RKLBRocket Lab+Neutron.DevLUNRIntuitive+IM-2.LandingASTSAST Space+BlueBird.DeployPLPlanet Labs+Pelican.LaunchBKSYBlackSky+Gen-3.LiveSPIRSpire+100.SatsRDWRedwire+ISM.ModuleIRDMIridium+IoT.ExpandVSATViasat+ViaSat-3.LiveSPACEXSpaceX+Starship.V3FUND.YTD2025-26$12B+.Raised
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INVESTOR REFERENCE // SPACE STOCKS

Space Stocks: Complete Guide

Every publicly traded space company, organized by ticker, exchange, subsector, and IPO date. This reference covers 16 pure-play space stocks and 6 large-cap defense primes with significant space divisions. Data is sourced from SEC filings and exchange records. This page provides technical and market data only and does not constitute investment advice.

Published: April 2026 | Updated: April 2026 | Source: orbital-intel.com
Pure-Play Space Stocks
16
Defense / Large-Cap
6
Exchanges
NYSE, NASDAQ
Subsectors
8
SECTION 01 // PURE-PLAY SPACE STOCKS

Pure-Play Space Stocks

Companies that derive most or all of their revenue from space-related activities. Most went public through SPAC mergers between 2019 and 2023. Rocket Lab (RKLB) is the largest pure-play by market cap and the most liquid.

TickerCompanyExchangeSubsectorIPO DateStatus
RKLBRocket Lab USANASDAQLaunch2021-08-25active
LUNRIntuitive MachinesNASDAQLunar2023-02-14active
ASTSAST SpaceMobileNASDAQSatellite Communications2021-04-07active
PLPlanet Labs PBCNYSEEarth Observation2021-12-08active
BKSYBlackSky TechnologyNYSEEarth Observation2021-09-10active
SPIRSpire GlobalNYSEEarth Observation2021-08-17active
RDWRedwire CorporationNYSEManufacturing2021-09-02active
IRDMIridium CommunicationsNASDAQSatellite Communications2009-02-12active
VSATViasat Inc.NASDAQSatellite Communications1996-12-02active
MNTSMomentus Inc.NASDAQPropulsion2021-08-13active
SATLSatellogic Inc.NASDAQEarth Observation2022-01-26active
SIDUSidus SpaceNASDAQManufacturing2021-12-14active
GSATGlobalstar Inc.NYSESatellite Communications2006-11-02active
SPCEVirgin Galactic HoldingsNYSEHuman Spaceflight2019-10-28active
ASTRAstra Space Inc.NASDAQPropulsion2021-06-30active
TSATTelesat CorporationNASDAQSatellite Communications2021-11-19active
SECTION 02 // LARGE-CAP SPACE EXPOSURE

Defense Primes with Space Divisions

These large-cap defense companies have significant space divisions generating billions in annual revenue from military satellites, launch vehicles, space sensors, and national security missions. Space represents 10-25% of their total revenue but is often the highest-growth segment.

TickerCompanyExchangeSpace Focus
LHXL3Harris TechnologiesNYSEMajor defense prime with space division: missile tracking satellites, space sensors, Aerojet Rocketdyne propulsion.
BAThe Boeing CompanyNYSESpace exposure via Starliner crew capsule, SLS core stage, military satellites, and 50% ULA joint venture.
LMTLockheed Martin CorporationNYSELargest space defense contractor by revenue: Orion, GPS III, SBIRS/OPIR, A2100 bus, Terran Orbital acquisition.
NOCNorthrop Grumman CorporationNYSESpace Systems: Cygnus ISS resupply, MEV satellite servicing, GBSD, next-gen OPIR. Acquired York Space Systems 2024.
RTXRTX CorporationNYSESpace sensors, satellite communications, GPS ground control via Raytheon and Collins Aerospace divisions.
LDOSLeidos HoldingsNYSESpace engineering and IT for national security: space domain awareness, missile defense, ground systems.
SECTION 03 // SUBSECTOR ANALYSIS

Space Stocks by Subsector

The space stock universe spans 8 subsectors with different risk/reward profiles and investment theses. Satellite communications has the most listed companies; launch has only one pure-play public company (Rocket Lab).

Satellite Communications

5 stocks
ASTS, IRDM, VSAT, GSAT, TSAT

Recurring revenue from connectivity services. D2D is the growth vector.

Earth Observation

4 stocks
PL, BKSY, SPIR, SATL

Data-as-a-service from imaging constellations. Defense + commercial analytics.

Launch

1 stock
RKLB

Only public pure-play launch company. Vertically integrated space systems.

Lunar

1 stock
LUNR

NASA CLPS contracts. First-mover in commercial lunar landing services.

Manufacturing

2 stocks
RDW, SIDU

Space hardware and in-space manufacturing. Solar arrays, components, sensors.

Human Spaceflight

1 stock
SPCE

Suborbital tourism. Delta-class development for next-gen vehicle.

Propulsion

2 stocks
MNTS, ASTR

In-space transportation and electric propulsion systems.

Defense

6 stocks
LMT, NOC, BA, RTX, LHX, LDOS

Large-cap space exposure via defense primes. Stable revenue, dividends.

SECTION 04 // KEY STOCK PROFILES

Key Space Stock Profiles

RKLBRocket Lab USA
~$12B

Only public pure-play launch company. Electron (50+ flights), Neutron in development, and growing Space Systems division (solar panels, reaction wheels, Photon spacecraft). Best-performing space stock in 2024 (+180%). Vertically integrated model similar to early SpaceX.

LUNRIntuitive Machines
~$3B

First US company to achieve a soft lunar landing in 50+ years (IM-1, Feb 2024). Multiple NASA CLPS contracts for lunar cargo delivery. Expanding into lunar communications relay (LunaSat) and data services. Revenue driven by government contracts with commercial customers emerging.

ASTSAST SpaceMobile
~$3B

Developing direct-to-standard-smartphone broadband via BlueBird satellites with massive 64 sq-meter phased-array antennas. Partnerships with AT&T, Vodafone, Rakuten. If technology works at scale, TAM is 5B+ unconnected mobile devices globally. High technical risk, transformative if successful.

PLPlanet Labs PBC
~$2B

Operates the largest Earth-imaging constellation (200+ Dove satellites) providing daily global coverage at 3-5m resolution. Data-as-a-service model with government and commercial customers across agriculture, forestry, disaster response, and intelligence. Approaching profitability.

IRDMIridium Communications
~$7B

Only truly global satellite communications network: 66 cross-linked LEO satellites covering 100% of Earth including poles. Stable, recurring revenue from voice, data, and IoT. Pays dividend. Mature business model with limited growth but defensive characteristics.

DISCLAIMER

This page provides technical and market reference data about publicly traded space companies. It does not constitute financial advice, investment recommendations, or solicitation to buy or sell securities. Space stocks are speculative, volatile, and may result in significant losses. Most pure-play space companies are pre-profitability and trade at elevated valuations relative to current revenue. Always consult a qualified financial advisor before making investment decisions. Data sourced from SEC filings, company disclosures, and public exchange records.

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