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SpaceX and ULA Win $1.1 Billion in NSSL Launches

10/4/2025

50 5 Full Breakdown

Summary

SpaceX Secures Launches

U.S. Space Force awarded seven National Security Space Launch (NSSL) launches: SpaceX five, ULA two, for fiscal 2027.
SpaceX contracts total $714 million; ULA contracts total $428 million.
Falcon 9 will deploy military satellites, including 12th Wideband Global SATCOM.
Blue Origin received no missions due to certification issues; Vandenberg Space Force Base is forecast to log 70 launches in 2025.

Summary

Rocket Lab Expands Launches

Rocket Lab rose 5% after securing a contract with Synspective for 10 Electron launches, totaling 21 missions.
The deal cements Rocket Lab as Synspective's sole launch provider, expanding its small-satellite footprint.
Electron-driven growth lifts 58.5% year-over-year launch services revenue.
Despite a net income drop to -$66.41 million, Rocket Lab's backlog remains near $1 billion, while Neutron could bolster medium-lift.

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SpaceX Secures Launches

U.S. Space Force awarded seven National Security Space Launch (NSSL) launches: SpaceX five, ULA two, for fiscal 2027.
SpaceX contracts total $714 million; ULA contracts total $428 million.
Falcon 9 will deploy military satellites, including 12th Wideband Global SATCOM.
Blue Origin received no missions due to certification issues; Vandenberg Space Force Base is forecast to log 70 launches in 2025.

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