With the signing of his "One Big Beautiful Bill", Donald Trump has launched a USD 150 billion program for new defence spending - including investments in space projects: Early warning systems, satellites, communication networks.
➡ $RKLB (-0,27 %) is already a prime contractor with 18 satellites for the Space Development Agency's (SDA) Tranche 2 Transport Layer Beta program.
Now it's getting exciting:
✅ The design of these satellites was officially accepted a few days ago (Critical Design Review = passed).
Rocket Lab is now starting series production - the aim is for all satellites to be completed and ready for launch by 2026/2027.
✅ Whoever delivers here, as planned and reliably, can hope for follow-up orders - and this is precisely Rocket Lab's chance for another slice of the "defense pie".
➡ The majority of the budget goes to giants such as Lockheed Martin, Raytheon and Northrop. But with this project, Rocket Lab is well positioned to get at least a slice.
What counts now: on-time production + first Neutron launch = opportunity for new satellite and launch orders. 🚀
