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Firefly Posts Record $81 Million Q1, Reaffirms 2026 Outlook

Management cited Space Force interceptor work alongside a Nvidia‑backed lunar imaging push as key drivers.

Overview

  • Firefly reported record first‑quarter revenue of $81 million, and the stock rose about 11% after hours, according to Benzinga Pro.
  • Management reaffirmed a 2026 revenue target of $420 million to $450 million, pointing to demand from NASA lunar work and defense customers.
  • The company said it was selected for the Space Force’s Golden Dome space‑based interceptor program, with related revenue beginning to show up in Q1.
  • Firefly announced a Nvidia partnership to speed Ocula lunar imaging data processing in cislunar space, the region between Earth and the Moon.
  • The quarter ended with $326.18 million in cash and $225.45 million in short‑term investments, supporting an expansion of clean rooms and production lines for higher mission cadence.