Guided Missiles & Space Vehicles & Parts

Companies under SIC 3760 design and assemble guided missiles, space vehicles, propulsion systems, avionics, payload integration, and critical components such as guidance hardware, sensors, and composite airframes for defense departments, intelligence agencies, and commercial launch providers. They support lifecycle services including ground testing, launch operations, sustainment, and modernization programs for both strategic deterrence and responsive space missions. The sector operates under stringent U.S. export controls (ITAR/EAR), cybersecurity mandates, supply-chain security rules, and safety standards for propulsion and ordnance, with cost overruns and schedule slips as persistent risks alongside geopolitical shifts and funding cycles. In 2024-2025, priorities include hypersonic development, rapid-launch small-satellite vehicles, reusable and hybrid propulsion, digital engineering, and hardening against electronic warfare and space debris. Prime contractors lean on specialized tier-2 suppliers for materials and electronics, while commercial constellations drive demand for higher cadence launches. For the latest program updates and capital flows, view live SEC filings on Earnings Feed.

Source: Earnings Feed research · last fetched 11/23/2025