Firefly Aerospace (FLY) Q2 FY26 earnings call

Firefly Aerospace achieved record revenue and backlog in Q2 FY26, primarily fueled by its Spacecraft Solutions business and AI software. The company is expanding production capacity and global reach to meet strong demand across its product lines, with a clear path to its reiterated full-year revenue guidance. Strategic acquisitions and vertical integration are bolstering capabilities for critical national security and space exploration missions.