Sectors · Defense Tech
Defense Tech Companies
Companies that build for national defense and space — aircraft, missiles, satellites, launch, and autonomous defense systems. This page lists 9 companies: 7 scored public companies (scores 35–62) plus 1 unlisted company shown as a range and 1 covered startup.
Scored public companies
| Company | Ticker | Score | Grade | Speed (A) | Moat (B) | Creative Destruction (C) |
|---|---|---|---|---|---|---|
| Rocket Lab | RKLB | 62 | B | 19 | 34 | 10 |
| Anduril Industries | Private | 52–72 | C–B | 19–23 | 33–40 | 11–14 |
| AST SpaceMobile | ASTS | 51 | C | 19 | 33 | 8 |
| Karman Holdings Inc. | KRMN | 47 | C | 17 | 34 | 9 |
| Kratos | KTOS | 47 | C | 17 | 24 | 9 |
| L3Harris Technologies, Inc. | LHX | 45 | C | 15 | 27 | 10 |
| Intuitive Machines, Inc. | LUNR | 38 | D | 15 | 21 | 10 |
| AeroVironment | AVAV | 35 | D | 16 | 22 | 8 |
Sorted by Blitz Index score, highest first. Speed is out of 25, Moat out of 60, Creative Destruction out of 15.
Anduril is unlisted; its score is published as a range (52–72), not a point score, and is sorted by the low end of the range.
Covered startups
| Company | Latest round | Amount | Date |
|---|---|---|---|
| Biosphere | Contract (U.S. Department of War) | $21M | October 28, 2026 |
Amounts as reported in the linked articles (company-reported or press-reported, not audited). Contract and debt rows are labelled as such.
Scores measure blitzscaling strategy from public data; startups are shown for coverage, not scored.
Research only — not investment advice. Scores measure blitzscaling strategy (speed, moat, creative destruction) from public data. Not a recommendation to buy, sell, or hold any security.