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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 trades at a fraction of Rocket Lab's valuation multiple, but both face steep cash burn and profitability hurdles in 2026.
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...
One orbits the Earth, the other aims to transform urban commutes, but their paths to profitability diverge sharply on cash burn and regulatory risk.
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.
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...
Both companies are burning cash at scale, but their paths to profitability, and investor risk, diverge sharply.
One company is burning cash on unproven aircraft certification, while the other scales with $1.4B in secured contracts. Their risk profiles, and valuations, tell starkly different stories.
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...
SpaceX dominates the headlines and eats up investor attention, but a smaller rocket company keeps quietly racking up wins and landing contracts that suggest the space economy has room for more than one winner.
In August 2026, Lockheed Martin and partners including Verizon, NVIDIA, Keysight Technologies, ODC and Astris AI showcased the NetSense Airspace Awareness-as-a-Service system, advanced NGI Stage 2 testing, expanded its Strigo modular defense solutions, and supported Firefly Aerospace’s extended launch agreement to enhance responsive space access. Together with over US$152 million in recent Department of Defense contracts and inclusion in a US$920 million Air Force award pool, these moves...
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...
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.
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
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