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Firefly Aerospace Acquires SciTec to Enhance US Space Defense Capabilities

Firefly Aerospace’s $855M acquisition of SciTec integrates launch and defense analytics, supporting US missile defense and space situational awareness.

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Introduction

The aerospace and defense industry is entering a new era of rapid expansion and consolidation, driven by the convergence of commercial space innovation and national security imperatives. At the heart of this transformation is Firefly Aerospace’s acquisition of SciTec, a deal valued at $855 million and announced in October 2025. This move signals a strategic alignment between advanced launch capabilities and sophisticated software analytics for defense, positioning the combined entity to play a pivotal role in the evolving landscape of space situational awareness and missile defense.

As global defense spending accelerates and the demand for integrated, responsive space solutions intensifies, the Firefly-SciTec transaction stands out for its scale, timing, and potential impact. The acquisition not only reflects the broader industry trend toward vertical integration but also highlights the increasing overlap between commercial space services and government-driven security applications. Examining the backgrounds, financial structure, and market context of both companies provides insight into why this deal is attracting attention from investors, policymakers, and industry experts alike.

This article explores the strategic, financial, and technological implications of the Firefly-SciTec acquisition, drawing on official data, sector analysis, and expert commentary to provide a nuanced, fact-based assessment of its significance for the national security space sector.

The Strategic Foundation of Two Industry Leaders

Firefly Aerospace: From Rebirth to Market Contender

Firefly Aerospace’s journey reflects the volatility and resilience of the commercial space sector. Originally founded in 2014 as Firefly Space Systems, the company faced early legal and financial setbacks, including a lawsuit from Virgin Galactic and subsequent bankruptcy. Its revival came in 2017 under Noosphere Ventures, which invested over $200 million to rebuild Firefly’s technical and operational capabilities. Under the leadership of Thomas Markusic, a veteran of SpaceX, Blue Origin, and NASA, Firefly has established itself as a credible provider in the small-to-medium launch market, lunar landers, and orbital vehicles.

Firefly’s technical edge is rooted in a team with deep aerospace expertise and a focus on filling critical market gaps for payloads between 500 kg and 2000 kg. Headquartered near Austin, Texas, and employing over 800 people, the company has achieved major milestones, such as the first commercial lunar landing in March 2025. Its mission is clear: to enable customers to “launch, land, and operate in space – anywhere, anytime,” serving both government and commercial clients.

The company’s rapid scaling and product diversification have positioned it as a partner of choice for critical space missions, with a growing reputation for innovation in launch reliability and mission flexibility.

SciTec: Four Decades of Defense Innovation

SciTec’s legacy is rooted in research and development for national security, with a focus on remote sensing, missile warning, and space domain awareness. Founded in 1979 and celebrating 40 years of service in 2019, SciTec has evolved from its Princeton, New Jersey origins to operate in several U.S. locations, maintaining proximity to key defense clients.

The company’s expertise spans missile defense, intelligence, surveillance, reconnaissance, and autonomous command systems. SciTec’s approach emphasizes deliberate system design, rapid prototyping, and rigorous field testing, making it a trusted partner for the Army, Navy, Air Forces, and other government agencies.

SciTec’s technical capabilities are built on developing physics-based models, advanced signal processing, and custom scientific instrumentation, capabilities that are increasingly in demand as the U.S. and its allies seek to bolster space situational awareness and homeland defense.

“Firefly Aerospace enables government and commercial customers to launch, land, and operate in space – anywhere, anytime.” — Firefly Aerospace Mission Statement

Financial Architecture and Market Context

Deal Structure and Rationale

The $855 million acquisition combines $300 million in cash with $555 million in Firefly shares, issued at $50 per share, a premium over Firefly’s post-IPO trading levels. This structure reflects confidence in Firefly’s long-term value and aligns with recent aerospace and defense sector deal trends, where equity is used to preserve cash and incentivize future performance.

SciTec reported $164 million in revenue for the twelve months ending June 30, 2025, making it a substantial player in defense technology. The acquisition multiple of approximately 5.2 times revenue is consistent with premium valuations for companies with strong government relationships and mission-critical capabilities.

The rationale for the deal extends beyond immediate revenue gains. SciTec’s $259 million contract with the U.S. Space Agencies for the FORGE (Future Operational Resilient Ground Evolution) framework provides visibility into future revenue streams and strategic positioning in missile warning and tracking. The transaction’s advisors, Goldman Sachs for Firefly, Baird for SciTec, underscore the deal’s complexity and significance.

Golden Dome Initiative: A Policy and Market Catalyst

The acquisition’s timing coincides with the launch of the Golden Dome missile defense initiative, announced by President Trump in early 2025. Golden Dome is the most ambitious U.S. homeland missile defense concept to date, with initial funding of $15.7 billion and projected costs potentially exceeding $175 billion. The initiative calls for integrated space and ground-based missile detection, kinetic interceptors, directed energy systems, and AI-enabled sensor networks.

These requirements directly align with the combined Firefly-SciTec capabilities. Firefly provides the launch and in-space platforms, while SciTec delivers the software, analytics, and data processing needed for real-time threat detection and response. The companies are well-positioned to compete for significant Golden Dome contracts, which could redefine the scale of U.S. defense spending on space-based systems.

Historical comparisons to the Reagan-era Strategic Defense Initiative and current Space Force appropriations highlight the potential for Golden Dome to reshape defense budgets and industrial priorities for years to come.

“The Golden Dome initiative envisions an ‘impenetrable shield’ over the homeland, requiring unprecedented integration of space and missile defense technologies.” — Golden Dome Fact Sheet

Space Situational Awareness: Market Growth and Global Dynamics

The global space situational awareness (SSA) market is projected to grow from $2.18 billion in 2025 to $4.23 billion by 2032, at a compound annual growth rate of 9.6%. This expansion is fueled by the proliferation of satellites, increased space traffic, and the need to monitor and mitigate threats to space assets.

North America leads the SSA market, accounting for over 41% of global share, with the U.S. investing heavily in space surveillance and security. The Asia-Pacific region is the fastest-growing, driven by China’s and India’s expanding space programs. Europe, with its focus on space debris management and collaborative missions, also represents a significant growth area.

The U.S. currently tracks over 28,000 space objects, with only about 3,373 active satellites, underscoring the complexity and importance of SSA capabilities. Companies that can deliver integrated, real-time data and analytics, such as the combined Firefly-SciTec entity, are positioned to capture a growing share of this market.

Industry Consolidation, Competition, and Regulatory Environment

Sector Trends and Strategic Positioning

The Firefly-SciTec deal is part of a broader wave of consolidation in aerospace and defense, as companies seek scale and integrated capabilities. Global defense spending increased nearly 10% in 2024, with U.S. Department of Defense requests reaching $849.8 billion for fiscal year 2025. Within this, space-related programs are a priority, reflecting the growing overlap between commercial and military space applications.

Recent industry transactions, such as KBR’s acquisition of LinQuest, highlight the premium placed on specialized national security capabilities. Firefly now competes not only with established players like Lockheed Martin and L3Harris in SSA, but also with new entrants and well-funded Startups, as venture capital investment in defense technology surges.

For Firefly, the addition of SciTec’s software and analytics expertise is a differentiator, enabling the company to offer end-to-end solutions that combine hardware, launch, and mission data processing, key for winning future government contracts.

Regulatory and National Security Considerations

Defense technology acquisitions are subject to rigorous regulatory review, particularly regarding national security and export controls. Firefly’s own history, having faced scrutiny over foreign ownership, illustrates the sensitivity of these issues. The Firefly-SciTec deal, expected to close by the end of 2025, will likely undergo detailed review by U.S. agencies given the critical nature of the technologies involved.

Compliance with International Traffic in Arms Regulations (ITAR) and Export Administration Regulations (EAR) will be essential, especially as the combined company seeks to serve both domestic and allied international customers. SciTec’s longstanding relationships with U.S. defense agencies may help facilitate this process.

The U.S. Space Force’s evolving Commercial Space Strategy, which emphasizes private sector partnerships, provides a supportive policy backdrop for the integration and future growth of the combined entity.

“Industry consolidation and government partnerships are reshaping the competitive landscape for space and defense technology providers.” — 2025 Aerospace and Defense Industry Outlook

Financial Performance and Investment Implications

Firefly’s financials illustrate both the opportunities and volatility of the space sector. After reporting $60 million in revenue in Q1 2025, driven by its lunar mission, revenue dropped to $15.5 million in Q2 as project cycles shifted. Despite this, gross profit grew year-over-year, but net losses persisted due to ongoing R&D and administrative costs.

Management projects 2025 revenue between $133 million and $145 million, with profitability expected by 2027, assuming successful integration and execution of the SciTec acquisition. SciTec’s $164 million in trailing revenue and its high-margin software business are expected to stabilize and enhance Firefly’s financial performance.

Industry analysts see potential for Firefly’s revenue to triple by 2026, but emphasize that execution risks remain, particularly in scaling operations and achieving consistent launch reliability.

Conclusion

Firefly Aerospace’s acquisition of SciTec is a landmark transaction at the intersection of commercial space and national security. By combining advanced launch capabilities with proven defense analytics, the merged entity is poised to address the most urgent requirements in space situational awareness, missile warning, and integrated homeland defense.

The deal’s success will depend on effective integration, operational reliability, and the ability to compete for major government programs like Golden Dome. If executed well, the Firefly-SciTec combination could set a new standard for integrated space and defense solutions, influencing the trajectory of the entire sector and shaping the future of national security in space.

FAQ

What is the value of Firefly’s acquisition of SciTec?
The acquisition is valued at $855 million, consisting of $300 million in cash and $555 million in Firefly shares.

Why is this acquisition significant for the national security sector?
The deal combines Firefly’s launch and space operations with SciTec’s advanced software analytics, creating an integrated platform for responsive and secure space missions, critical for missile warning, tracking, and space situational awareness.

What is the Golden Dome initiative?
Golden Dome is a U.S. homeland missile defense program announced in 2025, aiming to build an “impenetrable shield” using space-based and terrestrial technologies, with initial funding of $15.7 billion and projected costs potentially exceeding $175 billion.

How does this acquisition affect Firefly’s financial outlook?
SciTec’s $164 million in trailing twelve-month revenue is expected to boost Firefly’s revenue base and provide greater financial stability, with profitability targeted for 2027.

What are the main regulatory challenges for the transaction?
The deal is subject to U.S. government review due to the sensitive national security technologies involved, and compliance with export control regulations will be essential for future operations.

Sources: Firefly Aerospace Announces Strategic Acquisition of SciTec, SciTec, Firefly Aerospace

Photo Credit: Firefly

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Space & Satellites

Skyroot Aerospace Dispatches Vikram-1 Orbital Rocket to Spaceport

Skyroot Aerospace moves Vikram-1 rocket to Satish Dhawan Space Centre for final integration ahead of its planned orbital launch in 2026.

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This article is based on an official press release from Skyroot Aerospace.

Skyroot Aerospace Dispatches Vikram-1 to Spaceport

Skyroot Aerospace has officially dispatched its Vikram-1 orbital rocket to the spaceport, marking a major milestone for India’s private space sector. According to an official company statement released on LinkedIn, the launch vehicle was ceremonially flagged off from Skyroot’s Max-Q campus in Hyderabad.

The departure ceremony was led by the Chief Minister of Telangana, A. Revanth Reddy. He was joined by D. Sridhar Babu, the state’s Minister for IT, Electronics & Communications, Industries & Commerce, and Legislative Affairs, alongside other esteemed dignitaries.

This event signifies the successful conclusion of the rocket’s pre-flight integrated test campaign, clearing the way for final launch preparations. In its release, Skyroot Aerospace expressed gratitude to the Indian National Space Promotion and Authorisation Centre (IN-SPACe) and the Indian Space Research Organisation (ISRO) for their continued support.

Completion of Pre-Flight Testing

The transition from the testing facility to the launch site is a critical step in the vehicle’s development timeline. The company confirmed that all necessary ground validations have been completed.

“Hon’ble Chief Minister of Telangana, Shri A. Revanth Reddy garu flagged off Vikram-1 from our Max-Q campus… marking the completion of the pre-flight integrated test campaign,” the company stated in its release.

Following the flag-off, the rocket hardware is en route to the Satish Dhawan Space Centre in Sriharikota, Andhra Pradesh, where it will undergo final integration. According to reporting by The Federal, the maiden orbital Launch is tentatively expected around June 2026, subject to final regulatory clearances.

Context: India’s Private Space Ambitions

Vikram-1 is positioned to become India’s first privately developed orbital-class launch vehicle. Industry estimates and reporting by The Federal indicate that the rocket stands between 20 and 23 meters tall and is designed to deliver payloads of approximately 350 kilograms into low Earth orbit.

The vehicle features a lightweight all-carbon composite structure and is powered by a combination of solid and liquid propulsion systems, which include advanced 3D-printed engines, as noted by The Federal. This upcoming mission builds upon the company’s previous success in November 2022, when Skyroot launched Vikram-S, India’s first privately built suborbital rocket.

AirPro News analysis

The movement of Vikram-1 from the Max-Q testing facility to the Sriharikota spaceport represents a critical juncture for India’s commercial spaceflight capabilities. The high-profile involvement of state leadership underscores the strategic importance of the Manufacturing sector to Telangana’s regional economy. If the upcoming orbital launch is successful, we believe it will likely cement Skyroot Aerospace’s position as a leading launch provider in the competitive global small-satellite market, while validating the Indian government’s recent push to privatize and expand its domestic space industry.

Frequently Asked Questions (FAQ)

What is Vikram-1?

Vikram-1 is an orbital-class launch vehicle developed by the Indian space-tech Startups Skyroot Aerospace. It is designed to carry small satellites into low Earth orbit.

Where was the rocket flagged off?

The rocket was flagged off from Skyroot Aerospace’s Max-Q campus in Hyderabad, Telangana, by Chief Minister A. Revanth Reddy.

Where will the launch take place?

The rocket is headed to the Satish Dhawan Space Centre in Sriharikota, Andhra Pradesh, for its final integration and maiden orbital launch.

Sources

Photo Credit: Skyroot Aerospace

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Space & Satellites

Lockheed Martin Advances Technologies for NASA Habitable Worlds Observatory

Lockheed Martin develops ultra-stable optical systems and vibration isolation for NASA’s Habitable Worlds Observatory, aiming to image Earth-like exoplanets.

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This article is based on an official press release from Lockheed Martin, supplemented by aggregated industry research and reporting.

In a major step toward answering whether humanity is alone in the universe, NASA has selected Lockheed Martin to continue advancing next-generation technologies and architecture studies for the Habitable Worlds Observatory (HWO). According to an official company press release, Lockheed Martin will play a critical role in maturing the complex engineering required for the agency’s next flagship space telescope.

Industry research and recent contract announcements reveal that Lockheed Martin is one of seven aerospace companies awarded three-year, fixed-price contracts by NASA on January 6, 2026. The HWO mission is designed to directly image Earth-like planets orbiting Sun-like stars and analyze their atmospheres for chemical biosignatures, which could indicate the presence of life.

To achieve these unprecedented scientific goals, the observatory will require optical stability and precision far beyond any spacecraft currently in operation. We have reviewed the technical mandates outlined in recent NASA and industry reports, which highlight the immense scale of the engineering challenges these commercial partners must now overcome.

The Habitable Worlds Observatory Mission

The Habitable Worlds Observatory concept originated from the National Academies’ Astro2020 Decadal Survey, which designated a massive space-based observatory as the top priority for the next generation of large astrophysics projects. Drawing on earlier conceptual frameworks known as LUVOIR and HabEx, the HWO is positioned as the direct successor to the James Webb Space Telescope (JWST) and the upcoming Nancy Grace Roman Space Telescope, which is slated for launch around 2027.

According to mission outlines from the Space Telescope Science Institute (STScI) and NASA, the primary objective of the HWO is to identify and directly image at least 25 potentially habitable worlds. In addition to its exoplanet hunting capabilities, the telescope will serve as a general astrophysics observatory, providing researchers with powerful tools to study dark matter, stellar astrophysics, and galaxy evolution.

Overcoming Extreme Distances

Unlike the Hubble Space Telescope, which resides in low Earth orbit, the HWO is projected to operate approximately 900,000 miles away from Earth, likely at Lagrange Point 2 (L2). Despite this vast distance, NASA is designing the observatory to be fully serviceable and upgradable in space. Because of a five-second communication delay between Earth and L2, remote-controlled repairs by human operators are impossible. Consequently, the mission relies on the development of highly autonomous robotic servicing systems to extend the telescope’s operational life over several decades.

Lockheed Martin’s Technological Mandate

Lockheed Martin’s specific role in the HWO’s pre-formulation phase centers on architecture studies and the physical stabilization of the telescope. This recent January 2026 contract builds upon a previous round of funding in 2024, during which NASA awarded a combined $17.5 million in two-year, fixed-price contracts to Lockheed Martin, BAE Systems, and Northrop Grumman, according to historical contract data.

A core focus for Lockheed Martin is the development of its Disturbance Free Payload (DFP) system. Based on technical reports published in March 2026 via the NASA Technical Reports Server (NTRS), the DFP system evaluates a formation-flying approach where the telescope is mechanically disconnected from its host spacecraft, save for necessary wiring harnesses. This design provides superior vibration isolation, ensuring that the spacecraft’s internal mechanical movements do not transfer to the sensitive optical instruments.

Picometer-Class Precision

To successfully separate the faint light of a distant exoplanet from the blinding glare of its host star, the telescope’s optical system must remain incredibly stable. Lockheed Martin is tasked with developing picometer-class metrology systems capable of measuring and maintaining the telescope’s stability to within one-trillionth of a meter, roughly the width of an atom. Furthermore, the company’s portfolio for the HWO includes advancing cryogenic detector cooling and structural damping augmentation.

Industry-Wide Engineering Challenges

While Lockheed Martin focuses on payload isolation and stability, the broader commercial space sector is tackling other massive hurdles. NASA has stated that the HWO requires an internal coronagraph, an instrument used to block starlight, that is thousands of times more capable than any space coronagraph built to date.

Additionally, the requirement for autonomous robotic servicing at L2 has brought companies like Astroscale U.S. into the fold. Alongside Lockheed Martin, BAE Systems Space and Mission Systems, Northrop Grumman, L3Harris Technologies, Busek, and Zecoat were also selected in the January 2026 contract round to address these diverse technological needs.

AirPro News analysis

At AirPro News, we view the development of the Habitable Worlds Observatory as a pivotal catalyst for the broader commercial space economy. While the primary goal of the HWO is profound, answering whether we are alone in the universe, the secondary effects of this mission are equally significant. The mandate to achieve picometer-level optical stability and develop autonomous robotic servicing systems 900,000 miles from Earth is forcing aerospace contractors to push the boundaries of current materials science and artificial intelligence.

We anticipate that the R&D funded by these exploratory contracts will eventually trickle down into other commercial applications, including advanced satellite manufacturing, orbital debris removal, and deep-space navigation. Furthermore, as NASA has indicated, the technologies matured for the HWO could indirectly support future crewed missions to Mars by advancing our understanding of planetary environments and autonomous life-support diagnostics.

Frequently Asked Questions (FAQ)

What is the Habitable Worlds Observatory (HWO)?
The HWO is a planned NASA flagship space telescope designed to directly image Earth-like planets orbiting Sun-like stars and search their atmospheres for signs of life.

When will the HWO launch?
The mission is currently in its pre-formulation phase. Based on current projections, the telescope is not expected to launch until the late 2030s or early 2040s.

What is Lockheed Martin’s role in the project?
Lockheed Martin has been contracted to mature critical technologies for the telescope, specifically focusing on ultra-stable optical systems, vibration isolation through their Disturbance Free Payload system, and picometer-class metrology.

Where will the telescope be located?
The HWO is expected to be stationed at Lagrange Point 2 (L2), which is approximately 900,000 miles away from Earth, beyond the orbit of the Moon.


Sources:

Photo Credit: Lockheed Martin

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NASA Announces SpaceX Crew-13 Mission Crew for September 2026 Launch

NASA reveals SpaceX Crew-13 crew including Jessica Watkins, Luke Delaney, Joshua Kutryk, and Sergey Teteryatnikov for ISS Expedition 75.

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This article is based on an official press release from NASA.

NASA has officially announced the crew assignments for the upcoming SpaceX Crew-13 mission to the International Space Station (ISS). The mission, which industry reports indicate has been moved forward from November 2026 to launch no earlier than mid-September 2026, will see a diverse international crew integrate into the station’s Expedition 75.

According to the official NASA press release, the four-person crew features representatives from three different international space agencies. The mission highlights the ongoing reliance on SpaceX’s Crew Dragon spacecraft for operational crew rotations in low Earth orbit.

Meet the Crew-13 Astronauts

The Crew-13 roster blends veteran spaceflight experience with first-time flyers, bringing together backgrounds in geology, military aviation, and engineering.

Spacecraft Commander and Pilot

NASA astronaut Jessica Watkins will lead the mission. Watkins, a geologist who previously spent 170 days in space during the SpaceX Crew-4 mission in 2022, is set to achieve a notable milestone. According to mission research, she will become the first NASA astronaut to launch aboard a SpaceX Dragon spacecraft twice.

“NASA astronauts Jessica Watkins and Luke Delaney will serve as spacecraft commander and pilot, respectively,” the space agency stated in its official release.

Joining Watkins at the controls is NASA pilot Luke Delaney. Delaney holds a master’s degree in aerospace engineering and is a former naval aviator and test pilot. This mission will mark his first journey to space.

Mission Specialists

The mission specialists bring critical international collaboration to the flight. Canadian Space Agency (CSA) astronaut Joshua Kutryk, a former Royal Canadian Air Force fighter pilot, will be making his first spaceflight. Research notes that Kutryk will be the first CSA astronaut to fly under NASA’s Commercial Crew Program.

Rounding out the crew is Roscosmos cosmonaut Sergey Teteryatnikov. Selected as a cosmonaut candidate in 2021, Teteryatnikov is an engineer with a background in submarine operations who will also be embarking on his inaugural spaceflight.

Mission Objectives and ISS Operations

Upon arriving at the orbiting laboratory, the Crew-13 members will officially become part of Expedition 75. Their primary focus will be conducting scientific research and technology demonstrations in microgravity.

A significant portion of this research is geared toward preparing humanity for deep space exploration. The scientific endeavors undertaken during Expedition 75 are expected to directly support NASA’s Artemis program, which aims to establish a sustainable human presence on the Moon and eventually mount human missions to Mars.

In addition to their scientific duties, the crew will be responsible for standard maintenance and operational activities to ensure the continued functionality of the ISS, which has hosted a continuous human presence for more than 25 years.

Commercial Crew Dynamics and Geopolitics

AirPro News analysis

The composition and timing of the Crew-13 mission offer several insights into the current state of international spaceflight. The decision to advance the launch to mid-September 2026, underscores NASA’s strategic need to maintain a steady cadence of U.S. crew rotations to the ISS.

Furthermore, the reassignment of CSA astronaut Joshua Kutryk is highly indicative of the shifting landscape within the Commercial Crew Program. Kutryk was originally announced in 2023 to fly on Boeing‘s Starliner-1 mission. However, following technical challenges during Starliner’s crewed flight test in June 2024 and subsequent schedule delays, his move to Crew-13 highlights NASA’s current reliance on SpaceX as the primary operational vehicle for crewed missions.

On the geopolitical front, the inclusion of Roscosmos cosmonaut Sergey Teteryatnikov reflects the ongoing resilience of the 2022 integrated crew agreement between NASA and Roscosmos. This cross-flight arrangement ensures that at least one U.S. astronaut and one Russian cosmonaut are always aboard the ISS to manage their respective segments. We observe that despite broader terrestrial geopolitical tensions, low Earth orbit remains a unique zone of active, necessary cooperation between the United States and Russia.

Frequently Asked Questions

When is NASA’s SpaceX Crew-13 launching?

According to updated mission schedules, the Crew-13 mission is targeted to launch no earlier than mid-September 2026.

Who is commanding the Crew-13 mission?

NASA astronaut Jessica Watkins will command the mission. This will mark her second flight on a SpaceX Dragon spacecraft, making her the first NASA astronaut to achieve this specific milestone.

Why was Joshua Kutryk moved to Crew-13?

CSA astronaut Joshua Kutryk was reassigned from Boeing’s Starliner-1 mission due to ongoing delays with the Starliner spacecraft, ensuring he flies on the operational SpaceX Crew Dragon to maintain international crew rotation schedules.

Sources

Photo Credit: NASA

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