Firefly Aerospace Onboarded as Vendor Under NASA's $10 Billion CLPS 2 Lunar Contract

Firefly Aerospace was onboarded as a vendor under NASA's $10 billion Commercial Lunar Payload Services (CLPS) 2 Indefinite Delivery/Indefinite Quantity contract, the company announced on November 7, 2026. Stock Titan published the announcement. The 10-year ordering period positions the company to compete for task orders advancing NASA's scientific, exploration and infrastructure objectives on the lunar surface.

Firefly's Blue Ghost Role in CLPS 2

Firefly Aerospace is a vertically integrated U.S. space and defense company founded in 2017 and headquartered in Cedar Park, Texas. It designs and operates the Alpha and Eclipse launch vehicles, Blue Ghost lunar landers, Elytra orbital vehicles and AI-enabled defense software, serving primarily NASA, the U.S. Space Force and the Department of Defense.

NASA's CLPS 2 initiative is designed to increase the cadence of commercial deliveries to the Moon, with an emphasis on lander reliability, larger cargo landers and delivery of critical infrastructure for a permanent Moon Base. Firefly's onboarding reflects its track record on Blue Ghost Mission 1, which landed on the Moon and completed all mission objectives in March 2025.

"Blue Ghost Mission 1 proved Firefly can deliver on the Moon, and now CLPS 2 gives us the opportunity to do it again and again at greater scale," said Jason Kim, CEO of Firefly Aerospace. "Every lesson we learned operating from Earth to the Moon is being folded into how we scale up our landers and deliver repeatable lunar access."

Following that landing, Firefly won four additional missions under CLPS 1 and a contract to deliver NASA's MoonFall mission. The company is ramping up production of Blue Ghost landers and Elytra orbiters in a newly expanded cleanroom that can accommodate up to 12 spacecraft. Firefly is also scaling its lander architecture to deliver heavier cargo, terrain vehicles, infrastructure and power systems.

Firefly's Funding and Backlog Figures

According to akta.pro company records, Firefly reported record first-quarter 2026 revenue of $80.9 million, up from $55.9 million in the first quarter of 2025, and reaffirmed full-year 2026 guidance of $420 million to $450 million. The same records show a backlog of about $1.3 billion, with roughly 80% of 2026 revenue guidance already booked. Firefly's total funding stands at $1.5 billion, including a $144.2 million grant led by NASA in June 2026.

Earlier Firefly Lunar and Production Milestones

Firefly completed the preliminary design review for its Elytra spacecraft, which will deliver NASA JPL drones to the Moon's south pole for the MoonFall mission, Stock Titan reported in October 2026. In September 2026, Compositesworld reported that Firefly completed a new cleanroom in Texas on September 22, four times larger than its existing one, supporting assembly of up to 12 spacecraft at once. Firefly also signed Starcloud to fly its SC-1L compute payload on Elytra, targeting a 2028 launch, Stock Titan reported in September 2026.

Firefly's Next Scheduled Update

Firefly will release its third-quarter 2026 financial results on November 10, 2026, after market close, with a conference call at 4:00 p.m. CT, Stock Titan reported in October 2026.