AST SpaceMobile has added two new U.S. manufacturing sites, one in Midland, Texas, and a 30,000‑square‑foot plant in Homestead, Florida, bringing domestic production capacity to 500,000 square feet. The Texas hub now consists of five facilities, while the Florida location expands the company’s presence into another business‑friendly state.
The expansion strengthens the company’s 95 % vertical integration, allowing it to produce key components for its next‑generation Block 2 satellites in‑house. Block 2 satellites feature a 2,400‑square‑foot phased‑array antenna and the proprietary AST5000 ASIC, which can deliver up to 120 Mbps per beam. By increasing domestic production, AST SpaceMobile aims to build six Block 2 satellites per month and reduce lead times for its 100‑plus satellite constellation.
The move comes after a challenging Q3 2025 earnings report in which the company posted an EPS of –$0.45 versus the –$0.21 consensus and revenue of $14.7 million against a $21.87 million estimate. Despite the miss, AST SpaceMobile has secured more than $1 billion in contracted revenue commitments from major mobile network operators and is targeting a 25‑satellite constellation to achieve commercial service and cash‑flow positivity.
CEO Abel Avellan said the expansion “allows us to increase capacity, strengthen our supply chain, and bring more high‑technology manufacturing work back to the United States. This is about building more satellites, faster – and doing it right here at home so we can deliver on our mission to close the connectivity gaps and deliver cellular broadband where it is needed the most.”
After the earnings miss, the company’s stock rose in aftermarket trading, indicating that investors are focusing on the long‑term potential of the manufacturing expansion and the firm’s substantial revenue commitments rather than short‑term financial performance. The market reaction suggests confidence in AST SpaceMobile’s strategy to scale production and compete with rivals such as SpaceX and Amazon’s Kuiper.
The expansion positions AST SpaceMobile to meet growing demand for space‑based cellular broadband, reduce dependence on overseas suppliers, and accelerate the launch of its Block 2 satellites. Headwinds include the high capital expenditure required for satellite deployment, ongoing regulatory approvals, and potential launch delays, while tailwinds are strong partnerships with AT&T, Verizon, and Vodafone, as well as the company’s ability to leverage its vertical integration to control costs and maintain quality.
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