NASA opens a $10 billion lunar delivery contract to SpaceX, Blue Origin and six others

NASA said on Saturday that eight companies, including SpaceX and Blue Origin, are eligible to compete for lunar delivery missions under a new contract with a combined maximum value of $10 billion over 10 years, according to the agency\'s release 26-095. The announcement was made at the MAX POWER aerospace expo at Kennedy Space Center, and was reported by Fox Business.

The number behind the $10 billion

The headline figure is a ceiling. NASA describes CLPS 2 (Commercial Lunar Payload Services) as a multiple-award, indefinite-delivery/indefinite-quantity master contract. That structure means NASA has agreed to a maximum, not a purchase. The money flows only as NASA issues individual task orders, and the eight companies have to win each one against the others.

The eight are Blue Origin, Firefly Aerospace, Intuitive Machines, ispace-U.S., Lockheed Martin Space, Northrop Grumman Space Systems, SpaceX and Voyager Technologies.

NASA also raised the cap on the existing CLPS 1.0 contract from $2.6 billion to $4.2 billion for the first phase of the Moon Base. That original contract stays in place through November 2028, with a further five years to finish awarded deliveries, through November 2033.

What was actually awarded

Blue Origin will deliver the six-wheeled PROMISE rover with its Mark 1 lander. NASA is targeting a late-2028 launch and an 18-month mission. NASA\'s Jet Propulsion Laboratory will build it from spare flight parts and test models from the Curiosity and Perseverance Mars rovers, which NASA says cuts cost and shortens the schedule. It will carry a drill to sample about one meter below the surface for ice.

Fox Business reports that SpaceX was selected for a separate demonstration under an existing lunar logistics contract: placing communications satellites in the region between Earth and the Moon with Starship in 2028. We did not find that item in the NASA release excerpt we read, so treat it as Fox Business\'s reporting.

Who this matters to

The investors and suppliers watching this are the smaller listed names in the pool, where a single task order can weigh heavily on revenue, versus Lockheed Martin and Northrop Grumman, whose businesses are far larger. Because every company on the list is eligible and none is guaranteed work, a share-price move on the announcement itself reflects expectations about future wins, not contracts signed. We have not included stock moves here: the quotes shown on the Fox Business page are live and we could not confirm which session they reflect.

For Moon Base suppliers further down the chain, from component makers to launch brokers, the practical signal is the schedule: the 2028 dates for PROMISE and the SpaceX demonstration are targets, and NASA\'s earlier lunar timelines have slipped.

More on the companies involved: Stocks, and our earlier coverage of SpaceX\'s third-quarter results.

Sources: NASA release 26-095 (Nov 7, 2026); Fox Business and NY Post (Nov 7-8, 2026). The $1.3 billion transportation total and the SpaceX demonstration are from Fox Business. This is market information, not investment advice.