The briefing
The headlines
SpaceX takes $1.6B in NSSL Phase 3 Lane 1 orders for 18 sensing and targeting launches
Telesat locks in $189M path for FCC Upper C-band clearing
Amazon Leo files for 5,105-satellite direct-to-device system on Globalstar spectrum
Boeing signals Starliner could fly cargo mission this year
Katalyst's LINK servicer spinning as Swift rescue window narrows
Space Force awards All Points $250M to expand Vandenberg satellite processing
Market pulse
Archived snapshot from this edition. Prices and moves are not live.
GSAT: Amazon's Kuiper Systems subsidiary applied.
| Asset | Snapshot | Move | Trend |
|---|---|---|---|
| $83.38 | +4.1% | ||
| $519.66 | +3.2% | ||
| $187.44 | +3.0% | ||
| $14.73 | -3.5% | ||
| $179.02 | -2.4% | ||
| $216.14 | -2.2% |
Launch watch
Schedule and countdowns as recorded in the 2026-07-30 edition.
Long March 8A
CASC · Long March 8A · Commercial LC-1 · Wenchang Space Launch Site
Falcon 9 Block 5 | Starlink Group 17-53
SpaceX · Falcon 9 Block 5 · SLC-4E · Vandenberg SFB · LEO
Smart Dragon 3
China Rocket Co. Ltd. · Smart Dragon 3 · Haiyang offshore launch location · Haiyang Oriental Spaceport
Falcon 9 Block 5 | BlueBird 11-13 (Block 2 #6-8)
SpaceX · Falcon 9 Block 5 · SLC-40 · Cape Canaveral SFS · LEO
Filings
Hexcel Corporation · 10-Q
2026-07-29 · Hexcel Corporation filed its 10-Q for the quarter ended June 30, 2026, providing detailed financials for its Composite Materials and Engineered Products segments serving commercial aerospace and space and defense customers.
Hexcel Corporation · 8-K
2026-07-29 · Hexcel Corporation issued its second-quarter 2026 earnings release on July 29, also posting a segment- and market-level sales table covering the first half of 2026 versus the prior year.
L3Harris Technologies, Inc. · 8-K
2026-07-29 · L3Harris Technologies released its second-quarter 2026 earnings via an 8-K on July 29, furnishing the earnings press release as an exhibit for its investors.
Amphenol Corporation · 8-K
2026-07-29 · Amphenol Corporation released its second-quarter and six-month 2026 financial results on July 29, furnishing the earnings press release with its 8-K.
Corning Incorporated · 10-Q
2026-07-29 · Corning Incorporated filed its 10-Q for the quarter ended June 30, 2026, and disclosed a subsequent-event plan to redeem its 7.25% Debentures due 2036 on August 15.
Intuitive Machines, Inc. · Form 4 x2
2026-07-29 · Intuitive Machines, Inc. grouped 2 Form 4 ownership updates from 6 reporting owners, covering option exercises or conversions, issuer-related dispositions, and other ownership updates, including 141,909 shares acquired and 34,912,269 shares disposed at $12.84-$13.20. These filings are routine insider-ownership disclosures, not operating updates.
