8-KCurrent report
Results of operations
✓ VerifiedFirefly Aerospace reported record Q2 2026 revenue of $117.7 million, up 659% year-over-year, and set full-year 2026 revenue guidance of $420 million to $450 million.
Filed Aug 11, 2026 · 16:08 ET
Summary
- Firefly reported record second quarter 2026 revenue of $117.7 million, up 659% year-over-year and up 45.5% from the prior quarter.
- The company set 2026 full-year revenue guidance of between $420 million and $450 million.
- Firefly was awarded a $144 million NASA Commercial Lunar Payload Services contract for a rapid Blue Ghost lander mission, its sixth contracted lunar mission, and a $75 million subcontract from NASA JPL for the MoonFall mission.
- Firefly acquired Space-ng, a provider of AI-powered vision navigation and autonomous guidance systems, and signed an extension to Lockheed Martin's multi-launch agreement for up to 25 Alpha launches through 2031.
- GAAP net loss per common share was $(0.57) for the quarter versus $(5.78) a year earlier, and Adjusted EBITDA was $(61,214) thousand.
- Firefly completed an underwritten public offering of common stock generating net proceeds of $181.6 million.
Key facts
- Q2 2026 revenue
- $117.7 million
From the filing for Q2 2026 revenue
“Record revenue of $117.7 million, up 659% Year-Over-Year”
- Sequential revenue growth
- 45.5%
From the filing for Sequential revenue growth
“Record revenue of $117.7 million, up 45.5% from the prior quarter.”
- 2026 full-year revenue guidance
- between $420 million and $450 million
From the filing for 2026 full-year revenue guidance
“Firefly expects 2026 full-year revenue to be between $420 million and $450 million.”
- NASA CLPS contract
- $144 million
From the filing for NASA CLPS contract
“Awarded a $144 million NASA Commercial Lunar Payload Services (CLPS) contract for a rapid Blue Ghost lander mission to the Moon”
- MoonFall subcontract
- $75 million
From the filing for MoonFall subcontract
“Awarded a $75 million subcontract from NASA's Jet Propulsion Laboratory (JPL) to support NASA's MoonFall mission”
- Public offering net proceeds
- $181.6 million
From the filing for Public offering net proceeds
“Completed underwritten public offering of common stock generating net proceeds of $181.6 million”
- Lockheed Martin agreement
- up to 25 launches through 2031
From the filing for Lockheed Martin agreement
“Signed an extension to Lockheed Martin's multi-launch agreement for Alpha flights for up to 25 launches through 2031 using the Block II configuration.”
- GAAP net loss per share
- $(0.57)
From the filing for GAAP net loss per share
“Basic and diluted $ (0.57”
Why it mattersThe filing discloses Firefly's quarterly revenue passing $100 million alongside new lunar, national security, and launch contract awards. It sets a 2026 revenue guidance range and confirms capital raised through a stock offering.
- Filed
- Aug 11, 2026
- Accepted
- 2026-08-11 20:08Z
- Period
- Aug 11, 2026
- Accession no.
- 0001860160-26-000022
- Size
- 9.0 MB
- Index
- Filing index