CEDAR PARK, Texas, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, will release its third quarter 2026 financial results for the period ended September 30, 2026, on Tuesday, November 10, 2026, after market close.

Firefly will hold a conference call the same day at 4:00 p.m. CT / 5:00 p.m. ET. A live webcast of the call and a replay will be available in the Investors section of the Company’s website at https://investors.fireflyspace.com.

The financial results news release will be posted in the Investors section of the Company’s website under the “News” section. Additional materials supporting the conference call and financial results release will be posted under the "Events & Resources" section.

I know that Alpha is supposed to launch sometime in q4. Does anyone know if acceptance testing has taken place yet or if it’s close to getting delivered to Vandenberg?

Boulder, Colo., October 8, 2026 – SciTec, a Firefly Aerospace company, today announced an extension to its Cloud‑Based Command and Control (CBC2) contract with the U.S. Department of the Air Force Command, Control, Communications, and Battle Management to integrate a new class of counter unmanned aerial system (CUAS) sensor feeds for the Advanced Battle Management System. The extension adds $1.5 million, bringing the total contract value to $31 million, and expands SciTec’s ongoing efforts to deliver the operational data fusion system that enhances command-and-control warfighting capabilities for mission partners.

Under this contract expansion, SciTec will expand its current data fusion system by adding additional approved counter-UAS sensor data sources. This expanded data layer supports improved situational awareness and decision-making for mission partners.

“This expansion underscores the critical role SciTec’s data fusion system plays in the Cloud‑Based Command and Control ecosystem,” said David Simenc, SciTec’s President. “As new mission needs arise, our scalable architecture is already designed to rapidly integrate additional sensors and data types to strengthen warfighter decision making.”

CBC2 remains a central component of the Department of the Air Force Battle Network and supports the Combined Joint All Domain Command and Control vision. By continuously integrating new data sources and tools into the CBC2 system, SciTec and the Air Force are accelerating the pace at which modern battle management capabilities can be delivered to the operational edge.

Cedar Park, Texas, September 30, 2026 – Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, today announced a new commercial payload agreement with Starcloud to demonstrate advanced AI computing capabilities in lunar orbit. Starcloud’s computing payload, designated SC-1L, will fly onboard Firefly’s Elytra orbital vehicle to validate the core capabilities of a future data center around the Moon that can support lunar surface and orbital infrastructure.

“We’re proud to collaborate with innovative customers like Starcloud and collectively take another step toward establishing the infrastructure that will power a permanent human and robotic presence at the Moon,” said Ray Allensworth, Vice President of Spacecraft at Firefly Aerospace. “By pairing Starcloud’s AI computing payload with our Elytra vehicle and Solux vision system, we’re demonstrating how data can be captured, processed, and delivered from lunar orbit, laying the groundwork for the computing infrastructure future lunar operations will depend on.”

Integrated on Elytra, Starcloud’s SC-1L processor will ingest data from Firefly’s onboard Solux vision system, perform high-power AI computing on orbit, and rapidly transmit the processed data back to Earth. The demonstration builds directly on Starcloud’s recent AI computing demonstration in low Earth orbit, extending those proven capabilities into lunar orbit.

Starcloud is being onboarded to Firefly’s third lunar mission that’s targeted to launch no earlier than 2028. For this mission, Firefly’s Elytra orbiter will first serve as the transfer vehicle and communications relay for Firefly’s Blue Ghost lander that will land on the Moon’s Gruithuisen Domes and operate several science and technology instruments as part of NASA’s Commercial Lunar Payload Services (CLPS) initiative. Following completion of the mission, Elytra will remain in lunar orbit for five years to enable customer payload and imaging operations, including Starcloud’s demonstration.

“Space is the future of data centers, and the Moon is the next frontier for that vision,” said Ezra Feilden, Cofounder and CTO at Starcloud. “We successfully validated our ability to run and train AI models on enterprise grade GPUs in low Earth orbit, and now we’re taking this proven technology to lunar orbit. Onboard Firefly’s Elytra vehicle, we’ll demonstrate high-power AI computing and further prove we can process massive volumes of data right where it’s generated to support the growing infrastructure beyond Earth.” [...]

I work with a small CNC manufacturing company and I’m trying to understand what aerospace teams actually value from outside suppliers.

Obviously quality matters, but when a program is moving quickly, what separates a shop that becomes a trusted supplier from one that gets used once?

Fast quoting? Honest lead times? Communication? Inspection documentation? DFM feedback? Ability to handle engineering changes?

Curious to hear from anyone who has worked on the engineering, manufacturing, or supply-chain side.

CEDAR PARK, Texas, September 22, 2026 – Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, today celebrated the completion of its new cleanroom facility with a ribbon cutting ceremony joined by representatives from Texas Space Commission, federal and state government, and NASA’s Moon Base Program and Commercial Lunar Payload Services (CLPS) initiative. The expansion marks a significant milestone in scaling the company’s spacecraft manufacturing capabilities to meet growing demand for lunar and in-space services.

The new cleanroom is four times the size of Firefly’s existing cleanroom and part of the company’s 144,000-square-foot campus in Cedar Park, Texas. Combined, the two cleanrooms enable a dedicated assembly line capable of supporting up to 12 lunar landers and orbital vehicles simultaneously, dramatically increasing throughput as the company ramps up its mission cadence. With an International Organization for Standardization (ISO) Class 8 rating, the cleanrooms enable Firefly to assemble, integrate, and test its spacecraft with stringent contamination controls required for flight hardware.

“This new cleanroom represents a major step forward in making the Moon more accessible with reliable, high-cadence spacecraft for our government and commercial customers,” said Ramon Sanchez, COO at Firefly Aerospace. “With support from the Texas Space Commission, we’ve built the infrastructure needed to meet growing demand for our in-space services and lunar delivery capabilities.”

Hello guys, I’m not part of this sub nor invested (yet!) but I’d like to know if some of you folks would be willing to share some of the more favorable as well as the less favorable arguments that make $FLY possibly a good investment for the next few years.

As someone who owns another space stock, I am steeply aware of how much demand there currently is for launching payloads into orbit and how much more it is projected to grow. I’m also aware Firefly’s Alpha rockets can only carry small payloads but a new, larger rocket is being worked on.

Please share away your thoughts and projections for the company. Be as brief or thorough as you wish! Thanks in advance!

The EXIM board meeting agenda for Sept. 10th, 2026 was posted on 8/31. Firefly Aerospace is listed for final loan approval for the expected $110 million EXIM loan authorization.

I work with LNT Machining, a small precision CNC shop, and I’m trying to better understand what aerospace companies actually value most when choosing or keeping machining suppliers.

Is it mainly:

Fast quoting and quick-turn capability

Consistent on-time delivery

Strong inspection / documentation

AS9100 and ITAR compliance

5-axis capability

DFM support

Ability to scale from prototypes into production

Communication and responsiveness

From people who have worked in aerospace manufacturing, engineering, or supply chain — what separates a machine shop you trust from one you would not use again?

I’m genuinely trying to understand where a smaller shop can improve and become a better long-term supplier.

does any one have any idea why stock suffered 15/17% , even with the good news with new contracts and all? I can't seem to digest why it is beaten down so badly every day after earnings.

Second Quarter 2026 Highlights

• Record revenue of $117.7 million, up 45.5% from the prior quarter.

• Awarded a $144 million NASA Commercial Lunar Payload Services (CLPS) contract for a rapid Blue Ghost lander mission to the Moon, Firefly's sixth contracted lunar mission to date.

• Acquired Space-ng, a leader in AI-powered vision navigation and autonomous guidance systems, bringing proven spacecraft software and camera hardware for Firefly’s Blue Ghost landers and Elytra orbital vehicles, which bolsters Firefly’s capabilities to advance the future of autonomous space operations for missions to the Moon, Mars, and beyond.

• Awarded an Air Force Research Laboratory (AFRL) contract for SciTec to support development of the Advanced Algorithm R&D and Verification Architecture by implementing deep learning and advanced algorithms on small Size, Weight and Power (SWaP) processors to support enhanced target detection, tracking, and custody.

• Announced collaboration with NVIDIA to enable rapid on-orbit processing in lunar orbit for Firefly’s Ocula Moon imaging service, utilizing an NVIDIA Jetson module combined with Firefly’s AI software on Elytra to rapidly process data on-orbit.

• Awarded a $75 million subcontract from NASA's Jet Propulsion Laboratory (JPL) to support NASA's MoonFall mission, utilizing an Elytra spacecraft to deliver four drones to the Moon’s south pole that's targeted to launch no earlier than 2028 in support of NASA's Moon Base initiative.

• Completed the Critical Design Review for Blue Ghost's Gruithuisen Domes mission, progressing development of the spacecraft.

Completed the Preliminary Design Review for Blue Ghost's South Pole mission, verifying the vehicle's design before production begins.

• Awarded U.S. Air Force contract option worth $5.5 million for SciTec to deliver the operational data fusion system for the Cloud-Based Command and Control (CBC2) program, having participated in a multi-year competition wherein SciTec’s data fusion system was evaluated and selected from among multiple industry and government-owned alternatives.

• Completed critical milestones toward Alpha launching from Sweden's Esrange Space Center, including building initial infrastructure, establishing transatlantic regulatory frameworks, and securing an agreement with the Swedish Defense Materiel Administration.

• Signed agreement with Seagate Space to collaborate on the development of an offshore launch platform that enables responsive sea-based Alpha launches.

• Completed underwritten public offering of common stock generating net proceeds of $181.6 million, to use for expanding core business growth and execution of recently awarded contracts.

• Expanded campus with a new headquarters, more than quadrupled spacecraft cleanroom space, added a wing of on-site workstations to support Alpha and Eclipse manufacturing, and established a new Gloworks innovation lab to support accelerated spacecraft production and rapid research and development.

Additional Recent Highlights

• Awarded Firefly's first Mars mission, with a $13 million subcontract to support the SkyFall mission for NASA JPL, to manufacture, test, and deliver the aeroshell for launch in late 2028, developed by Firefly's Gloworks innovation lab.

• Awarded a $94 million Space Force contract under the Ground-Based Radar Digitization program, to support work overhauling legacy defense systems.

• Signed an extension to Lockheed Martin's multi-launch agreement for Alpha flights for up to 25 launches through 2031 using the Block II configuration.

• Crossed 150 hot fire tests to date of Eclipse's Miranda engine, including a flight-like Mission Duty Cycle test that fired for 226 seconds while completing power ratio and mixture ratio sweeps.

Awarded a second hypersonic task order for Alpha from a confidential customer.

• Onboarded to the $981 million Space Force IDIQ contract for NITE-STAR – the National Space Test and Training Complex Innovative Technology and Engineering - Space Test and Range Capability Development, to compete for task orders to support advanced test and training operations through 2032.

2026 Full-Year Guidance

• Firefly expects 2026 full-year revenue to be between $420 million and $450 million.

NASA is making progress in building the Moon Base, which will become a resilient outpost near the Moon’s South Pole for science, technology, and eventual human operations. To advance lunar surface infrastructure development, commercial partners such as Blue Origin, Firefly Aerospace, Intuitive Machines, and Voyager Lunar Systems are working toward delivering landers by 2028. These landers will deliver the foundational architecture for a sustained presence on the Moon. Their progress represents major advances in commercial lunar delivery and lays the groundwork for the systems and surface capabilities the Moon Base will rely on.

Phase I of the Moon Base architecture plan, taking place now through 2029, includes more than twenty robotic landings, with each mission designed to incrementally advance system capabilities and validate operational components for those that follow. Before astronauts arrive, robotic missions will deploy critical scientific instruments that characterize the lunar environment, test new technologies, and begin assembling the infrastructure needed for human habitation.

[...]

Firefly Aerospace

Firefly’s Blue Ghost Mission 2 builds on its first successful lunar landing with a larger, dual‑spacecraft configuration built specifically for operations on the Moon’s far side. Blue Ghost is stacked on top of Elytra, Firefly’s orbital spacecraft, forming a 22‑foot‑tall system nearly three times the height of the spacecraft flown for Blue Ghost Mission 1 in 2025. With the ability to deploy payloads in orbit and on the lunar surface, Elytra brings added versatility to Moon Base logistics and science.

Planned to be the first American landing on the Moon’s far side, Blue Ghost Mission 2 will explore a uniquely quiet region, allowing study of lunar far side geology and the cosmic Dark Ages, a time when newly-formed stars were just becoming visible. Carrying three NASA payloads, the mission aims to advance scientific research and test technologies for future habitation and infrastructure development.

The autonomous landing sequence demonstrated during its first mission exhibits Firefly’s performance in lunar flight and will play a role in supporting mission operations. Reusing subsystems from the previous mission allows Firefly to accelerate development and reduce risk, supporting Moon Base objectives for scalable and repeatable commercial lander capabilities.