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How industry is positioning itself for the giant Golden Dome budget.

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PART 3  |  AUGUST 6, 2025

Welcome to the third part of our four-part newsletter series on the funding, technology and mission of the Golden Dome missile defense initiative, where we break down the highly ambitious space-based military program, from its history to its planned architecture to its budget and to the role of AI. We’ll keep you up to date on what stands to become one of the most expansive military defense systems in United States history.

Today, we’ll talk more about industry’s visions for Golden Dome, and how some companies are already positioning themselves to win Pentagon contracts.

Almost immediately after President Donald Trump announced the idea that came to be known as Golden Dome, space and defense companies started making their case for how their technology could be a fit for the program. 

As a result, industry officials have several visions for what Golden Dome might include and how it might work. While Gen. Michael Guetlein, recently appointed program manager for Golden Dome of America, only recently kicked off a 60-daysprint to deliver an architecture, some of the pitches and procurements already out there may offer ideas on the range of possibilities and the technologies involved.

Many of the defense industry’s largest players have started touting a vision for Golden Dome.  Among them: L3Harris is touting its history and pedigree to develop part of the system. The company has built a missile-tracking satellite that successfully demonstrated the ability to track a hypersonic missile from space, the Missile Defense Agency confirmed April 25. L3Harris has also recently expanded its manufacturing capabilities, ramping up its ability to produce infrared sensing payloads — a central technology for the Golden Dome missile-defense shield that relies heavily on space-based capabilities. In addition, the company announced plans to leverage its AI partnerships with Palantir and Shield AI in the interest of securing Golden Dome contracts. And in July, L3Harris named Rob Mitrevski, who recently oversaw the company’s expansion of infrared sensor payload production capacity, as president of Golden Dome strategy and integration — signalling the company’s intent to steer its growing portfolio of work on Golden Dome.

Northrop Grumman, too, is discussing its experience as a lead contractor for the Space Development Agency’s Tracking Layer. In a recent interview with SpaceNews, Raymond Sharp, vice president of Northrop Grumman’s missile defense solutions business unit, said the company is “all in” on Golden Dome, and hopes to cement a systems-integrator role that goes beyond supplying components. The company would incorporate modular networking technologies that it’s already developed for other military contracts into Golden Dome concepts to demonstrate “plug-and-play” integration — a key requirement for a system expected to absorb a range of sensors, weapons and decision-support software from across the industrial base.

Northrop also intends to offer components — in a second-quarter earnings call, CEO Kathy Warden said the company is significantly ramping up solid rocket motor production and plans to offer a space-based interceptor concept soon, saying that ground-based tests are already happening. During an Aug. 5 meeting with reporters, Northrop Grumman executives said the company’s billion-dollar investment in solid rocket motor production facilities put the company in a strong position to capitalize on the demand likely to be generated by Golden Dome.

Similarly, Lockheed Martin announced it hopes to conduct orbital tests of space-based interceptors, which is thought to be a key part of Golden Dome, in 2028. However, the company has not clarified whether those interceptors will rely on kinetic or directed energy weaponry and probably won’t announce those details until an architecture is released.

Booz Allen Hamilton unveiled a concept for a megaconstellation of 2,000 smallsats operating as an artificial intelligence-powered network that the company is calling “Brilliant Swarms.” The company said the satellites would serve as both detection systems and as “kill vehicles” that would de-orbit targets by physically slamming into them — no space-based missiles required. The project is also expected to attract disruptors to the Pentagon’s business. Reutersreported in April that executives from SpaceX, Anduril and Palantir met with the Trump administration to pitch a Golden Dome architecture that involves a constellation of 400 to 1,000 missile detecting and tracking satellites and another constellation of 200 attack satellites that would target and disable missiles with lasers or with missiles of their own. The trio is reportedly being considered a frontrunner for Golden Dome, though SpaceX CEO Elon Musk disputed Reuters’ claims and those reports came prior to the public dissolution of Trump and Musk’s relationship. More recently, Reuters reported that the administration is looking to expand the companies involved in Golden Dome to reduce reliance on SpaceX. Officials have reached out to companies like Amazon, Rocket Lab and Stoke Space about participating in the effort in an attempt to reduce the role SpaceX would play.

At the same time, more traditional space companies are also now seeing a potential lane for defense work. For example, Voyager is working to paint a clear line between the technology it’s already been building and the presumed needs for an advanced missile defense system. Voyager plans to offer up its propulsion technology — the company has developed  a solid propulsion roll control system designed to stabilize a missile’s flight trajectory — to Golden Dome. Voyager has also pitched edge computing systems it’s developing in partnership with Palantir. 

Redwire, which includes spacecraft, sensors and digital engineering systems, is also offering up many of its core technology for Golden Dome.

Top-down visions

Some aspects of what will become Golden Dome are likely already underway; last week we mentioned that BAE Systems had won a $1.2 billion Space Force contractfor 10 medium Earth orbit missile (MEO) tracking satellites. The satellites will become part of the Resilient Missile Warning Tracking Epoch 2, which marks the second phase of the Space Force’s program to develop a missile-tracking network in MEO. The constellation is intended to help defend against evolving missile threats, particularly hypersonic weapons that have become a key focus for U.S. defense planners, and as a result will be integrated into the overall Golden Dome project.

Several other space industry firms are presenting themselves as capable of handling the work necessary for building the Golden Dome. Take Rocket Lab, which in recent months took several steps to expand into the military sector and pursue coveted status as a prime contractor for the Pentagon and a worthwhile partner for high-value contracts. Those steps include a $275 million acquisition of Geost, which produces electro-optical and infrared (EO/IR) sensor payloads that are already used in U.S. military satellites, with plans for more acquisitions down the road.

Other companies have been busy raising funds or ramping up their own capabilities, such as Sophia Space, which raised $3.5 million in pre-seed funding to develop orbiting data centers, which it hopes to demonstrate as useful for Golden Dome through a memorandum of understanding with Axiom Space. Apex recently raised money in a $200 million Series C, which it will use to increase satellite bus production — similarly arguing that they would be useful for missile defense. And Quantum Space raised $40 million to develop its national security-focused Ranger spacecraft, also hiring to its executive team former Defense Department official Richard Matlock, who previously worked in missile defense. What emerges from these individual fundraising rounds, tests and production increases — whether it’s Virgin Galactic’s work on suborbital spaceplanes or Ursa Major’s contract to test a hypersonic-capable engine — is companies who see a generational windfall.

Uncertainty about the scope of Golden Dome translates to uncertainty about which firms and which technologies will make their way into the program. It also means it’s way too early to guess who the winners will be. But with the size of Golden Dome’s $25 budget, many space companies will look to show off their capabilities. 

 follow all our coverage at SpaceNews.com,

August 11, 2025 - Posted by Christina Macpherson | business and costs, USA