Compare Companies
| Field | 🇺🇸 Firefly AerospaceNASDAQ: FLY | 🇺🇸 Intuitive MachinesNASDAQ: LUNR | 🇺🇸 Rocket LabNASDAQ: RKLB | 🇺🇸 SpaceX |
|---|---|---|---|---|
| Type | public | public | public | private |
| Country | 🇺🇸 United States | 🇺🇸 United States | 🇺🇸 United States | 🇺🇸 United States |
| Founded | 2017 | 2013 | 2006 | 2002 |
| CEO | Jason Kim | Steve Altemus | Peter Beck | Elon Musk |
| Mkt Cap / Valuation | ~$5.2B | ~$5.1B | ~$9.5B | $800B |
| Employees | ~1,200 (post-IPO + SciTec acquisition) | ~525 (pre-Lanteris) | ~2,600+ | ~13,000 |
| Sector | Launch & Lunar Services | Lunar Landing & Space Services | Launch & Space Systems | Launch & Satellite Internet |
| Last raise / Last filing | 10-K filed | 10-K filed | 10-K filed | ~$868M (insider sale at $421/share) (2025-12-13) |
| Top risks | Public market scrutiny: FLY stock down from $60 IPO pop to ~$32 by May 2026 — execution risk elevated; Alpha launch cadence constrained by Vandenberg and Cape Canaveral scheduling | Mission execution: both IM-1 and IM-2 experienced landing anomalies (partial tip-over); a third landing failure would seriously impair CLPS task order confidence and competitive positioning.; Revenue declined 7.9% in FY2025 ($210M from $228M in FY2024) due to mission timing and CLPS revenue recognition patterns — demonstrating the lumpiness of mission-based revenue. | Neutron development risk: a Q3 2025 stage-1 tank test failure caused schedule slip; any further major setbacks to a Q4 2026 debut could erode investor confidence and require additional capital.; Customer concentration: SDA and U.S. defense represent the majority of backlog; any budget sequestration or program changes in DoD space spending would materially impact near-term revenue visibility. | Starship development delays could push back Artemis HLS and Starlink V3 timeline; Regulatory headwinds (FCC, FAA launch licensing) could limit Starlink expansion |
| Next catalyst | Blue Ghost Mission 2 — far-side Moon delivery with ESA Lunar Pathfinder relay (2026 Q3–Q4) | IM-3 lunar mission launch (2026-Q3) | Neutron first launch — Q4 2026 (2026-Q4) | Starship Flight 9 — orbital mission with Starlink V3 payload (2026 Q2–Q3) |
Maximum 4 companies. Pass slugs in the ids query parameter, comma-separated. Try SpaceX vs Blue Origin vs Rocket Lab vs Firefly.