Intel Library · Company Directory
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.
Launch & Space Systems
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
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
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
Private
Blue Origin
New Glenn heavy-lift, Blue Moon lunar landers, BE-4 engines and Orbital Reef station architecture.
Launch
Lunar
Engines
Private
Exolaunch
Rideshare mission management, satellite deployment systems (EXOpod, CarboNIX) and Reliant orbital transfer vehicles for smallsat operators.
Rideshare
Deployment Systems
OTV
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
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
Katalyst Space
NEXUS robotic servicing spacecraft for inspection, life extension, hardware upgrades and deorbit of unprepared satellites. Defense Innovation Unit deorbit work for the Space Development Agency.
On-Orbit Servicing
Robotics
RPO
Pre-IPO · STAR Market
LandSpace
Chinese commercial launch provider developing liquid oxygen-methane rockets, reusable launch vehicles and vertically integrated propulsion.
Methalox
Launch
Reusable
Private
Maverick Space Systems
Mission integration, rideshare management and launch services for smallsat and CubeSat operators across government and commercial programs.
Mission Integration
Rideshare
Smallsat
Pre-IPO · STAR Market
MinoSpace
Chinese commercial satellite manufacturer pursuing a Shanghai STAR Market IPO.
Satellite Manufacturing
Remote Sensing
SAR
Nasdaq: MNTS
Momentus
Vigoride orbital transfer vehicles, in-space transportation, hosted payloads and satellite bus services.
In-Space Transport
OTV
Hosted Payloads
NYSE: RDW
Redwire
Space infrastructure and defense technology. Edge Autonomy uncrewed systems, in-space manufacturing and national security payloads.
Space Infrastructure
Autonomy
Payloads
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: RKLB
Rocket Lab
Vertically integrated launch and space systems. Acquiring Iridium for $8B. The closest Western challenger.
Launch
Space Systems
Satcom
Private
SEOPS
Rideshare integration and satellite deployment services, including ISS-based and orbital smallsat deployment for defense and commercial payloads.
Rideshare
Deployment
ISS
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
Nasdaq: SPCX
SpaceX
Reusable launch, Starlink broadband, Starship heavy-lift, xAI infrastructure. The benchmark.
Launch
Starlink
AI
Private
Starcloud
Orbital data centers. Flew the first data-center-class AI accelerator to operate in orbit aboard Starcloud-1 and is building toward multi-chip compute satellites.
Orbital Compute
AI Infrastructure
Satellites
Private
Starlab Space
Commercial low Earth orbit station joint venture developing Starlab for post-ISS research, manufacturing and human spaceflight.
Space Stations
Commercial LEO
Human Spaceflight
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
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
Defense Primes
Euronext: AIR
Airbus
Europe's aerospace prime. Commercial aircraft dominance, military airlift and fighters, helicopters, satellites and space systems.
Prime
Commercial Aviation
Space
NYSE: BA
Boeing
Commercial aircraft, defense and space. Turnaround in progress against a record backlog and persistent execution risk.
Prime
Commercial Aviation
Space
NYSE: CACI
CACI International
National-security technology spanning software, cyber, intelligence, electronic warfare, sensors, optical communications and mission support.
Defense Technology
Cyber
Electronic Warfare
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: GE
GE Aerospace
Aircraft engines, integrated propulsion systems and aftermarket services spanning commercial aviation, military aircraft and national security programs.
Propulsion
Commercial Aviation
Defense
Nasdaq: HONA
Honeywell Aerospace
Tier-1 aerospace and defense supplier spanning avionics, propulsion, auxiliary power units, flight controls and aftermarket systems.
Aerospace
Defense & Space
Avionics
NYSE: HII
Huntington Ingalls Industries
America's largest military shipbuilder. Nuclear aircraft carriers and submarines, destroyers, amphibious ships and Mission Technologies.
Shipbuilding
Submarines
Mission Tech
NYSE: LHX
L3Harris
ISR, electronic warfare, space payloads, tactical communications and Aerojet Rocketdyne propulsion.
ISR
EW
Space Payloads
NYSE: LMT
Lockheed Martin
The largest defense contractor on Earth. F-35, hypersonics, missile defense, space systems.
Prime
F-35
Missile Defense
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: OSK · Parent Co.
Oshkosh Defense
Heavy, medium and light tactical vehicles for the U.S. Army and partners, plus autonomous missile launchers and weapons integration.
Tactical Vehicles
Army
Autonomous Launchers
LSE: RR.
Rolls-Royce Holdings
Aircraft and naval propulsion, defense power systems and small modular nuclear reactors serving allied aerospace, maritime and energy programs.
Propulsion
Nuclear
Defense
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
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
Anduril
Autonomous systems, Lattice AI, counter-UAS, Golden Dome space-based interceptor selection.
Autonomy
Counter-UAS
Golden Dome
NYSE: AADX
Applied Aerospace & Defense
NYSE-listed advanced manufacturer of mission-critical hardware for space, defense aviation, C5ISR and precision-strike programs.
Defense Tech
Aerospace
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
Nasdaq: NBIS
Nebius
Allied-jurisdiction AI cloud and owned GPU data centers. Dual-use compute for autonomy, imagery exploitation and simulation. No disclosed U.S. defense prime awards.
AI Compute
Data Centers
Dual-Use
Nasdaq: PLTR
Palantir
AI-driven software for defense and intelligence. Gotham, Foundry, AIP and the Maven Smart System backbone.
AI
Software
Data Fusion
Private
Shield AI
Hivemind mission-autonomy software, V-BAT uncrewed aircraft and developmental X-BAT aircraft for contested environments.
Mission Autonomy
V-BAT
CCA
Private
Six Robotics
Autonomous robotic systems for defense and industrial applications, spanning uncrewed platforms and AI-driven mobility.
Autonomy
Robotics
Uncrewed
Nasdaq: SWMR
Swarmer
Vendor-agnostic swarm autonomy software. One operator coordinating many unmanned systems. Combat use in Ukraine and a 2026 Nasdaq listing.
Swarm Autonomy
Software
Unmanned
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
NYSE American: UMAC
Unusual Machines
U.S.-made first-person-view drones and National Defense Authorization Act compliant components for commercial and defense customers.
FPV Drones
NDAA Components
UAS Supply Chain
ISR & Earth Observation
NYSE: BKSY
BlackSky
High-revisit Earth observation, Gen-3 satellite imagery and AI-enabled Spectra analytics for defense and intelligence customers.
Earth Observation
ISR
Geospatial AI
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
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
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
NYSE: MOG.A
Moog
Precision motion-control systems for military aircraft, missiles, spacecraft, launch vehicles and industrial applications.
Motion Control
Space & Defense
Flight Controls
NYSE: TDG
TransDigm
Aerospace-components holding company built through acquisitions, with proprietary products and a large aftermarket position across commercial and defense fleets.
Aerospace Components
Aftermarket
Acquisitions
Nasdaq: VELO
Velo3D
Metal additive manufacturing systems and production services for mission-critical aerospace, defense, space and energy components.
Additive Manufacturing
Defense Production
Sapphire
In Production
Dossiers currently being researched and built. Profiles go live as they clear review.
Launch, In-Space & Stations
ExotrailMynaricOrbit FabSpaceWorksStarfish SpaceTransAstraTrue AnomalyVast Space
Primes & Aerospace
AeroVironmentAmentum HoldingsBAE SystemsCurtiss-WrightElbit SystemsGeneral AtomicsGriffon CorpHEICO CorpHop AeroHowmet AerospaceKBR IncKNDS GroupLeidos HoldingsMercury SystemsMerlin LabsParsons CorpSAICSpirit AeroSystems HoldingsSurf Air MobilityTeledyne TechnologiesTextronV2X
Defense Tech & Autonomy
9 MothersAICEAlbacore IncApolloShieldArlo IndustriesAurora InnovationAxon EnterpriseCellebriteCoAspireConntourCyberluxDAIVIN!DeepnightDestinusDigi Power XEarendil RoboticsEpirusGreypoint IndustriesHelsingHermes RoboticsHyundai / Boston DynamicsIcarusIsengard IndustriesKelaMach IndustriesMaquoketa ResearchNull LabsOndasPacific DefensePanthalassaPerseus DefenseQuantinuumRed Cat HoldingsRichtech RoboticsSeeing SystemsSpektreWorksSurtr Defense SystemsTenet IndustriesValinor Enterprises
ISR & Earth Observation
Sidus SpaceSpire Global
Industrial Base & Components
Black & VeatchDivergent TechnologiesElmet TechnologiesHarmonic Drive SystemsSchaefflerSiemensST Engineering iDirectTeradyne
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