Firefly Aerospace vs Lunar Outpost: Landers, rovers & surface transport compared

November 2026 edition · assessment by Frontier Tech Intelligence

Firefly Aerospace ranks 13 on the Space 100 with a score of 83; Lunar Outpost ranks 53 with 73. Firefly Aerospace is ahead on deployment, production, technology, positioning and firepower. Lunar Outpost is ahead on leverage. Level on commercials and progress. Firefly Aerospace is based in Cedar Park, United States, Lunar Outpost in Golden, United States. Firefly Aerospace: Public, founded 2017. Firefly Aerospace is named in 437 signals and Lunar Outpost in 111.

Firefly Aerospace →

Cedar Park, Texas, United States · Space · Planetary economy / Landers, rovers & surface transport · Public · founded 2017 · fireflyspace.com

Firefly operates the Alpha launch vehicle and is planning recurring launches from Wallops and Esrange, including two contracted Alpha launches in 2028.

Space 100 · rank 13 · score 83

Scores, Space (of 10)

Deployment10
Production6
Commercials8
Progress10
Technology8
Positioning8
Firepower9
Leverage6

Darker bar: ahead of the other company on that measure.

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

  • Firefly Aerospace completed a key design review for NASA’s four-drone Moon mission.Interesting Engineering
  • Mission Control Space Services will supply Rashid Rover 2’s lunar communications link.SpaceQ
  • SSC Space and Firefly Aerospace completed key infrastructure for Alpha launches at Esrange and advanced to final pad construction.SSC Space

437 signals name Firefly Aerospace.

Facts, with sources

  • [object Object]SpaceNews
  • 1418SpaceNews
  • Public company, NASDAQ FLY, IPO August 2025SpaceNews

1592 facts on file.

Lunar Outpost →

Golden, Colorado, United States · Space · Planetary economy / Landers, rovers & surface transport · lunaroutpost.com

Lunar Outpost develops and delivers lunar rovers, including Pegasus, Eagle and MAPP, for NASA and commercial lunar missions.

Space 100 · rank 53 · score 73Robotics · watchlist · score 68

Scores, Space (of 10)

Deployment9
Production4
Commercials8
Progress10
Technology6
Positioning6
Firepower8
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

Lunar Outpost is a US lunar-rover company whose Pegasus crewed LTV (manual, autonomous, or teleoperated, >14.5 km/h) is the second of two NASA crewed Lunar Terrain Vehicle selections (May 2026, ~$220M; team with General Motors, Goodyear, and Leidos), the redundant-capability procurement. Its MAPP rover flew on IM-2 in 2025 (reaching the surface aboard the lander's off-nominal landing). Revenue is estimated at 10-100m class (the LTV award recognized over performance).

Latest signals

  • Beyond Earth Ventures lists Lunar Outpost in its investment portfolio.Beyond Earth Ventures
  • AEye’s Apollo lidar was selected for Lunar Outpost’s Pegasus lunar vehicle.Electronics Weekly
  • Retired Space Force Lt. Gen. John Shaw joined Lunar Outpost’s board.SpaceNews

111 signals name Lunar Outpost.

Facts, with sources

  • Rovers to be delivered via Blue Moon Mark 1 landers for lunar surface operationsSpaceNews
  • NVIDIA Space-1 Vera Rubin module planned for Lunar Voyages 3 and 5 before the end of the decadePayload
  • AEye Apollo lidar selected for Lunar Outpost's Pegasus lunar vehicleElectronics Weekly

122 facts on file.

More comparisons

Questions this page answers

Firefly Aerospace or Lunar Outpost: which is ahead in space?

Firefly Aerospace ranks 13 on the Space 100 with a score of 83; Lunar Outpost ranks 53 with 73. Firefly Aerospace is ahead on deployment, production, technology, positioning and firepower. Lunar Outpost is ahead on leverage. Level on commercials and progress. Firefly Aerospace is based in Cedar Park, United States, Lunar Outpost in Golden, United States. Firefly Aerospace: Public, founded 2017. Firefly Aerospace is named in 437 signals and Lunar Outpost in 111.

How do Firefly Aerospace and Lunar Outpost compare?

Firefly Aerospace ranks 13 on the Space 100 with a score of 83; Lunar Outpost ranks 53 with 73. Firefly Aerospace is ahead on deployment, production, technology, positioning and firepower. Lunar Outpost is ahead on leverage. Level on commercials and progress. Firefly Aerospace is based in Cedar Park, United States, Lunar Outpost in Golden, United States. Firefly Aerospace: Public, founded 2017. Firefly Aerospace is named in 437 signals and Lunar Outpost in 111. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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