Defense & Intelligence
5 companies in this sector
Defense & Intelligence
Defense and intelligence companies form the largest government-funded segment of the space economy. From the Space Development Agency's proliferated LEO constellation to missile warning systems and classified reconnaissance satellites, defense spending on space is surging with $26B+ requested for the US Space Force in FY2026 alone.
US Space Force
$26.3B
FY2026 request
SDA Tranche 3
$3.5B
Awarded Dec 2025
NRO Budget
~$20B+
Estimated (classified)
Companies Tracked
5
5 public + 0 private
Public Companies
(5)Lockheed Martin
Defense & Space Systems
Space segment ~$12.7B (2024) — ~18% of total LMT revenue
Northrop Grumman
Defense & Space Infrastructure
Space Systems segment ~$13.4B (2024) — largest NOC division
RTX Corp (Raytheon)
Defense & Propulsion
Space-related revenue embedded across segments — estimated $4-5B
L3Harris Technologies
Defense Sensors
Space & Airborne Systems segment — ~$6B+
Kratos Defense
Ground Systems
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