Supplier Map by Layer
Who builds what, and where is the concentration?
Chapter summary
Tracking is spread across five primes; the newest layers are concentrated with SpaceX.
Key takeaways
- 1
SpaceX's two May 2026 awards total $6.45B.
- 2
Lockheed is the broadest traditional prime.
- 3
Suppliers exposed to sensing and launch face the most durable demand.
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