What new vehicle is Firefly Aerospace announcing, Tywin? Because Eclipse (née MLV, née Beta) was announced previously, it wasn't part of the same announcement that they're going public.
Quote from: trimeta on 07/11/2025 11:20 pmWhat new vehicle is Firefly Aerospace announcing, Tywin? Because Eclipse (née MLV, née Beta) was announced previously, it wasn't part of the same announcement that they're going public.Well I only copy the Rocket Lab thread, because for me make sense.
Another reminder that private equity is cancer. There's no reason to do this, and I think this probably is the beginning of the end for Firefly.
Quote from: lightleviathan on 07/12/2025 01:43 amAnother reminder that private equity is cancer. There's no reason to do this, and I think this probably is the beginning of the end for Firefly.What does an IPO have to do with private equity?
Quote from: sstli2 on 07/12/2025 03:04 pmQuote from: lightleviathan on 07/12/2025 01:43 amAnother reminder that private equity is cancer. There's no reason to do this, and I think this probably is the beginning of the end for Firefly.What does an IPO have to do with private equity?AE Industrial wants a return on their investment, which they'll get with an IPO and offloading their shares to the public. Looks like they have ~6 month lockup period so they won't be able to dump their shares until 6 months after the IPORelatedly, I expected them to merge Firefly and York at some point before an IPO. Would have been good to diversify their revenues a bit more. York's been doing good with their SDA work.
I'm not investing in a company that has only 2 successful launches out of 6.
We have now the valuation:https://www.reuters.com/business/aerospace-defense/firefly-aerospace-seeks-55-billion-valuation-ipo-us-space-race-heats-up-2025-07-28/600 million in cash for the company is very good, for the investor in the other side, is too high IMHO.
Welcoming Firefly Aerospace to the @NasdaqExchange Opening Bell.
Opened at $70/sh compared with the IPO price of $45, now trading intra-day around $63. The IPO was for 19.3 million shares.19.3 x 63 =~ $1.2 billion in market capitalization.
Shares started trading at $70 each under the ticker symbol FLY. The initial price values the company at close to $10 billion.
We rocket-powered the @Nasdaq opening bell.$FLY https://nasdaq.com/newsroom/texas-innovator-takes-flight-nasdaq-firefly-launches-ipo
Today, @Firefly_Space becomes the newest member of the @Nasdaq family. Welcome home, $FLY! 🔔 Catch the highlights. 🎥
Nasdaq@Nasdaq🚀 @Firefly_Space, rooted in Texas, made its debut on @Nasdaq. From IPO celebrations to landmark legislation, Nasdaq is proud to stand alongside Texas leaders driving economic growth, innovation, and governance.
Jason Halter@ereborosWanted to celebrate @Firefly_Space going public yesterday by sharing some bts shots from Flight 6 that never got posted. Haven’t talked about it much, but serving as floor manager for the last three launch broadcasts has absolutely been one of the highlights of my career.
On August 6, Firefly Aerospace (@Firefly_Space $FLY) successfully priced its $1B IPO—representing the largest-ever space & defense technology IPO. Goldman Sachs served as lead left bookrunner.
How can Firefly be more valuable than Rocket Lab?
How can Firefly be more valuable than Rocket lab?
Additionally, we have been selected by a proprietary commercial customer for a separate dedicated Blue Ghost lander mission.
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Firefly Aerospace Inc. (“Firefly” or the “Company”) (NASDAQ: FLY) investors concerning the Company’s possible violations of the federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON FIREFLY AEROSPACE INC. (FLY), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.What Happened?On September 29, 2025, Firefly disclosed that during testing, the first stage of its Alpha Flight 7 rocket “experienced an event that resulted in a loss of the stage.”On this news, Firefly’s stock price fell $10.29, or 27.8%, over two consecutive trading days to close at $26.67 per share on October 1, 2025, thereby injuring investors.
Looks like Firefly is hit with their first likely frivolous lawsuit as a result of the FLTA007 stage 1 anomaly.Securities Fraud Investigation Into Firefly Aerospace Inc. (FLY) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm [Oct. 3]QuoteLOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Firefly Aerospace Inc. (“Firefly” or the “Company”) (NASDAQ: FLY) investors concerning the Company’s possible violations of the federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON FIREFLY AEROSPACE INC. (FLY), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.What Happened?On September 29, 2025, Firefly disclosed that during testing, the first stage of its Alpha Flight 7 rocket “experienced an event that resulted in a loss of the stage.”On this news, Firefly’s stock price fell $10.29, or 27.8%, over two consecutive trading days to close at $26.67 per share on October 1, 2025, thereby injuring investors.
Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, has entered into a definitive agreement to acquire SciTec, Inc., a leader in advanced national security technologies, for approximately $855 million through a combination of $300 million in cash and $555 million in Firefly shares issued to SciTec owners at a price of $50 per share.“The acquisition of SciTec enhances our ability to support a growing number of defense missions and provides us with a significant operational advantage,” said Jason Kim, CEO of Firefly Aerospace. “SciTec’s mission-proven software and big data processing capabilities provide warfighters with rapid, accurate information to enable informed decisions that protect our homeland from emerging threats. These capabilities significantly enhance our ability to deliver integrated, software-defined solutions for critical national security imperatives, particularly Golden Dome. We are excited to welcome the SciTec team to the Firefly family and look forward to working together to continue to deliver leading edge solutions to advance our country’s strategic advantage in space.”The acquisition will advance Firefly’s comprehensive space services by adding mission-proven defense software analytics, remote sensing, and multi-phenomenology data expertise. SciTec’s core capabilities – which include missile warning, tracking and defense, intelligence, surveillance and reconnaissance, space domain awareness, and autonomous command and control – will supplement Firefly’s launch, lunar, and in-space services. SciTec further adds ground and onboard data processing as well as AI-enabled systems designed for low latency operations to support advanced threat tracking and response across multiple domains.SciTec generated revenues of approximately $164 million for the twelve-month period ending June 30, 2025, driven by robust contracts supporting the intelligence community, defense and national security agencies, and commercial customers. Earlier this year, SciTec was awarded a $259 million contract by the U.S. Space Force to further enhance the Future Operational Resilient Ground Evolution (FORGE) framework. SciTec is delivering a scalable, cyber-secure ground processing capability to strengthen the Space Force’s missile warning and tracking mission and accelerate threat-responsive solutions for warfighters.“We believe Firefly is the best home for our business and people,” said Jim Lisowski, CEO SciTec. “In addition to the strong strategic fit, our cultures are similar. Both teams are empowered, rapid innovators who are passionate about our critical missions and willing to take on near impossible tasks to ensure we protect our country from future threats. We share a unique focus on providing differentiated, leading-edge solutions to our customers.”SciTec is headquartered in Princeton, N.J., and maintains five additional facilities strategically positioned near key space and defense customers.The acquisition is expected to close by year end 2025, subject to regulatory approvals and customary conditions. Once finalized, SciTec will be operated as a Firefly subsidiary under its current business model led by Jim Lisowski, current CEO of SciTec, who will report to Firefly’s CEO Jason Kim.
Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, today announced it will release its third quarter 2025 financial results for the period ended September 30, 2025, on Wednesday, November 12, 2025, after market close.Firefly will hold a conference call the same day at 4:00 p.m. CT / 5:00 p.m. ET. A live webcast of the call and a replay will be available in the Investors section of the Company’s website at https://investors.fireflyspace.com.The financial results news release will be posted in the Investors section of the Company’s website under the “News” section. Additional materials supporting the conference call and financial results release will be posted under the "Events & Resources" section.
Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, today joined the Russell 2000® Index, as published by the FTSE Russell.Firefly was one of 18 companies selected for addition to the Russell 2000® in December. Membership in the Russell 2000® Index also triggered the company’s addition to the broad-market Russell 3000® Index.Russell indexes are widely used by investment managers and institutional investors as benchmarks for investment strategies. The market capitalization-based indexes are part of FTSE Russell, a global index provider that offers a broad range of market indexes to measure the performance of different segments of the global financial markets.
This prospectus relates to the offer and sale from time to time by the selling securityholders named in this prospectus (the “Selling Securityholders”) of up to 11,111,116 shares of Common Stock, par value $0.0001 per share (the “Common Stock”) of Firefly Aerospace Inc. (“Firefly Aerospace”) that were received by such Selling Securityholders as consideration in connection with Firefly Aerospace’s acquisition (the “Acquisition”) of SciTec Innovations, LLC, a Delaware limited liability company. In connection with the Acquisition, the Common Stock acquired by the Selling Securityholderswas valued at $555.6 million based on a price of $50.00 per share of Common Stock.We will not receive any proceeds from the sale of shares of Common Stock by the Selling Securityholders pursuant to this prospectus. However, we will pay the expenses, other than underwriting discounts and commissions and certain expenses incurred by the Selling Securityholders in connection with the registration of the Common Stock.We are registering the offer and sale of certain securities described above to satisfy certain registration rights we have granted. Our registration of the securities covered by this prospectus does not mean that the Selling Securityholders will offer or sell, any of the securities. The Selling Securityholders and any of their permitted transferees may offer and sell the securities covered by this prospectus in a number of different ways and at varying prices. In connection with the Acquisition, the Selling Securityholders have agreed not to transfer, sell, pledge, distribute or otherwise dispose of the Common Stock received in the Acquisition, or enter into any other arrangement that transfers to another person any of the economic consequences of ownership of such shares, until February 7, 2026. Additional information on the Selling Securityholders, and the times and manner in which they may offer and sell the securities under this prospectus, is provided under “Selling Securityholders” and “Plan of Distribution” in this prospectus.You should read this prospectus and any prospectus supplement or amendment carefully before you invest in our securities.Our Common Stock is listed on the Nasdaq Global Market under the symbol “FLY”. On December 18, 2025, the closing price of our Common Stock was $20.07 per share.We are an “emerging growth company” as that term is used in the Jumpstart Our Business Startups Act of 2012 (the “JOBS Act”) and have elected to comply with certain reduced public company reporting requirements. See “Risk Factors” and “Prospectus Summary—Implications of Being an Emerging Growth Company.”
