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The Markets Desk — Week 44 · Tue 27 Oct 2026
Beats / 28 priced constituents

space

An equal-weight index of the priced names on this beat, rebuilt every Friday from the constituents that were actually in it.

261.5-1.4%base 100 · to 2026-10-23

This week

Down most

What happened

Events on space
DateTypeWhat happenedSource
2026-10-27editorial noteRevenue figure revised: 48% → $14,575MRevenue moved from 48% (deep-dive-2026-06-18.md) to $14,575M (deep-dive-2026-10-27.md).dossier
2026-10-27editorial noteVerdict changed: A genuine launch-and-connectivity monopoly wrapped inside an unprofitable $2T+ aspiration stock — Starlink is the real business, but at ~110x sales the market is paying for Mars, orb…Before (deep-dive-2026-06-18.md): A genuine launch-and-connectivity monopoly wrapped inside an unprofitable $2T+ aspiration stock — Starlink is the real business, but at ~110x sales the market is paying for Mars, orbital AI data centers, and a $60B Cursor bet that aren't earnings yet. After (deep-dive-2026-10-27.md): SpaceX is now a listed company that files 10-Qs, and its third quarter says it is an AI-infrastructure company with a rocket attached. Super Intelligence (SI) was $7.56B of $14.58B revenue, one unnamed SI customer was 34.5% of the whole company, and SI capex was $16.4B in a single quarter. The June dossier's "Starlink is the real business" is no longer true on revenue; it is still true on durable profit.dossier
2026-10-26filing8-K: Commitment letter for GPU equipment master finance lease8-K Item 8.01: binding commitment letter for a master finance lease of GPU pods with an Apollo-managed lessor; schedules of about 5 to 5.25 years; aggregate principal payments about $40 billion; closing expected before year end.agent:company-events · SEC EDGAR 8-K
2026-10-22filing10-Q: quarter ended 30 Sep 2026, revenue $14,575mQ3 revenue $14,575m (2025 $5,576m); net income $4,404m, diluted EPS $0.35. Nine months revenue $27,083m; net loss $413m.agent:company-events · SEC EDGAR 10-Q
2026-10-22filing10-Q: quarter ended 30 Sep 2026, revenue $784.6mQ3 revenue $784.554m (2025 $742.898m); net income attributable $52.618m, diluted EPS $0.52, including $19.034m loss on extinguishment of debt. Nine months revenue $2,245.167m, net income attributable $153.740m.agent:company-events · SEC EDGAR 10-Q
2026-10-22filing8-K 5.02: director Michael Blitzer resigned; Christopher Scolese appointedMichael Blitzer resigned from the Board on 21 Oct 2026, including as Compensation Committee chair. On 22 Oct 2026 the Board appointed Dr. Christopher Scolese as Class II director and to the Audit, Nominating and Conflicts committees.agent:company-events · SEC EDGAR 8-K
2026-10-21guidanceOceaneering reports Q3 2026 revenue of $784.6MQ3 2026 revenue $784,554K, net income attributable $52,618K, diluted EPS $0.52, adjusted EBITDA $119.4M. FY2027 EBITDA guidance $430M-$480M; Q4 2026 EBITDA guidance $85M-$95M.agent:company-events · SEC EDGAR 8-K
2026-10-20guidance8-K: SpaceX Q3 2026 revenue $14.6bn, net income $4.4bn, adj. EBITDA $8.8bnQ3 2026 revenue $14,575M (Q3 2025: $5,576M, +161%). Net income $4,404M (prior year net loss $1,054M). Adjusted EBITDA $8,809M; income from operations $2,791M. Cursor acquisition closed 14 Aug 2026; spectrum agreement signed 8 Oct 2026.agent:company-events · SEC EDGAR 8-K
2026-10-20filing10-Q: Iridium Communications quarter ended 30 Sep 2026Q3 revenue $245.7M; net income $106.9M; diluted EPS $0.98. Total assets $3,082.0M; gross debt ~$2.16bn. Aireon acquisition of remaining 60.5% closed 2 Jul 2026 (~$366.7M). Shares outstanding 106,158,479 as of 13 Oct 2026.agent:company-events · SEC EDGAR 10-Q
2026-10-20guidance8-K: Iridium Q3 2026 revenue $245.7M, net income $106.9M, OEBITDA $135.6MRelease 20 Oct 2026. Q3 total revenue $245.7M (+8%). Net income $106.9M ($0.98 diluted), including $103.9M gain on Aireon acquisition. OEBITDA $135.6M. Rocket Lab acquisition approved by stockholders 24 Sep 2026.agent:company-events · SEC EDGAR 8-K
2026-10-20filing8-K: AST SpaceMobile executive employment agreement with CFO/CLO Andrew M. JohnsonAgreement dated 14 Oct 2026 with Andrew M. Johnson, EVP, CFO and Chief Legal Officer. Initial term 3 years, auto-renews yearly. Base salary not less than $250,000. Severance: 12 months' salary, COBRA up to 12 months, 12-month RSU vesting acceleration.agent:company-events · SEC EDGAR 8-K
2026-10-15filingGilat 6-K: Q3 2026 results to be reported 10 NovPress release announces Q3 2026 results on Tuesday 10 Nov 2026, with an English call at 09:30 EST and a Hebrew call on 11 Nov 2026 at 10:00 IST.agent:company-events · SEC EDGAR 6-K
2026-10-14filingRocket Lab 8-K: first Neutron launch expected to shift into next yearItems 7.01 and 8.01: Rocket Lab states the first Neutron launch is now anticipated to shift into next year and that it is progressing through manufacturing and testing milestones.agent:company-events · SEC EDGAR 8-K
2026-10-13filingHEICO: 8 insiders filed Form 4s, purchases on 8 Oct 20268 insiders filed Form 4s reporting purchases (code P) on 8 Oct 2026 totalling 6,157 Class A shares at $220.30 (7 people) and $294.93 (1 person).agent:company-events · SEC EDGAR Form 4
2026-10-13filingForm 4 cluster: 6 officers, option vestings 9 Oct and one sale 2026On 9 Oct 2026 options at $15.96 vested: Dankberg 225,000; Miller 75,000; Blair 75,000; Palmer 67,500; Chandran 45,000; FitzGerald 37,500. Miller exercised and sold 11,893 sh at about $71.04 under a 10b5-1 plan.agent:company-events · SEC EDGAR Form 4
2026-10-13filingForm 4 cluster: 8 directors/officers, open-market purchases 8 Oct 2026On 8 Oct 2026 eight insiders bought Class A stock: seven bought 795 sh each at $220.3043; Neitzel bought 592 sh at $294.9343. Total 6,157 sh.agent:company-events · SEC EDGAR Form 4
2026-10-09filing8-K Item 5.02: two Sidus Space directors resign, 6 Oct 2026Tiffany Norwood resigned as director and Audit Committee Chair and Kelle Wendling resigned as director, both effective 6 Oct 2026, citing governance concerns; the company states it disagrees with both letters.agent:company-events · SEC EDGAR 8-K
2026-10-08filing6-K: Gilat secures over $8M in additional US Department of War ordersPress release dated 8 Oct 2026: orders totaling more than $8 million from the U.S. Department of War for field services and SATCOM upgrades; deliveries expected over the next 12 months.agent:company-events · SEC EDGAR 6-K
2026-10-07filing6-K: Gilat secures over $10M in additional SkyEdge IV ordersPress release dated 7 Oct 2026: over $10 million in SkyEdge IV orders from an unnamed leading satellite operator; delivery over the next 12 months.agent:company-events · SEC EDGAR 6-K
2026-10-06filingForm 4 cluster: three Virgin Galactic officers report RSU vesting and tax withholding3 insiders filed Form 4s for 5 Oct 2026: 4,174 RSU shares vested and 2,253 withheld for tax at $3.03 (Ahrens, Chitale, Colglazier); no open-market sales.agent:company-events · SEC EDGAR Form 4

Dated ahead

Dated catalysts ahead
DateCompanyPeriodFirmness
2026-10-28Garmin GRMN2026-Q3confirmed
2026-10-29Garmin GRMN2026-Q3expected
2026-10-31Rocket Lab RKLB2026-10-31expected
2026-10-31SpaceX SPCX2026-10-31expected
2026-11-04EchoStar SATS2026-Q3expected
2026-11-05Globalstar GSAT2026-Q3expected
2026-11-06Viasat VSAT2026-Q3expected
2026-11-06Redwire RDW2026-Q3expected
2026-11-07Virgin Galactic SPCE2026-Q3expected
2026-11-08Rocket Lab RKLB2026-Q3expected
2026-11-09EchoStar SATS2026-Q3expected
2026-11-09Globalstar GSAT2026-Q3expected
2026-11-09Spire Global SPIR2026-Q3expected
2026-11-10Momentus MNTS2026-Q3expected
2026-11-10Astronics ATRO2026-Q4expected
2026-11-10Rocket Lab RKLB2026-Q3expected
2026-11-11AST SpaceMobile ASTS2026-Q3expected
2026-11-11Intuitive Machines LUNR2026-Q3expected
2026-11-11Firefly Aerospace FLY2026-Q3expected
2026-11-11Astronics ATRO2026-Q4expected