Firefly Aerospace vs. Intuitive Machines: Which Space Infrastructure Stock Is a Better Buy in 2026?

Key Points Firefly Aerospace provides high-growth orbital launch and landing services with a backlog valued at roughly $1.4 billion. Intuitive Machines leads in lunar infrastructure and data services, recently expanding its capabilities through strategic acquisitions. Which aerospace stock deserves a spot in your portfolio for the long term? 10 stocks we like better than Firefly Aerospace › Can the commercial space race produce a clear winner for your portfolio? Comparing Firefly Aerospace (NASDAQ:FLY) and Intuitive Machines (NASDAQ:LUNR) reveals two distinct paths into the final frontier. Firefly focuses on end-to-end launch and landing services, while Intuitive Machines specializes in lunar infrastructure and data transmission.