capexScore 35/100Research
Planet Labs expanding manufacturing capacity in San Francisco and Berlin to meet accelerating satellite services demand
Will Marshall· Planet Labs· Space· 2026-03-29· about Planet Labs (PL)
“We're leaning into this demand by expanding our manufacturing capacity in San Francisco and building out our second manufacturing location in Berlin.”
Why it matters
Planet is doubling satellite manufacturing capacity in response to strong demand from government customers, signaling sustained capex acceleration and potential supply chain pressures.
Investment implication
Suppliers of satellite components, manufacturing equipment, and facilities in the San Francisco and Berlin regions may see increased procurement demand. This could benefit aerospace supply chain vendors and contract manufacturers serving the space sector.