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Standing Risk Factors

  • Securities Litigation (unchanged) — Class action filed Aug 2025 alleging false statements about Spacecraft Solutions demand and Alpha rocket readiness; motion to dismiss pending.
  • Material Weakness (removed) — Previously disclosed material weakness in controls around complex transactions remediated; controls now effective as of June 30, 2026.
NASDAQ: FLY Firefly Aerospace Inc. 10-Q

Firefly revenue surges 657% to $117.7M; SciTec acquisition adds defense software

Filed August 11, 2026 · Period ending June 30, 2026 · Compared to 10-Q Sep 22, 2025 · ~2 min read

Key Changes

  • high

    Revenue grew 656.9% YoY to $117.7M for the six months ended June 30, 2026, driven by increased launch activity and the SciTec acquisition, which added AI-enabled defense software and data processing capabilities for missile warning, ISR, and space domain awareness.

    MD&A: Revenue & SciTec acquisition verify on EDGAR →
  • high

    Operating loss widened 75% to $95.2M ($11.5 million, six months ended June 30, 2026) as labor, contractor, and material costs rose faster than revenue; Free Cash Flow deteriorated 92% to negative $185.2M, reflecting continued investment-phase burn.

    MD&A: Operating loss & cash burn verify on EDGAR →
  • high

    Backlog grew $350M to $1.5B as of June 30, 2026, including new NASA awards for Blue Ghost Mission 5 (lunar near-side), SkyFall Mars aeroshell, and MoonFall drone delivery, plus SciTec's defense contract pipeline.

    MD&A: Backlog & contract awards verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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View original filing on SEC.gov View full financials on EDGAR ↗

Figures/quotes linked to EDGAR · Narrative written by AI · Aug 12, 2026 · How we verify