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Guided Missiles & Space Vehicles & Parts SIC 3760
9 companies filing with the SEC under SIC 3760. Median revenue growth +15% year on year in Q2 2026 (middle half +10% to +62%, 9 companies). The growth model expects the industry's combined revenue to grow +6% in Q3 2026. 15 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- LMT → U.S. government 72% of the supplier's revenue, $53.4B
- KTOS → U.S. government 68% of the supplier's revenue, $916M
- RKLB → U.S. government 47% of the supplier's revenue, $283M
- VOYG → U.S. government 84% of the supplier's revenue, $143M
- MRCY → LMT 11% of the supplier's revenue, $108M
- RKLB → LMT 16% of the supplier's revenue, $96.3M
- DCO → LMT 4% of the supplier's revenue, $34.6M
- IA → LMT 36% of the supplier's revenue, $30.3M
- AIRI → LMT 32% of the supplier's revenue, $15.5M
- CVU → LMT 20% of the supplier's revenue, $13.9M
- HLEO → U.S. government 70% of the supplier's revenue, $2.7M
- LMT → foreign
- LMT → usgov
- KTOS → usgov
- RKLB → usgov
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +6.1% | $20.5B | $18.7B – $22.2B |
| Q4 2026 | +3.6% | $21.8B | $19.7B – $24.0B |
| Q1 2027 | +2.8% | $19.3B | $17.4B – $21.3B |
| Q2 2027 | +2.7% | $21.6B | $19.4B – $23.8B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| LMT Lockheed Martin | $20.7B | +11% | transition |
| KTOS Kratos Defense & Security Solutions | $472M | +31% | transition |
| RKLB Rocket Lab | $234M | +62% | transition |
| FLY Firefly Aerospace | $118M | +657% | expansion |
| RDW Redwire | $109M | +90% | expansion |
| YSS York Space Systems | $92.5M | +10% | transition |
| VOYG Voyager Technologies | $88.7M | +15% | transition |
| HLEO Helio | $591K | -25% | transition |
| MNTS Momentus | $25K | -87% | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.