All Companies

SpaceX

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Active

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches reusable rockets and spacecraft. The company operates Falcon 9, Falcon Heavy, Dragon, Starlink, and the government-focused Starshield line while continuing to develop Starship for high-cadence heavy-lift missions to the Moon, Mars, and beyond. Starlink crossed 12 million customers across 160+ countries on June 4, 2026 and the constellation now exceeds 10,400 working satellites in orbit. Following the February 2026 xAI merger, SpaceX also operates the Memphis Colossus 1 supercomputer as an AI hyperscaler — disclosing roughly $70B+ of contracted compute revenue across an Anthropic deal ($1.25B/month through May 2029) and a Google deal ($920M/month from October 2026 through June 2029). SpaceX completed the largest IPO in history on June 12, 2026, debuting on Nasdaq under ticker SPCX at its fixed $135-per-share price for a roughly $1.77 trillion valuation and about $75B in proceeds, with Elon Musk retaining ~82% voting control. The first Starship V3 completed a full-duration suborbital test flight (Flight 12) on May 22, 2026.

CASC

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State-Owned (SASAC)

China Aerospace Science and Technology Corporation (CASC) is the state-owned prime contractor for China's space program and the world's most prolific launch organization by missions flown. Wholly owned by the central government through SASAC, it develops and operates the Long March (Changzheng) rocket family — which surpassed 648 cumulative launches by June 2026 — along with the Shenzhou crewed spacecraft, Tianzhou cargo vehicles, the Tiangong space station, BeiDou navigation and GuoWang broadband satellites, the Chang'e lunar and Tianwen planetary probes, and China's strategic missiles. After a national-record 73 launches in 2025, CASC is targeting over 100 launches in 2026, debuted the partially reusable Long March 12B in June 2026, and is preparing to fly Chang'e 7 to the lunar south pole no earlier than August 2026 while advancing Long March 10 toward a crewed Moon landing before 2030.

Commonwealth Fusion Systems

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Private

Commonwealth Fusion Systems is building commercial fusion systems around high-temperature superconducting magnet technology developed with MIT. SPARC, its fusion-energy demonstration tokamak under construction in Devens, Massachusetts, hit ~75% completion in 2026: the first of 18 toroidal-field magnets was installed in January and the second 48-ton vacuum-vessel half arrived in May, with all 18 magnets targeted by end of summer 2026 ahead of first plasma and a Q>1 net-energy attempt in 2027. ARC, CFS' first commercial plant — officially named the Fall Line Fusion Power Station and sited on 100 acres in Chesterfield County, Virginia — became in April 2026 the first fusion project to file for grid interconnection with PJM, and on June 4, 2026 CFS published a five-paper ARC Physics Basis in the Journal of Plasma Physics projecting ~1.1 GW of fusion power and ~400 MW of net electricity. CFS has also begun monetizing its HTS magnet platform, signing a potentially multi-billion-dollar long-term magnet supply deal with Realta Fusion and launching a SPARC digital twin program with Nvidia and Siemens.

Boeing

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Public (NYSE: BA)

Boeing is one of the world's largest aerospace companies, spanning commercial airplanes, defense and space systems, and aftermarket services. After a deeply disrupted 2024, Boeing improved materially through 2025 and into 2026: it delivered 600 commercial aircraft in 2025, then opened 2026 with 143 commercial deliveries, $22.2B of Q1 revenue across all three segments, a record $695B total backlog, and a narrower core loss. The company completed the Spirit AeroSystems reacquisition in December 2025, and in May 2026 confirmed it had passed the FAA capstone review to lift 737 MAX output to 47 jets per month. Boeing remains one of the two central global commercial-jet manufacturers alongside Airbus, with its near-term trajectory hinging on the 737 ramp, 777X certification, and sustained progress on safety and quality reforms.

Airbus

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Public (EPA: AIR)

Airbus is Europe's largest aerospace company, spanning commercial aircraft, helicopters, defence and space. In civil aviation it remains Boeing's only true peer at global scale and is pairing near-term production growth with longer-term work on lower-carbon aircraft technologies, future single-aisle designs and hydrogen propulsion. The company combines a mature global airliner business with broader aerospace capabilities across defence, space and rotorcraft. Q1 2026 was unusually weak — 114 deliveries (vs. 136 a year earlier), revenue down 7% to EUR 12.65B and adjusted EBIT halved to EUR 300M due to Pratt & Whitney engine shortages and Chinese delivery disruptions — but Airbus reaffirmed full-year 2026 guidance of ~870 deliveries, EUR 7.5B adjusted EBIT and EUR 4.5B free cash flow, with a record commercial backlog above 9,000 aircraft.

Figure AI

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Private

Figure AI is a San Jose robotics company building general-purpose humanoid robots and the Helix AI stack that powers them. Its current public platform, Figure 03, is in early commercial deployment — BMW completed an 11-month factory program and Catalyst Brands (JCPenney's parent) signed in May 2026 to deploy Figure 03 fleets at its Reno logistics center. The Helix 02 vision-language-action stack has demonstrated full 8-hour autonomous package-sorting shifts, while BotQ has scaled to one Figure 03 per hour with 350+ robots produced.

Tesla

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Public (NASDAQ: TSLA)

Tesla is a vertically integrated automotive, energy storage, and AI company headquartered in Austin, Texas. It manufactures five consumer vehicles, sells Full Self-Driving (Supervised) software, operates energy storage and solar businesses, runs a Robotaxi service in Austin/Dallas/Houston, and is ramping new products including Cybercab (production started Feb 2026 at Giga Texas), Tesla Semi (first truck off the new high-volume Nevada line April 2026), and Optimus (V3 reveal due summer 2026 with Fremont's old Model S/X line being converted for first-gen production). In Q1 2026, Tesla generated $22.4B in revenue, delivered 358,023 vehicles, had 1.28M active FSD subscriptions, and operated 8,463 Supercharger stations.

BYD

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Public (SZSE: 002594 / HKEX: 1211)

BYD (Build Your Dreams) is a Chinese high-tech manufacturer spanning automobiles, batteries, electronics, renewable energy, and rail transit. Its auto business is unusually vertically integrated, with in-house batteries, motors, power electronics, and automotive semiconductors underpinning a lineup that now ranges from low-cost EVs and plug-in hybrids to premium Denza and Yangwang vehicles. Q1 2026 revenue fell 11.82% YoY to ¥150.2B and net profit collapsed 55% to ¥4.1B under domestic price pressure, while overseas sales jumped to 46% of the total. May 2026 was a turning point: 376,990 passenger vehicles sold (ending an 8-month domestic run-rate decline) with a record 160,177 overseas deliveries (+80.7% YoY), now exceeding 41% of total sales; BYD raised its 2026 export target to 1.5 million units. Domestically, the FLASH Charging network had grown past 5,700 stations in China by early May, with Sinopec co-signed as a network partner in June; the first European 1,500 kW FLASH station opened in Germany on June 9. BYD's Szeged plant in Hungary began trial production in January 2026 and is targeting full-scale series production in Q2 2026.

Waymo

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Subsidiary (Alphabet)

Waymo is Alphabet's autonomous-driving company and operator of the world's first autonomous ride-hailing service. It serves paid riders in 11 U.S. metro areas through Waymo One, has surpassed 20 million lifetime rides, and reached roughly 500,000 paid robotaxi rides per week by late March 2026 with a goal of clearing 1 million per week by year-end. In late May 2026 Waymo expanded its service footprint by more than 20% to roughly 1,400 square miles across its 11 markets and started public rides on the Ojai — a ground-up purpose-built robotaxi co-developed with Zeekr — in San Francisco, Los Angeles, and Phoenix. International launches are queued in Tokyo and London after a $16B February 2026 funding round at a $126B post-money valuation.

Baidu Apollo

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Division (Baidu: NASDAQ BIDU; HKEX: 9888)

Baidu Apollo is Baidu's autonomous-driving platform and the operator of Apollo Go, one of the world's largest fully driverless robotaxi networks. Apollo Go delivered 3.2 million fully driverless rides in Q1 2026 (total rides up over 120% YoY), exceeded 22 million cumulative public rides by April 2026, and reached a 27-city global footprint. It runs fully driverless commercial service in China, Dubai, and on Abu Dhabi's Yas Island, began Level 4 open-road trials in eastern Switzerland (AmiGo, with PostBus) on June 1, 2026, and is preparing London launches with Uber and Lyft.

Joby Aviation

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Public (NYSE: JOBY)

Joby Aviation is a California-based transportation company developing a piloted, all-electric air taxi for commercial passenger service. The company completed FAA Stage 4 certification in late March 2026 and is now in Stage 5 (Type Inspection Authorization), the final gate before U.S. commercial type certification, which analysts expect in late 2026. Joby demonstrated the first-ever eVTOL point-to-point flight from JFK Airport to Manhattan in April 2026, a Dubai vertiport network is ready for service, and the company ended Q1 2026 with $2.5B in cash. Joby expects to carry its first paying passengers in the UAE and through the White House-backed eIPP program in the U.S. in 2026.

Zipline

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Private

Zipline is an American robotics and logistics company operating the world's largest autonomous delivery service. After pioneering national-scale medical drone delivery in Rwanda, the company has grown into a global network that has flown more than 130 million autonomous miles and now serves more than 5,000 hospitals and health centers. In 2025, Zipline commercially launched Platform 2, its quieter home-delivery system, in Pea Ridge, Arkansas and more than 20 Dallas-Fort Worth communities with Walmart and more than a dozen restaurant brands. In early 2026, backed by an $800M Series H round valuing the company at $7.6B, Zipline launched services in Houston and Phoenix and scaled its North Texas network to 16+ brands and public-space delivery points. Seattle is next in a planned rollout to at least four additional U.S. states in 2026.

Wing

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Subsidiary (Alphabet Inc.)

Wing is a drone-delivery company launched from Google's X in 2012 that is scaling small-package logistics in dense residential areas. It has completed more than 750,000 residential deliveries and built a service area covering more than 2 million customers across major U.S. metros including Dallas-Fort Worth, Atlanta, Charlotte, and Houston (live since January 15, 2026), with volume tripling in the six months before its January 2026 Walmart announcement. Wing's coast-to-coast Walmart partnership — co-credited with Zipline for Walmart crossing 1 million total drone deliveries on May 29, 2026 — is heading for 270+ store locations by 2027, while Wing prepares a Bay Area residential launch in 2026 in the metro where the company was founded.

Rocket Lab

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Public (NASDAQ: RKLB)

Rocket Lab is an end-to-end space company spanning launch, hypersonic test launch, spacecraft, payloads, satellite components, and now laser optical communications and space robotics. Electron remains the second most frequently launched U.S. rocket — 88 missions through May 22, 2026 — and Rocket Lab is developing the medium-lift Neutron rocket for constellation, national-security, and exploration missions, with first launch still targeted for Q4 2026. The company posted record Q1 2026 revenue of $200.3M and backlog above $2.2B, completed the $155.3M Mynaric acquisition in April 2026 to add laser comms and a European footprint, and closed the Motiv Space Systems robotics acquisition in May 2026 to bring Mars-proven robotics in-house. On May 27, 2026 Rocket Lab cleared the System Requirements Review for the Space Development Agency's $816M Tracking Layer Tranche 3 missile-defense constellation, taking total SDA awards above $1.3B, and on June 3, 2026 it appointed Agostino Ricupati Chief Accounting Officer.

Blue Origin

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Active

Blue Origin is a privately held aerospace company founded by Jeff Bezos that develops reusable launch vehicles, rocket engines, lunar landers, in-space mobility systems, and satellite communications infrastructure. Its current programs span the New Shepard suborbital system, the New Glenn heavy-lift rocket, the BE-4 engine family that also powers ULA's Vulcan, the Blue Moon lunar lander family, the Blue Ring spacecraft platform, and the TeraWave network. The FAA closed its NG-3 mishap investigation and lifted the New Glenn grounding on May 22, 2026 — pinning the BlueBird 7 deployment failure on a cryogenic leak that froze a hydraulic line — but six days later, on May 28, a New Glenn exploded during a hotfire at Cape Canaveral's LC-36, destroying the transporter-erector at Blue Origin's only New Glenn pad. CEO Dave Limp said on June 2, 2026 that the rocket will fly again before year-end via an alternative vertical assembly path, with the propellant farm, water tower, a second flight-ready booster, and three upper stages intact; the Blue Moon MK1 'Endurance' cargo lunar lander has completed thermal vacuum testing at NASA Johnson and is being prepared for a launch later in 2026. Reporting in mid-May 2026 also revealed that Blue Origin is weighing its first-ever outside fundraising — Capstone Partners pegs 2026 spend at ~$4.8B against ~$28B of cumulative Bezos investment — as Limp targets a future cadence of about 100 launches a year.

Firefly Aerospace

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Public (NASDAQ: FLY)

Firefly Aerospace is a public space and defense company that launches the Alpha small-lift rocket, is co-developing the Eclipse medium-lift vehicle with Northrop Grumman, flies Blue Ghost lunar landers, and builds Elytra orbital vehicles for maneuvering, communications, imaging, and other cislunar services. After becoming the first commercial company to complete a fully successful Moon landing, Firefly expanded further into defense software and data systems through its SciTec acquisition, which won a U.S. Space Force Space-Based Interceptor OTA agreement in May 2026 and a $5.5M Air Force CBC2 data-fusion option in June 2026 as part of the Golden Dome architecture. Q1 2026 revenue was $80.9M against $1.3B of backlog, Firefly doubled its Cedar Park campus to 144,000 sq ft to industrialize Blue Ghost and Elytra production, and a 12M-share follow-on at $48/share closed June 1, 2026.

Stoke Space

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Active

Stoke Space is a Kent, Washington rocket company developing Nova, a fully and rapidly reusable medium-lift launch vehicle built for low-cost, on-demand transport to, through, and from space. Its architecture pairs a full-flow staged-combustion first stage with a reusable upper stage whose actively cooled metallic heat shield is integrated into the engine, enabling downmass capability, high-energy missions, and minimal-refurbishment reentry. Stoke is now scaling production capacity and bringing Space Launch Complex 14 online at Cape Canaveral ahead of Nova's first flights.

LandSpace

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Private (Shanghai STAR Market IPO filed)

LandSpace (Beijing LandSpace Technology) is China's leading commercial rocket company. In July 2023 its methane-liquid oxygen Zhuque-2 became the first methalox rocket in the world to reach orbit, and the company now flies the upgraded Zhuque-2E for commercial constellation missions. Its flagship is the reusable, stainless-steel Zhuque-3, a Falcon 9-class vehicle whose December 2025 maiden flight reached orbit but failed to recover its booster. LandSpace's STAR Market IPO filing was accepted in December 2025 at a reported valuation near $2.7B.

Galactic Energy

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Private

Galactic Energy (Beijing Xinghe Power) is one of China's leading commercial launch companies and the most prolific private launch provider in the country. Its small solid-fuel Ceres-1 — flying from both land and a sea platform (Ceres-1S) — has reached orbit 23 times with 21 successes, deploying around 89 satellites since 2020. The company is now developing the larger solid Ceres-2 and, most importantly, the partially reusable kerosene-liquid oxygen Pallas-1, a Falcon 9-class rocket whose first stage completed a seven-engine static fire in November 2025 ahead of its maiden flight. Galactic Energy closed a 2.4 billion yuan (~$336M) Series D in September 2025, bringing total funding to roughly $410M.

CAS Space

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Private

CAS Space (Zhongke Aerospace) is a 2018 commercial spinoff majority-owned by the Chinese Academy of Sciences, led by founder and chairman Yang Yiqiang — former chief commander of the state Long March 11 solid rocket. Headquartered in Guangzhou, it operates the solid-fuel Kinetica-1 (Lijian-1), one of China's most-flown commercial rockets with 13 launches and 12 successes since 2022 (carrying over 100 satellites). In March 2026 it successfully debuted the medium-lift kerolox Kinetica-2 (Lijian-2), a three-core, nine-engine rocket. The company holds ~63% of China's private launch market by volume. CAS Space filed for a $607M IPO on the Shanghai STAR Market in April 2026 at a target valuation of ~15 billion yuan (~$2.1B), with the Shanghai Stock Exchange accepting the listing application. It is scaling output at a new Zhejiang 'super factory' and developing first-stage reusability via the in-house Kinecore-2 engine (110 tf), which successfully completed a 420-second cumulative hot-fire test in March 2026.

NuScale Power

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Public (NYSE: SMR)

NuScale Power is a public small modular reactor developer commercializing its NRC-approved 77 MWe NuScale Power Module through ENTRA1-led deployments. In 2025-26 it advanced a nonbinding program with TVA for up to 6 GW of NuScale capacity, secured a Final Investment Decision for the Romanian RoPower project, and launched a strategic petrochemical process-heat partnership with Ebara Elliott Energy. NuScale remains pre-deployment and ended Q1 2026 with about $1B in liquidity and capital resources, with 2026 centered on first-module manufacturing readiness, fuel supply, and converting its development pipeline into binding projects.

Oklo

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Public (NYSE: OKLO)

Oklo is developing fast-fission power plants under its Aurora product line while building a vertically integrated nuclear business around power sales, fuel recycling, and radioisotopes. Aurora units are designed to produce 15-75 MWe and run on fresh, recycled, or down-blended fuel, targeting customers such as data centers, industrial sites, military facilities, utilities, and remote communities. Its first plant, Aurora-INL at Idaho National Laboratory, is advancing under DOE's Reactor Pilot Program — the DOE approved its Preliminary Documented Safety Analysis on June 11, 2026, leaving the final Documented Safety Analysis as the last safety-basis step before authorization. Oklo is deepening vertical integration through the June 2026 acquisition of Oak Ridge precision manufacturer ARMEC and its May 2026 selection for DOE's Surplus Plutonium Utilization Program, while Atomic Alchemy builds U.S. isotope supply, including the Groves test reactor in Texas that is targeting criticality in 2026.

TerraPower

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Active

TerraPower is a nuclear innovation company founded by Bill Gates and focused primarily on the Natrium sodium fast reactor with integrated molten-salt energy storage. In March 2026 the NRC issued Kemmerer Unit 1 the first construction permit for a commercial-scale advanced nuclear plant in the U.S., and on April 23, 2026 TerraPower and contractor Bechtel officially began plant construction in Wyoming, a build expected to mobilize roughly 1,600 workers. In January 2026 TerraPower signed a landmark agreement with Meta to develop up to eight Natrium plants in the U.S., marking a shift from a single demonstration toward a commercial fleet. The company remains pre-revenue, but Natrium has moved from development into full project execution under DOE's ARDP cost-share program.

Kairos Power

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Active

Kairos Power is commercializing its fluoride salt-cooled, high-temperature reactor (KP-FHR), which combines TRISO pebble fuel with FLiBe coolant in a compact, low-pressure design. The company is using an iterative, vertically integrated development model centered on Hermes 1, a 35 MWth demonstration reactor under construction in Oak Ridge, and Hermes 2, an electricity-producing demonstration plant for the TVA grid. In April 2026, Kairos broke ground on Hermes 2, the first deployment under its Google-backed fleet plan totaling up to 500 MWe by 2035.

X-energy

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Public (NASDAQ: XE)

X-energy is an advanced nuclear and fuel company commercializing the 80 MWe Xe-100 reactor and its TRISO-X fuel platform. In April 2026 the company priced an upsized IPO to begin trading on Nasdaq under the ticker XE, raising ~$1.1B in net proceeds, and on June 4 reported its first quarter as a public company with $43M of revenues and grant income, a $166.2M net loss, and roughly $2.05B of liquidity adjusted for IPO proceeds. Operational momentum has also stacked up: TRISO-X holds the first-ever Part 70 HALEU fuel license, the NRC issued a Finding of No Significant Impact for Dow's Seadrift project, and on June 2 X-energy filed the Xe-100 into the UK's Generic Design Assessment toward a planned 6 GW UK build-out with Centrica.

Holtec International

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Active

Holtec International is a vertically integrated nuclear technology and services company whose core businesses include used-fuel storage and transport systems, plant decommissioning, manufacturing, and nuclear project execution. Its flagship growth programs are the restart of the Palisades plant in Michigan, the first U.S. nuclear plant to return from decommissioning to operations status, and the SMR-300 small modular reactor platform, which Holtec is advancing at Palisades and in the UK with EDF. In February 2026 the privately held company confidentially filed for a U.S. IPO, with reporting indicating it is seeking a valuation above $10 billion.

Helion Energy

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Private

Helion Energy is building fusion generators aimed at producing commercial electricity from fusion. Its Polaris prototype began operating in late 2024 and in February 2026 became the first privately developed fusion machine to demonstrate measurable deuterium-tritium fusion at 150 million degrees Celsius. Helion is now advancing Orion in Malaga, Washington, where site work began in 2025 for the company's first commercial machine intended to deliver electricity from fusion to Microsoft, while a smaller new 'Tiny Merge' testbed is being built to iterate on plasma formation faster. On June 4, 2026 Helion closed a $465M Series G led by Thrive Capital at a $15.5B post-money valuation, lifting total funding to roughly $1.5B; OpenAI is in advanced talks to buy fusion power from Helion at gigawatt scale, prompting Sam Altman to step down as board chair to recuse himself from those negotiations.

TAE Technologies

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Private (proposed TMTG merger; targeted Q4 2026 close)

TAE Technologies is a private fusion company developing hydrogen-boron fusion with a beam-driven field-reversed-configuration architecture. Its 2025 'Norm' breakthrough reduced reactor complexity enough to skip the planned Copernicus step and move directly toward Da Vinci, its first prototype power plant. In 2026 TAE completed its multi-state site evaluation tour for the first 50 MWe plant (Alabama, Ohio, Texas), formally established the TAE Beam UK joint venture with UKAEA at Culham to commercialize neutral-beam accelerator technology, and is now targeting a Q4 2026 close of its $6B all-stock merger with Trump Media & Technology Group, which in June 2026 confirmed it will no longer spin off Truth Social and other media assets ahead of the deal. TAE Power Solutions and TAE Life Sciences commercialize adjacent power-delivery and oncology technologies derived from its fusion R&D.

COMAC

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State-Owned Enterprise

COMAC (Commercial Aircraft Corporation of China) is China's state-owned commercial aircraft manufacturer and the core vehicle for the country's indigenous airliner program. Its current aircraft family spans the in-service C909 regional jet, the in-service C919 narrow-body, and the C929 wide-body now in detailed design. COMAC has moved beyond a symbolic national program into real airline operations, customer support, and early export expansion in Southeast Asia — including Air Cambodia's headline 10+10 C909 commitment in 2025 — making it China's first credible attempt to build a full commercial-aircraft OEM, even as 2026 deliveries continue to lag ambitious airline expectations.

Hermeus

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Private

Hermeus is a defense aviation company focused on rapidly designing, building, and flight-testing high-Mach and hypersonic aircraft for national-security missions. Its Quarterhorse program is progressing through a series of unmanned demonstrators to unlock high-speed flight — Mk 2.1 reached Mach 1.21 on May 26, 2026 in its third flight from Spaceport America, becoming the first privately-developed unmanned supersonic jet — and the Chimera engine architecture underpins Darkhorse, the reusable hypersonic UAS Hermeus aims to field for defense customers. The company is now backed by a $1B post-money valuation, a $350M Series C closed in April 2026, and a Defense Innovation Unit contract scaled to a $219M ceiling in late May 2026 to demonstrate high-Mach flight and high-speed payload release at speeds up to Mach 3. In a May 2026 leadership transition effective June 1, 2026, president Zach Shore became CEO while co-founder AJ Piplica moved to executive chairman.

Boston Dynamics

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Private (Hyundai subsidiary)

Boston Dynamics is a pioneering robotics company founded in 1992 as an MIT spin-off that now commercializes mobile robots for industrial inspection, warehouse automation, and humanoid manipulation. Its commercial portfolio spans Spot, Stretch, and Orbit, while the all-electric Atlas formally entered production at CES 2026 and is now demonstrating heavy-object manipulation and whole-body control via reinforcement learning. Backed by Hyundai Motor Group — which has committed a $26B U.S. investment plan including a robotics factory targeting 30,000 Atlas units/year by 2028 — Boston Dynamics has deployed more than 2,000 Spot and Stretch robots globally and has fully committed its 2026 Atlas production run to Hyundai's Robotics Metaplant Application Center and Google DeepMind, with additional customers planned for early 2027. Amanda McMaster has served as interim CEO since founder/CEO Robert Playter retired at end-February 2026.

Unitree Robotics

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Private (STAR Market IPO review approved Jun 1, 2026)

Unitree Robotics is a Hangzhou-based civilian robotics company building quadrupeds, humanoids, dexterous hands, robot arms, and core robot components. After leading the market for publicly sold quadruped robots, Unitree expanded aggressively into humanoids with H1, G1, R1, and H2, while keeping price points far below most Western peers. Unitree's March 2026 Shanghai IPO filing says the company sold 5,500 humanoid robots in 2025, generated 1.71 billion yuan ($250 million) in revenue, delivered 600 million yuan ($90 million) in adjusted net profit, and shipped more than 30,000 quadruped robots between 2022 and September 2025.

Rivian

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Public (NASDAQ: RIVN)

Rivian is an American automotive technology company that sells the R1T pickup, R1S SUV and Commercial Van and launched the midsize R2 platform on June 9, 2026 — opening orders and demo drives on launch day with first physical deliveries beginning 'soon after' within a 2-to-6-week window from order confirmation, after volume production began on April 22, 2026. The business is increasingly split between vehicle manufacturing and higher-margin software and services: Rivian generated $5.387 billion of revenue in 2025, posted $144 million of full-year gross profit, and expanded its Volkswagen joint venture through a $1.0 billion investment milestone in Q1 2026. Alongside its consumer and fleet vehicles, Rivian is also investing heavily in in-house autonomy and AI as it tries to broaden from an EV manufacturer into a larger transportation technology platform, anchored by a $1.25 billion Uber partnership to deploy up to 50,000 autonomous R2-based robotaxis starting in 2028.

NIO

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Public (NYSE: NIO / HKEX: 9866)

NIO is a Chinese smart electric vehicle manufacturer built around premium EVs, battery swapping, and a multi-brand portfolio spanning NIO, ONVO, and firefly. Q1 2026 delivered a breakout quarter: RMB25.5B revenue (+112% YoY), record 19.0% gross margin and 18.8% vehicle margin (four-year highs), and a first positive operating profit of RMB66.8M. May 2026 set a new monthly record with 37,705 deliveries (+62% YoY), bringing cumulative deliveries to 1,148,118 vehicles. The battery swap network has grown to 3,916 stations worldwide with Gen-5 stations piloting in Q2 and mass deployment set for Q3 2026. The lineup now includes the ES9 flagship executive SUV (launched May 2026, 900V architecture, 5C charging), and firefly is expanding globally with active sales in Singapore, the Netherlands, Norway, and Belgium.

Aurora Innovation

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Public (NASDAQ: AUR)

Aurora Innovation is a self-driving vehicle company now focused on commercial autonomous trucking, with the Aurora Driver deployed first as Aurora Driver for Freight. After beginning regular driverless customer deliveries between Dallas and Houston in late April 2025, Aurora has tripled its driverless network to 10 routes across the Sun Belt — including a roughly 1,000-mile Fort Worth–Phoenix lane — and by April 2026 had surpassed 370,000 driverless miles with zero Aurora Driver-attributed collisions and 100% on-time performance. Customers now include Werner, Hirschbach, McLane (Berkshire Hathaway), Detmar, Uber Freight, and others, and Aurora is commercializing an asset-light Driver-as-a-Service subscription model with partners PACCAR, Volvo, and AUMOVIO. Q1 2026 revenue was ~$1M, and management is guiding to $14-16M for 2026 with a goal of exiting the year with 200+ driverless trucks and ~$80M run-rate.

Pony.ai

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Public (NASDAQ: PONY; HKEX: 2026)

Pony.ai is a dual-listed autonomous-driving company commercializing Level 4 robotaxi, robotruck, and personally owned vehicle technology. Its mass-produced Gen-7 robotaxis run fully driverless commercial service across Chinese cities and have reached city-wide unit-economics breakeven in both Guangzhou and Shenzhen. Q1 2026 revenue jumped 145% YoY to $34.3M with robotaxi revenue up ~395%, the fleet topped 1,700 units, and the company has now raised its year-end 2026 targets to more than 3,500 robotaxis and >3.5x its 2025 robotaxi revenue.

WeRide

A

Public (NASDAQ: WRD; HKEX: 0800)

WeRide is a commercial-stage autonomous-driving company building products from Level 2 ADAS to Level 4 robotaxis, robobuses, robovans, and robosweepers. It operates or tests in 40+ cities across 12 countries, has autonomous-driving permits in eight markets, and is scaling a global robotaxi fleet of about 1,300 vehicles — including fully driverless commercial service in Dubai and public service in Singapore — with Uber, Grab, Geely Farizon, Renault, GAC, Chery, and other partners. Europe has become a fast-moving front in 2026: WeRide and Uber launched Spain's first commercial robotaxi pilot in Madrid in June, and the same month the Slovak government backed a plan for WeRide to roll out its full Level 4 portfolio nationwide, adding to existing projects in France, Switzerland, and Belgium.

Archer Aviation

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Public (NYSE: ACHR)

Archer Aviation is an electric aircraft company building Midnight, a piloted four-passenger eVTOL for short urban trips, while expanding into defense and powertrain sales. As of Q1 2026 Archer had passed 700 Midnight test flights, completed 70% of for-credit FAA flight-test points, and formally closed FAA Phase 3 in April 2026 — the first eVTOL company to do so — unlocking Type Inspection Authorization (TIA) and entering Phase 4 (formal compliance testing). In the UAE, the GCAA transitioned Midnight to a Restricted Type Certificate (RTC) program on May 7, 2026, targeting initial commercial certification as early as Q3 2026 — meaning Abu Dhabi is likely to see the first Midnight passenger flights before the U.S. The critical remaining FAA milestone is a publicly demonstrated piloted transition flight (VTOL→forward-flight mode), which is slated for H2 2026. U.S. operations are targeted for H2 2026 in Florida, New York, and Texas under the eIPP. Archer is also the named official air taxi provider of the 2028 LA Olympics. The company ended Q1 2026 with $951M cash and $1.8B total liquidity.

Beta Technologies

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Public (NYSE: BETA)

Beta Technologies is an electric aerospace company building the ALIA aircraft family, electric propulsion systems, charging infrastructure, batteries, and flight-critical systems for cargo, passenger, medical, and defense markets. Founded in 2017 by Kyle Clark, the company went public on the NYSE in November 2025 and uses a stepwise commercialization path centered on certifying its conventional ALIA CTOL aircraft first while scaling motor, charger, and engineering services. By Q1 2026, Beta had grown its aircraft backlog to 991 units worth $3.9 billion — including a new 100-aircraft Surf Air Mobility partnership — and had accumulated 139,000+ nautical miles of flight testing across a 123-site charging network. Beta was selected for seven of the eight U.S. eIPP launch programs, and U.S. Transportation Secretary Sean Duffy flew an ALIA at Vermont HQ in May 2026. Q1 2026 revenue was $10.1 million, with FY2026 guidance of $39–$43 million. H500A motor certification has slipped past H1 2026 due to an unresolved FAA 'continued rotation' test challenge, while CX300 type certification remains targeted for late 2026 or early 2027.

Amazon

A

Public (NASDAQ: AMZN)

Amazon is building Amazon Leo, formerly Project Kuiper, as a low Earth orbit broadband network for customers and communities beyond the reach of existing terrestrial infrastructure. The system combines thousands of satellites with a global ground network and a three-terminal hardware lineup: Leo Nano, Leo Pro, and Leo Ultra. Amazon's enterprise beta went live April 8, 2026 with partners including Verizon, AT&T, Vodafone, JetBlue, and NASA, and CEO Andy Jassy has targeted mid-2026 for broader commercial launch. As of May 2026, 331 production satellites are in orbit, with LE-03 (36 more on an Ariane 64) scheduled June 17. The FCC granted a waiver June 5, 2026 for missing the July 30 50%-deployment milestone (1,618 of 3,236 satellites), imposing a temporary spectrum priority reduction on post-July-30 satellites until March 2028. The planned Globalstar acquisition (expected to close 2027) adds direct-to-device capability, and Delta Air Lines signed for a 500-aircraft Amazon Leo Wi-Fi rollout beginning 2028.

Eutelsat OneWeb

A

Public (EPA/LSE: ETL)

Eutelsat OneWeb is the LEO connectivity business within Eutelsat Group, operating a globally deployed broadband constellation in ~1,200 km orbit. The business combines a 650+ satellite OneWeb network with Eutelsat's GEO fleet to serve government, enterprise, maritime, aviation, and telecom customers. After closing its comprehensive ~EUR 5B equity and debt financing plan in March 2026, Eutelsat reported strong Q3 FY2025-26 results: nine-month LEO revenues reached EUR 172.7M (+61.6% YoY at constant currency), total nine-month revenue was EUR 884.7M, and the backlog held at EUR 3.4B. The first 100 next-generation OneWeb satellites ordered from Airbus are due for delivery in late 2026, with launches set to begin in 2027. Eutelsat is also one of three core satellite operators in the EU's EUR 10.6B IRIS2 sovereign constellation program.

AST SpaceMobile

A

Public (NASDAQ: ASTS)

AST SpaceMobile is building a direct-to-cell satellite network designed to connect standard smartphones to space-based 4G and 5G service without special hardware. After proving the concept with BlueWalker 3 and launching BlueBird 1-6, the company entered 2026 with seven satellites in orbit, more than 50 mobile-network-operator partners covering nearly 3 billion subscribers, and its first meaningful revenue from gateway deliveries, MNO milestones, and government work. BlueBird 7 was lost after an April 2026 New Glenn upper-stage issue, but AST has scheduled BlueBird 8, 9 and 10 to launch together on a SpaceX Falcon 9 on June 17, 2026, and has ramped manufacturing to as many as six fully equipped satellites per month across two Midland, Texas sites — keeping its target of roughly 45 BlueBirds in orbit during 2026 on track, with BlueBird 11-33 already in production.

United Launch Alliance

B

Active (50/50 joint venture: Boeing & Lockheed Martin)

United Launch Alliance is Boeing and Lockheed Martin's launch-services joint venture for U.S. national security, NASA, and commercial customers. ULA says it has achieved more than 150 consecutive launches since 2006, is winding down Atlas V through Amazon's final two Leo missions, and is shifting its long-term manifest onto Vulcan Centaur, which returned to national-security flight on June 11, 2026 with USSF-106 after resolving the February 12, 2026 USSF-87 solid-rocket-motor anomaly. Longtime CEO Tory Bruno resigned in December 2025 and joined Blue Origin's National Security Group; COO John Elbon is serving as interim CEO while ULA targets a 2026 cadence of 20-25 launches.

Relativity Space

B

Active

Relativity Space is building Terran R, a reusable medium-to-heavy-lift rocket aimed at commercial, government, and telecommunications missions. After flying Terran 1 as a pathfinder in 2023, the company shifted fully to Terran R and now uses a hybrid manufacturing approach that combines additive manufacturing for fast iteration with more conventional structures for scale and cost. Relativity is focused on engine qualification, integrated vehicle production, and launch-site readiness ahead of a planned late-2026 debut from Cape Canaveral.

Space Pioneer

B

Private

Space Pioneer (Beijing Tianbing Technology), founded in 2019 by former LandSpace CTO Kang Yonglai, develops kerosene-liquid oxygen rockets and engines. Its Tianlong-2 became the first privately developed Chinese liquid-propellant rocket to reach orbit (April 2023). The company's flagship is the reusable, Falcon 9-class Tianlong-3 (~17 t to LEO), built for China's satellite-internet constellations, but its April 2026 maiden flight failed about 33 seconds after liftoff. Space Pioneer has raised roughly $764M.

iSpace (Interstellar Glory)

B

Private

iSpace (Beijing Interstellar Glory Space Technology), founded in 2016 by former state rocket designer Peng Xiaobo, made history in July 2019 when its solid-fuel Hyperbola-1 became the first Chinese privately developed rocket to reach orbit. Hyperbola-1's track record has been uneven (four successes in eight flights), and the company's future now rests on Hyperbola-3, a partially reusable methane-liquid oxygen rocket sized between 8.5 and 13.4 tonnes to LEO. By April 2026, Hyperbola-3's JD-2 engines and both stages had been qualified for flight, a pathfinder was at Wenchang, and the Qinglan recovery drone ship was ready, with a first orbital flight and sea-recovery attempt targeted for 2026. iSpace is one of China's best-funded launch startups.

Orienspace

B

Private

Orienspace (Oriental Space / Dongfang Space), founded in 2020 in Yantai, builds the Gravity (Yinli) family of launch vehicles. Its solid-propellant Gravity-1 is the world's largest and most powerful solid-fuel carrier rocket — sea-launched from a barge off Haiyang and capable of 6,500 kg to LEO — with two successful flights to date (January 2024 maiden, October 2025 second). The company is now developing Gravity-2, a roughly 70-meter, partially reusable kerosene-liquid oxygen heavy-lift rocket powered by nine in-house Yuanli-110 engines and sized at over 20 tonnes to LEO, with a first flight targeted as early as 2026. Orienspace raised an $83.5M Series B in January 2024 and has been valued at roughly $823M.

Deep Blue Aerospace

B

Private

Deep Blue Aerospace (深蓝航天) is a Chinese commercial launch startup built around vertically landing, reusable kerosene–liquid oxygen rockets — positioning itself as one of China's closest analogs to early SpaceX. Founded in 2016 and headquartered in Nantong, it has flown a series of VTVL hop tests, most notably a September 2024 high-altitude flight that completed 10 of 11 objectives with ~0.5 m landing accuracy before an anomaly during the final engine shutdown damaged the stage on touchdown. The company is now preparing the maiden flight of its medium-lift Nebula-1, which can loft up to 2,000 kg to LEO on nine Thunder-R engines and is designed for first-stage recovery; the first Nebula-1A vehicle was rolled out to a new sea-recovery pad at Haiyang in March 2026 for a debut flight with a first-stage splashdown attempt. Deep Blue is also developing the much larger Nebula-2 (25,000+ kg to LEO) and has begun pre-selling suborbital space-tourism tickets for flights targeted in 2027. It has raised roughly $252M to date.

ExPace

B

State-Owned (CASIC subsidiary)

ExPace (航天科工火箭技术), also known as CASIC Rocket Technology Company, is the commercial launch arm of state-owned missile and aerospace giant CASIC (China Aerospace Science and Industry Corporation). Founded in 2016 and based in Wuhan, it markets the solid-propellant Kuaizhou ('fast vessel') family — derived from missile technology — for rapid, low-cost small-satellite launches that can be readied in hours. The workhorse Kuaizhou-1A (and its upgraded 1A Pro) has flown about 30 times, and the larger Kuaizhou-11 returned to service in 2022 and reached its fifth flight in March 2026; across all variants the family has logged roughly 38 launches. ExPace was an early mover in China's commercial sector — it famously auctioned a Kuaizhou-1A launch on Taobao for about $5.6M in 2020 — but its all-solid, expendable vehicles are increasingly challenged by reusable kerolox startups, and CASIC is pursuing larger Kuaizhou-21/-31 and reusable concepts to keep pace.

Space Epoch

B

Private

Space Epoch (箭元科技), legally Beijing Jianyuan Technology and branded 'Sepoch', is a Chinese commercial launch startup developing the Yuanxingzhe-1 ('Hiker-1') — a stainless-steel, methane–liquid oxygen, partially reusable medium-lift rocket whose sea-recovery, low-cost design draws frequent comparisons to a smaller SpaceX Starship. On May 29, 2025 it pulled off China's first sea-based vertical-takeoff/vertical-landing recovery test: a single-engine demonstrator flew a ~125-second suborbital hop to roughly 2.5 km and executed a controlled splashdown off Haiyang, Shandong, with the stainless stage recovered largely intact. Rather than build its own engines, Space Epoch buys methalox powerplants from engine maker Jiuzhou Yunjian. In January 2026 it broke ground on a 5.2 billion yuan (~$740M) sea-recovery rocket plant in Hangzhou sized for up to 25 vehicles a year, aiming to cut launch costs toward 20,000 yuan/kg. Three Yuanxingzhe-1 rockets are in production for a first orbital launch and recovery attempt targeted by the end of 2026. The company has also signed a headline-grabbing Taobao/Alibaba partnership exploring rocket-based parcel delivery and a cooperation toward a new MEO satellite constellation.

Boom Supersonic

B

Private

Boom Supersonic is building Overture, a 60-80 seat Mach 1.7 supersonic airliner aimed at restoring commercial supersonic travel on 600+ routes at business-class economics. After XB-1 became the first independently developed jet to fly supersonic in 2025, Boom pivoted in late 2025 to make the Symphony engine and its Superpower 42 MW industrial-gas-turbine derivative the near-term commercial focus — CEO Blake Scholl said in April 2026 that roughly 90% of company efforts are now on propulsion, with Symphony and Superpower sharing about 80% of hardware. Boom has nearly $1B in funding, a 130-aircraft Overture order book from American Airlines, United Airlines, and Japan Airlines, and a $1.25B+ launch backlog for Superpower with Crusoe, while its $50M Greensboro Overture Superfactory currently sits idle ahead of a December 31, 2026 lease-termination threshold tied to a 500-employee benchmark.

Heart Aerospace

B

Private

Heart Aerospace is developing the ES-30, a 30-seat clean-sheet hybrid-electric regional aircraft for short-haul routes from smaller airports. Founded in Sweden and now headquartered in El Segundo, California, the company is following an iterative development path built around the Heart X1 and X2 prototypes while bringing more of its batteries, actuation systems, software, and hybrid-electric hardware in-house. In late May 2026 the all-electric X1 demonstrator completed low-speed taxi testing at Plattsburgh International Airport in New York, advancing its ground-test campaign toward FAA special airworthiness certification and a first flight still targeted for 2026. Heart says it has raised $185M to date, secured 250 aircraft orders plus 120 options and purchase rights, and is targeting ES-30 type certification in 2029.

Lucid Motors

B

Public (NASDAQ: LCID)

Lucid Group is a Silicon Valley EV and technology company building the Lucid Air sedan and Lucid Gravity SUV around proprietary, software-defined vehicle architectures focused on range, efficiency, and performance. Silvio Napoli (formerly chairman and CEO of Schindler) assumed the CEO role on June 1, 2026, with Marc Winterhoff stepping back into COO. Lucid is centered on stabilizing Gravity after a seatbelt recall and supplier-driven production hit, launching its Lucid-Nuro-Uber robotaxi service in late 2026, scaling the expanded 35,000-vehicle Uber partnership, and bringing its lower-cost Atlas-based midsize platform to market as it pushes toward profitability and positive free cash flow.

Qianfan (千帆, also branded internationally as SPACESAIL) is China's first commercial LEO mega-constellation to enter formal network deployment. Operated by Shanghai Spacesail Technologies, the program launched its first batch in August 2024 and reached 200 satellites in orbit on June 5, 2026 after back-to-back Long March 6A and Long March 8 missions placed 18 satellites each into polar orbit. The company is targeting a 324-satellite initial network for regional broadband coverage by July 2026, with a longer-term roadmap toward a 1,296-satellite Phase 1 and an eventual constellation of more than 15,000 satellites for global coverage by 2030. Standardized flat-panel satellites are now produced for roughly 10 million yuan each — a reported cost reduction of over 96%.

Cosmoleap

C

Private

Cosmoleap (大航跃迁), legally Dahang Yueqian Technology, is a Chinese launch startup founded in March 2024 by Chen Shuguang to build the Yueqian-1 ('Leap-1') — and notably is the first Chinese company to pursue a SpaceX Starship-style 'chopstick' tower-catch recovery instead of landing legs. The roughly 70 m-tall, 4.2 m-diameter, methane–liquid oxygen two-stage rocket is designed to lift about 18,000 kg to LEO when expended or ~12,000 kg with the first stage recovered, on a cluster of nine ~80-ton-class engines reusable up to 20 times. It initially flies the YF-209 engine sourced from CASC's Academy of Aerospace Liquid Propulsion Technology while developing its own 100-ton-class Qingyu-11 methalox engine (targeting ~150 t thrust, deep throttling, and up to 50 reuses). Cosmoleap raised roughly 100 million yuan (~$14M) in November 2024 and a 500 million yuan (~$73M) Series A in April 2026 — about 600 million yuan (~$84M) total — led by Qianhai Ark and Puhua Capital. With its design review passed and a tower-catch verification platform and drop tests underway, the company plans final assembly and integrated testing in the second half of 2026 and a debut orbital flight in 2027.

Telesat

C

Public (NASDAQ: TSAT / TSX: TSAT)

Telesat is a Canadian satellite operator running a declining legacy GEO business while building Telesat Lightspeed, a planned 198-satellite LEO network. Q1 2026 GEO revenue fell 25% YoY to CAD $87M and full-year 2026 GEO guidance is CAD $300M-$320M. The first two Lightspeed production satellites remain on track for December 2026, with full commercial service expected at end of Q1 2028 and cumulative program spend reaching ~CAD $2.7B. Telesat faces an acute debt crisis: US$1.7B of Telesat Canada debt matures in December 2026, lenders holding 90% of that debt filed lawsuits over Telesat's September 2025 transfer of 62% of Lightspeed's equity to an indirect subsidiary, and the 20-F flags 'substantial doubt' about the GEO entity's ability to meet its obligations. The company's growing defense positioning (Mil-Ka capacity on 156 satellites, Arctic comms study with Canada) is a potential long-term offset but does not resolve the immediate financial pressure.