Firefly Aerospace Inc. - Common Stock (FLY)

Firefly scales fast with a $1.4B backlog but burns cash heavily; Redwire trades cheaper but faces integration risks and internal control weaknesses.

Space stocks are heating up as the U.S. and China race to build a base on the Moon. Here are three to watch, from a high-upside lander to a steady defense supplier.

Revenue is surging as Firefly expands deeper into space.

Three publicly traded companies are competing to build the first base on the moon. I'll show you why these names matter more than SpaceX and Blue Origin — and how smart investors can position early.

Firefly is burning cash but boasts a $1.4B backlog; GE Aerospace generates $7.3B in free cash flow annually. Growth versus stability, which fits your risk tolerance?

Starcloud's SC-1L compute payload to operate onboard Firefly's Elytra spacecraft in lunar orbit, validating capabilities for a future orbital lunar data center

AST SpaceMobile trades at a 269x forward P/E versus Firefly's 21.9x, but one faces untested satellite tech while the other depends on government spending.

SpaceX's Starship Flight 14 was destroyed on reentry, but it deployed 26 Starlink V3 satellites, a payload win that bolsters Starlink's revenue and unit economics despite the stock's steep valuation.

One trades at a steep valuation premium despite deeper losses, while the other boasts a stronger balance sheet but faces government contract concentration.

SpaceX's 2028 shared Falcon 9 cutoff is tightening launch capacity, boosting pricing power for Rocket Lab and Firefly Aerospace while pressuring satellite operators like Planet Labs.

Firefly's $1.4B backlog and government ties offer a cheaper entry point, but SpaceX's Starlink dominance and scale present a different growth thesis.

Expanded cleanroom positions Firefly to scale production of its Blue Ghost landers and Elytra orbital vehicles amid growing mission demand

Firefly trades at a fraction of Rocket Lab's valuation multiple, but both face steep cash burn and profitability hurdles in 2026.

One orbits the Earth, the other aims to transform urban commutes, but their paths to profitability diverge sharply on cash burn and regulatory risk.

Contract builds on momentum of long-term, multi-launch partnership delivering orbital launch capabilities from mainland Europe

Both companies are burning cash at scale, but their paths to profitability, and investor risk, diverge sharply.

One company is burning cash on unproven aircraft certification, while the other scales with $1.4B in secured contracts. Their risk profiles, and valuations, tell starkly different stories.

Hosted on Firefly’s Blue Ghost lander, Zeno Power’s payload will demonstrate nuclear energy capabilities to operate through extreme cold lunar temperatures

After a historic retreat, are space stocks finally cheap enough to buy again?

Award enables Firefly to bid on payload processing facilities and services for NASA missions at Vandenberg Space Force Base

The company has been tasked to complete a preliminary design review for a deorbit mission.

Firefly will complete design review for Elytra mission providing deorbit services

Firefly Aerospace (NASDAQ:FLY) reported second-quarter revenue of $117.7 million, its first quarterly result above $100 million, as spacecraft programs and national-security software contracts drove growth. Revenue increased 46% sequentially and 659% from the prior-year period, while backlog rose to

Won multiple contracts to support NASA's Moon Base program and acquired Space-ng to fuel autonomous space operations, while adding more national security wins and maturing our launch vehicle programs

Extended partnership leverages upgraded Alpha Block II configuration to deliver up to 25 dedicated launches