Lockheed Martin Corporation LMT.TO

Lockheed Martin's stable government contracts clash with Space Exploration Technologies' aggressive expansion, one prioritizes profitability, the other growth.

Firefly scales fast with a $1.4B backlog but burns cash heavily; Redwire trades cheaper but faces integration risks and internal control weaknesses.

The recent surge in US Treasury yields, with the 10 year rate at levels last seen in the early 2000s, is forcing investors to rethink where they want long term exposure. Expensive borrowing can pressure many sectors, yet it also pushes more attention toward businesses building hard infrastructure for the new space age. This article walks through three stocks from our global space infrastructure list that may warrant a closer look. The three examples in this piece are only a starting sample...