3 Space Stocks With Earnings Growth Up To 10%

Rising long term government bond yields are pushing up the cost of capital, which makes big, risky projects harder to finance and easier to delay. Space infrastructure is different. Governments still need resilient satellites and secure communications. Corporates still need global connectivity. That creates a window where listed space related stocks can gain attention from investors hunting for durable themes. This article highlights three that merit closer examination.

The three stocks covered below are a small sample of what is happening in orbit and around launch pads. The full screen surfaced another 68 listed businesses with equally compelling stories that sit outside this article.

If you want to identify patterns across launch providers, satellite operators, and defence contractors in one place, head straight to the Global Space Race Stocks screener.

General Electric (GE)

Overview: General Electric, through GE Aerospace, builds and services aircraft engines and propulsion components that directly feed into launch and space infrastructure.

Operations: GE Aerospace generates about US$37.7b from Commercial Engines & Services, US$11.5b from Defense & Propulsion Technologies, and US$1.4b from Corporate & Other activities.

Market Cap: US$330.2b

General Electric matters for the Global Space Race Stocks theme because its propulsion hardware and servicing capacity help keep launch vehicles and defense platforms mission ready for years, not just at liftoff.

"Acceleration of next generation engine programs such as adaptive cycle engines and CCA propulsion, supported by rising defense book to bill of 1.7x and a Defense & Propulsion Technologies backlog above US$30b, points to multi year visibility on future defense revenue and contribution to segment profit."

What happens to that visibility if a single unseen pressure squeezes how much future cash actually drops through to segment margins?

That pressure point is exactly where the real story on GE starts to sharpen, and the full narrative for General Electric shows how those risks and opportunities could be reshaped.

Intuitive Machines (LUNR)

Overview: Intuitive Machines is a Houston based space infrastructure company that uses its Nova-C lunar lander to deliver payloads and services across the emerging lunar economy.

Operations: Intuitive Machines generated about US$490 million in Aerospace & Defense revenue, almost entirely from customers in the United States.

Market Cap: US$3.5b

Intuitive Machines matters for the Global Space Race Stocks theme because its lunar delivery hardware, payload services, and communications network aim to turn the moon into a serviced destination rather than a one off flag planting exercise.

"A key catalyst for the company in 2026 is IM-3 which is part of NASA’s Commercial Lunar Payload Services (CLPS) initiative."

What really counts for Intuitive Machines is how one unresolved funding and execution pressure shapes the payoff from that lunar logistics pipeline.

That pressure could reshape the whole IM-3 payoff story, and the full narrative for Intuitive Machines explains how funding risk, execution timing, and lunar demand could be decoupling expectations from reality.

RTX (RTX)

Overview: RTX Corporation is a diversified aerospace and defense group. Its Raytheon segment supplies satellite sensors, mission systems, and space-domain control technologies that anchor its space exposure.

Operations: RTX generates about US$29.9b from Raytheon, US$35.0b from Pratt & Whitney, and US$31.2b from Collins Aerospace, with most revenue sourced from the United States.

Market Cap: US$252.9b

RTX matters for the Global Space Race Stocks screener because its Raytheon space systems help governments run, protect, and monitor key satellite infrastructure that underpins modern defense and communications.

"RTX’s record backlog of US$289b, supported by a Raytheon rolling 12 month book to bill of 1.77 and US$19.9b of quarterly awards for systems such as Patriot, AMRAAM, AIM 9X and LTAMDS, reflects contracted demand that some investors may not yet fully incorporate into valuations."

A key factor is how bottlenecks in turning those contracted programs into delivered hardware and services ultimately affect RTX margins.

Those margin questions are exactly where the full narrative for RTX connects the backlog, capital intensity, and RTX’s space exposure into a single story about which earnings streams might be quietly accelerating.

Seeking Alternatives Before Momentum Flies

Fresh ideas move first. By the time a theme hits headlines, early entry points can be gone. Scan these under the radar for now opportunities and consider acting sooner rather than later.

• Identify cash generative compounding stories before they appear on common screens by running your filters through the curated 32 high quality undervalued stocks that focuses on quality and balance sheet strength.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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