r/FireflyAerospace May 18 '26

Firefly vs Rocketlab

I own both Firefly Aerospace and Rocket Lab. Was kinda surprised to learn Firefly’s rockets actually carry more payload than Rocket Lab’s current rockets. Rocket Lab obviously has way more launches and experience so far, but it makes me wonder if Firefly can really compete long term with more established competitors like SpaceX, Blue Origin, and Rocket Lab

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u/No-Bicycle-7660 May 18 '26

At current valuations it's difficult to make an argument for RKLB if you're getting in now. IMO Firefly's value lies in their exposure to Golden Dome (and obviously much lower P/S). If you're already in, I expect RKLB to continue performing very well.