Aug. 14 at 5:10 PM
🚀 Space, Defense Materials & Advanced Manufacturing Radar
The space/defense trade keeps moving from HYPE → HARDWARE → CAPACITY.
The biggest new signal: the bottleneck is expanding from propulsion & materials into integration and interoperability.
Space Force is now funding multi-vendor space networking, with Amazon LEO, Lockheed, Northrop, Rocket Lab and York selected for connectivity demonstrations.
Meanwhile:
→ SpaceX reached its 94th Falcon 9 launch of 2026 by Aug. 12. Launch is becoming industrial-scale infrastructure.
→
$AADX reported record
$167M Q2 revenue (+47%),
$36M adj. EBITDA and >
$1.1B backlog. Space/launch revenue grew ~60% — a new public picks-and-shovels name worth watching.
→
$RKLB delivered record ~
$234M revenue (+62%), but Neutron timing highlights the difference between proven production and future platform optionality.
→ Golden Dome’s space-based interceptor competition is advancing, but remains early-stage. Prototype progress ≠ production adoption.
