earnings
confidence medium
sentiment positive
materiality 0.65
Firefly Aerospace guides FY2025 rev $133M-$145M, backlog $1.3B after IPO
Firefly Aerospace Inc.
- Full-year 2025 revenue expected between $133M and $145M.
- Backlog reached ~$1.3B as of July 2025, driven by $176.7M NASA Blue Ghost Mission 4 contract.
- IPO net proceeds of $933.1M; Northrop Grumman invested $50M in preferred equity.
- FAA cleared Alpha for return to flight on August 26, 2025; 95 Miranda engine hot fire tests completed.
- CEO Jason Kim testified before Congress; Sweden signed Technology Safeguards Agreement for launches.
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