NASA just poured nearly $600 million into lunar missions, fueling its goal of a permanent moon base by 2032. Astrobotic (now Voyager) snagged the biggest slice—$300 million for two deliveries—while Intuitive Machines and Firefly Aerospace each landed $148M and $144M contracts to deliver science gear. All under NASA’s CLPS program, these companies are reusing proven spacecraft to accelerate lunar deliveries. For investors, it’s a mixed picture: Astrobotic and Firefly won’t hit consistent profits until 2029, while Intuitive Machines may start turning a profit as early as 2027—making it a potentially safer bet for quicker returns. This funding is a major step toward humans returning to the moon—and building something lasting.

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