For decades—yes, literally decades—it has been easy to dismiss Blue Origin as a company brimming with potential but rarely producing much of consequence.

But last week the company took a tremendous stride forward, not just launching its second orbital rocket, but subsequently landing the booster on a barge named Jacklyn. It now seems clear that Blue Origin is in the midst of a transition from sleeping giant to force to be reckoned with…

…Limp said success on New Glenn’s second flight would set the company up for a significant increase in cadence. The company is building enough hardware for “well above” a dozen flights in 2026, with the upper-end limit of 24 launches. The pacing item is second stages. Right now Blue Origin can build one per month, but the production rate is increasing.”

“There’s never been such a high demand for launch as there is right now.”