US EditionRocket Lab Surges on Trump's New Moon Push
- 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.
26 Articles
26 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,…
Space Development Agency awards $3.5 billion in contracts for missile-tracking satellites
L3Harris, Lockheed Martin, Rocket Lab and Northrop Grumman won contracts to build 72 satellites The post Space Development Agency awards $3.5 billion in contracts for missile-tracking satellites appeared first on SpaceNews.
SDA awards $3.5B across 4 contracts for next phase of missile tracking satellites
The Space Development Agency (SDA) has given four companies contracts worth a combined $3.5 billion for a future tranche of its space-based missile warning and tracking architecture. The agency announced Friday that teams led by Lockheed Martin, Rocket Lab, Northrop Grumman and L3Harris will each build and deliver 18 satellites for the Tranche 3 tracking layer of SDA’s Proliferated Warfighter Space Architecture (PWSA). The batch of 72 vehicles a…
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