Aerospace Market Dynamics: Firefly, Draganfly, and Sector Rotation

Firefly rocket explodes; Draganfly lands U.S. Army FPV deal

What happened

Firefly Aerospace’s Alpha Flight 7 first-stage booster was destroyed during a preflight test in Texas, likely delaying its next Vandenberg launch. Meanwhile, Draganfly won a U.S. Army order for its Flex FPV drones plus embedded manufacturing and training support. $FLY fell hard; $DPRO broke out on the news.

Winners

Category: FPV/Defense Drones

Reason: The Army validating FPV systems (and funding on-site manufacturing/training) signals budget flowing to agile, low-cost drones and sustainment services.

Names: Draganfly ($DPRO); AeroVironment ($AVAV).

Category: Alternative Launch & Mission Services

Reason: With $FLY facing schedule risk, payload customers and capital may rotate toward providers w ...