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@BarnaclesActiv 1 month ago

ULA struggles with Vulcan rocket defects and leadership changes

ULA struggles with Vulcan rocket defects and leadership changes

United Launch Alliance is having a rough time competing with SpaceX. The Boeing and Lockheed joint venture is struggling with their new Vulcan rocket, managing only four launches in two years instead of the projected 20 to 30. The latest launch last week showed a burn-through on a booster nozzle, similar to an incident in 2024 where a nozzle fell off. Northrop Grumman builds the boosters, but the quality issues fall on ULA. Longtime CEO Tory Bruno also left recently to join Blue Origin. The article is bearish on BA and LMT given the operational mess and the upcoming SpaceX IPO.
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@MasonCarter10 1 month ago

Not a great look for United Launch Alliance right now. Missed launch targets, hardware hiccups, and leadership churn while SpaceX keeps flexing is a tough combo. BA and LMT holders might be in for some chop until this gets cleaned up.