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If the cuts are enacted (big if), the impact would be felt industry-wide, but it is A&D primes, like Northrop Grumman, Lockheed Martin, Boeing, and RTX, that are poised to suffer the most with the multi-billion-dollar programs squarely in the White House’s crosshairs.
Publicly traded EO companies logged average revenue growth of just 11% in 2024—a notable slowdown from their 27% growth in 2023.
To better understand how Trump’s tariffs will impact the space industry, we spoke with leaders from five space businesses in five different sectors (rocket, satcom, Earth observation, propulsion, and components).
The number of new satellite constellation businesses has sharply declined over the past decade as the space market matures and new startups struggle to find angles to differentiate.
BlackSky launched its first Gen-3 Earth observation satellites aboard Rocket Lab’s Electron rocket yesterday, adding higher-resolution imaging to its data offerings.
When Planet Labs went public in 2021, the company touted a commercial Earth observation market on the verge of an inflection point.
