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Firefly's $1.4B backlog and government ties offer a cheaper entry point, but SpaceX's Starlink dominance and scale present a different growth thesis.

Firefly Aerospace has seen its share price fall sharply over the past year, which puts a spotlight on a basic question. Is the current US$20.97 price tag still in line with what the business is generating in sales? The stock has declined 53.6% over the past year, which raises fresh doubts about how much investors are willing to pay for each dollar of revenue. A new multi-launch agreement for Alpha rockets from Sweden’s Esrange Space Center, along with radar work tied to the U.S. Space Force,...

Firefly Aerospace Inc. had a busy stretch this past month that included a new NASA contract, a lunar mission partnership and a fresh launch agreement. NASA Spacecraft Processing Contract On August 17, Firefly announced it was awarded a Spacecraft Processing...

The DOT on Wednesday announced a SPACE Task Force, designed to help accelerate commercial launches to 10,000 per year by 2035.

Honeywell Aerospace (HONA) stock trades at about 54% of its 52-week high. It closed at $161.01 on September 4, 2026, up 5.5% across the last two sessions. Orders keep climbing. What the company cannot get are the parts to build what it has sold.

Rocket Lab’s Electron offers dedicated launch dates, orbits and mission profiles, unlike shared Falcon 9 rideshare missions.

A presidential commission has 120 days to recommend the academy’s curriculum, governance, location, admissions and service requirements.

Space Exploration Technologies Corp. has redefined the launch business, flying at a pace no other company has matched. The company recently completed its 100th Falcon mission of 2026 following a record of 165 Falcon launches in 2025, underscoring its dominance...

Lockheed Martin (NYSE:LMT) showcased its NetSense Airspace Awareness-as-a-Service system, which uses AI and commercial 5G networks to detect unmanned aircraft systems. The NetSense demonstration highlighted potential applications in monitoring airspace around critical infrastructure, public events, and government facilities, in collaboration with partners including Verizon and NVIDIA. Lockheed Martin extended its multi-launch rocket agreement with Firefly Aerospace and agreed to work...

RKLB expands responsive launch capabilities with GHOST, a deployable system designed to support orbital and suborbital missions worldwide.

NASA selects Blue Origin, Firefly Aerospace, more for prelaunch services contracts. SpaceX readies for next Starlink mission, SPCX hits resistance.

Space Exploration Technologies Corp. (NASDAQ:SPCX) held its first earnings call as a public company earlier this month, and Elon Musk set an aggressive target: an annualized revenue run rate of $100 billion by December, more than tripling the company’s current run rate of just over $30 billion. According to a Financial Times report, Deutsche Bank […]

The company has been tasked to complete a preliminary design review for a deorbit mission.

In the second quarter of 2026, Firefly Aerospace reported record sales of US$117.68 million but widened its net loss to US$92.32 million, alongside a two-year extension of its multi-launch agreement with Lockheed Martin for up to 25 Alpha Block II rocket missions through 2031 and a US$93.7 million U.S. Space Force radar contract. These results highlight a business rapidly scaling revenue and securing long-horizon government and defense contracts, while still contending with substantial...

Companies controlling launch and orbital infrastructure could capture “disproportionate value,” the research firm said.

Firefly Aerospace (NasdaqGM: FLY) subsidiary SciTec has secured a major U.S. Space Force contract to modernize ground based radar infrastructure. The agreement centers on upgrading legacy radar systems that support U.S. national defense missions. The work is expected to reinforce Firefly Aerospace’s position in space technology and defense related services. For a broader view on how defense and space projects intersect with high performance computing and data infrastructure, explore the...

FLY's Q2 call puts a $1.5B backlog, spacecraft scale, and Alpha's production ramp in focus, as 2026 revenue guidance remains at $420M-$450M.

Jason Kim, Firefly Aerospace (FLY) CEO joins Yahoo Finance Executive Editor Brian Sozzi to explain that this rapid growth is driven by record factory production and expanding hardware capabilities to meet soaring demand across its launch, lunar lander, and AI software operations.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra

Moby summary of Firefly Aerospace Inc.'s Q2 2026 earnings call

Firefly Aerospace CEO Jason Kim sees traction for its Alpha and larger Eclipse launch vehicles amid a surge in demand for satellite launches.

Firefly Aerospace Inc (FLY) reports a 659% year-over-year revenue surge to $117.7 million, driven by robust spacecraft demand and a record $1.5 billion backlog.

CEO Jason Kim said on Tuesday that demand for launch capacity is “getting amplified.”

Firefly Aerospace (NASDAQ:FLY) reported second-quarter revenue of $117.7 million, its first quarterly result above $100 million, as spacecraft programs and national-security software contracts drove growth. Revenue increased 46% sequentially and 659% from the prior-year period, while backlog rose to

FLY's Q2 results are likely to reflect launch and lunar progress, national security demand and higher costs tied to R&D and expansion.

SpaceX’s lockup expiration threatens to more than double its public float.

On the earthly stock market, shares of SpaceX tumbled today. Beyond this world, part of a SpaceX rocket literally crashed into the moon. The European Southern Observatory, a multi-nation group that operates research telescopes, said in social media posts that they detected sodium and lithium signatures in a plume created when the vehicle slammed into the lunar surface early Wednesday.

With a myriad of NASA contracts secured, Firefly Aerospace gears up to report its Q2 results as investors watch closely.

There's no doubt that SpaceX is the 800-pound gorilla in the space market. It essentially invented the modern space business by pioneering reusable rockets. SpaceX was up 9.1% at $124.99 in midday trading.

Firefly Aerospace (FLY) stock has drawn fresh attention after recent trading moves and updated performance figures. The company’s latest share price, returns and financial profile give investors more concrete data to assess this space-focused business. See our latest analysis for Firefly Aerospace. Over the past month Firefly Aerospace has seen its 30 day share price return fall 28.34% and its 90 day share price return decline 39.85%. This contrasts with a more modest year to date share price...