The Motley Fool·2026-02-03 18:25Core Insights - Rocket Lab and Intuitive Machines are highlighted as resilient investments in the space sector, surviving the SPAC market wash-out that affected many other companies in the industry [1] Rocket Lab - Rocket Lab specializes in reusable orbital rockets, having launched its Electron rocket 81 times, deploying over 248 satellites [2] - The company plans to launch its second rocket, Neutron, in 2023 to handle heavier payloads [2] - Current market capitalization stands at $39 billion, with a current stock price of $73.22, reflecting a 9.90% decrease [3][4] - Rocket Lab's gross margin is reported at 28.93%, and its major clients include NASA and the U.S. Space Force [4] - The company secured an $816 million contract with the U.S. Space Development Agency for 18 satellites, marking its largest contract to date [4] - Revenue projections indicate growth from $600 million in 2025 to $1.29 billion in 2027, with profitability expected by 2027 [5] Intuitive Machines - Intuitive Machines focuses on lunar landers and exploration vehicles, having successfully sent two Nova-C landers to the moon for NASA [6] - The current market capitalization is $2 billion, with a stock price of $16.58, down 15.45% [7] - The company has a gross margin of -70.43% and plans to launch its next lunar mission, IM-3, as part of its NASA contract [8] - Intuitive Machines has diversified its business through the acquisition of Lanteris Space Systems, aiming to become a comprehensive provider of space transportation services [9] - Revenue is expected to grow from $219 million in 2025 to $1.04 billion in 2027, with profitability anticipated in 2026 [10]