EXCLUSIVE: SpaceX May Lead the Launch Market, but Firefly CEO Says There's Still a Rocket Shortage

Space Exploration Technologies Corp. (NASDAQ: SPCX ) has redefined the launch business, flying at a pace no other company has matched. The company recently completed its 100th Falcon mission of 2026 following a record of 165 Falcon launches in 2025, underscoring its dominance in orbital launch services. Yet Firefly Aerospace Inc. (NASDAQ: FLY ) CEO Jason Kim says the commercial space industry faces a different challenge. In an exclusive email interview with Benzinga, Kim said demand for launch services is outpacing the industry’s available rocket capacity. Firefly CEO Says Demand Is Growing Faster Than Launch Capacity Asked about Firefly’s long-term agreement with Lockheed Martin Corp (NYSE: LMT ), Kim said the company is seeing strong demand across national security, commercial and civil...