Firefly registers 11.11M shares; discloses $75M NASA award

Firefly Aerospace amends its S-1 prospectus to register 11,111,116 shares of Common Stock for resale by the selling securityholders who received those shares as consideration in connection with Firefly’s acquisition of SciTec Innovations, LLC.

Rhea-AI Filing Summary

Firefly Aerospace amends its S-1 prospectus to register 11,111,116 shares of Common Stock for resale by the selling securityholders who received those shares as consideration in connection with Firefly’s acquisition of SciTec Innovations, LLC. This prospectus supplement is dated May 26, 2026.

The supplement also discloses a $75 million award from NASA’s Jet Propulsion Laboratory to deliver four drones to the Moon’s south pole in support of NASA’s MoonFall mission, which is targeted to launch no earlier than 2028. The company’s common stock traded at $49.50 on May 22, 2026.

Insights

Capital Markets Attorney

Registration supplements resale by acquisition counterparties; NASA award disclosed.

The prospectus supplement registers 11,111,116 shares of Common Stock for resale by selling securityholders who received those shares as acquisition consideration. The supplement updates the S-1 cover terms and adds a recent-developments paragraph immediately prior to the risk summary.

It states a $75 million NASA subcontract for four lunar drones targeted to launch no earlier than 2028. Cash-flow treatment and use of proceeds are not stated in the excerpt; resale proceeds are attributable to the selling securityholders.

Aerospace Program Analyst

NASA subcontract disclosed; schedule anchored to MoonFall program.

The supplement references a $75 million award from NASA’s Jet Propulsion Laboratory to deliver four drones for the MoonFall mission and notes the mission is part of an early-phase lunar infrastructure initiative. The award is described as building on an existing lunar mission portfolio.

Targeted launch timing is stated as no earlier than 2028. Program dependencies, milestones, and contract accounting details are not provided in the excerpt.

Key Figures

Registered shares: 11,111,116 shares Reference closing price: $49.50 NASA award value: $75 million +3 more

6 metrics

Registered shares 11,111,116 shares Registered for resale by selling securityholders

Reference closing price $49.50 Closing price on May 22, 2026

NASA award value $75 million Award from NASA’s Jet Propulsion Laboratory to deliver four lunar drones

Targeted launch timing no earlier than 2028 MoonFall mission launch timing as stated

Prospectus effective date December 19, 2025 Original prospectus date referenced in supplement

Prospectus supplement date May 26, 2026 Date of this prospectus supplement

Key Terms

Selling Securityholders, prospectus supplement, Commercial Lunar Payload Services, subcontract

4 terms

Selling Securityholders regulatory

"offer and sale from time to time by the selling securityholders named in the Prospectus"

Selling securityholders are existing owners of a company's stocks or other tradable claims who are offering some or all of their holdings for sale in a public offering or secondary transaction. Investors watch these sellers because large or insider sales can increase the number of shares available, put downward pressure on price, and signal insiders’ views about future prospects—much like many people selling tickets at once can change the market for an event.

prospectus supplement regulatory

"This prospectus supplement updates and supplements the prospectus dated December 19, 2025"

A prospectus supplement is an additional document provided alongside a company's main offering details, offering updated or extra information about a specific financial product being sold. It helps investors understand the latest terms, risks, and details of the investment, similar to how an update or revision clarifies or expands on original instructions, ensuring they have current and complete information before making a decision.

Commercial Lunar Payload Services technical

"three additional missions to the Moon through NASA’s Commercial Lunar Payload Services initiative"

Commercial lunar payload services are private companies’ offerings to transport scientific instruments, small satellites, supplies or technology to the Moon or lunar orbit for governments and businesses. Think of it as a specialized delivery service that moves cargo to the Moon; it matters to investors because it creates new revenue streams, opens markets for lunar mining, communications and research, and signals where capital and partnerships are flowing in the emerging space economy.

subcontract financial

"we announced a $75 million award from NASA’s Jet Propulsion Laboratory to deliver four drones"

Offering Details

resale/secondary · 11,111,116 shares

Offering

Offering Type resale/secondary

Securities Offered Common Stock

Offering Amount 11,111,116 shares

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Firefly Aerospace's prospectus supplement register (FLY)?

The supplement registers 11,111,116 shares of Common Stock for resale by selling securityholders who received the shares as acquisition consideration for SciTec Innovations, LLC. The supplement updates the S-1 prospectus and is dated May 26, 2026.

Does the supplement disclose any new contracts or awards for FLY?

Yes. The supplement states a $75 million award from NASA’s Jet Propulsion Laboratory to deliver four lunar drones in support of the MoonFall mission, described as targeted to launch no earlier than 2028 and part of NASA's lunar infrastructure initiative.

Will Firefly receive proceeds from the resale registration (FLY)?

The excerpt describes a resale by selling securityholders who received shares as acquisition consideration; it does not state any proceeds will be received by the issuer. Proceeds treatment is not specified in the provided excerpt.

What trading price is cited in the prospectus supplement for FLY?

The supplement cites a closing price of $49.50 per share on May 22, 2026. This price is presented as a market reference in the prospectus supplement's cover text.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/26/2026 - 04:26 PM EDT Learn about SEC filing dates

Prospectus Supplement No. 6 (to Prospectus dated December 19, 2025) Filed Pursuant to Rule 424(b)(3) Registration No. 333-291599

11,111,116 Shares

Common Stock

This prospectus supplement updates and supplements the prospectus dated December 19, 2025, as supplemented or amended from time to time (the “Prospectus”), which forms a part of our Registration Statement on Form S-1 (Registration No. 333-291599). This prospectus supplement is being filed to update and supplement the information in the Prospectus with information relating to certain recent developments.

The Prospectus relates to the offer and sale from time to time by the selling securityholders named in the Prospectus (the “Selling Securityholders”) of up to 11,111,116 shares of Common Stock, par value $0.0001 per share (the “Common Stock”) of Firefly Aerospace Inc. (“Firefly Aerospace”) that were received by such Selling Securityholders as consideration in connection with Firefly Aerospace’s acquisition of SciTec Innovations, LLC, a Delaware limited liability company.

This prospectus supplement should be read in conjunction with the Prospectus. This prospectus supplement updates and supplements the information in the Prospectus. If there is any inconsistency between the information in the Prospectus and this prospectus supplement, you should rely on the information in this prospectus supplement.

Our Common Stock is listed on the Nasdaq Global Market under the symbol “FLY”. On May 22, 2026, the closing price of our Common Stock was $49.50 per share.

Investing in our Common Stock involves risks. See “Risk Factors” beginning on page 9 of the Prospectus, and under similar headings in any further amendments or supplements to the Prospectus.

Neither the Securities and Exchange Commission nor any state securities commission has approved or disapproved of these securities or determined if the Prospectus or this prospectus supplement is truthful or complete. Any representation to the contrary is a criminal offense.

The date of this prospectus supplement is May 26, 2026.

The Prospectus is amended and supplemented to insert the following paragraph immediately prior to the section entitled “Prospectus Summary—Risk Factors Summary”:

Recent Developments

On May 26, 2026, we announced a $75 million award from NASA’s Jet Propulsion Laboratory to deliver four drones to the Moon’s south pole in support of NASA’s MoonFall mission, which is targeted to launch no earlier than 2028. MoonFall is part of the first phase of NASA’s Moon Base, a long-term lunar exploration and infrastructure initiative designed to enable sustained human presence and expanded scientific and commercial activity at the lunar south pole. The MoonFall subcontract builds on our growing portfolio of spacecraft missions, including three additional missions to the Moon through NASA’s Commercial Lunar Payload Services initiative.