This report covers recent aerospace contract wins, record-breaking launch readiness times, and major M&A activity in the space satellite and defense segment.
Key Takeaways
- 1.MDA Space secured major contracts including a $688MM CSA satellite award and a Japan MoD defense satellite contract.
- 2.Rocket Lab set a new Tactically Responsive Space (TacRS) record with a sub-17 hour launch call-up.
- 3.Significant industry consolidation continues with MDA acquiring Blue Canyon from RTX for $620MM.
Table of Contents
- What's Up in Space: MDA RADARSAT + MHI, Rocket Lab Success on Victus Haze
- MDA Space Wins $688MM CSA Contract for RADARSAT Replenishment Satellite
- MDA Space Selected by Mitsubishi for Japan's Next-Gen Defense Communications Satellite
- Rocket Lab Sets New TacRS Readiness Record on Victus Haze
- Vantor selects BAE on Next-Gen Vantage Imaging Satellites
- Exhibit 1 - 2026 YTD Rocket Launches are +3% Y/Y
- NASA CSDA Selects Eight Vendors for On-Ramp 2 Contract Awards
- Boeing Wins $2BB Air Force Contract for MUOS Service Life Extension Phase II
- Firefly Aerospace Acquires Space-ng, Enhancing Autonomous Guidance and Vision Navigation Stack
- MDA Space to Acquire Blue Canyon (BCT) From RTX
- What's Gone Up This Month: 16 Western & Allied Launches; 12 from SpaceX
- Exhibit 2 - June 2026 Space Launches
- What's Going Up Next
- A Look Back at News Highlights Over The Past Several Years
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Authors
Sheila KahyaogluAdam Samuelson
Securities
MDARKLBBARTX
Themes
Defense Space Domain AwarenessSatellite Vertical IntegrationTactically Responsive Space
Regions
GlobalCanadaJapanUnited States
