T−14:06:58·Vulcan VC6L · Amazon Leo (LV-01)·Cape Canaveral SFSDetails →
Ads and analytics load only if you accept.Ads and analytics cookies load only if you accept. Reject and you get no ads at all. Essential cookies keep the site working.PolicyCookie Policy ·
Newsletter
Week in Space Data, every Friday.
Quarterly release · Q3 2026
SpaceNexus Supply-Chain Concentration Report
Who supplies whom in the space industry, from official records only: federal subawards reported on USAspending.gov and statements in SEC annual reports, each linked.
Live view: recomputed from current data, not the published edition. The published edition was frozen on 2026-10-15 and changes only through a dated correction.
51 roster companies, every one linked to its record
Reported subcontract dollars
$2.54B
Subaward actions dated 2025-10-01 to 2026-09-30
Customers with one sourced supplier
97
Of 163 customers with sourced subcontracts
Filers stating customer concentration
23
From the latest annual report filed by the quarter end
Customers by sourced subcontract suppliers
Each customer (a federal prime award holder) with the roster suppliers it reported subcontracts to in the twelve months, and its top supplier’s share of those dollars.
Customers by sourced subcontract suppliers. Each customer (a federal prime award holder) with the roster suppliers it reported subcontracts to in the twelve months, and its top supplier’s share of those dollars. Showing the first 10 of 163 rows.
Customers whose sourced subcontract dollars in the twelve months all went to one supplier on our roster.
Customers with one sourced supplier. Customers whose sourced subcontract dollars in the twelve months all went to one supplier on our roster. Showing the first 10 of 97 rows.
THE UNIVERSITY OF CENTRAL FLORIDA BOARD OF TRUSTEES
Suppliers by distinct customers
How many distinct customers the records tie each supplier to, across subawards and annual reports.
Suppliers by distinct customers. How many distinct customers the records tie each supplier to, across subawards and annual reports. Showing the first 10 of 47 rows.
#
Supplier
Customers
Reported subcontract dollars
Evidence
1
General Dynamics
35
$110.2M
subcontract 35
2
L3Harris Technologies
34
$300.5M
subcontract 34
3
Northrop Grumman
32
$149.4M
subcontract 31; customer disclosure 1
4
Boeing
31
$41.3M
subcontract 30; customer disclosure 1
5
Customer concentration, as filers state it
A customer’s share of a filer’s revenue, or a named major customer, from the filer’s latest annual report. Customers the filing does not name are listed as such.
Customer concentration, as filers state it. A customer’s share of a filer’s revenue, or a named major customer, from the filer’s latest annual report. Customers the filing does not name are listed as such. Showing the first 10 of 30 rows.
•From the third quarter of 2026, every relationship in this release rests on an official record and links to it. No relationship is estimated, and none is written by a model.
•Federal subawards: the subcontracts prime award holders report to USAspending.gov (FFATA) for the companies whose federal registrations (UEIs) we hold. The prime award holder is the customer and the subcontractor is the supplier. An action counts only when its prime award is found; a subaward that sums to more than its prime award’s total obligation is a reporting error and is left out; a company subcontracting to itself or its parent is not a supply relationship.
•Each customer and supplier pair passes fixed checks before it is used: a sub-recipient name that carries another roster company’s name, or a single reported action of $250 million or more, holds the pair for a person to confirm. A pair whose rows change is checked again before it is used.
•SEC annual reports: the latest 10-K, 20-F or 40-F of each roster company that files one, read by fixed rules for a customer’s share of revenue, named major customers and named suppliers. Each statement is quoted with a link to the filing. A statement the rules cannot settle (several companies or percentages in one sentence, a one-word company name, a supplier sentence outside the sole or primary supplier form) waits for a person.
What this edition can and cannot see
Coverage limits travel with the numbers, here and in every export of them.
•Every relationship here comes from an official record and links to it: a federal subaward reported on USAspending.gov (the prime award holder is the customer, the subcontractor the supplier) or a sentence in an SEC annual report, quoted. Nothing is estimated, and no relationship is written by a model.
•Federal subawards: 17,587 reported subcontract actions to the 103 roster companies whose federal registrations (UEIs) we hold, 17,562 with an identified prime holder. They form 1,347 customer and supplier pairs: 1,307 confirmed by fixed rules or by a person, 0 waiting for review, 40 excluded (for example a company subcontracting to its own subsidiary). Only confirmed pairs appear.
•SEC filings: the latest annual report (10-K, 20-F or 40-F) of 41 of the 41 roster companies that file one, read by fixed rules for customer shares of revenue, named major customers and named suppliers. 62 statements are in use; 0 wait for a person.
•What this cannot see: subcontracts primes did not report (FFATA reporting covers awards over $30,000 and is filed by the prime, sometimes late), commercial contracts between companies, suppliers outside our roster, and anything classified. A customer shown with one supplier may have many others we do not track. Reported subaward amounts are what primes reported for each action, not payments.
Sources and licences
The same credits are written into every CSV and JSON export of this data, so a downloaded file still names its sources.
UK Companies House: Company registration data from the UK Companies House register. Contains public sector information licensed under the Open Government Licence v3.0. Open Government Licence v3.0
Cite this edition
Cite or embed this data
Citation
SpaceNexus Supply-Chain Concentration Report, Q3 2026. SpaceNexus, data as of 2026-09-30. https://spacenexus.us/releases/supply-chain-concentration/2026-Q3. https://spacenexus.us/releases/supply-chain-concentration/2026-Q3 (retrieved 2026-11-15).
Free to cite and embed with attribution. Data updates continuously; the citation date pins your retrieval.
SN
By SpaceNexus Data
Computed from SpaceNexus data - no model is involved in producing a release
Every figure here is arithmetic over our own rows (counts, sums, deltas and rankings), and the page and its export are built by the same code, so they cannot disagree. How this edition is computed
A share of the customer’s SOURCED subcontracts to our roster, not of everything it buys. The record links to the customer’s largest prime award with the top supplier.
Showing the first 10 of 163 rows. 153 more in this table, plus every column the display leaves out.
The complete row set and its CSV and JSON exports are part of a SpaceNexus Research seat. The figures above are computed from exactly the same rows, so the summary and the export can never disagree. What a Research seat covers.
One supplier ON OUR ROSTER: the customer may buy the same thing from companies we do not track. This is what the records show, not a finding of sole sourcing.
Showing the first 10 of 97 rows. 87 more in this table, plus every column the display leaves out.
The complete row set and its CSV and JSON exports are part of a SpaceNexus Research seat. The figures above are computed from exactly the same rows, so the summary and the export can never disagree. What a Research seat covers.
Collins Aerospace
28
$506.9M
subcontract 28
6
Raytheon
27
$324.3M
subcontract 26; customer disclosure 1
7
Curtiss-Wright Corporation
23
$80.7M
subcontract 23
8
CACI International
15
$51.9M
subcontract 15
9
SpaceX
14
$70.2M
subcontract 13; supplier disclosure 1
10
Peraton
14
$44.9M
subcontract 14
Showing the first 10 of 47 rows. 37 more in this table, plus every column the display leaves out.
The complete row set and its CSV and JSON exports are part of a SpaceNexus Research seat. The figures above are computed from exactly the same rows, so the summary and the export can never disagree. What a Research seat covers.
Showing the first 10 of 30 rows. 20 more in this table, plus every column the display leaves out.
The complete row set and its CSV and JSON exports are part of a SpaceNexus Research seat. The figures above are computed from exactly the same rows, so the summary and the export can never disagree. What a Research seat covers.
Showing the first 10 of 430 rows. 420 more in this table, plus every column the display leaves out.
The complete row set and its CSV and JSON exports are part of a SpaceNexus Research seat. The figures above are computed from exactly the same rows, so the summary and the export can never disagree. What a Research seat covers.
•Dollar figures are the subaward amounts primes reported for actions dated in the twelve months to the end of the quarter, not payments. Shares of a customer’s dollars are shares of its SOURCED subcontracts to our roster, not of everything it buys.
•An edition publishes only when the sourced data meets the coverage minimum stated on the page; until then it is held and shown as held.
•430 relationships in use across 51 roster companies (408 from subawards, 22 from filings). Latest subaward action 2026-10-05; latest SEC scan 2026-10-09.
•This edition counts subaward actions dated 2025-10-01 to 2026-09-30 and SEC statements from each filer’s latest annual report filed by 2026-09-30. Editions before Q3 2026 were computed over the retired AI-written sample map and keep their own notes.