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Where the commercial space build-out money lands

TickerMover Capex Chains · Published weekly · Descriptive model, not a forecast
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Companies in this chain

Tracing the capital flowing through the commercial space economy, from rocket launches and satellite manufacturing down to direct-to-device orbital communications. Descriptive, not a forecast.

Launch vehicles & rocketry

Satellite bus & payload manufacturing

Ground stations & terminal hardware

Direct-to-device & orbital networks

How this map is built

The chain map flows from upstream launch services down to downstream orbital connectivity providers. Lag shows quarters between initial capital deployment and revenue recognition. Exposure (hi/mid/lo) reflects how heavily each company's total business relies on the space build-out.

All Capex Chains · Stock screens · Sub-sectors compared · How the Quant Score works