S-1
IPO registration
✓ VerifiedFirefly Aerospace filed for a 12,000,000-share offering, 4,000,000 from the company and 8,000,000 from selling holders, days after announcing a $75 million NASA JPL award to deliver four drones to the lunar south pole.
Filed May 26, 2026 · 16:06 ET
Summary
- The company is offering 4,000,000 shares and selling securityholders 8,000,000 shares, with a 30-day underwriter option for up to an additional 1,800,000 shares from the selling holders.
- The company estimates net proceeds of approximately $190.1 million at an assumed $49.50 price, the last reported sale on Nasdaq on May 22, 2026.
- Recent developments cite a $75 million award from NASA's Jet Propulsion Laboratory to deliver four drones to the Moon's south pole for the MoonFall mission, targeted to launch no earlier than 2028.
- AE Industrial Partners holds 36.7% as of April 30, 2026, and the investor group controls more than 50% of voting power for director elections.
Key facts
- Offering
- 12,000,000 shares
From the filing for Offering
“We are offering 4,000,000 shares and the selling securityholders named in this prospectus (the "Selling Securityholders") are offering 8,000,000 shares”
- NASA award
- $75 million
From the filing for NASA award
“a $75 million award from NASA's Jet Propulsion Laboratory to deliver four drones to the Moon's south pole”
Why it mattersThe first follow-on since the IPO pairs fresh capital with early sponsor selldown.
- Filed
- May 26, 2026
- Accepted
- 2026-05-26 20:06Z
- Accession no.
- 0001193125-26-239249
- Size
- 933 KB
- Index
- Filing index