"Amentum is a $14.39 billion revenue government contractor focused on complex engineering for defense, science, and sustainability. In December 2025, they mobilized over 300 personnel to support the Artemis II Countdown Demonstration Test at Kennedy Space Center, simulating launch day operations for the integrated Orion spacecraft and Space Launch System. The stock trades at $34.58 after a 49% gain over the past year."
"Boeing ( NYSE: BA) manufactures the Space Launch System rocket powering Artemis missions. Boeing is unprofitable with negative $13.70 earnings per share and negative 20.4% operating margins despite $80.76 billion in revenue. The stock trades at $247.74, up 48% over the past year as analysts price in a turnaround. Northrop Grumman ( NYSE: NOC) supplies propulsion systems and critical components. They generate $40.9 billion in revenue with 13.2% operating margins and explicit space operations capabilities. The stock trades at $654.61, up 40% over the past year."
NASA's Artemis program will return humans to the Moon by April 2026 and creates significant commercial opportunity for aerospace and defense contractors. Amentum provided critical engineering support for the Artemis II Countdown Demonstration Test, mobilizing over 300 personnel for launch-day simulations. Lockheed Martin builds the Orion spacecraft and reports strong revenue and operating margins. Boeing manufactures the Space Launch System but remains unprofitable while markets price in a turnaround. Northrop Grumman supplies propulsion systems and components with healthy margins. Rocket Lab is a growing pure-play space company with improving losses, rising revenue, and a sizable contract backlog.
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