Compare Companies
| Field | 🇺🇸 RedwireNYSE: RDW | 🇺🇸 Intuitive MachinesNASDAQ: LUNR | 🇺🇸 Voyager TechnologiesNYSE: VOYG | 🇨🇦 MDA SpaceToronto (TSX): MDA |
|---|---|---|---|---|
| Type | public | public | public | public |
| Country | 🇺🇸 United States | 🇺🇸 United States | 🇺🇸 United States | 🇨🇦 Canada |
| Founded | 2020 | 2013 | 2019 | 1969 |
| CEO | Andrew Rush | Steve Altemus | Dylan Taylor | Mike Greenley |
| Mkt Cap / Valuation | ~$1.7B | ~$5.1B | ~$1.2B | ~CAD $5.8B |
| Employees | ~1,410 | ~525 (pre-Lanteris) | ~1,200+ | ~4,000 |
| Sector | Space Infrastructure & Manufacturing | Lunar Landing & Space Services | Commercial Space Stations & Government Services | Space Robotics & Satellite Manufacturing |
| Last raise / Last filing | 10-K filed | 10-K filed | 10-K filed | 10-K filed |
| Top risks | Net losses continue: FY2024 net loss of $114.3M and negative Adjusted EBITDA reflect high debt service and development costs; Redwire must achieve EBITDA breakeven in 2026 to avoid financing risk.; High customer concentration — NASA, DoD, and a small number of commercial primes represent the bulk of revenue; loss of any major program could materially impair near-term results. | Mission execution: both IM-1 and IM-2 experienced landing anomalies (partial tip-over); a third landing failure would seriously impair CLPS task order confidence and competitive positioning.; Revenue declined 7.9% in FY2025 ($210M from $228M in FY2024) due to mission timing and CLPS revenue recognition patterns — demonstrating the lumpiness of mission-based revenue. | Starlab is a development-stage asset — any NASA CLD program restructuring or funding reduction could impair $459M Phase B contract.; ISS extension scenarios: if NASA extends ISS beyond 2030, urgency for commercial stations diminishes and reduces the CLD Phase B conversion path. | NASA Lunar Gateway / Artemis schedule risk: if NASA delays or restructures the Gateway program, Canadarm3 Phase C&D contract milestones and revenue recognition could be deferred significantly.; Telesat Lightspeed execution: Lightspeed is a technically complex, novel LEO constellation — manufacturing 198 satellites at the required pace and cost is a major industrial execution challenge; cost overruns or delays could impair MDA's Satellite Systems margins. |
| Next catalyst | FY2026 revenue guidance of $450–500M execution (2026-Q4) | IM-3 lunar mission launch (2026-Q3) | Starlab CLD Phase B milestones — PDR/CDR with NASA (2026–2027) | Canadarm3 Phase C&D milestone deliverables (2026–2027) (2026-2027) |
Maximum 4 companies. Pass slugs in the ids query parameter, comma-separated. Try SpaceX vs Blue Origin vs Rocket Lab vs Firefly.