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Story summary
- SpaceX completed an IPO valued at multitrillion dollars, creating a liquidity vacuum as investors sold smaller aerospace stocks.
- Rocket Lab posted Q1 revenue of $200 million, up >63 % YoY, a $2.2 billion backlog, and will debut its Neutron rocket in late 2026 with a 13,000 kg lift capability.
- Leidos posted Q1 revenue of $4.4 billion, up 4 % YoY, trades below 11× earnings, and runs NASA’s AEGIS contract, a 10-year, up-to-$2.5 billion deal.
