Firefly Aerospace — Third Quarter 2026 Earnings Summary

Firefly Aerospace reported third-quarter 2026 revenue of $110.7 million, representing a 259% increase from the same period in the prior year, while achieving a record backlog of $1.7 billion. The company completed a cleanroom expansion to support the simultaneous assembly of up to 12 lunar landers and secured significant contracts, including a $94 million Space Force award and a $13 million subcontract for NASA's SkyFall mission. Strategic partnerships were expanded with AST SpaceMobile, Lockheed Martin, and European launch provider SSC Space, alongside the addition of commercial customers for lunar data center and payload services. Despite the revenue growth, the company reported a net loss of $94.2 million for the quarter and maintains a full-year revenue guidance range of $440 million to $450 million.