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Rocket Lab Lands $816m Deal to Build US Missile-Tracking Satellites
- On Dec. 19, 2025, the U.S. Space Development Agency awarded Rocket Lab USA, Inc. a firm fixed-price contract potentially worth $805 million to deliver 18 missile warning and tracking satellites.
- The SDA announced four new contracts totaling $3.5 billion for 72 satellites, with Tracking Layer Tranche 3 aiming for near-continuous global coverage using infrared sensors and launches starting fiscal 2029 Q4.
- Rocket Lab's vertical integration enables rapid production, with space systems now nearly 75% of sales, growing to $114 million in Q3 2025; it flew a record 20 Electron launches deploying experimental DiskSats.
- Investors responded by sending Rocket Lab USA shares higher, rising about 16% as of 1 p.m. ET Friday after landing the $805 million contract, boosting its revenue and backlog beyond last year’s $555 million and $1.1 billion respectively.
- President Trump signed an executive order today reaffirming the 2028 moon return and lunar outpost goals, emphasizing private-sector efficiency and increasing demand for commercial launch providers and component suppliers.
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42 Articles
Space Development Agency awards roughly $3.5 billion to 4 companies for 72 missile tracking and warning satellites
An artist’s rendering of Rocket Lab’s Tracking Layer Tranche 3 (TRKT3) program satellites, which are built on its Lightning satellite platform. Image: Rocket Lab The U.S. Space Force’s Space Development Agency (SDA) awarded roughly $3.5 billion to four companies to begin building out the third generation of its low Earth orbit constellation. The SDA issued firm fixed-priced Other Transaction Authority (OTA) agreements with L3Harris Technologies,…
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Total News Sources42
Leaning Left8Leaning Right3Center13Last UpdatedBias Distribution54% Center
Bias Distribution
- 54% of the sources are Center
54% Center
L 33%
C 54%
13%
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