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If you become an integral part of the logistics pipeline for the military, then yes. Even if the company seems relatively civilian, you can bet it will be forced to focus on the military in the event of a military operation.

If they can precisely deliver ~22 tons of material from Florida to anywhere in the globe in ~20-50 minutes, arriving at perhaps Mach 5, one should tend to regard SpaceX as at least weapons-capable.

> arriving at perhaps Mach 5

Quite a lot faster than that actually; Mach 20+ on reentry. The way the media talks about "hypersonics" without getting into specifics is very misleading. Hypersonic cruise missiles are a tough nut to crack, but hypersonic reentry vehicles are table stakes for ballistic missiles and spacecraft.

No, but if they truck a bunch of equipment into warzones and have huge government contracts they might be considered one

Is this a defense company now, then? https://twitter.com/walter_report/status/1523497545351278593...

Any company doing shipping for the military has large government contracts. The government contracts have turnover limits, and every company this large works with the government a lot.