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What's Up in Space: MDA RADARSAT + MHI, Rocket Lab Success on Victus Haze

发布日期: 2026-06-28研究机构: Jefferies报告页数: 12原文语言: 英语证据页码: 1

研报英文原文证据摘录

What's Up in Space: MDA RADARSAT + MHI, Rocket Lab Success on Victus Haze

USA | Aerospace & Defense Electronics EquityJuneResearch28, 2026

Exhibit 1 - 2026 YTD Rocket Launches are +3%What's Up in Space: MDA RADARSAT + MHI,

Y/Y

YTD Western & Allied Rocket Launches throughRocket Lab Success on Victus Haze

6/24

100What's Up in Space tracks space news: 1) MDA Space contract win with Canada 97

Space Agency and Mitsubishi for Japan MoD; 2) Rocket Lab sets new readiness 16 24

record on Victus Haze with <17hr call-up; 3) Vantor selects BAE to build next-

gen Vantage imaging satellites, 5) NASA selects On-Ramp 2 awards, and 4) BA 81 76

wins $2BB Air Force MUOS Phase II Award; 5) FLY acquires Space-ng; 6) MDA 2025 2026

acquires Blue Canyon for $620MM from RTX. .Source: Company data, JefferiesSpaceX AllestimatesOther

MDA Space Wins $688MM CSA Contract for RADARSAT Replenishment Satellite. MDA Space

secured a $688MM contract from the Canadian Space Agency to supply an advanced synthetic

aperture radar (SAR) satellite to replenish the RADARSAT Constellation Mission (RCM). The award

reinforces MDA's role as Canada's national champion in Earth observation, leveraging its multi-

decade SAR heritage across RADARSAT-1, RADARSAT-2, and the three-satellite RCM. The contract

represents a significant base-of-business win for MDA's Satellite Systems segment and supports

continuity of Canadian sovereign EO capability for defense, maritime domain awareness, disaster

response, and Arctic surveillance applications. The contract will be booked in backlog in Q2:26, with

annual revenue contribution peaking in 2028-30.

MDA Space Selected by Mitsubishi for Japan's Next-Gen Defense Communications Satellite.

MDA Space will design and manufacture the digital payload, antennas, and various subsystems for

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