The Index
Every company in our coverage — the builders, studios and houses we write about. Each one gathers its articles, jobs and listings in a single place.
5 companies · Space
Space
A balance-sheet roll-up of the fragmenting Western defense-satcoms supply chain (DataPath→Stellar Blu→Comtech) wrapped around an orbit-agnostic ground-terminal franchise that wins whether GEO or LEO wins — but the stock already prices the re-rating (~23x EV/EBITDA) while organic margins are still convalescing and two customers are 44% of revenue.
Space
A debt-levered, cash-machine LEO monopoly being re-rated on spectrum scarcity — own the durable EMSS/IoT/Aireon annuity, but the spectrum-takeout dream is now mostly in the price.