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Get filing alertsFirefly reports Q2 revenue of $117.7M (up 659% YoY), wins $144M NASA lunar contract
Filed August 11, 2026 · Period ending August 11, 2026 · ~1 min read
Key Changes
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Q2 2026 revenue reached $117.7M, up 659% year-over-year from $15.5M in Q2 2025 and 45.5% sequentially from Q1 2026, marking the company's first quarter exceeding $100M in revenue.
Exhibit 99.1 view on EDGAR → -
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Awarded $144M NASA Commercial Lunar Payload Services contract for a Blue Ghost lander mission, bringing total contracted lunar missions to six and expanding the lunar program backlog.
Exhibit 99.1 view on EDGAR → -
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Completed underwritten public offering generating net proceeds of $181.6M, intended for expanding core business growth and executing recently awarded contracts.
Exhibit 99.1 view on EDGAR → -
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Issued full-year 2026 revenue guidance of $420M to up to $450M, implying second-half revenue of $221.4M to $251.4M against first-half revenue of $198.6M.
Exhibit 99.1 view on EDGAR → -
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Acquired Space-ng for AI-powered vision navigation and autonomous guidance systems to integrate into Blue Ghost landers and Elytra orbital vehicles for lunar, Mars, and beyond missions.
Exhibit 99.1 view on EDGAR →
Summary
Firefly Aerospace disclosed a strong second quarter 2026, with revenue of $117.7 million representing 659% year-over-year growth and the company's first quarter exceeding $100 million. The quarter included a $144 million NASA lunar contract award, bringing the company's total contracted lunar missions to six, and the acquisition of Space-ng to enhance autonomous navigation capabilities across its Blue Ghost and Elytra platforms. The company also completed a $181.6 million equity offering to fund growth and contract execution.
The full-year 2026 revenue guidance of $420 million to up to $450 million implies second-half revenue of $221.4 million to $251.4 million, representing modest sequential growth from the first half's $198.6 million. Retail holders should monitor whether the company can sustain the strong sequential momentum demonstrated in Q2 (45.5% quarter-over-quarter growth) or if the guidance reflects a more measured second-half trajectory. The combination of contract wins, capital raise, and strategic acquisition positions Firefly to scale its lunar and orbital vehicle programs, though execution on the expanded backlog will determine whether the current growth rate is sustainable.
Section-by-Section Diff
Event · Exhibit 99.1
Firefly Aerospace reported Q2 2026 revenue of $117.7M (up 659% YoY), won $144M NASA lunar contract, acquired Space-ng, and raised $181.6M in equity.
Added in current filing · view on EDGAR →
Acquired Space-ng, a leader in AI-powered vision navigation and autonomous guidance systems, bringing proven spacecraft software and camera hardware for Firefly’s Blue Ghost landers and Elytra orbital vehicles, which bolsters Firefly’s capabilities to advance the future of autonomous space operations for missions to the Moon, Mars, and beyond.
Firefly acquired Space-ng, a company specializing in AI-powered vision navigation and autonomous guidance systems. The acquisition brings spacecraft software and camera hardware capabilities that will be integrated into Firefly's Blue Ghost lunar landers and Elytra orbital vehicles to support autonomous space operations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 12, 2026 · How we verify