Illustration for the Launch & Transport sector, not a picture of the company.

Launch & TransportThe Launchers

Firefly Aerospace

FLYBULLISHPublic · USA

Alpha launch vehicle, the Blue Ghost lunar lander that made the first fully successful commercial Moon landing, and the Elytra on-orbit vehicle Visit website

$23.32

▲ +2.1% as of Oct 2

CONVICTION SCORE

49

Mixed

Execution Velocity

Score computed, inputs as of Sep 2026 · signal and velocity are editorial

WHY THIS SCORE

Methodology

Execution4940%

Wins in the Feed: not measured: 1 neutral item in the Feed in 90 days, none tagged as a win or a setback
Orbital launches: 19, 1 orbital attempt, 1 succeeded, in 365 days as Firefly Aerospace; 40 a year is a full lens
Revenue growth: 80, +117% a year, trailing twelve months (lower than the quarter)

Milestones4825%

Ladder 37: on 2 rungs (1 done, 0 in progress, 1 pending): Commercial landers deliver payloads to the Moon; Cargo landers fly to the Moon on a schedule (part)
Own timelines 60: execution velocity Mixed, editorial and ledgered

Signals5320%

Feed: 0 positive, 1 neutral, 0 negative in 90 days (+3)
Form 4: 0 open-market purchases, 0 sales outside a 10b5-1 plan, in 90 days (+0)

Coverage4515%

Breadth 75: 2 sectors
Scarcity 0: Launch & Transport has 11 covered names; Deep Space Logistics has 10 covered names

0.40 × 49 + 0.25 × 48 + 0.20 × 53 + 0.15 × 45 = 49.2 → 49

No editorial adjustment. A reviewer may move a computed score by up to 10 points with a reason, recorded on the scorecard.

Inputs frozen Sep 21, 2026 from the site's own feeds: the Feed and Form 4 over 90 days, launches over 365 days, revenue over the trailing year. Next review by Dec 20, 2026. The share price and analyst ratings are not inputs.