Firefly posts record Q2 revenue, pushes Alpha Block 2 to Q4

Firefly Aerospace reported record Q2 2026 revenue of $117.7 million on August 11, up 659% year over year and its first quarter above $100 million, with backlog around $1.5 billion and a net loss of $92.3 million. On the same call CEO Jason Kim said the next two Alpha launches, including the debut of the upgraded Block 2 configuration, have slipped from a late-summer target to the fourth quarter of 2026; the company reaffirmed full-year revenue guidance of $420-450 million.