$FLY

Firefly Aerospace said it extended its launch agreement with Lockheed Martin through 2031, according to the company. The update affects the companies’ long-term launch services relationship and may influence investors’ views on future launch demand and contract visibility.

Firefly Aerospace (NASDAQ:FLY) said it extended its multi-launch agreement with Lockheed Martin through 2031, covering up to 25 launches using its Alpha Block II rocket. The deal provides dedicated 1,000 kg-class launch services for government and commercial customers. Firefly and Lockheed also plan sea-based launch collaboration with Seagate Space.

Firefly Aerospace (Nasdaq: FLY) said it extended its multi-launch agreement with Lockheed Martin through 2031, using its Alpha Block II rocket configuration for up to 25 launches. Firefly said the upgrade aims to improve manufacturability, reliability, and production rate, supporting higher flight cadence and responsive access to space.

Firefly Aerospace Inc. (FLY) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 fly-ex99_1.htm EX-99.1 EX-99.1 Firefly Aerospace Announces Second Quarter 2026 Financial Results With Record Revenue Of $117.7 Million, Up 659% Year-Over-Year Won multiple contracts to support NASA's Moon Base program and acquired Space-ng to fuel autonomous space opera

Firefly Aerospace (Nasdaq: FLY) said it extended its multi-launch agreement with Lockheed Martin through 2031, adding two years and enabling up to 25 dedicated launches using its upgraded Alpha Block II configuration. Firefly said Block II targets higher manufacturability, reliability and responsiveness for about 1,000 kg payload missions, and it is also working with Lockheed and Seagate Space on sea-based launch concepts using Seagate’s Gateway platform.

Space stocks rose in premarket ahead of SpaceX’s Nasdaq debut, with Rocket Lab (RKLB) and Redwire (RDW) up about 3%, Firefly (FLY) and others up around 2%, and Intuitive Machines (LUNR) slightly higher. SpaceX IPO is expected at $135/share, valuing it at $1.77T. Morningstar valued SpaceX at $63/share and said its “Moonshot” scenario has a 7% chance.

Space stocks reversed overnight losses ahead of Thursday after SpaceX reiterated its retail-investor IPO push. Rocket Lab (RKLB), Intuitive Machines (LUNR) and Sidus Space (SIDU) rose about 1%, while Firefly Aerospace (FLY) gained ~0.5%. Bloomberg said JPMorgan CEO Jamie Dimon will pitch the IPO to 2,500 wealthy clients. SpaceX set a $135 IPO price and targets a $75B raise.

Space stocks rose in early August after July declines, led by Voyager Technologies (VOYG) up 54%, Redwire (RDW) up 38%, AST SpaceMobile (ASTS) up 29%, and Rocket Lab (RKLB) up 28%, while SpaceX (SPCX) fell about 4% over five sessions. ASTS launched BlueBird satellites; RKLB received a $397 million Space Force contract. RDW reported Q2 revenue of $117.1 million and Voyager $52.7 million; SpaceX faces lockup-expiration supply concerns.

The FCC revised spectrum-sharing rules for low-Earth-orbit satellite broadband, replacing older power limits and allowing coordination using newer interference standards. The FCC said the changes could increase capacity up to sevenfold and add over $2 billion in economic benefits. Shares rose: RKLB +7%, ASTS +6%, FLY +3%, LUNR +2%.

Argentina budget airline Flybondi has grounded all but one Boeing 737 since June 2026 and canceled most flights to Brazil during July, according to The Rio Times and Aviation Week. Brazil’s ANAC blocked Flybondi from selling new tickets into Brazil, citing passenger risk, and set an Aug. 3 deadline to prove operational viability or suspend its EZE-GIG route. Reports cite over 79% cancellations and debts above $122.4 million.