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

1. $AMZN Amazon Project Kuiper —— Leveraging cloud computing, funding, and ecosystem advantages, the only low Earth orbit satellite network capable of competing with Starlink in scale and system.
2. $TSAT Telesat —— Veteran satellite operator, Lightspeed constellation focuses on high-value government and enterprise communications, pursuing a steady high-end route.
3. $GSAT Globalstar —— Deeply integrated with Apple, becoming the underlying infrastructure for consumer satellite communication, small in size but strategically significant.
4. $IRDM Iridium Communications —— The only truly global low Earth orbit communication network, forming long-term moats in aviation, shipping, and military sectors.
5. $VSAT Viasat —— Experts in military and high-throughput satellites, building an integrated space-ground communication system after acquiring Inmarsat.

6. $SPIR Spire Global —— Entered through meteorology, shipping, and aviation data, representing the business model of “space as data service.”
7. $SATS EchoStar —— Simultaneously controlling satellites, spectrum, and 5G assets, an important hub for space and terrestrial communication integration.
8. $PL Planet Labs PBC —— The world's largest commercial remote sensing constellation, with high-frequency imaging becoming the foundational perception layer of the digital Earth.
9. $ASTS AST SpaceMobile —— Aiming to enable direct satellite connection for ordinary mobile phones; if successful, it will reshape global communication coverage logic.
10. $SATL Satellogic —— Low-cost, high-resolution remote sensing, a flexible player targeting emerging markets and government clients.

11. $BKYS BlackSky Technology —— Focused on real-time geospatial intelligence, providing rapid closed-loop services from imaging to decision-making.
12. $LUNR Intuitive Machines —— Core contractor for NASA’s lunar commercial landing, betting on the lunar economy starting point.
13. $VOYG Voyager Technologies —— Focused on space stations, on-orbit services, and deep space infrastructure, an important piece of space industrialization.
14. $MNTS Momentus —— Provides on-orbit transportation and orbital transfer services, solving the “last mile” of space missions.
15. $SPACE SpaceX —— Reusable rockets and Starlink dual engines, redefining the global space cost structure.

16. $RKLB Rocket Lab —— Leader in small rockets, vertically integrating into medium-sized rockets and satellite platforms.
17. $FLY Firefly Aerospace —— Supported by NASA and defense orders, focusing on lunar and rapid-response launches.
18. $ULA United Launch Alliance —— The stable cornerstone of the US national security launch system.
19. $SPCE Virgin Galactic —— Pioneer in suborbital space tourism, more focused on space consumerism and brand experiments.
20. $LHX L3Harris Technologies —— Key supplier of military aerospace electronics and payloads, low-profile but irreplaceable.

21. $PLTR Palantir —— Provides data decision systems for aerospace and defense, the “cognitive operating system” of the space era.
22. $HXL Hexcel —— Leading high-end composite materials company, directly benefiting from lightweight trends in rockets and satellites.
23. $BWXT BWX Technologies —— Potential beneficiary of nuclear propulsion and nuclear energy systems, targeting deep space exploration.
24. $GE GE Aerospace —— Long-term accumulators of core engine and aerospace technology.
25. $TDY Teledyne Technologies —— Hidden champion in sensors and imaging equipment.

26. $BA Boeing —— Despite setbacks, still holds an important position in spacecraft and national projects.
27. $HEI.A@ Heico —— Long-term compound interest 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 company in space electronics and optoelectronic systems.
30. $RTX RTX Corp —— System-level giant in missile, air defense, and space sensors.

31. $KTOS Kratos Defense & Security Solutions —— Important driver of low-cost unmanned systems and experimental space projects.
32. $LMT Lockheed Martin —— Absolute core in deep space exploration, military satellites, and missile defense.
33. $SIDU Sidus Space —— Agile new player 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 testing systems.

36. $RDW Redwire —— Pioneer in on-orbit manufacturing and space 3D printing.
37. $LDOS Leidos —— Important contractor in defense and space IT, system integration.
38. $TRMB Trimble —— Key node connecting ground and space through positioning, navigation, and spatiotemporal data.
39. $KULR KULR Technology —— Focused on thermal management and battery safety, solving space-grade problems with small-scale solutions.
40. $BAESY BAE Systems —— Pillar of European aerospace and defense industry.
41. $AIRB Airbus SE —— Core of European space system, comprehensive layout of satellites, rockets, and space stations.