Firefly Aerospace(NASDAQ) FLY

Firefly Aerospace Inc. builds rockets that carry satellites into space. It also makes landers for delivery missions to the Moon. These tools help government and business customers reach orbit easily.

From Earth to the Moon

• Launch Vehicles: Alpha small-lift rocket and Eclipse medium-lift system; generated $9.4 million of revenue in the three months ended June 30, 2026.
• Spacecraft Solutions: Blue Ghost lunar landers and Elytra orbital vehicles; generated $108.3 million of revenue in the three months ended June 30, 2026.
• Defense Technology: AI (Artificial Intelligence) software and hardware for missile warning and monitoring objects in space.
• Engineering Services: Specialized development of launch facilities and technical licenses for government and commercial customers.

Expanding the Flight Path

• Completed the acquisition of SciTec on Oct. 31, 2025, to add defense software capabilities.
• Accomplished the first successful Moon landing on March 2, 2025, meeting all mission objectives.
• Expanded launch pad operations to Sweden through a partnership at the Esrange Space Center.
• Finished a primary stock offering on June 1, 2026, raising $181.6 million in net proceeds.

What Makes Firefly Different?

Firefly uses carbon composite materials and a patented engine design to lower vehicle weight and manufacturing costs. It maintains a vertically integrated supply chain with its main production and testing sites located within 25 miles of each other.

The Latest Financial Totals

• Total revenue rose 657% to $117.7 million for the three-month period ended June 30, 2026.
• Backlog grew to approximately $1.5 billion as of June 30, 2026, from $1.4 billion on Dec. 31, 2025.
• Spacecraft Solutions revenue jumped 1,077% to $108.3 million in the three months ended June 30, 2026.
• Cash and short-term investments totaled $635.3 million at the end of the second quarter of 2026.

Bottom Line

Firefly has transitioned from a development-stage startup to an operational aerospace firm with multiple flight-proven platforms. Its expansion into software and lunar services provides a diversified base beyond traditional satellite launches.