly contested space environments.
The acquisition also introduces a new capability category—Optical Systems—into Rocket Lab’s growing portfolio and reinforces its role as a disruptor in the national security space market.
Rocket Lab founder and CEO, Sir Peter Beck, said: 'Rocket Lab was founded to disrupt the traditional space industry and we’re doing just that by expanding our ability to deliver complete, mission-critical space solutions. With the acquisition of Geost, we’re bringing advanced electro-optical and infrared payloads in-house to support secure, responsive, and cost-effective systems at scale. These technologies enable spacecraft that can detect, interpret, and respond to threats in real time, enhancing our role as a trusted provider of end-to-end space capabilities for the United States and its allies—with greater speed, intelligence, and operational control.”
Bill Gattle, Geost’s General Manager and CEO of Lightridge Solutions, added: 'Integrating Geost’s advanced optical capabilities is a natural next step for Rocket Lab as the company expands its end-to-end space systems. By bringing high-performance optical technologies in-house, Rocket Lab is strengthening its ability to deliver responsive, full-stack solutions for government and commercial missions. Backed by the infrastructure to produce these systems at scale, Rocket Lab is well-positioned to meet accelerating demand for high-performance space solutions. The addition of payloads to its vertically integrated portfolio not only expands mission capability but also elevates Rocket Lab’s standing as a leading end-to-end space systems provider.'
As part of the acquisition, Rocket Lab will assume ownership of Geost’s facilities and labs in Tucson and northern Virginia, along with its intellectual property, existing inventory and workforce. The deal will add 115 highly skilled professionals to Rocket Lab’s team, bringing the company’s total headcount to over 2,600. Rocket Lab’s global footprint now spans key locations across the United States, Canada, and New Zealand, reinforcing its commitment to delivering cutting-edge space technologies across a rapidly evolving aerospace landscape.