Defence Finance Monitor

Defence Finance Monitor

Terran Orbital – Strategic-Technological Analysis

Sep 23, 2025
∙ Paid

Terran Orbital Corporation, a satellite manufacturer founded in 2013 and now part of Lockheed Martin, has rapidly emerged as a leader in small satellite technology for aerospace and defence[1][2]. Its end-to-end approach – from modular spacecraft design and production to mission operations – powers constellations and space missions worldwide. The company’s Italian subsidiary, Tyvak International, is increasingly involved in European space programmes (ESA and national projects) aimed at enhancing strategic autonomy. In Europe’s shifting security context, Terran’s satellites and services (e.g. on-orbit situational awareness, secure satellite communications, Earth imaging) are drawing attention as potential contributors to allied deterrence and resilience. This analysis delves into Terran Orbital’s technologies, European engagements and gap areas from the perspective of EU/NATO objectives. By assessing its technology portfolio, participation in EU defence initiatives and alignment with strategic-autonomy goals, we illuminate how a U.S.-origin company can support Europe’s defence-tech ambitions while balancing transatlantic integration.


Share


This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Defence Finance Monitor · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture