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Firefly Aerospace Joins NASA’s $10 Billion CLPS 2 Lunar Delivery Programme

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The moon in a cloudy night sky ©Pixnio
The moon in a cloudy night sky ©Pixnio

Firefly Aerospace (NASDAQ:FLY) has been selected as a vendor under NASA's Commercial Lunar Payload Services 2 (CLPS 2) contract, making the company eligible to compete for future lunar delivery missions under a programme with a total ceiling value of $10 billion.

The Indefinite Delivery/Indefinite Quantity (IDIQ) contract covers a 10-year ordering period and is designed to expand commercial transportation capabilities to the Moon.

NASA's CLPS 2 initiative focuses on increasing the frequency of lunar deliveries, improving lander reliability and supporting larger payloads, including infrastructure intended for a permanent lunar base.

The $10 billion figure represents the programme's overall contract ceiling rather than a guaranteed award to Firefly.

CLPS 2 Builds on Previous Lunar Mission

Firefly's selection follows the completion of its Blue Ghost Mission 1, which landed successfully on the Moon in March 2025 and achieved all its mission objectives.

Following that mission, Firefly secured four additional missions under NASA's earlier CLPS 1 programme, as well as a separate contract to deliver the agency's MoonFall mission.

Jason Kim, Chief Executive Officer of Firefly Aerospace, commented on the company's inclusion in the new programme.

"Blue Ghost Mission 1 proved Firefly can deliver on the Moon, and now CLPS 2 gives us the opportunity to do it again and again at greater scale," Kim said.

Under CLPS 2, participating companies will compete for individual task orders covering specific lunar delivery requirements.

Firefly Expands Spacecraft Manufacturing Capacity

Firefly is increasing production of its Blue Ghost lunar landers and Elytra orbital spacecraft to support its planned missions.

The company has expanded its cleanroom manufacturing facility, which can now accommodate up to 12 spacecraft.

Firefly is also developing a larger lunar lander architecture designed to transport heavier payloads, terrain vehicles and power systems to the Moon's surface.

These developments are intended to support future missions requiring greater cargo capacity and additional lunar infrastructure.

NASA Contract Provides Future Mission Opportunities

Firefly's inclusion in CLPS 2 establishes its eligibility to compete for additional NASA lunar delivery contracts over the programme's 10-year ordering period.

Individual mission awards will depend on NASA's requirements and the outcome of future task-order competitions.

The company continues to develop its lunar transportation systems while preparing for missions already awarded under CLPS 1 and the separate MoonFall contract.

Headquartered in Cedar Park, Texas, Firefly Aerospace operates engineering, manufacturing and testing facilities across central Texas.

Firefly Aerospace stock price

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