Firefly Aerospace Inc.

Firefly Aerospace Inc. (NASDAQ: FFY) is a market-leading space and defense technology company providing comprehensive mission solutions to national security, government, and commercial customers. The company operates through two primary business segments: Launch and Spacecraft Solutions.

The Launch segment offers Alpha, an operational liquid-powered orbital rocket in the 1,000-kilogram payload class and the first and only U.S.-based commercial rocket in this category to successfully reach orbit. Alpha has completed seven launches with over 30 planned launches under contract as of December 31, 2025. The company is also developing Eclipse, a reusable, scaled-up launch vehicle in partnership with Northrop Grumman, designed to deliver 16,000-kilogram payloads to Low Earth Orbit and access multiple orbital regimes. Alpha is utilized for responsive space missions, hypersonic test capabilities, and dedicated commercial launches.

The Spacecraft Solutions segment comprises Blue Ghost, a lunar lander that became the first commercial vehicle to achieve a fully successful Moon landing in March 2025, and Elytra, a multi-mission orbital spacecraft platform. These vehicles leverage common technologies including flight software, thrusters, batteries, and composite structures. In October 2025, Firefly completed its acquisition of SciTec, a provider of AI-enabled defense software and big data processing capabilities for missile warning, space domain awareness, and autonomous command and control applications.

Firefly operates state-of-the-art facilities including its corporate headquarters and the Hive spacecraft facility near Austin, Texas, and the Rocket Ranch, a 200-acre manufacturing and testing facility with approximately 200,000 square feet of production capacity and six test stands. The company maintains launch operations from Vandenberg Space Force Base in California with additional sites under construction in Virginia and Sweden. As of December 31, 2025, Firefly employed 1,409 people, including 333 engineers and 436 employees holding national security clearances.

The company maintains strategic partnerships with major defense contractors including Lockheed Martin, Northrop Grumman, and L3Harris, along with government agencies including NASA, the U.S. Space Force, the Space Development Agency, and the National Reconnaissance Office. Firefly reported approximately $1.4 billion in backlog as of December 31, 2025. The company's website is www.fireflyaerospace.com.