Dossier

Space Exploration Technologies Corp

Silicon Valley Defense Complex
5 findings 0 connections 0 entities

All Findings

5 total

financial (4)

financial medium 2025-04-05

SpaceX federal contract growth shows less direct correlation with FF alumni appointments than Palantir/Anduril. FY2017 (post-Trump election): -21% to $186M. FY2018: +108% to $388M. Major inflection at FY2021: +218% to $1.45B, driven by Starshield classified contract ($1.8B, awarded 2021). Growth continued through Biden years: FY2024 peak $3.4B. FY2025 (Trump 2.0): -11.5% to $3.0B. SpaceX trajectory correlates more with launch cadence expansion and Starlink/Starshield technical capability than appointment timing. However, Space Force PLEO ceiling was raised from $900M to $13B during Trump 2.0, with Starshield receiving majority of task orders.

[ref] USASpending timeline SpaceX FY2008-2026
financial high

SpaceX total federal spending (USASpending): ~$14.6B across all time. Agency breakdown: NASA $7.46B, DoD $7.18B, State Dept $9M, Commerce $1.4M, VA $469K. FY2024 was record year at $3.4B. FY2025 tracking at $3.01B (partial year). 6 SAM.gov registrations across Hawthorne CA, Washington DC, Brownsville TX, Redmond WA, McGregor TX, and Vandenberg AFB.

[ref] USASpending recipient API SPACE EXPLORATION TECHNOLOGIES CORP. SAM.gov bulk data UEI C6M7C2FLKER5
financial high

SpaceX DOGE-era DoD spending: $1.01B in new DoD awards since Jan 20, 2025. NSSL Phase 3 Lane 1/2 launch services total $1.16B. Starlink/Starshield subscriptions/terminals total $472M including $138M Ukraine contract. Post-DOGE quarterly trend: Q3 $612M, Q4 $1.72B. This represents acceleration vs FY2024 DoD total of $382M in awards.

[ref] USASpending awards API contracts FA881125FB001 through FA881125FB026 HC1013-series Starshield contracts
financial high

SpaceX's single largest contract is NNK17MA01T (NASA Commercial Crew Program/CCP) at $3.03B, running 2016-2030. This alone represents ~21% of all SpaceX federal spending. Other major NASA contracts: NNK16MA58T (CCP $214M), NNK16MA03T (CCP $208M). DoD's largest is FA881125FB001 (NSSL Phase 3 Lane 1) at $308M starting Oct 2024. Ukraine Starlink contract HC101324F0143 at $138M. SDA Tranche 0 launch HQ085021C0005 at $158M. Starshield BAA FA881924CB005 at $17.4M (Block 2 development).

[ref] USASpending awards API top 50 awards by value for Space Exploration Technologies

identity (1)

identity confirmed

SpaceX maintains 6 separate SAM.gov registrations at different facilities, each with its own UEI and CAGE code: (1) Hawthorne CA - primary HQ (UEI C6M7C2FLKER5, CAGE 3BVL8, NAICS 336414); (2) Washington DC (UEI UWSJVJQGB2X5, CAGE 96G32); (3) Brownsville TX/Starbase (UEI QGTGXFZ6PDB5, CAGE 9BS78); (4) Redmond WA/Starlink (UEI ZCTTSJ211M56, CAGE 9BTA3); (5) McGregor TX/test facility (UEI F7SJGCR9K7M5, CAGE 9BDV8); (6) Vandenberg AFB CA (UEI H5JUPMRB3KX6, CAGE 9ADW9). Key POCs: Pantea Farnejad (Hawthorne/Vandenberg), Gary Henry (Brownsville/Redmond/McGregor), Angela Steever (DC).

[ref] SAM.gov bulk data 6 active registrations for SPACE EXPLORATION TECHNOLOGIES CORP

Full Timeline

1 events
SpaceX federal contract growth shows less direct correlation with FF alumni appointments than Palantir/Anduril. FY2017 (post-Trump election): -21% to $186M. FY2018: +108% to $388M. Major inflection at FY2021: +218% to $1.45B, driven by Starshield classified contract ($1.8B, awarded 2021). Growth continued through Biden years: FY2024 peak $3.4B. FY2025 (Trump 2.0): -11.5% to $3.0B. SpaceX trajectory correlates more with launch cadence expansion and Starlink/Starshield technical capability than appointment timing. However, Space Force PLEO ceiling was raised from $900M to $13B during Trump 2.0, with Starshield receiving majority of task orders.
2025-04-05