Firefly Aerospace's record second quarter revenue of $117.7M beats estimates as FY2026 guidance is confirmed

Firefly Aerospace reported record second quarter 2026 revenue of $117.7 million, a 659% year-over-year increase that significantly outperformed analyst estimates. The company confirmed its full-year 2026 revenue guidance of $420 million to $450 million, supported by program maturation and a scaling production cadence at its Rocket Ranch facility.

Key Highlights

• Quarterly revenue reached a record $117.7 million, up 45.5% sequentially, driven by the expansion of rocket and spacecraft orders.
• New lunar contract awards include a $144 million NASA CLPS contract for Blue Ghost and a $75 million subcontract from NASA's JPL for the MoonFall mission.
• Strategic acquisition of Space-ng bolsters capabilities in AI-powered vision navigation and autonomous guidance systems for lunar and orbital vehicles.
• Strengthened the balance sheet via a public stock offering that generated $181.6 million in net proceeds to support core business growth.