Rocket Lab shares are up 16% after winning an agreement with the Space Development Agency potentially worth $805 million. They will deliver 18 missile tracking satellites. This is significant because their total revenue last year was only $555 million. They were selected alongside traditional defense companies like Lockheed Martin and Northrop Grumman. The stock also rose 10% yesterday following a Space Force launch. Space systems now make up nearly 75% of revenue, up from just 6% in 2020.