Space Industry Cheat Sheet: Golden Dome Takes Shape, Artemis 2 Stumbles, and Commercial Space Bets Big on the Moon
The week handed us a full plate, with Golden Dome contract action heating up, Artemis 2 running into a fresh complication, SpaceX setting reuse records, and two of the biggest names in commercial space quietly pivoting toward the Moon for reasons that go well beyond exploration. Let’s get into it.
Golden Dome Keeps Building Momentum — and Contractors
The Golden Dome machine keeps rolling. On February 17, Leonardo DRS announced it secured multiple awards under the Missile Defense Agency’s $151 billion SHIELD IDIQ contract vehicle, the Scalable Homeland Innovative Enterprise Layered Defense program. This is not a win; it’s a seat at the table, but in the defense contracting world, that seat matters enormously. It positions DRS to compete for future task orders where the Pentagon needs speed, modularity, and systems that can fuse sensor data into actionable targeting at machine speed. That’s where DRS lives, in the rugged battle management hardware and sensor-to-shooter plumbing that makes missile defense function as a coordinated system rather than a collection of parts.
Meanwhile, former senior defense officials marked roughly a year since the Golden Dome executive order by making a pointed argument: geography is no longer a shield. Former Air Force Undersecretary Kari Bingen said as much during a C‑SPAN panel on February 18, framing the case for space-based defense not as an ambition but as a necessity against Russia and China’s expanding arsenals. The experts at that panel were clear that integration — linking sensors, interceptors, and command-and-control at machine speed — remains the hardest problem. Nobody’s pretending this is simple. But the money is flowing, the seats are filling, and the program is taking shape.
Congress is also pressing harder. In late January, lawmakers directed the DoD to convert approved Golden Dome funding into a concrete budget and architecture roadmap. One year after the executive order, the program still lacks the detailed justification materials and acquisition sequencing needed to move from concept to an executable program. That pressure is not going away.
It is also worth noting that SpaceNews reported on February 5 that Golden Dome deputy program manager Marcia Holmes used the Miami Space Summit to pitch the program as a proving ground for a fundamentally new way the Pentagon intends to buy major systems — faster, more performance-driven, and with greater contractor risk-taking built in. The acquisition reform angle is as important as the hardware angle, and industry would be wise to pay attention to both.
SpaceX and Blue Origin Take a Hard Turn Toward the Moon
In the most strategically interesting story of the week, both SpaceX and Blue Origin have abruptly pivoted toward lunar development in ways that track directly with the Golden Dome timeline. In early February, SpaceX reversed course on its long-standing Mars-first philosophy and announced a focus on establishing a lunar presence. Blue Origin quietly paused its New Shepard tourism program for at least two years, redirecting resources toward lunar development. The timing of both moves is hard to ignore.
The White House issued an executive order in December 2025 calling for a missile shield prototype by 2028 and an American lunar return by 2028, with elements of a permanent moon presence by 2030. SpaceX is reportedly in line for a $2 billion Pentagon contract to build a 600-satellite constellation supporting Golden Dome tracking and targeting. Defense officials, including Space Force Vice Chief of Operations Gen. Shawn Bratton, have made clear that commercial partnerships are foundational to meeting those timelines. When you follow the architecture, the lunar pivot starts to look less like an exploration strategy and more like positioning for the long game in space-based defense infrastructure.
Artemis 2 Hits Another Snag
NASA’s Artemis 2 program had a rough week. After a second wet dress rehearsal on February 19 appeared to go well, NASA announced it was targeting March 6 for launch. Then a new problem surfaced with the upper stage of the Space Launch System rocket, and the agency acknowledged it will almost assuredly impact the March launch window. This mission carries four astronauts on the first crewed flight beyond low Earth orbit since Apollo 17 in 1972, so the stakes and the scrutiny are both significant. NASA is troubleshooting, and the program remains alive, but the window is tightening, and the schedule has now bent twice in rapid succession.
SpaceX Sets a Reuse Record
On a lighter note for the reuse crowd, SpaceX had a strong Saturday. On February 21, two Falcon 9 rockets launched from California and Florida on the same day. The booster flying from Cape Canaveral, B1067, made its 33rd trip to space and back, setting a new reuse record for the Falcon 9 fleet. When you consider that reusability was once a moonshot idea debated in engineering conference rooms, 33 flights on a single booster is worth stopping to appreciate.
NRO Expands Its Commercial Remote Sensing Stable
The National Reconnaissance Office awarded three contracts on February 12 under its Strategic Commercial Enhancements CSO program. HEO, which captures non-Earth imagery of objects in orbit, SatVu, which collects medium wave infrared imagery, and Sierra Nevada Corporation, which offers RF sensing capabilities, each secured awards. NRO Director Chris Scolese described it as a flexible mechanism for bringing in new ideas and technologies. The move reflects the intelligence community’s sustained push to diversify its sensing portfolio with commercial providers capable of delivering capabilities across multiple phenomenologies, from electro-optical to RF and beyond.
Stoke Space Raises $350 Million
Stoke Space, the Washington-based launch startup building the fully reusable Nova rocket, closed a $350 million extension round on top of the $510 million Series D it announced last October. That’s a serious war chest for a company that the Space Force considers a National Security Space Launch provider and that the Eastern Range is actively watching for a potential first launch later this year. Stoke is building toward something that matters for both commercial and national security customers.
The Bottom Line
The week reinforced a theme that has been building for months. Commercial space is no longer separate from national defense. It is increasingly the backbone of it. Golden Dome needs the sensors, satellites, launch cadence, and commercial integration expertise that the private sector can provide at scale and speed. The SHIELD awards, the lunar pivots by SpaceX and Blue Origin, the NRO’s commercial sensing expansion, and the Stoke capital raise all point in the same direction: the industrial base is organizing itself around the defense architecture this administration is building. That is not a coincidence. That is a strategy.
Pax ab Space
Clinton Austin is a Senior Business Development Director for GDIT who covers the U.S. Air Force, the U.S. Space Force, and the Missile Defense Agency.
The views expressed are those of the author and do not reflect the official policy or position of General Dynamics Information Technology.
February 22, 2026