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Company Profiles

Research dossiers on defense contractors, aerospace companies and space companies shaping the new arms race. Defense Briefing profiles public and private companies across launch, national security space, defense technology, aerospace and the industrial base, with financials, SEC filings, leadership, government contracts, major programs, competitive analysis and risk.

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Launch & Space Systems

Nasdaq: SPCX
SpaceX
Reusable launch, Starlink broadband, Starship heavy-lift, xAI infrastructure. The benchmark.
Launch Starlink AI
Private
Blue Origin
New Glenn heavy-lift, Blue Moon lunar landers, BE-4 engines and Orbital Reef station architecture.
Launch Lunar Engines
Nasdaq: RKLB
Rocket Lab
Vertically integrated launch and space systems. Acquiring Iridium for $8B. The closest Western challenger.
Launch Space Systems Satcom
NYSE: YSS
York Space Systems
Proliferated spacecraft prime and top PWSA supplier. S-CLASS to M-CLASS platforms, ground software, vertical-integration buildout.
Space Systems PWSA SDA
NYSE: RDW
Redwire
Space infrastructure and defense technology. Edge Autonomy uncrewed systems, in-space manufacturing and national security payloads.
Space Infrastructure Autonomy Payloads
Nasdaq: MNTS
Momentus
Vigoride orbital transfer vehicles, in-space transportation, hosted payloads and satellite bus services.
In-Space Transport OTV Hosted Payloads
Nasdaq: FLY
Firefly Aerospace
Alpha launch vehicle, Blue Ghost lunar landers and Elytra orbital vehicles. First commercial company to soft-land on the Moon.
Launch Lunar Responsive Space
NYSE: VOYG · Parent Co.
Astrobotic / Voyager Lunar Systems
Voyager Technologies' lunar-operations business since July 2026. Peregrine and Griffin landers, CubeRover mobility, navigation and lunar surface infrastructure under NASA CLPS.
Lunar CLPS Moon Base
NYSE: VOYG
Voyager Technologies
Defense and space technology. Solid propulsion and energetics, radiation-hardened electronics, ISS mission management, the Starlab station and Voyager Lunar Systems.
Propulsion Starlab Lunar
Nasdaq: ASTS
AST SpaceMobile
Space-based cellular broadband direct to standard smartphones. BlueBird constellation buildout with defense and government connectivity applications.
Direct-to-Cell Satcom Constellation
Private
Sierra Space
Dream Chaser spaceplane, Orbital Reef commercial station and LIFE habitats. Defense-focused in-space infrastructure and resilient GPS.
Spaceplane Stations In-Space Infrastructure
Private
Relativity Space
3D-printed launch vehicles. Terran R medium-heavy reusable rocket and Stargate additive manufacturing platform. Backed by Eric Schmidt.
Launch Additive Manufacturing Reusable
Nasdaq: LUNR
Intuitive Machines
Nova-C lunar landers under NASA CLPS, lunar data relay satellites, orbital transfer vehicles and space infrastructure services.
Lunar Landers CLPS
Private
Axiom Space
Commercial space station modules, private astronaut missions to the ISS and next-generation AxEMU spacesuits under NASA contract.
Stations Human Spaceflight Spacesuits

Defense Primes

NYSE: LMT
Lockheed Martin
The largest defense contractor on Earth. F-35, hypersonics, missile defense, space systems.
Prime F-35 Missile Defense
NYSE: LHX
L3Harris
ISR, electronic warfare, space payloads, tactical communications and Aerojet Rocketdyne propulsion.
ISR EW Space Payloads
NYSE: BA
Boeing
Commercial aircraft, defense and space. Turnaround in progress against a record backlog and persistent execution risk.
Prime Commercial Aviation Space
Euronext: AIR
Airbus
Europe's aerospace prime. Commercial aircraft dominance, military airlift and fighters, helicopters, satellites and space systems.
Prime Commercial Aviation Space
NYSE: NOC
Northrop Grumman
Strategic prime across the B-21 Raider, Sentinel ICBM, space systems and missile defense. The backbone of U.S. nuclear modernization.
Prime B-21 Space Systems
NYSE: GD
General Dynamics
Combat systems, Gulfstream aviation, marine (Virginia and Columbia submarines) and GDIT technology services. Diversified defense prime.
Prime Submarines Combat Systems
NYSE: RTX
RTX
Aerospace and defense prime. Raytheon missiles and air defense, Pratt & Whitney engines and Collins Aerospace systems. Patriot and NGAD supplier.
Prime Missiles Engines

Defense Technology & New Space

Private
Anduril
Autonomous systems, Lattice AI, counter-UAS, Golden Dome space-based interceptor selection.
Autonomy Counter-UAS Golden Dome
Nasdaq: PLTR
Palantir
AI-driven software for defense and intelligence. Gotham, Foundry, AIP and the Maven Smart System backbone.
AI Software Data Fusion
NYSE: AVEX
AEVEX
Autonomous unmanned systems, precision strike and airborne ISR. Phoenix Ghost heritage, Atlas Launched Effects and a 2026 NYSE debut.
Unmanned Systems Precision Strike Airborne ISR
Private
Applied Aerospace & Defense
Defense technology and aerospace systems for national security programs and next-generation platforms.
Defense Tech Aerospace
Nasdaq: TSLA
Tesla
EV, battery and energy company with defense-adjacent capability in autonomy, Optimus humanoid robotics and Megapack grid storage.
Autonomy Robotics Energy Storage
Nasdaq: KTOS
Kratos Defense
Affordable jet drones, hypersonic targets, tactical UAS and space and satellite systems. Valkyrie XQ-58 and unmanned combat air vehicles.
Drones Hypersonics Unmanned
Private
Six Robotics
Autonomous robotic systems for defense and industrial applications, spanning uncrewed platforms and AI-driven mobility.
Autonomy Robotics Uncrewed

ISR & Earth Observation

NYSE: PL
Planet Labs
Daily Earth imaging at global scale. Dove and SkySat constellations, Pelican high-resolution satellites and growing defense and intelligence demand.
Earth Observation ISR Satellites

Industrial Base & Components

NYSE: AMPX
Amprius Technologies
Silicon-anode lithium-ion batteries with industry-leading energy density. Powering drones, UAS, wearables and defense electrification.
Batteries Energy Density UAS Power
Nasdaq: AMPG
AmpliTech Group
Low-noise amplifiers, RF and microwave components and 5G ORAN systems for satcom, quantum computing and defense.
RF Components LNAs Satcom

In Production

Dossiers currently being researched and built. Profiles go live as they clear review.

Launch, In-Space & Stations
Vast Space Starlab Space Exotrail Orbit Fab TransAstra Starfish Space Katalyst Space True Anomaly SpaceWorks Mynaric
Primes & Aerospace
BAE Systems General Atomics Honeywell Aerospace SAIC KNDS Group Oshkosh Defense Curtiss-Wright Moog Huntington Ingalls Industries Howmet Aerospace AeroVironment Griffon Corp Parsons Corp KBR Inc TransDigm Amentum Holdings Elbit Systems Leidos Holdings HEICO Corp Textron V2X Surf Air Mobility Spirit AeroSystems Holdings Mercury Systems Teledyne Technologies Merlin Labs Hop Aero
Defense Tech & Autonomy
Helsing Epirus Mach Industries Red Cat Holdings Unusual Machines Ondas Swarmer Destinus CoAspire Pacific Defense SpektreWorks Aurora Innovation Hyundai / Boston Dynamics Kela Valinor Enterprises Panthalassa Richtech Robotics Nebius Cellebrite Digi Power X Quantinuum Cyberlux Axon Enterprise Earendil Robotics Isengard Industries Greypoint Industries Maquoketa Research Arlo Industries AICE Tenet Industries Surtr Defense Systems 9 Mothers DAIVIN! Seeing Systems Icarus Perseus Defense Albacore Inc Null Labs Conntour Deepnight Hermes Robotics ApolloShield
ISR & Earth Observation
BlackSky Spire Global Sidus Space
Industrial Base & Components
Harmonic Drive Systems Schaeffler Siemens Teradyne Velo3D Elmet Technologies Divergent Technologies Black & Veatch ST Engineering iDirect

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