Firefly Aerospace Inc
NASDAQ:FLY
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Firefly Aerospace Inc
Firefly Aerospace Inc is a US-based company operating in Aerospace & Defense industry. The company is headquartered in Cedar Park, Texas and currently employs 772 full-time employees. The company went IPO on 2025-08-07. Firefly Aerospace Inc. is a space and defense technology company. The firm provides comprehensive mission solutions to national security, government, and commercial customers. The company has designed, developed, and deployed its vehicles and dynamic spacecraft solutions to support critical customer missions across the space domain. The company has a differentiated and scalable platform of Launch and Spacecraft Solutions with flight heritage. Within Launch, it has two offerings built on common technologies: Alpha and Eclipse. Alpha is a United States-based orbital rocket in the 1,000 kilograms class to successfully reach orbit, with four launches completed. Eclipse, a reusable and scaled up version of Alpha. Its Spacecraft Solutions include Blue Ghost lander (Blue Ghost) and Elytra offerings, highlight the heritage of common technologies from its launch vehicles. Blue Ghost Lander and Elytra are highly maneuverable spacecraft enabled by high-performance rocket engine technology.
Firefly Aerospace Inc is a US-based company operating in Aerospace & Defense industry. The company is headquartered in Cedar Park, Texas and currently employs 772 full-time employees. The company went IPO on 2025-08-07. Firefly Aerospace Inc. is a space and defense technology company. The firm provides comprehensive mission solutions to national security, government, and commercial customers. The company has designed, developed, and deployed its vehicles and dynamic spacecraft solutions to support critical customer missions across the space domain. The company has a differentiated and scalable platform of Launch and Spacecraft Solutions with flight heritage. Within Launch, it has two offerings built on common technologies: Alpha and Eclipse. Alpha is a United States-based orbital rocket in the 1,000 kilograms class to successfully reach orbit, with four launches completed. Eclipse, a reusable and scaled up version of Alpha. Its Spacecraft Solutions include Blue Ghost lander (Blue Ghost) and Elytra offerings, highlight the heritage of common technologies from its launch vehicles. Blue Ghost Lander and Elytra are highly maneuverable spacecraft enabled by high-performance rocket engine technology.
Revenue Growth: Q3 revenue was $30.8 million, up significantly from $15.5 million in Q2 and $22.4 million a year ago, driven by Blue Ghost Mission 1 data sales and development milestones.
Guidance Raised: Full-year 2025 revenue guidance increased to $150–158 million, up from $133–145 million, reflecting the addition of SciTec and updated Alpha launch schedules.
SciTec Acquisition: Completed the $855 million acquisition of SciTec, adding proven defense software and $170 million in backlog to Firefly’s business, with integration progressing smoothly.
Alpha Launch Update: An incident during Alpha Flight 7 ground testing led to changes in inspection and process but did not impact the timeline for Eclipse; Flight 7 is now targeting launch between late Q4 and early Q1.
Backlog Strength: Total backlog grew to $1.3 billion at quarter end, up from $1.1 billion sequentially, driven by new NASA contracts.
Margin Improvement: Gross margin improved to 27.6% from 25.7% in Q2, though down from 34.7% a year ago.
Golden Dome Pursuit: Firefly and SciTec are pursuing multiple aspects of the $175 billion Golden Dome missile defense program, leveraging both hardware and software capabilities.
Government Shutdown Impact: Some delays in government payments and milestone reviews due to the shutdown, with ongoing assessment of the financial impact.
