The spaceward rush left a lot of wreckage. Companies promising lunar condos and asteroid mining mostly delivered vaporware. The market winnowed them out, quick and clean. But a couple of outfits, Rocket Lab and Intuitive Machines, seem built of sterner stuff. They survived the fallout, and that’s always a good first sign. A man can learn a lot from watching what doesn’t break.
Rocket Lab
Rocket Lab doesn’t deal in dreams. They build rockets. Reusable ones. Eighty-one launches to date, dropping satellites into orbit like a seasoned poker player dealing cards. They’re prepping Neutron, a bigger bird, to haul heavier loads. It’s a simple business, if you can manage the physics.
NASA, the Space Force, a few foreign agencies – they’re all customers. A solid client list. Recently, they landed an $816 million contract to build satellites for missile defense. That’s a real check, not a promise scribbled on a napkin. It diversifies them, moves them beyond just launching things into the black. They’re aiming to be a one-stop shop for getting anything, anything, off this rock.
Wall Street figures they’ll double revenue by 2027. Not a bad projection. Thirty-three times next year’s sales is steep, sure. But this isn’t about bargains. It’s a long play, a bet on the future of getting off the ground. And sometimes, a man has to pay a premium for altitude.
Intuitive Machines
Intuitive Machines delivers packages. Lunar packages. They’ve already put two landers on the moon, Odysseus and Athena. Odysseus was the first U.S. landing since the seventies. A small step for a robot, a potentially large step for the company. It’s a business with a certain…gravity.
They’ve got more missions lined up, a long-term deal with NASA to deliver payloads. Lunar terrain vehicles, near-space network services, lunar logistics – they’re building an infrastructure up there. They recently acquired Lanteris Space Systems, a company that builds satellite and space defense systems. Diversification. Smart move.
Analysts predict revenue will quadruple by 2027. A bold claim, but the numbers check out. They expect a profit in 2026, and a fivefold increase in net income the year after. And here’s the kicker: two times next year’s sales. That’s not just cheap, that’s practically giving it away. A man could get rich betting on a company that knows how to land on the moon. And in this town, a man always looks for a sure thing.
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2026-02-03 21:15