COMPANIES · SPACE INFRA

Karman Space & Defense

A US manufacturer of subsystems for missiles, rockets and satellites, such as payload protection, aerodynamic interstage structures and propulsion components, sold to the big defense and space prime contractors.

AI-adjacentSpace infra
What it does

A US manufacturer of subsystems for missiles, rockets and satellites, such as payload protection, aerodynamic interstage structures and propulsion components, sold to the big defense and space prime contractors.

Why it matters

AI is not an economic driver for Karman; it is on the map as a tier-two supplier inside the defense and launch supply chain (to primes such as Northrop Grumman), held by space and defense themed funds.

How it makes money

Prime contractors and government programs pay it to design and produce missile, launch-vehicle and satellite subsystems; it says it serves more than 80 prime contractors on 130-plus programs.

Geography

United States (Huntington Beach, California)

AI stack position

Space and next-generation infrastructure. Launch providers, satellite builders and operators, ground networks and the first attempts at running computing in orbit. Most of these companies have no AI business today; they are on this map because of what they carry, connect or build for the companies that do. Open the space lens.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (1)

Karman Space & Defense lists a supplier award from Lockheed Martin
SuppliesCurrent
Karman's company page lists a 2023 'Lockheed Martin Supplier of The Year Award' among its awards.

Source: Source undated · reviewed 2026-10-02

Evidence: Primary-source statement · Supplier recognized in 2023; current supply not confirmed

Limits: An award listed on an undated company page; does not establish what Karman supplies to Lockheed Martin, volumes, programs, or that supply continues today.

Karman Space & Defense - Company ↗

Dated or announced (1)

Karman Space & Defense won a torpedo-section contract from Northrop Grumman
SuppliesDated / announced
Karman said on July 22, 2026 that Northrop Grumman awarded it a $21.3 million contract for the proof-of-manufacture phase of the US Navy MK 54 torpedo fleet exercise section.

Source: 2026-07-22 · reviewed 2026-10-02

Evidence: Primary-source statement · Contract awarded; not confirmed delivered

Limits: Contract award announced by Karman only; does not establish deliveries, follow-on production orders, or Karman's overall revenue from Northrop.

Karman Awarded Contract by Northrop Grumman for U.S. Navy MK 54 ↗

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .