Firefly Plans Alpha Pad Return For Lockheed Martin Demo By Early 2026

Firefly Aerospace intends to make a second attempt to launch the seventh mission of its Alpha rocket by early next calendar year, after losing the original first-stage booster for the mission during preflight testing in September, CEO Jason Kim said in a Nov. 12 earnings call.

The company has determined that a process error during stage-one integration resulted in a 鈥渕inute hydrocarbon contamination,鈥 leading to a combustion event in one of the booster鈥檚 engines during ground testing, Kim said. The Sept. 29 incident occurred at the company鈥檚 Briggs, Texas, facility ahead of a planned launch of a Lockheed Martin technology demonstration satellite from Vandenberg SFB, California.

The test stand remained intact after the mishap and is being upgraded, as the company prepares to ship the next Alpha booster from its production line ahead of the new launch date between late 2025 and early 2026, Kim said. Alpha鈥檚 second stage is at the launch site.

Proper safety protocols were followed and personnel were deemed safe, he said. Firefly implemented corrective measures, including increasing inspection requirements for the fluid systems.

The FLTA007 mission was procured under a June 2024 agreement between Lockheed Martin and Firefly for 25 Alpha flights. During another flight under that agreement, FLTA006 on April 29, the Alpha rocket suffered a mishap during first-stage separation that led to the loss of the Lockheed Martin LM 400 payload.

Past FLTA007, Firefly is 鈥渟till assessing鈥 launch plans for 2026, Kim said. 鈥淥ur plans are, we get a good flight up, get the post data, and continue production鈥 of Alpha, he said. The company is contracted to support a tactically responsive space mission for the U.S. Space Force called Victus Haze. The mission was due to launch by fall 2025, but service leaders have confirmed its delay to allow time to assess lessons learned from the Sept. 29 Alpha booster anomaly.

Heading into 2026, Firefly is ramping up development of its Blue Ghost lunar lander after completing its first mission earlier this year, when it landed successfully on the Moon and completed 14 days of surface operations under NASA鈥檚 Commercial Lunar Payload Services program. Firefly has four additional Blue Ghost missions in the pipeline, with the next mission due to launch next year.

Firefly reported third-quarter revenue of $30.8 million, up from $22.4 million in the year-earlier period. Just under 70% of that revenue, or $21.4 million, came from聽spacecraft-related sales. Chief Financial Officer Darren Ma, on the call, said a $10 million NASA contract聽for additional data from the recent Blue Ghost Mission One and progress ahead of Blue Ghost Mission Two drove those sales, along with the development and ramp-up of a Defense Innovation Unit-sponsored program using Firefly鈥檚 Elytra maneuverable orbital vehicle, due to launch in 2027."

Firefly ended the quarter with a total backlog of approximately $1.3 billion, up from $1.1 billion at the end of the second quarter, Ma said.

The company is eyeing international opportunities, starting with Japan鈥檚 space markets. In August, it signed an agreement with spaceport operator Space Cotan to study potential launches from a new commercial site in Hokkaido, which would offer launchpad flexibility, strategic orbital access, and the ability to tap into Japan鈥檚 satellite industry, Kim said.

Firefly closed on its strategic acquisition of defense technology company SciTec on Nov. 5, purchasing the company for $855 million, including $300 million in cash. Kim called the acquisition critical for the company鈥檚 ambitions to support the Trump administration鈥檚 Golden Dome for America missile defense architecture, adding critical data processing capabilities for fire control and ground systems.

As a new subsidiary under Firefly, SciTec will also bring classified data processing systems into the company fold, Kim said. The Space Force tapped SciTec for its Future Operationally Resilient Ground Evolution (FORGE) Processing system to support daily operations and command and control of missile warning/missile tracking satellites.

While details about Golden Dome remain scarce, Kim said the Pentagon wants to look at commercial technology first 鈥渁s a default.鈥

鈥淲e鈥檝e been in communications with the Golden Dome customers in terms of Alpha rockets ... to support test targets for the space-based interceptors,鈥 he said. Firefly is also eyeing hypersonic target testing under Golden Dome, and wants to use SciTec鈥檚 products for both space- and ground-based elements of the proposed architecture, he said.