Compare Companies
| Field | 🇫🇷 Thales Alenia Space | 🇺🇸 Northrop GrummanNYSE: NOC | 🇺🇸 Lockheed MartinNYSE: LMT |
|---|---|---|---|
| Type | public | public | public |
| Country | 🇫🇷 France | 🇺🇸 United States | 🇺🇸 United States |
| Founded | 2007 | 1994 | 1995 |
| CEO | Hervé Derrey | Kathy Warden | Jim Taiclet |
| Mkt Cap / Valuation | — | $78.0B | $118.7B |
| Employees | — | ~95,000 | ~123,000 |
| Sector | Space prime contractor | Defense & Space Infrastructure | Defense & Space Systems |
| Last raise / Last filing | — | 10-K filed | 10-K filed |
| Top risks | NASA's March 2026 Gateway pause introduces architecture uncertainty for HALO.; Argonaut programme schedule depends on ESA member-state ministerial cycles. | Space Systems revenue declined 6% in FY2025 due to wind-down of a canceled classified Space Force program and losing the NGI (Next-Generation Interceptor) contract to Lockheed; recovery depends on new wins.; Sole-source SLS SRB position faces existential risk if NASA accelerates the Starship Human Landing System and reduces Artemis mission count post-Artemis III. | F-35 production and sustainment cost overruns remain the largest risk — the program accounts for ~27% of total LMT revenue and any new fixed-price concessions could impair earnings.; SDA tracking-layer satellites are fixed-price development contracts; cost overruns like those seen on Boeing/SLS could compress Space segment margins. |
| Next catalyst | HALO Gateway launch on Falcon Heavy (NLT 2027-12) | Gateway HALO + PPE combined launch (lunar orbit) (2027-Q4) | Artemis II crewed lunar flyby (LMT Orion prime) (2026-Q2) |
Maximum 4 companies. Pass slugs in the ids query parameter, comma-separated. Try SpaceX vs Blue Origin vs Rocket Lab vs Firefly.