Consolidation and M&A in the Supply Chain
Who is buying whom, and what does consolidation mean for bottlenecks?
Chapter summary
consolidation is accelerating, and it runs in one direction: satellite makers and launch companies buying their suppliers.
Key takeaways
- 1
Rocket Lab has assembled a vertically integrated company from acquisitions (Sinclair, SolAero, Geost, Mynaric, Motiv) and agreed in June 2026 to buy Iridium for about $8 billion.
- 2
Lockheed Martin bought Terran Orbital in 2024.
- 3
York Space Systems agreed to buy Solestial, a silicon solar cell maker, in May 2026.
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