SpaceX suppliers

Stock Analysis

Almac (354320.KQ) Stock: The SpaceX Audit Report, Unit Value per Part, Starship Volume and the Humanoid Robot Opportunity
ByMaochaedung October 28, 2026

Almac (354320.KQ) is on step five of ten toward supplying SpaceX. Finished parts would lift revenue per part 2–2.5x; Starship volume sets the rest.
Stock Analysis

Sphere Corp. (347700.KQ) Stock: A SpaceX Alloy Supplier Without a Factory, and the Nickel Smelter That Decides Its Profit
ByMaochaedung October 21, 2026October 21, 2026

Sphere Corp. supplies SpaceX alloys made by outside plants. Its nickel smelter must earn USD 3,719/t to cover 12.75% debt; the stock implies USD 4,131.