secwatch.observer — SEC 8-K summary ====================================== Issuer: Firefly Aerospace Inc. (FLY) CIK: 0001860160 Form: 8-K Filed at: 2026-08-11T20:08:20+00:00 Accession: 0001860160-26-000022 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Firefly Aerospace posts record Q2 revenue of $117.7M, up 659% YoY ----------------------------------------------------------------- - Record Q2 revenue $117.7M, up 45.5% QoQ and 659% YoY. - 2026 full-year revenue guidance raised to $420M-$450M. - Won $144M NASA CLPS contract for Blue Ghost lunar mission (sixth contracted lunar mission). - Acquired Space-ng, AI-powered vision navigation and autonomous guidance company; terms undisclosed. - Closed $181.6M net public offering; added AFRL, Space Force, and Lockheed Martin Alpha launch extensions. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1860160/000186016026000022/0001860160-26-000022-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1860160/000186016026000022/fly-20260811.htm HTML page: https://secwatch.observer/filing/0001860160-26-000022 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer