Geopolitics Alpha

Federal award to FIREFLY AEROSPACE INC. — $110,613,083

Published . Updated .

National Aeronautics and Space Administration / National Aeronautics and Space Administration awarded FIREFLY AEROSPACE INC. $110,613,083.

Directly affected

  • FLY Firefly Aerospace

    Named in this report.

Indirectly affected

  • SPR Spirit AeroSystems

    Spirit builds Boeing fuselages, so a Boeing aircraft story reaches this supplier

  • GE GE Aerospace

    GE Aerospace supplies and competes in commercial aircraft engines

  • DAL Delta Air Lines

    Delta flies the 737, so a Boeing aircraft story reaches its fleet

  • LMT Lockheed Martin

    Lockheed Martin is a defense and aerospace peer

  • HWM Howmet Aerospace

    Howmet supplies parts used on commercial and defense aircraft

  • RTX RTX

    RTX competes in aircraft engines and defense systems

  • UAL United Airlines

    United flies the 737, so a Boeing aircraft story reaches its fleet

  • NOC Northrop Grumman

    Northrop Grumman is a defense and aerospace peer

  • TDG TransDigm

    TransDigm supplies aircraft components to Boeing and the airlines

  • AAL American Airlines

    American flies the 737, so a Boeing aircraft story reaches its fleet

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FLY———————
SPR———————
GE———————
DAL———————
LMT———————
HWM———————
RTX———————
UAL———————
NOC———————
TDG———————
AAL———————

National Aeronautics and Space Administration -> FIREFLY AEROSPACE INC.

Source: usaspending

How far Firefly Aerospace (FLY) has moved since 11 Oct 2026

Since the first closing price after “Federal award to FIREFLY AEROSPACE INC. — $110,613,083,” Firefly Aerospace (FLY) is -14.16%. The S&P 500 fund (SPY) is -1.47% over the same days, a -12.69% difference versus the market.

FLY
SPY

Who is named in “Federal award to FIREFLY AEROSPACE INC. — $110,613,083”

Companies tied to this story

  • FLY Firefly Aerospace

    Firefly Aerospace (FLY) is linked, with no stored direction, high confidence in the 11 Oct 2026 story “Federal award to FIREFLY AEROSPACE INC. — $110,613,083.” Reason on file: federal award -> direct recipient Firefly Aerospace Inc. -> issuer FLY

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Federal award to FIREFLY AEROSPACE INC. — $110,613,083,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AV Corgi Etf Tr I Aerospace & Com

    In “Federal award to FIREFLY AEROSPACE INC. — $110,613,083,” Corgi Etf Tr I Aerospace & Com (AV) is linked, with no stored direction, medium confidence. Reason on file: GA selected AV as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • PPA Invesco Aerospace & Defense Etf

    In “Federal award to FIREFLY AEROSPACE INC. — $110,613,083,” Invesco Aerospace & Defense Etf (PPA) is linked, with no stored direction, medium confidence. Reason on file: GA selected PPA as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • WAR U.S. Global Technology And Aerospace & Defense Etf

    For “Federal award to FIREFLY AEROSPACE INC. — $110,613,083,” U.S. Global Technology And Aerospace & Defense Etf (WAR) is linked, with no stored direction, medium confidence. Reason on file: GA selected WAR as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “Federal award to FIREFLY AEROSPACE INC. — $110,613,083” reaches Firefly Aerospace (FLY)

The 11 Oct 2026 story “Federal award to FIREFLY AEROSPACE INC. — $110,613,083” names Firefly Aerospace (FLY) because of this story.

What ties Firefly Aerospace (FLY) to the headline is this: federal award -> direct recipient Firefly Aerospace Inc. -> issuer FLY

A second company, IShares U.S. Aerospace & Defense ETF (ITA), is listed for a different reason: GA selected ITA as a RELATED security because its canonical security name directly matches this event's themes: aerospace. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Firefly Aerospace (FLY)

AV traded between 25.16 and 26.02 across 7 sessions. The latest close on file is 25.16. FLY traded between 15.98 and 25.58 across 20 sessions. The latest close on file is 16.64. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60.

What the saved facts support for Firefly Aerospace (FLY)

40 out of 100

“Federal award to FIREFLY AEROSPACE INC. — $110,613,083” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.