SpaceX Sumparts

SpaceX listed as $SPCX on June 12, 2026 at a $1.77T valuation. The Starbench SpaceX Sumparts Model tracks every aspect of the company against its stock performance, and is the single best source of information and projections concerning SpaceX.

What's inside

• Starlink: consumer/enterprise/DTC builds, implied ARPU vs peers, US geo (BDC/IBFS), throughput, constellation health
• Launch: full breakdown of Falcon 9 and Starship track record, performance, and forward projections, per-launch unit economics
• Starshield and government: classified-line proxy, Crew Dragon, HLS, USASpending entity tree
• AI: xAI/X consolidated segment, DC facility pipeline, GW-online forecasts, AI contracts register
• Valuation: DCF machinery, WACC/terminal priors, joint MC, diluted shares/cap table
• Filings and alerts: 10-Q/10-K difference engine, Form 4/144, N-PORT marks, alert audit trail

What subscribers receive

• Full access to the data repository, with interactive tables and CSV downloads
• Quarterly hand-written report on updates linked to SpaceX, including full breakdowns of its quarterly earnings reports
• A complimentary subscription to the Starbench Newsletter, and access to the Starbench Resources