The deal provides a substantial, multi-year revenue stream and capital to scale production. Monitor the November 10 earnings call for further details on financial impact and production milestones.
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Executive Summary
Firefly Aerospace announced a three-year agreement with AST SpaceMobile valued at more than $1.3 billion to deliver 36 rocket engines, license engine IP, and provide engineering support for AST SpaceMobile's new heavy-lift rocket. The deal provides Firefly with cash and AST shares to accelerate its own launch vehicle production and technology roadmap.
Key Financial Metrics
Key Facts
- Agreement valued at more than $1.3 billion
- Firefly to deliver 27 Miranda engines and 9 Vira engines for AST SpaceMobile's first three rockets
- Includes license for AST SpaceMobile to manufacture the engines
- Payment consists of cash and shares of AST Class A Common Stock with lock-up periods
- Deal provides Firefly with funds to expand hiring, procure materials, and fortify infrastructure
- Firefly retains full ownership of engine IP and will continue serving government and commercial launch market
Financial Impact
More than $1.3 billion in cash and stock over three years
Risk Factors
- Execution risk in delivering 36 engines and supporting AST SpaceMobile's rocket development
- Payment includes AST shares subject to lock-ups, exposing Firefly to AST stock price volatility
- Potential delays or cost overruns in engine production
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3397457 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 7, 2026 today | Press Release | $20.83 | awaiting T+1 | awaiting T+1 | $20.76 (−0.34%) |
Nov 6, 2026 2d ago | Press Release | $16.83 | awaiting T+1 | awaiting T+1 | $20.76 (+23.36%) |
Oct 7, 2026 4w ago | 3 | $20.67 $20.00 | ▼ −3.24% | ▼ −3.84% | $20.76 (+0.44%) |
Oct 6, 2026 4w ago | 8-K | $21.51 $20.67 | ▼ −3.91% | ▼ −3.48% | $20.76 (−3.49%) |
Aug 11, 2026 12w ago | Press Release | $26.54 $26.77 | ▲ +0.87% | ▲ +0.17% | $20.76 (−21.78%) |
Aug 9, 2026 12w ago | Institutional Cluster | $25.76 $26.36 | ▲ +2.33% | ▲ +2.65% | $20.76 (−19.41%) |
Jul 15, 2026 16w ago | Press Release | $19.03 $19.27 | ▲ +1.26% | ▲ +2.25% | $20.76 (+9.09%) |
Jun 30, 2026 18w ago | Press Release | $28.37 $28.90 | ▲ +1.87% | ▲ +2.00% | $20.76 (−26.82%) |
Jun 2, 2026 22w ago | 8-K | $43.37 $39.78 | ▼ −8.28% | ▼ −7.58% | $20.76 (−52.13%) |
May 29, 2026 23w ago | EFFECT | $46.49 $44.24 | ▼ −4.84% | ▼ −5.10% | $20.76 (−55.35%) |
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