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The themes Firefly Aerospace is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Aerospace and Defense
Graded A or B and worth $2B or more: A first, then the largest.
GEGeneral Electric Company354B $A+
RTXRTX Corporation271,7B $A
LMTLockheed Martin Corporation140,9B $A
GDGeneral Dynamics Corporation99,2B $A
HWMHowmet Aerospace Inc.89,1B $A+
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
UPSUnited Parcel Service, Inc.27 окт. 2026 г.CBGraded C, now B
CSXCSX Corporation21 окт. 2026 г.CAGraded C, now A
CPCanadian Pacific Kansas City Ltd.29 окт. 2026 г.BAGraded B, now A
URIUnited Rentals, Inc.21 окт. 2026 г.CAGraded C, now A
WCNWaste Connections, Inc.22 окт. 2026 г.BAGraded B, now A
На чём зарабатывает
- Spacecraft Solutions84 %
- Launch16 %
Доли выручки — это оценки за quarter ended March 31, 2026, а не цифры из поданной отчётности.
Конкурирует с
- SpaceX
- Blue Origin
Что продаёт6
Alpha
A rocket that carries satellites and other customer payloads into orbit, including on short-notice missions.
Eclipse
A larger rocket in development to carry heavier payloads into orbit; its first stage is designed to be reused.
Blue Ghost
A lunar lander that carries customer and government equipment to the Moon’s surface.
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Elytra
A maneuverable spacecraft that carries payloads, moves between orbits and can relay communications or support military space missions.
SciTec defense software and data processing
Software and computing services that analyze large volumes of sensor data for missile warning, intelligence and other defense missions.
Space-ng navigation systems
Artificial-intelligence-powered vision and guidance systems that help spacecraft determine where they are and navigate autonomously.
Кто покупает6
- NASA buys lunar payload delivery and launch services through mission contracts and task orders.
- U.S. Space Force buys responsive launches and missile-warning software through defense contracts.
- The National Reconnaissance Office buys launch and in-space services for government missions.
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- The Space Development Agency buys spacecraft and related mission services for military satellite programs.
- Aerospace and defense companies, including Lockheed Martin, Northrop Grumman and L3Harris, buy launches and space mission services under multi-mission agreements and contracts.
- Commercial satellite and space companies buy launch, lunar delivery and spacecraft services through dedicated missions or shared payload flights.
На чём держится и что может это сломать
От чего зависит бизнес
- 1A substantial share of revenue and contract backlog comes from a small number of customers.
- 2Many contracts depend on U.S. government budgets, contract awards, security clearances and procurement rules.
- 3Some key components and services come from single or limited-source suppliers, which can delay manufacturing if they are unavailable.
- 4Lunar and other spacecraft missions can depend on third-party rockets for launch; Blue Ghost Mission 1 flew on a SpaceX Falcon 9.
Что может пойти не так
- 1A launch failure, spacecraft malfunction or launch delay can destroy customer payloads, postpone missions and interrupt revenue; an Alpha launch anomaly in 2025 led to a temporary pause while an investigation was completed.
- 2Cuts, delays or changing priorities in U.S. government budgets and contracts could reduce or postpone work, particularly because revenue and backlog rely on a small group of customers.
- 3Firefly must increase production and launch frequency while completing Eclipse and expanding launch sites; manufacturing bottlenecks, unavailable components or development delays could prevent it from meeting customer schedules.
Полная финансовая отчётность →
О компании Firefly Aerospace Inc.
Firefly’s Blue Ghost lander takes customer equipment to the Moon, while its Elytra spacecraft carry payloads, relay communications and maneuver in space around Earth. Its Alpha rocket launches satellites, and the larger Eclipse rocket is in development. Firefly also sells software that processes sensor data for missile warning, intelligence and other defense work.
- Штаб-квартира
- Cedar Park, Texas
- Год основания
- 2017 (operations began, high confidence)
- Сотрудников
- 1,418 (December 31, 2025, high)
- Торгуется на
- NASDAQ
- Конец финансового года
- December 31
Построено по собственной отчётности Firefly Aerospace Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.
