Blue Origin

• Wins in the Feed: 67, 2 wins among 2 sourced items in 90 days; 3 wins is a full lens
• Orbital launches: 15, 2 orbital attempts, 1 succeeded, in 365 days as Blue Origin; 40 a year is a full lens
• Revenue growth: not applicable: no public financials

• Ladder 46: on 5 rungs (1 done, 1 in progress, 3 pending): A second heavy-lift reusable rocket reaches orbit; Propellant transferred between two vehicles in orbit (part); A commercial space station hosts a crew; Crew lands on the Moon again; Cargo landers fly to the Moon on a schedule (part)
• Own timelines 90: execution velocity On Track, editorial and ledgered

• Feed: 2 positive, 0 neutral, 0 negative in 90 days (+20)
• Form 4: not applicable, no SEC insider filings for this company

• Breadth 100: 3 sectors
• Scarcity 13: Launch & Transport has 11 covered names; Habitation & Infrastructure has 7 covered names; Deep Space Logistics has 10 covered names

Computed under RFC-006 from the 2026-09-08 snapshot: Execution 41 (2 lenses: wins, launches), Milestones 68, Signals 70, Coverage 65, weighted 0.40/0.25/0.20/0.15. Replaces the reviewed editorial score; the formula and every input are on the Methodology page. Methodology ↗

Selected by NASA as the Mars telecommunications network provider on 1 September, a roughly $700M award taken ahead of Rocket Lab. A NASA selection for Mars infrastructure is the clearest read on this thesis available for a private company. SpaceDew signal, 2026-09-01 ↗

Caution was set against a history of schedule slips. Winning a NASA Mars contract in open competition is the opposite signal. SpaceDew signal, 2026-09-01 ↗

Sector tags filled to match the Polymath definition: launch, Orbital Reef habitation, Blue Moon logistics.

New Glenn's second stage failed to reach orbit on 2026-04-19 and a booster exploded on the LC-36 pad on 2026-05-28. CNBC ↗