Space & Satellite Systems
Firefly Aerospace
30-Second Executive Brief
Executive Assessment
Firefly Aerospace functions as an established institution within Space & Satellite Systems, backed by 0% sourcing coverage, with accelerating strategic relevance.
- Maintains 3 mapped relationships across the graph
- 0% sourcing coverage across sourced relationships
- Tracked as established institution within the Space & Satellite Systems category
Executive Snapshot
- Strategic Role
- Established Institution
- Sourcing Coverage
- 0%
- Ecosystem Influence
- High
- Strategic Momentum
- Accelerating
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 3
- Technology Domains
- 4
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
US space and defense company (Alpha rocket, Blue Ghost lunar lander) that went public on NASDAQ in August 2025; reported record Q2 2026 revenue of $117.7 million (up 659% year-over-year, up 46% sequentially) with backlog climbing to a record $1.5 billion, guiding full-year 2026 revenue of $420-450 million driven by Alpha launch expansion, Blue Ghost lunar missions, growing defense contracts, and new spacecraft programs Eclipse and Elytra.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions NVIDIA
“Announced collaboration with NVIDIA to enable rapid on-orbit processing in lunar orbit for Firefly's Ocula Moon imaging service, utilizing an NVIDIA Jetson module combined with Firefly's AI software on Elytra to rapidly process data on-orbit.”
SEC 8-K exhibit (0001860160-26-000022) · Aug 11, 2026
Mentions Lockheed Martin
“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.”
SEC 8-K exhibit (0001860160-26-000022) · Aug 11, 2026
Federal contract disclosures
National Aeronautics and Space Administration — $112,770,706: COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS) TASK ORDER CS-3
USAspending.gov · Mar 14, 2023
National Aeronautics and Space Administration — $110,613,083: ENHAMCED LANDING AND MONILITY STUDY
USAspending.gov · Feb 4, 2021
National Aeronautics and Space Administration — $108,229,327: COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS)
USAspending.gov · Dec 18, 2024
National Aeronautics and Space Administration — $77,936,920: COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS) CONTRACT TASK ORDER CS-6.
USAspending.gov · Jul 29, 2025
National Aeronautics and Space Administration — $25,926,911: FINALIZE THE MISSION DESIGN, EXECUTE LONG LEAD PROCUREMENTS TO SUPPORT THE AGGRESSIVE SCHEDULE, AND DELIVER ALL BASE MILESTONES AND PRODUCTS.
USAspending.gov · Jun 30, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
1 source
- Firefly Aerospace Investor Relations — Firefly Aerospace Announces Second Quarter 2026 Financial Results With Record Revenue Of $117.7 Million, Up 659% Year-Over-Yearcompany
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding Firefly Aerospace — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Firefly Aerospace's Timeline
A sourced, dated history of Firefly Aerospace's key moments — founding to present.
Aug 2026 · Q2 2026 revenue surges 659% to record $117.7 million
Firefly Aerospace reported record Q2 2026 revenue of $117.7 million, up 659% year-over-year and 46% sequentially, with backlog climbing to a record $1.5 billion, guiding full-year 2026 revenue of $420-450 million driven by Alpha rocket launches, Blue Ghost lunar missions and growing defense contracts.