BA

The Boeing Company

research_scan theme='space-economy'; value_chain_position='downstream-beneficiary'; Won $2B Space Force MUOS contract on 8 June 2026 for two new ultra-high-frequency narrowband comms satellites — displacing Lockheed as MUOS incumbent on long-life GEO refresh with launch NET 2031-2032. Indicates Space Force GEO duopoly structure with second-source mandate even for less operationally credible bidder; first visible 2026 Space Force contract surge ahead of September reconciliation deadline.