FLY Firefly Aerospace
Price Chart
Executive Summary
Firefly Aerospace reported record 2025 financial results with revenue of $159.9 million, a 163% year-over-year increase, driven by lunar missions, national security contracts, and the acquisition of SciTec. The company achieved key milestones including a successful Moon landing and IPO, and issued 2026 revenue guidance between $420 million and $450 million, signaling strong growth expectations.
Key Financial Metrics
Actionable Insight
The combination of strong revenue growth, high-visibility government contracts, and aggressive 2026 guidance suggests Firefly is transitioning from development to execution phase. Traders should monitor upcoming Alpha Block II launches and Blue Ghost Mission 2 progress as near-term catalysts. The stock may re-rate if execution continues to meet milestones.
Key Facts
- 2025 revenue was $159.9 million, up 163% YoY from $60.8 million in 2024
- Achieved first commercial Moon landing with Blue Ghost Mission 1 and secured NASA's CLPS contract for Mission 4
- Completed IPO and acquired SciTec, enhancing national security and AI capabilities
- Won $109 million contract under Space Force's FORGE program, increasing total contract value to $372 million
- 2026 full-year revenue guidance set at $420M–$450M, implying 163%–182% growth over 2025
- Cash and cash equivalents increased to $793 million from $123 million, bolstered by IPO proceeds
Financial Impact
Revenue grew from $60.8M in 2024 to $159.9M in 2025 (+163%). 2026 guidance implies $420M–$450M in revenue, representing 163%–182% growth over 2025. Net loss narrowed to $298.3M from $231.1M despite acquisition and IPO costs.
Risk Factors
- High reliance on government contracts and funding continuity
- Execution risk in scaling operations to meet 2026 revenue target
- Net loss widened despite revenue growth, indicating ongoing profitability challenges
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3259441 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 2, 2026
12d ago
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8-K
| $43.37 $39.78 | ▼ −8.28% | ▼ −7.58% | $31.87 (−26.52%) |
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May 29, 2026
17d ago
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EFFECT
| $46.49 $44.24 | ▼ −4.84% | ▼ −5.10% | $31.87 (−31.45%) |
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May 29, 2026
17d ago
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Press Release
| $46.49 $44.24 | ▲ +4.84% | ▲ +5.10% | $31.87 (+31.45%) |
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May 26, 2026
19d ago
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Press Release
| $57.28 $49.37 | ▼ −13.81% | ▼ −14.35% | $31.87 (−44.36%) |
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May 4, 2026
5w ago
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Press Release
| $31.52 $31.52 | · 0.00% | ▼ −1.38% | $31.87 (+1.11%) |
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May 4, 2026
5w ago
|
8-K
| $31.52 $31.52 | · 0.00% | ▼ −1.38% | $31.87 (+1.11%) |
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May 4, 2026
5w ago
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Press Release
| $33.37 $31.52 | ▼ −5.54% | ▼ −6.34% | $31.87 (−4.50%) |
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Apr 21, 2026
7w ago
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8-K
| $41.45 $38.54 | ▼ −7.02% | ▼ −6.63% | $31.87 (−23.11%) |
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Apr 21, 2026
7w ago
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Press Release
| $41.45 $38.54 | ▼ −7.02% | ▼ −6.63% | $31.87 (−23.11%) |
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Apr 17, 2026
8w ago
|
DEFA14A
| $42.79 $42.09 | ▼ −1.64% | ▼ −0.98% | $31.87 (−25.52%) |
US Market Status
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