Firefly Aerospace Acquires SciTec to Strengthen Defense Portfolio
Firefly Aerospace announced on Sunday its agreement to acquire SciTec, a defense analytics firm, in a transaction valued at approximately $855 million. This strategic acquisition, involving $300 million in cash and $555 million in newly issued stock, is expected to finalize by the end of 2025. The move represents a significant step for Firefly as it aims to become a prominent player in the national security sector, expanding beyond its traditional role as a space launch and spacecraft manufacturer.
SciTec’s Role in Defense Analytics and Space Domain Awareness
Based in Princeton, SciTec provides advanced missile-warning and tracking systems, space domain awareness tools, and defense analytics to military and intelligence agencies. The company reported revenues of $164 million as of June 2025. Earlier this year, SciTec secured a $259 million contract from the U.S. Space Force to develop a ground system supporting missile-detection satellite operations, underscoring its strategic importance in missile defense infrastructure.
Strategic Shift Toward a Vertically Integrated Defense Contractor
This acquisition follows Firefly’s initial public offering earlier in 2025, which valued the company at nearly $10 billion. The deal aligns with Firefly’s broader strategy to reposition itself from a launch service provider to a vertically integrated defense contractor. Integrating SciTec’s capabilities is expected to enhance Firefly’s offerings in missile tracking and early-warning systems, particularly in light of Pentagon initiatives seeking increased collaboration with commercial partners on missile defense technologies such as the “Golden Dome” program.
Post-Acquisition Management and Operations
Upon closing, SciTec will operate as a wholly owned subsidiary of Firefly Aerospace. The company’s current CEO, Jim Lisowski, will continue to lead SciTec, ensuring continuity in management and operations.
FinOracleAI — Market View
Firefly Aerospace’s acquisition of SciTec represents a calculated expansion into the defense analytics domain, leveraging SciTec’s established contracts and technological expertise to diversify revenue streams and deepen government partnerships.
- Opportunities: Enhanced defense contract pipeline, access to missile tracking and early-warning technologies, stronger positioning in national security markets.
- Risks: Integration challenges, dependence on government budgets and contract renewals, potential regulatory scrutiny.
Impact: This acquisition is expected to positively impact Firefly Aerospace’s market valuation by broadening its defense portfolio and aligning with increased government demand for advanced missile defense solutions.
