At this point, I might be more interested in the companies working on stations without relying on and waiting for NASA money to do so, like Vast and Gravitics.
Axiom is slowly making progress, so I'm cautiously optimistic for them. Blue Origin is also working on Orbital Reef, but of course it's quiet. I have no idea about Nanoracks, but the switch to an Airbus solid module is safe but boring. And Northrop Grumman, well, I don't think they get out of bed without a $1b+ gov contract.