Oil above US$100 has turned space infrastructure from a distant dream into a very current story about energy security, surveillance, and communications resilience. Governments suddenly care a lot more about what orbits Earth, and that can mean fresh contract pipelines for companies building the hardware, software, and launch capacity. This piece examines three stocks from our global space infrastructure screener that investors may want to keep on their radar.
The three stocks highlighted below are just a sample. Our full Global Space Race screen surfaces 58 more listed players whose stories are not covered here but may be just as interesting for long term capital.
To go straight to the source and analyze, compare, and identify potential high conviction ideas, head into the Global Space Race Stocks screener .
Bet Shemesh Engines Holdings (1997) (TASE:BSEN)
Bet Shemesh Engines Holdings (1997) produces high precision jet engine components and complete engines that can be adapted for rocket turbopumps, propulsion test stands, and launch or defense platforms, while still earning most of its income from broader aviation. It reported about US$158 million from Engines and US$199 million from Manufacturing of Parts, with a market cap around ₪7.4b.
Space investors may consider Bet Shemesh Engines because it fabricates the disks, blades, and cases that sit inside gas turbine engines and can be certified for rocket propulsion and defense launch systems. The stock reflects earnings growth and governance strength, although the high P/E and balance sheet structure mean a shift in how funding costs or demand evolve could matter significantly for margins.
If that funding sensitivity has your attention, review the Bet Shemesh Engines Holdings (1997) financial health report to see how Bet Shemesh Engines Holdings (1997) might handle swings in capital costs.
Lockheed Martin (LMT)
Lockheed Martin is best known for fighter jets and missile systems, yet its Space segment is a core supplier of satellites, launch-related systems, and secure ground networks for governments competing in the new space race. The group generated about US$31.2b from Aeronautics, US$19.8b from Rotary and Mission Systems, US$16.4b from Missiles and Fire Control, and US$13.8b from Space, with total figures reduced by US$4.1b of intersegment sales, and the stock carries a market value near US$122.9b.
Lockheed Martin's Space arm is where the Global Space Race theme becomes tangible for this diversified defense giant, tying orbital assets directly into missile defense, secure communications, and intelligence networks.
"Lockheed Martin is moving munitions like PAC-3, THAAD, PrSM and JATM onto seven year framework agreements that aim to triple or quadruple production and allow the company to retain a larger share of cost savings from capacity investments such as robotics in Camden. This can support higher future revenue and structurally stronger net margins."
What ultimately happens to profitability will hinge on how one quiet pressure around future contract economics and capital costs unfolds.
That contract pressure is exactly why it helps to read the full narrative for Lockheed Martin , where the moving pieces around capacity, pricing power, and capital costs are explained in full detail.
Montana Aerospace (SWX:AERO)
Montana Aerospace supplies high precision titanium and aluminum aerostructures that feed directly into satellites, launch vehicles, and space qualified aircraft, while still running a broader industrial components and automation business, and it carries a market value of about CHF1.5b.
For the Global Space Race theme, Montana Aerospace matters because it forges the metal skeletons and engine parts that allow satellites and launch systems to handle extreme stress, putting it squarely in the supply chain for space hardware even as its wider industrial work remains important.
"Ongoing supply chain fragility, including fastener shortages and mixed demand signals across extrusion, machining and assembly, may force Montana Aerospace either to carry higher trade working capital or accept lower throughput in some assets."
What that really means for future margins will hinge on how one quiet constraint on its aerospace and space order flow gets resolved.
Those supply chain constraints are only part of the story, and the full narrative for Montana Aerospace shows where Montana Aerospace could accelerate if bottlenecks ease and capital intensity shifts.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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