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The Ride — Orbital Launch Vehicles · The Orbital Stack — Space

FLY

Firefly Aerospace
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Only commercial company in history to fully soft-land on the Moon — plus a small rocket and a medium-lift in joint development

What they do

Operates the Alpha small launcher (return-to-flight cleared late 2025), the Blue Ghost lunar lander (Mission 1 completed all 17 objectives on the Moon, March 2, 2025 — first fully-successful US lunar landing since Apollo 17), and the Elytra orbital transfer vehicle. Developing the medium-lift Eclipse rocket with Northrop Grumman ($50M strategic investment). FY25 revenue $159.9M (+163% YoY); FY26 guidance $420–450M. Blue Ghost Mission 4 awarded by NASA July 2025 at $176.7M; backlog above $1.3B. Selected for Golden Dome SBI; closed the SciTec acquisition for missile-warning data processing.