Grant Bishop

Tuesday, 10 November 2026 · Markets closed · Edition 20

The Index › The rest of the frame

Who launches, and who builds in orbit?

The companies that launch rockets, build satellites and supply defense in orbit.

What the frame implies · space: Space: the launch and orbital layer under compute's long-run power supply.

No dated claim tests this group yet.

Reports next, in this group

No company in this group has a date yet.

CompanyWhat it sellsLatest disclosedReports next
Heico
HEI
HEICO makes replacement parts and electronic components for aircraft and defense systems, and supplies specialty parts for space and military programs. 10-Q filed 2026-08-27 not yet announced
Kratos Defense
KTOS
Kratos Defense builds unmanned aircraft, hypersonic test systems, and satellite ground equipment for the Pentagon. 10-Q filed 2026-08-04 not yet announced
L3Harris
LHX
L3Harris makes communications, sensing and space hardware for military customers. 10-Q filed 2026-07-30 not yet announced
MP Materials
MP
MP Materials mines and refines rare earths in California and makes magnets in Texas. 10-Q filed 2026-08-07 not yet announced
Rocket Lab
RKLB
Rocket Lab builds and launches small rockets and spacecraft for government and commercial customers, including defense work. 10-Q filed 2026-08-10 not yet announced
Showing 5 of 5 · No price is shown: the Index is a map of what each company sells and where it sits, not a quote board.
Next door

Who holds the hard assets? · Who mines and refines the minerals under the build? · Who runs the new settlement rails?