Intuitive Machines ( $LUNR) vs Rocket Lab ( $RKLB): Backlog Momentum and Positioning in the Commercial Space Sector LUNR reported Q2 2026 revenue of $206 million with a record $1.8 billion backlog driven by spacecraft and infrastructure contracts. RKLB posted Q2 2026 revenue of $234 million, up 62% year over year, with backlog reaching $2.36 billion across launch and space systems. Both companies operate in the aerospace and defense sector, with LUNR focused on lunar and communications infrastructure and RKLB emphasizing launch services and satellite manufacturing.