OTHER · TECHNOLOGY-ENABLED · ROCKET & MISSILE PROPULSION
Ursa Major
privateHQ Berthoud, CORANK #12 OF 27 COMPANIESLow Exposure
Ownership · Private (VC-backed)
Key programs · Hadley/Ripley engines, Solid rocket motors (Lynx)
ARSENAL SCORE
80
▲ 3 this quarter
DATA CONFIDENCE: LOW — FAST-MOVING OR UNVERIFIED
Pillar signature
Four pillars, 0–100, plotted against the other companies tier average.
THIS COMPANYTIER AVERAGE
How the score is built
Each pillar is weighted differently for other companies: other companies weight Surge Capacity and Investment Quality more heavily.
ARSENAL SCORE = Σ (PILLAR SCORE × SUBCONTRACTOR WEIGHT)
Surge Capacity74/100 · ×35%25.9 pts
Additive-manufacturing approach to break the solid-rocket-motor chokepoint; scaling.
Investment Quality74/100 · ×25%18.5 pts
Well-funded US venture; strategic propulsion focus.
America Score88/100 · ×20%17.6 pts
US design and production.
Adversary Exposure90/100 · ×20%18.0 pts
US-controlled; specialty materials sourcing to monitor.
Arsenal Score80.0 pts80
Position in the Index
Arsenal Score against every other company in the index this quarter.
050100
RANK #12 OF 27 COMPANIES · INDEX AVERAGE 80
SOURCE: FPDS, SEC FILINGS, CFIUS NOTICES, SAM.GOV · METHODOLOGY: DEFENSEWATCH.COM/METHODOLOGYDEFENSE WATCH · Q3 2026