State of the Space Industrial Base — 2026 Q1
Executive Summary
Pending analyst review. The narrative summary is held until the quarter's structured data below has been independently verified against primary sources. Refer to the Concentration Snapshot, SAI-Tier Heatmap, and Reliability tables for the underlying readings; the editorial framing will be added to this section once review is complete.
Concentration Snapshot (HHI)
SAI-Tier Concentration Heatmap
| Tier | Name | HHI | Band | Top Operator | Top Share | Notes |
|---|---|---|---|---|---|---|
| Tier 0 | Raw Materials & Basic Inputs | — | — | — | — | No launch-derived factors in this tier |
| Tier 1 | Components & Subsystems | — | — | — | — | No launch-derived factors in this tier |
| Tier 2 | System Integrators | 0.6899 | High | spacex | 82.8% | |
| Tier 3 | Services & Infrastructure | — | — | — | — | No launch-derived factors in this tier |
| Tier 4 | End Users & Downstream | — | — | — | — | No launch-derived factors in this tier |
| Tier 5 | Workforce & Education | — | — | — | — | No launch-derived factors in this tier |
Top 10 — Operators & Vehicles
Most-active operators
| # | Player | Flights | Share |
|---|---|---|---|
| 1 | spacex | 31 | 44.9% |
| 2 | sast | 6 | 8.7% |
| 3 | rlabn | 6 | 8.7% |
| 4 | us | 5 | 7.2% |
| 5 | calt | 4 | 5.8% |
| 6 | fka | 4 | 5.8% |
| 7 | czhj | 2 | 2.9% |
| 8 | prc | 2 | 2.9% |
| 9 | xido | 1 | 1.5% |
| 10 | vvko | 1 | 1.5% |
Most-flown vehicles
| # | Player | Flights | Share |
|---|---|---|---|
| 1 | falcon-9 | 31 | 44.9% |
| 2 | electron | 6 | 8.7% |
| 3 | soyuz-2-1b | 3 | 4.3% |
| 4 | chang-zheng-6a | 2 | 2.9% |
| 5 | chang-zheng-2c | 2 | 2.9% |
| 6 | jielong-3 | 2 | 2.9% |
| 7 | soyuz-2-1a | 2 | 2.9% |
| 8 | gushenxing-1 | 1 | 1.5% |
| 9 | chang-zheng-2f | 1 | 1.5% |
| 10 | chang-zheng-12 | 1 | 1.5% |
Top 10 — Contract Recipients
Largest prime-contract recipients
| # | Player | USD | Share |
|---|---|---|---|
| 1 | DATA NETWORKS, INC. | $20.2M | 14.0% |
| 2 | THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY LLC | $15.4M | 10.6% |
| 3 | JJR SOLUTIONS LLC | $7.1M | 4.9% |
| 4 | L3HARRIS TECHNOLOGIES, INC. | $6.9M | 4.8% |
| 5 | CALIFORNIA INSTITUTE OF TECHNOLOGY | $6.9M | 4.7% |
| 6 | UNITED LAUNCH SERVICES, LLC | $6.3M | 4.3% |
| 7 | GENERAL ATOMICS AERONAUTICAL SYSTEMS, INC. | $6.2M | 4.3% |
| 8 | THE MITRE CORPORATION | $5.8M | 4.0% |
| 9 | BVG & CO CONSULTING LLC | $4.2M | 2.9% |
| 10 | ASTROTECH SPACE OPERATIONS, LLC | $3.9M | 2.7% |
Largest SBIR recipients
| # | Player | USD | Share |
|---|---|---|---|
| 1 | INTERLUNE CORPORATION | $6.9M | 20.7% |
| 2 | COOLCAD ELECTRONICS, INC. | $3.5M | 10.5% |
| 3 | SIBEL HEALTH INC. | $3.5M | 10.5% |
| 4 | IST RESEARCH, LLC | $3.0M | 9.1% |
| 5 | NOOKS LLC | $2.9M | 8.7% |
| 6 | INNSIGHTFUL INC | $2.0M | 6.0% |
| 7 | IMPULSE SPACE, INC. | $1.3M | 3.9% |
| 8 | INTACT SOLUTIONS, INC | $1.2M | 3.6% |
| 9 | APTIMA INC | $1.2M | 3.6% |
| 10 | INFERLINK CORP | $1.2M | 3.6% |
Operator Reliability — Trailing Quarter (Wilson 95%)
| Operator | Successes | Rate | 95% Wilson |
|---|---|---|---|
| spacex | 31/31 | 100.0% | [89.0% — 100.0%] |
| sast | 6/6 | 100.0% | [61.0% — 100.0%] |
| rlabn | 6/6 | 100.0% | [61.0% — 100.0%] |
| us | 5/5 | 100.0% | [56.5% — 100.0%] |
| calt | 4/5 | 80.0% | [37.5% — 96.4%] |
| fka | 4/4 | 100.0% | [51.0% — 100.0%] |
| czhj | 2/2 | 100.0% | [34.2% — 100.0%] |
| prc | 2/2 | 100.0% | [34.2% — 100.0%] |
| xido | 1/2 | 50.0% | [9.4% — 90.5%] |
| vvko | 1/1 | 100.0% | [20.6% — 100.0%] |
Grant Pipeline
Methodology
HHI is reported on the 0-1 scale (multiply by 10,000 for the US DOJ convention). Bands: Low (<0.15), Moderate (0.15-0.25), High (>0.25). Reliability uses the Wilson score interval at z=1.96. Launch attempts counted: success, partial_failure, failure. See /methodology/ for full definitions, source attribution, and the AstraVeris SAI weighting scheme.
Cite as: AstraVeris, State of the Space Industrial Base, 2026 Q1. astraveris.ai/benchmarks/2026-Q1