Firefly builds rockets and lunar landers, acting as a space delivery service for governments and companies needing payloads sent to orbit or the Moon.
Revenue is tiny (USD 0.16B in 2025) and deeply unprofitable, with negative net margins around -187%; money comes from launch contracts, but each mission costs far more than it earns.
Space launch is hard to replicate due to regulatory and technical barriers, but SpaceX and Rocket Lab dominate with cheaper, proven vehicles, squeezing Firefly's niche; moat_level is eroding.
Sell (sector percentile 4) — value F, growth A, profitability F, momentum D, revisions C-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Commercial payload deal to demo radioisotope tech for extreme cold lunar ops
Eligible to bid on payload processing facilities/services for NASA missions at Vandenberg, expanding government footprint
Deal expanded to up to 25 Alpha launches, plus sea-based launch capability for national security
Record Q2 revenue of $117.7M, up 659% YoY, loss beats estimates; CEO cites backlog and Alpha ramp
Multiple sources confirm FLY reports after close Aug 11; options pricing implies notable move
Space Systems Command adds Firefly among five firms to contract vehicle through 2032
Citing position in NASA lunar programs, upgrade signals positive outlook
Company schedules Q2 earnings release after market close on Aug 11, with conference call and webcast.
Multiple sources confirm NASA's new lunar lander awards, including Firefly, with premarket gains.
Multiple independent sources confirm FLY and other space names have fallen sharply over the past month, extending the digestion phase
NASA JPL awards Firefly $75M subcontract to deliver four drones to lunar south pole, extending its lunar mission footprint
Total backlog of approximately $1.3 billion as of Q1 2026 end
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President Trump's directive aims for over 1,000 US space launches annually by 2030, boosting domestic capacity. This is discussed as a potential growth driver for space transportation companies.
Main discussion
President Trump signed a new space directive targeting more than 1,000 U.S. launches and reentries annually by 2030. The goal is to rapidly expanding domestic space transportation capacity to support that growth. $RKLB, $SPCX, $ASTS, $RDW, $PL, $BKSY, $LUNR, $FLY, $VOYG https://t
$SPCX $LUNR $ASTS $RKLB $RDW $PL $FLY $YSS Trump targets 1,000+ annual U.S. space launches by 2030 https://ooc.bz/l/111879
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Facts and opinions separated · All items sourced · Not investment advice
