Cosmoleap

Blue Origin

Rockets +1

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 the rocket will fly again before year-end via a hybrid horizontal-integration/crane-erect path that skips replacing the destroyed transporter-erector, with the propellant farm, a second flight-ready booster, and three upper stages intact; on July 24, 2026 NASA and Blue Origin agreed to conduct New Glenn second-stage (GS2) hot fire testing at Stennis Space Center's B-2 stand beginning this fall while LC-36 recovers, and NASA's Pegasus barge is due at Kennedy Space Center around August 10-12, 2026 to carry the completed GS2 to Stennis. The Blue Moon MK1 'Endurance' cargo lunar lander has completed thermal vacuum testing at NASA Johnson, but with New Glenn grounded its launch to the Moon has slipped from a fall-2026 target to early 2027. Separately, a February 2026 NASA Artemis architecture overhaul reassigned the crewed Blue Moon Mark 2 lander to compete with SpaceX's Starship for the program's first Moon landing (now targeted for Artemis IV, as soon as early 2028) following a 2027 crewed low-Earth-orbit docking test on the restructured Artemis III. In a landmark shift after 26 years of near-total self-funding (roughly $30B cumulative), Blue Origin raised about $10B at a $130B valuation in July 2026 - its first-ever outside round, led by Coatue (~$4B) with Jeff Bezos adding ~$2B - to bankroll Limp's target cadence of roughly 100 launches a year against an estimated ~$4.8B 2026 spend. The company broke ground on a new ~120,000-square-foot Cape Canaveral payload processing facility on August 31, 2026, and on September 1, 2026 NASA awarded it a $700M contract to build and deliver a Mars Telecommunications Orbiter - built on the Blue Ring platform - by December 31, 2028, extending Blue Origin's business beyond Earth-orbit launch and lunar landers into deep-space communications infrastructure.

CAS Space

Rockets +1

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 15 launches and 14 successes since 2022 (carrying 110 satellites - the first Chinese commercial rocket to top 100), and has committed to a monthly Kinetica-1 cadence for the second half of 2026. In March 2026 it successfully debuted the medium-lift kerolox Kinetica-2 (Lijian-2), a three-core, nine-engine rocket; its second flight, carrying 18 Qianfan constellation satellites, slipped from a September target to October 2026, with the Y2 vehicle departing CAS Space's Guangzhou factory for Jiuquan on August 26, 2026. 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); the Shanghai Stock Exchange accepted the application, and on June 29, 2026 CAS Space refreshed its prospectus, disclosing full-year 2025 revenue of ~277M yuan against a ~1.12B yuan net loss and setting a 2029 profitability target for the first time. The application has since cleared the exchange's listing-committee review, with final CSRC registration, share pricing, and a trading date still pending as of early August 2026. 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 completed a 620-second cumulative long-duration qualification test - including a 400-second single burn, a new stability record - on June 30, 2026, en route to a phased plan targeting full first-stage recovery by Kinetica-2's tenth flight around 2028.

CASC

Rockets +1

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 and led by chairman Chen Mingbo, it develops and operates the Long March (Changzheng) rocket family - which flew its 661st cumulative mission on August 4, 2026, delivering a 23rd batch of GuoWang broadband satellites - 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 amid an industry-wide national push toward ~140, debuted the partially reusable Long March 12B in June 2026, and saw its Tianwen-2 probe reach the quasi-moon asteroid Kamo'oalewa on July 6, 2026. On July 10, 2026 it made China the second nation ever to recover an orbital rocket first stage, when the new single-stick, partially reusable Long March 10B flew its maiden mission from Hainan and captured its booster in a sea-based net - a landmark step toward closing the reusability gap with SpaceX, with a reflight of the recovered booster still targeted before the end of 2026. That momentum was interrupted on August 10, 2026, when a Long March 7A broke apart shortly after liftoff and lost its satellite payload - only the vehicle's second failure ever - triggering an engine investigation that put a question mark over the timing of Chang'e 7; CASC kept other Long March variants flying through the investigation, with a Long March 5B launching an eighth GuoWang satellite batch on August 13, 2026, and on August 19, 2026 rolled the Chang'e-7 probe and its Long March 5 (Y14) rocket out to the Wenchang pad ahead of a planned August 24, 2026 launch, but the mission was then postponed by Typhoon Narra and, per an August 23 China Manned Space Agency statement, cannot fly within the 2026 window at all - multiple outlets report a possible slip into 2027 - with no root cause or formal fleet clearance yet announced for the 7A investigation either. CASC is also advancing the triple-core Long March 10 toward a crewed Moon landing before 2030: the Long March 10A's own orbital debut is separately reported to carry a lunar navigation satellite ahead of the uncrewed Mengzhou 1 capsule test, still targeted around September 2026 but flagged in one report as at risk of slipping into early 2027.

Rocket Lab

Rockets +1

Rocket Lab is an end-to-end space company spanning launch, hypersonic test launch, spacecraft, payloads, satellite components, laser optical communications, and space robotics, with total headcount reaching 3,217 by the end of Q2 2026 after the Mynaric and Motiv acquisitions. Electron remains the second most frequently launched U.S. rocket - Rocket Lab reached 94 missions with the September 2, 2026 'Owl Around the World' Synspective StriX launch, following the August 21 'Lightning God Defends' iQPS flight, putting it on track for a record year and its 100th launch - and Rocket Lab is developing the medium-lift Neutron rocket for constellation, national-security, and exploration missions; first launch is still guided to Q4 2026, though CEO Peter Beck told analysts on the August 10 earnings call that the end-of-year window is narrowing and a slip into 2027 is a real possibility. The company posted record Q1 2026 revenue of $200.3M and record Q2 2026 revenue of $234M (+62% YoY), guiding to $250M-$265M in Q3 2026 revenue, and completed the $155.3M Mynaric and the Motiv Space Systems acquisitions in April and May 2026 to add laser comms, a European footprint, and 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 22, 2026 the company joined the Nasdaq-100 Index. On June 29, 2026 Rocket Lab announced its largest-ever deal - an agreement to acquire satellite-communications operator Iridium Communications for about $8B in cash and stock ($54.00/share, roughly half cash and half Rocket Lab stock), adding an operational 66-satellite L-band constellation, ~2.55M subscribers, $871M of 2025 revenue, and globally harmonized spectrum; the deal has since cleared U.S. antitrust review, Rocket Lab filed a Form S-4 registration statement and a $1.94B at-the-market equity program to help fund the cash portion and reduce its $3.6B bridge loan, and Iridium stockholders are set to vote at a September 24, 2026 special meeting, with closing still expected in mid-2027. On July 27, 2026 Rocket Lab won a $266M U.S. Space Force RSLP contract for 12 (plus an option for six more) HASTE suborbital missile-defense launches through 2028, opening a fourth launch pad at Kodiak, Alaska, and on August 4, 2026 the U.S. Space Force awarded Rocket Lab a $397M contract under the Space-Based Airborne Moving Target Indicator program to build, launch on the still-unflown Neutron rocket, and operate 'Flatellite' tracking satellites. Rocket Lab also added a second GEO satellite production award (Viasat's PTS-G program, August 17), was onboarded to the Space Force's $981M-ceiling NITE-STAR space test infrastructure IDIQ (August 17), and was selected for the Space Force's Space Data Network Consortium with $12M in initial delivery orders (August 18). On August 10, 2026 Rocket Lab reported record Q2 backlog of $2.36B and unveiled GHOST, a containerized Deployable Launch System giving Electron and HASTE launch-anywhere responsive capability, with its first site standing up at Kodiak, Alaska.

Space Epoch

Rockets +1

Space Epoch (箭元科技), legally Beijing Jianyuan Technology and branded 'Sepoch', is a Chinese commercial launch startup founded by Wei Yi (a former CALT and i-Space/Interstellar Glory engineer) to develop 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 (its LY-70 'Longyun' engine). 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; the plant's first vehicle, named 'Qiantang-hao,' is targeted for final assembly and testing by the end of August 2026 ahead of a debut orbital launch and first-stage recovery attempt by year-end. The company has expanded its footprint with a new Wenchang, Hainan launch-and-recovery site (acquired July 2026) and a Shandong manufacturing/R&D subsidiary in Haiyang (May 2026), alongside an existing Yantai engine facility. It has also signed a headline-grabbing Taobao/Alibaba partnership exploring rocket-based parcel delivery and a strategic cooperation with Shifang Xinglian (Suzhou) Aerospace Technology toward a new MEO satellite constellation.

United Launch Alliance

Rockets +1

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, and on July 2, 2026 it retired Atlas V from the Amazon campaign by flying Amazon's eighth and final Atlas V Leo mission (LEO 8), taking ULA's Amazon Leo deliveries to 226 satellites across eight Atlas V flights and shifting the remaining Amazon backlog entirely onto Vulcan Centaur. Vulcan, however, has been grounded since its February 12, 2026 USSF-87 mission, when one of its four Northrop Grumman GEM 63XL solid rocket boosters suffered a nozzle anomaly during ascent; the U.S. Space Force paused NSSL Vulcan launches pending the investigation, and ULA leadership now targets a Vulcan return to flight by the end of 2026. ULA completed a wet dress rehearsal of a LEO-optimized Vulcan/Centaur V at SLC-41 on August 6, 2026, and Blue Origin - after tracing its May 28, 2026 New Glenn pad explosion to a BE-4 engine oxygen-valve fault - is proactively retrofitting the same valve on BE-4 engines already in ULA's inventory (including at ULA's Decatur, Alabama factory and Cape Canaveral), with updated hardware expected by the end of August 2026 and no stated change to ULA's end-of-2026 return-to-flight target. As a result ULA has flown just five times in 2026 (the USSF-87 Vulcan mission plus four Atlas V Amazon Leo flights), far short of its 18-22 launch goal for the year. Longtime CEO Tory Bruno resigned in December 2025 and joined Blue Origin's National Security Group; after an eight-month search, ULA named longtime COO Mark Peller as permanent president and CEO effective August 17, 2026, succeeding interim CEO John Elbon. The grounding has also strained ULA's finances: in Q2 2026 SEC filings, both parents disclosed matching credit backstops for ULA - Lockheed Martin (July 23, 2026 10-Q) and Boeing (July 28, 2026 10-Q) each agreed in May 2026 to guarantee up to $500 million of ULA credit facilities maturing July 30, 2027, a combined $1 billion - pushing Lockheed's ULA equity investment to about $617 million (from $551 million at the end of 2025) and Boeing's to about $585 million (from $556 million); on August 5, 2026 ULA was separately reported seeking to raise about $500 million through a private bond placement to refinance existing debt; that offering was upsized and priced on August 18, 2026 at $1.5 billion across four tranches maturing in three to ten years, with proceeds earmarked for expanded Decatur, Alabama assembly-line capacity and pad upgrades at Cape Canaveral SLC-41 and Vandenberg SLC-3E to support a higher Vulcan cadence.