Firefly Aerospace
Firefly Aerospace is a space and defense technology company that provides launch and spacecraft mission solutions, including the Alpha and Eclipse launch vehicles and the Blue Ghost and Elytra spacecraft platforms, along with AI-enabled defense software and data processing capabilities added through its acquisition of SciTec. It sells to national security, government, and commercial customers, including the U.S. Space Force, NASA, NRO, and defense primes such as Lockheed Martin and Northrop Grumman. It positions itself as one of the only U.S.-based commercial companies providing reliable access to launch, transit, and operations in space.
Source: SEC 10-K Mar 20, 2026
Thematic Position
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