Ukraine's Starshield contract with US expires next year, diplomat says

Impact · against what's priced in

The expiration of the US-funded Starshield contract for Ukraine creates a potential revenue headwind for SpaceX. This introduces uncertainty regarding the predictability of government services growth entering 2027.

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In context

The expiration of the Starshield contract next year creates a tangible risk of revenue loss for the government services segment if the US does not renew the agreement.

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• geopolitics▲7%
• SPACE
• defense contracts
• satellite comms
• starshield
• ukraine
• us foreign aid

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