Firefly Aerospace vs. SpaceX: Which Space Stock Can Put Your Portfolio Into Orbit in 2026?

Key Points Firefly Aerospace is carving out a niche in rapid-response launches with a multibillion-dollar backlog from defense and government partners. Space Exploration Technologies continues to dominate the global launch market through its massive Starlink constellation and reusable rocket fleet. Which of these ambitious aerospace companies deserves a spot in your portfolio for the long term? 10 stocks we like better than Firefly Aerospace › The modern space race is no longer just between nations, as private companies now compete for orbital dominance. Choosing between Firefly Aerospace (NASDAQ:FLY) and SpaceX -- Space Exploration Technologies (NASDAQ:SPCX) -- depends on your appetite for risk.