FIREFLY AEROSPACE INC Stock Price, News & Analysis

Firefly Aerospace (Nasdaq: FLY) named Ramon Sanchez as Chief Operating Officer, effective December 22, 2025. Sanchez will oversee day-to-day operations and lead production scaling and operational execution across launch vehicles, lunar landers, and spacecraft product lines to meet growing customer demand.

Sanchez brings more than two decades of production operations experience at Boeing, including commercial, classified, and human spaceflight programs, and is an Army veteran. The role emphasizes enhancing safety, quality, and reliability and improving collaboration across engineering, manufacturing, and reliability teams to drive factory stability and deliver on commitments to shareholders and customers.

Firefly Aerospace (Nasdaq: FLY) will host Volta Space Technologies’ LightPort wireless power receiver on the Blue Ghost Mission 2 lander to demonstrate laser-based power transfer on the far side of the Moon.

The payload will test Volta’s LightGrid concept by validating a lunar surface receiver and integration into surface power distribution architectures. Blue Ghost Mission 2 will carry six payloads from five countries, including NASA’s LuSEE-Night and ESA’s Lunar Pathfinder. Firefly’s Elytra Dark vehicle will act as transfer vehicle and relay, then remain in lunar orbit for more than five years to provide ultraviolet and visible imaging and cislunar situational awareness.

Firefly Aerospace (Nasdaq: FLY) announced management will participate in multiple investor events in November–December 2025, including the Baird Defense & Government Conference on Nov 18, 2025, the Deutsche Bank Global Space Summit on Nov 19, 2025, and additional conferences hosted by ROTH, UBS, Goldman Sachs, BofA Securities, and Nasdaq London between Nov 18 and Dec 10, 2025.

Institutional investors seeking meetings are instructed to contact their host-firm representative or email investor relations at investors@fireflyspace.com. Webcasts of presentation sessions, when available, will be accessible via the company’s investor relations website at https://investors.fireflyspace.com.

Firefly Aerospace (Nasdaq: FLY) reported third quarter 2025 results on Nov. 12, 2025, citing strong commercial and government execution.

Key operational and financial highlights include Q3 revenue +98% sequentially and +38% year‑over‑year, a closed acquisition of SciTec, an upsized $260.0 million revolving credit facility, and a new $176.7 million NASA Blue Ghost Mission 4 contract plus a $10 million Blue Ghost Mission 1 addendum. The company reiterated 2025 revenue guidance of $150–$158 million.

Operational notes: Alpha team preparing to return to flight; Blue Ghost and Elytra program milestones advanced; conference call scheduled for Nov. 12, 2025 at 4:00 p.m. CT.

Firefly Aerospace (Nasdaq: FLY) completed its acquisition of SciTec on November 5, 2025, expanding Firefly’s end-to-end space and defense capabilities.

The consideration was a combination of cash and Firefly common stock. SciTec brings more than 40 years of national security software experience, AI-enabled missile warning and defense systems, cloud/on-premise/edge big-data processing, and six classified facilities. The deal adds over 475 employees, contracts supporting intelligence and defense agencies, and positions SciTec to operate as a Firefly subsidiary under current CEO Jim Lisowski, who reports to Firefly CEO Jason Kim.

Firefly Aerospace (Nasdaq: FLY) will release its third quarter 2025 financial results for the period ended September 30, 2025, on Wednesday, November 12, 2025 after market close.

The company will host a conference call the same day at 4:00 p.m. CT / 5:00 p.m. ET with a live webcast and replay available in the Investors section of the company website. The earnings release and supporting materials will be posted under the Investors site "News" and "Events & Resources" sections. Media and investor contact emails are provided for follow-up.

Firefly Aerospace (Nasdaq: FLY) announced a definitive agreement to acquire SciTec for approximately $855 million consideration, composed of $300 million cash and $555 million in Firefly shares issued at $50 per share, the PR states.

The PR states SciTec reported $164 million of revenue for the 12 months ended June 30, 2025, and earlier in 2025 won a $259 million U.S. Space Force contract. Firefly says the deal adds software, big data, remote sensing, AI-enabled low-latency processing, and national security capabilities. The acquisition is expected to close by year-end 2025, subject to regulatory approvals and customary conditions.

Firefly Aerospace (NASDAQ: FLY), a space and defense technology company, reported its first financial results following its successful IPO in August 2025. The company raised $933.1 million in net proceeds from its initial public offering and secured a $50 million investment from Northrop Grumman.

Key highlights include a total backlog increase to $1.3 billion, driven by NASA's Blue Ghost Mission 4 contract worth $176.7 million. The company provided 2025 revenue guidance of $133-145 million. Firefly received FAA clearance for Alpha's return to flight and achieved 95 hot fire tests of its Miranda engine for the upcoming Eclipse launch vehicle.

Firefly Aerospace (Nasdaq: FLY) has secured a $10 million contract addendum from NASA for additional data from its successful Blue Ghost Mission 1 lunar mission. The company collected 120 gigabytes of data during the mission, which operated longer than any commercial lunar mission to date.

The data includes first-ever high-definition images of a solar eclipse and sunset from the Moon's surface, communications data from S-band and X-band antennas, propulsion data from Spectre thrusters, and temperature data during extreme conditions ranging from 230°F to -275°F. The mission successfully operated through a 500°F temperature delta and demonstrated innovative solutions like 'operation parasol' to manage thermal challenges.