Aerospace is full of plane and space dorks. @scarlett_koller is one of them. Three MIT degrees, SpaceX Crew Dragon, NASA Perseverance, Amazon Kuiper, now founding Mithril. Deployed EP5 is out now. Check it out for some incredible stories:

Firefly Aerospace - FY2026 Q3 Earnings $FLY $23.40 [-1.30% AH] ✅ Revenue: $110.7M (Est: $106.3M) [+259% YoY] ✅ EPS: -$0.45 (Est: -$0.49), non-GAAP, GAAP -$0.56 Additional Metrics: Gross Profit: $25.3M [+198% YoY] Gross Margin: 23% Operating Loss: -$101.6M (year ago -$62.2M) Net Loss: -$94.2M (year ago -$133.4M) Adjusted EBITDA: -$69.5M (year ago -$46.3M) Operating Cash Flow: -$69.7M Free Cash Flow: -$85.3M Cash and Short-Term Investments: $534.7M Backlog: $1.7B (prior quarter $1.5B) FY2026 Guidance: ✅ Revenue: $440-450M (Est: $440M) (Prior: $420-450M)

Firefly Aerospace $FLY was selected as an eligible vendor for NASA's CLPS 2 lunar delivery program, which has a $10B ceiling over 10 years. That ceiling is not a guaranteed award, so Firefly still has to win individual orders, but it arrives with the March 2025 Blue Ghost Mission 1 success behind it. It is scaling Blue Ghost lander and Elytra orbiter production in an expanded facility that can fit up to 12 spacecraft.