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Firefly Aerospace股价因13亿美元发动机交易飙升13%Firefly Aerospace stock surges 13% on $1.3 billion engine deal

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Investing.com -- Firefly Aerospace股价周五飙升13%,此前该公司宣布与AST SpaceMobile达成一项为期三年、价值超过13亿美元的火箭发动机协议,后者股价上涨5%。

Investing.com -- Firefly Aerospace shares surged 13% Friday after the company announced a three-year rocket engine agreement worth more than $1.3 billion with AST SpaceMobile, whose shares gained 5%.

该协议涵盖交付36台火箭发动机、发动机知识产权许可,以及为AST SpaceMobile计划中的重型运载火箭提供工程支持。Firefly将为AST SpaceMobile的前三枚火箭提供27台Miranda发动机和9台真空版Vira发动机,同时授予该公司制造发动机的许可。

The agreement covers the delivery of 36 rocket engines, licensing of the engines’ intellectual property, and engineering support for AST SpaceMobile’s planned heavy-lift rocket. Firefly will supply 27 Miranda engines and nine vacuum-variant Vira engines for AST SpaceMobile’s first three rockets, while granting the company a license to manufacture the engines.

根据协议条款,AST SpaceMobile将以现金和AST A类普通股相结合的方式向Firefly支付超过13亿美元。股份对价将受各种锁定期限制。

Under the terms of the deal, AST SpaceMobile will pay Firefly more than $1.3 billion in a combination of cash and shares of AST Class A common stock. The stock consideration will be subject to various lock-up periods.

Firefly表示,该协议将提供额外资金,以加速其现有运载火箭的生产并推进其更广泛的技术路线图。该资金将支持扩大招聘、采购长周期材料、购买设备和基础设施投资,包括在位于得克萨斯州Briggs的设施新建多个试车台。

Firefly said the agreement will provide additional capital to accelerate production of its existing launch vehicles and advance its broader technology roadmap. The funding will support expanded hiring, procurement of long-lead materials, equipment purchases, and infrastructure investments, including multiple new test bays at its Briggs, Texas, facility.

Firefly称,其Miranda发动机已完成超过175次热火试车,累计时长超4200秒。测试包括在发动机额定性能110%下的飞行类演示,这台推力23万磅的发动机运行时间比其标称206秒飞行时长多出20秒。

Firefly said its Miranda engine has completed more than 175 hot-fire tests totaling over 4,200 seconds. Testing has included a flight-like demonstration at 110% of the engine’s rated performance, with the 230,000-pound-thrust engine running for 20 seconds beyond its nominal 206-second flight duration.

Miranda和Vira均采用了源自Firefly的Reaver和Lightning火箭发动机、经飞行验证并放大规模的技术。

Both Miranda and Vira incorporate flight-proven technologies scaled from Firefly’s Reaver and Lightning rocket engines.

这两家总部均位于得克萨斯州的公司业务组合互补,Firefly保留其发动机知识产权的完全所有权,并将继续服务于更广泛的政府和商业发射市场。

The two Texas-based companies have complementary business portfolios, with Firefly retaining full ownership of its engine intellectual property and continuing to serve the broader government and commercial launch markets.

Firefly将在其2026年第三季度财报电话会议上讨论该协议,会议定于美国东部时间11月10日周二下午5点举行。

Firefly will discuss the agreement during its third-quarter 2026 earnings call, scheduled for 5 p.m. ET on Tuesday, November 10.

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