SpaceX’s S-1 just handed legacy defense investors a number they cannot ignore. And you can bet they won’t. In 2025, roughly one-fifth of SpaceX revenue came from U.S. federal agencies, primarily NASA, the Department of War, the General Services Administration, and certain Intelligence Community agencies, focused on launch services, spacecraft development, satellite deployment, and artificial ... One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry
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Camden, Ark.—When the Pentagon put out an urgent call for rocket launchers and ammunition to send to Ukraine and replenish supplies at home in 2022, an answer came from an unlikely place: this remote southern pine-belt town, population around 10,000. Lockheed Martin one of the defense contractors clustered in the east part of Camden and already one of the town’s biggest employers, was reeling in government orders to produce more mobile rocket launchers. Other big defense contractors in the area also soon landed contracts to produce ammunition and expand their rocket facilities in Camden.
L3Harris Technologies (NYSE:LHX) reported strong first-quarter results and reaffirmed its full-year revenue outlook while raising its GAAP earnings guidance, as executives pointed to accelerating demand tied to U.S. and allied defense modernization, a growing backlog, and increased investment in cap
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Moby summary of L3Harris Technologies, Inc.'s Q1 2026 earnings call
Ken is now focused full time on expanding solid rocket motor production capacity in support of the Munitions Acceleration Council program. Capacity is the new capability, and that is what L3Harris Technologies, Inc. has.
Thursday morning, L3Harris reported unadjusted earnings per share of $2.72 from sales of $5.7 billion. Wall Street was looking for EPS of $2.58 from sales of $5.4 billion.
L3Harris Technologies (NYSE:LHX) reported first-quarter results on Thursday that exceeded analyst expectations, though shares edged lower in premarket trading as investors weighed the company’s updated outlook. The stock dipped 0.