【2026 Global Space Industry Panorama】41 Listed Companies Restructuring Human Orbital Order

1. $AMZN Amazon Project Kuiper —— Relying on cloud computing, capital, and ecosystem advantages, the only player capable of matching Starlink at scale and system level in low-earth orbit satellite networks.
2. $TSAT Telesat —— Established satellite operator, Lightspeed constellation focuses on high-value government and enterprise communications, pursuing a steady premium strategy.
3. $GSAT Globalstar —— Deeply bound to Apple, becoming the foundational infrastructure for consumer-grade satellite communications, small scale but strategically positioned.
4. $IRDM Iridium Communications —— The only truly globally complete low-earth orbit communication network, establishing long-term moats in aviation, shipping, and defense.
5. $VSAT Viasat —— Leader in military and high-throughput satellites, constructing an integrated space-ground communication system after Inmarsat integration.

6. $SPIR Spire Global —— Entering through weather, shipping, and aviation data, representing the business model of "space as data service."
7. $SATS EchoStar —— Simultaneously controlling satellite, spectrum, and 5G assets, a key hub for space-ground communication convergence.
8. $PL Planet Labs PBC —— World's largest commercial remote sensing constellation, high-frequency imaging becoming the foundational perception layer of digital earth.
9. $ASTS AST SpaceMobile —— Targeting direct satellite connectivity from ordinary phones, which if achieved will reshape global communication coverage logic.
10. $SATL Satellogic —— Low-cost high-resolution remote sensing, flexible player serving emerging markets and government customers.

11. $BKYS BlackSky Technology —— Featuring real-time geospatial intelligence, rapid closed-loop service provider from imaging to decision-making.
12. $LUNR Intuitive Machines —— NASA's core commercial lunar landing contractor, betting on the starting point of lunar economy.
13. $VOYG Voyager Technologies —— Focusing on space stations, in-orbit services, and deep space infrastructure, an important puzzle piece in space industrialization.
14. $MNTS Momentus —— Providing in-orbit transportation and orbital transfer services, solving the "last mile" of space missions.
15. $SPACE SpaceX —— Reusable rockets and Starlink dual engines, redefining global aerospace cost structure.

16. $RKLB Rocket Lab —— Small rocket leader, vertically integrating toward medium rockets and satellite platforms.
17. $FLY Firefly Aerospace —— Supported by NASA and defense orders, focusing on lunar and rapid-response launch services.
18. $ULA United Launch Alliance —— Stable cornerstone of U.S. national security launch system.
19. $SPCE Virgin Galactic —— Pioneer of suborbital space tourism, leaning more toward space consumption and brand experimentation.
20. $LHX L3Harris Technologies —— Core supplier of military aerospace electronics and payloads, low-profile but indispensable.

21. $PLTR Palantir —— Providing data decision systems for aerospace and defense, the "cognitive operating system" of the space age.
22. $HXL Hexcel —— Leader in high-end composite materials, directly benefiting from rocket and satellite weight-reduction trends.
23. $BWXT BWX Technologies —— Potential beneficiary of nuclear propulsion and power systems, targeting deep space exploration.
24. $GE GE Aerospace —— Long-term accumulator of engine and aerospace core technologies.
25. $TDY Teledyne Technologies —— Hidden champion in sensors and imaging equipment.

26. $BA Boeing —— Despite setbacks, still holds important positions in spacecraft and national-level projects.
27. $HEI.A Heico —— Long-term compounding company in aerospace parts.
28. $NOC Northrop Grumman —— Key contractor for solid rockets, missiles, and deep space systems.
29. $ESLT Elbit Systems —— Leading Israeli defense technology enterprise in aerospace electronics and electro-optics.
30. $RTX RTX Corp —— System-level giant in missiles, air defense, and aerospace sensors.

31. $KTOS Kratos Defense & Security Solutions —— Important driver of low-cost unmanned systems and experimental aerospace projects.
32. $LMT Lockheed Martin —— Absolute core in deep space exploration, military satellites, and missile defense.
33. $SIDU Sidus Space —— Flexible newcomer in small satellite manufacturing and mission management.
34. $HON Honeywell —— Infrastructure-level company in aerospace electronics, inertial navigation, and automation systems.
35. $ATRO Astronics —— Important supplier of aerospace power and test systems.

36. $RDW Redwire —— Pioneer in in-orbit manufacturing and space 3D printing.
37. $LDOS Leidos —— Important contractor in defense and aerospace IT and systems integration.
38. $TRMB Trimble —— Positioning, navigation, and spatial data, key node connecting ground and space.
39. $KULR KULR Technology —— Focused on thermal management and battery safety, small-scale solver of aerospace-grade challenges.
40. $BAESY BAE Systems —— Mainstay of European aerospace and defense industry.
41. $AIRB Airbus SE —— Core of European aerospace system, comprehensively deploying satellites, rockets, and space stations.