New Executive Order from the White House is pushing the government to be a customer rather than an operator in space. The goal is to use commercial-first procurement for data and transport, aiming for a Moon return by 2028. This move towards "as-a-service" models should provide more predictable revenue for contractors. Lockheed Martin (LMT) looks positioned to benefit. Their space division operating profit jumped 22% in Q3. Total revenue was $18.6B, up 9% year-over-year. They also raised the dividend by 5% and added $2B to the buyback program. Leidos (LDOS) is also in the mix with a $760M NASA subcontract for Artemis life support systems. Q3 revenue was up 7% to $4.5B. They are also acquiring ENTRUST Solutions for $2.4B to diversify into utility engineering. Both look like solid long-term options. LMT offers the better dividend history, while LDOS has a lower valuation and is branching out beyond pure government contracts.