Firefly Aerospace
Jason Kim
Overview
Firefly Aerospace is a public space and defense company that launches the Alpha small-lift rocket, is co-developing the Eclipse medium-lift vehicle with Northrop Grumman, flies Blue Ghost lunar landers, and builds Elytra orbital vehicles for maneuvering, communications, imaging, and other cislunar services. After becoming the first commercial company to complete a fully successful Moon landing, Firefly expanded further into defense software and data systems through its SciTec acquisition. Q1 2026 revenue reached $80.9M, with full-year guidance still at $420M-$450M.
Main Products
Small-lift two-stage orbital launch vehicle for dedicated commercial, civil, and national-security missions.
Operational since reaching orbit in 2022 and successfully returned to flight on March 11, 2026 with Alpha Flight 7 ahead of the full Block II debut on Flight 8.
Reusable medium-lift launch vehicle co-developed with Northrop Grumman for commercial, civil, and national-security missions.
Manufacturing and qualification testing are underway, with the first flight from Wallops targeted as early as 2026.
Lunar lander platform for NASA CLPS missions and commercial payload delivery anywhere on the lunar surface.
Mission 1 completed the first fully successful commercial Moon landing in 2025, and Firefly is now marketing annual lunar missions with Blue Ghost and Elytra.
What's Next
Operations & Revenue
Firefly is now a public space and defense company with Alpha back in service after the March 2026 Flight 7 return to flight, Q1 2026 revenue of $80.9M, Blue Ghost Mission 1 completed and Missions 2-4 in work, Eclipse hardware qualification underway, and SciTec expanding the business into defense software, data processing, and classified mission infrastructure.
Revenue Streams
Dedicated small-satellite launch services for commercial, civil, and national-security customers, including tactically responsive missions and East/West Coast launch campaigns.
Blue Ghost Lunar Missions & Data Services
Lunar delivery, hosting, and operations revenue from NASA CLPS missions, commercial rideshares, and follow-on lunar data services such as the Blue Ghost Mission 1 addendum.
Elytra Orbital Services & Ocula Imaging
In-space maneuvering, payload delivery, long-haul communications, space domain awareness, and the Ocula lunar imaging service provided through the Elytra vehicle family.
Key Metrics
Timeline
On May 26 NASA's Jet Propulsion Laboratory awards Firefly a $75M subcontract for the MoonFall mission, in which Firefly's Elytra transfer vehicle will carry four drones over a ~45-day cislunar transit, enter lunar orbit, and deploy the drones about 50 km above the surface to survey the lunar south pole — including permanently shadowed regions — for NASA's Moon Base initiative, launching no earlier than 2028.