by winston » Mon Apr 27, 2026 9:51 am
The Space Race Just Hit a Bottleneck—Who Benefits?
by Ryan Hasson
Key Points
Blue Origin's grounding of New Glenn after an April 19 mishap tightens an already-constrained launch market, potentially benefiting RKLB, FLY, and LUNR.
Rocket Lab stands to benefit most from the grounding of New Glenn, backed by a 100% mission success rate in 2025, $602 million in 2025 revenue, and a $1.85 billion backlog.
Firefly Aerospace and Intuitive Machines also offer exposure to the space sector's growth, with Firefly returning to successful flight in March 2026 and Intuitive Machines holding a $943 million backlog.
Source: Market Beat
It's all about "how much you made when you were right" & "how little you lost when you were wrong"