Firefly Aerospace

Positioning

Firefly Aerospace is a US launch and lunar company (Nasdaq:FLY) whose Blue Ghost Mission 1 was the first fully successful commercial lunar landing (March 2025), now executing five lunar missions in parallel plus the Alpha launch vehicle and Elytra spacecraft line, with FY26 guidance of $420-450M and a record $1.5B backlog. It posted the strongest space Q2 of the season (Q2-26 revenue of $117.7M, +659% YoY, its first >$100M quarter), made an $855M SciTec acquisition (national-security software) plus a Space-ng acquisition, and won NASA, Air Force, and Golden Dome-related work with an NVIDIA collaboration. Its revenue mix is shifting to recurring spacecraft milestones.

Latest signals

• 22 Oct 2026Firefly Aerospace completed a key design review for NASA’s four-drone Moon mission.Interesting Engineering
• 7 Oct 2026Mission Control Space Services will supply Rashid Rover 2’s lunar communications link.SpaceQ
• 9 Sept 2026SSC Space and Firefly Aerospace completed key infrastructure for Alpha launches at Esrange and advanced to final pad construction.SSC Space
• 9 Sept 2026SSC Space and Firefly Aerospace signed an agreement for two Alpha launches from Esrange in 2028.SSC Space
• 9 Sept 2026Firefly Aerospace and SSC Space completed major infrastructure for Alpha launches at Esrange’s Launch Complex 3C.Firefly Aerospace

437 signals name Firefly Aerospace. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 1 Jan 2028[object Object]Revenue band · SpaceNews
• 1 Jan 20281418Headcount · SpaceNews
• 1 Jan 2028Public company, NASDAQ FLY, IPO August 2025Funding round · SpaceNews
• 1 Jan 2028Deliver rovers on Blue Moon Mark 1 landers under CLPS task order and transport MoonFall spacecraft to the MoonDeployment · SpaceNews

1592 facts on file. Members see all of them with the source link.

Scores, Space (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Categories