8-KCurrent report

Results of operations

✓ VerifiedFirefly Aerospace reported record first-quarter revenue of $80.9 million, up 40% sequentially, a $109 million Space Force FORGE award through SciTec, and 2026 guidance of $420 million to $450 million.

Summary

  • Revenue was a record $80.9 million, up 40% from the prior quarter, on Blue Ghost milestones and Alpha's return to flight.
  • SciTec won a $109 million engineering change proposal under the Space Force's FORGE enterprise OPIR services contract.
  • The company was recently selected to support the Golden Dome space-based interceptor program.
  • Full-year 2026 revenue guidance is $420 million to $450 million.
Revenue
$80.9 million, up 40% QoQ
From the filing for Revenue
Record revenue of $80.9 million, up 40% from the prior quarter
FORGE award
$109 million
From the filing for FORGE award
Awarded $109 million engineering change proposal under the Space Force's FORGE Enterprise OPIR Services contract

The first earnings print after the IPO pairs lunar execution with defense software wins.

Filed
May 4, 2026
Accepted
2026-05-04 20:08Z
Period
May 4, 2026
Accession no.
0001860160-26-000008
Size
1.1 MB