Firefly Aerospace Inc. Common Stock (FLY)

Official site

INDUSTRIALS • AEROSPACE & DEFENSE • NASDAQ

$17.83

+0.81 (+4.76%)

Market Cap: $2.80B

Last updated: Oct 16, 2026 at 5:00 PM ET

Earnings

Performance (10Y)

Beat Rate

40%(2/5)

Avg Surprise

-7.26%

Streak

2 Q

Upcoming Estimates

Period ending Sep 30, 2026

EPS Consensus$-0.50

Range$-0.54 - $-0.43

6 analysts

EPS RevisionsNo revisions (7d)

30d

EPS Estimate DriftChange to current

90d ago$-0.51+3.0%

60d ago$-0.51+3.0%

30d ago$-0.49-0.9%

7d ago$-0.49-0.9%

Current$-0.50

Revenue Consensus

$103M

Range$100M - $105M

8 analysts

Period ending Dec 31, 2026

EPS Consensus$-0.33

Range$-0.46 - $-0.18

5 analysts

Revenue Consensus

$172M

Range$159M - $183M

9 analysts

Period	Reported	Est.	Range	Surprise	B/M	Analysts	Revisions	YoY
Dec 31, 2026Dec 26EST	-	$-0.33	$-0.46 - $-0.18	-	-	5	-	-
Sep 30, 2026Sep 26EST	-	$-0.50	$-0.54 - $-0.43	-	-	6	0 1 30d	-
Jun 30, 2026Jun 26 Reported Jul 10, 2026Reported Jul 10	$-0.42	$-0.50	$-0.61 - $-0.45	+16.00%	Beat	5	0 3 30d	+24.8%
Mar 31, 2026Mar 26 Reported May 4, 2026Reported May 4	$-0.46	$-0.52	$-0.65 - $-0.42	+11.54%	Beat	5	0 1 30d	-
Dec 31, 2025Dec 25 Reported Mar 19, 2026Reported Mar 19	$-0.38	$-0.32	$-0.37 - $-0.27	-17.41%	Miss	2	0 1 30d	-
Sep 30, 2025Sep 25 Reported Nov 12, 2025Reported Nov 12	$-0.55	$-0.44	-	-25.00%	Miss	-	-	-
Jun 30, 2025Jun 25 Reported Sep 22, 2025Reported Sep 22	$-0.56	$-0.46	-	-21.46%	Miss	-	-	-

Key Metrics

Valuation
P/E Ratio	-9.87	EV/EBITDA	N/A
Price/FCF	-8.84x	FCF Yield	-11.32%
Profitability
Profit Margin	-129.10%	Operating Margin	-80.90%
ROE	-58.00%	ROIC	-27.74%
Financial Health
Debt/Equity	0.02x	Interest Coverage	-16.90x
Current Ratio	2.73x	Quick Ratio	2.73x
Trading Statistics
Beta	N/A	Avg Volume	3.60M
52-Week High	$62.17	52-Week Low	$15.99

Technical Indicators Dashboard

Moving Averages

SMA 10$20.35

SMA 20$21.65

SMA 50$22.59

SMA 200$27.68

EMA 10$19.73

EMA 20$20.81

EMA 50$22.38

EMA 200$28.16

MACD

Line: -1.13Signal: -0.56Hist: -0.57

ADX

ADX: 18.9+DI: 12.5-DI: 34.2

Aroon & PSAR

Aroon Up44.0

Aroon Down100.0

PSAR$23.04

Bollinger Bands

Upper Band$25.91

Lower Band$17.38

%B Position3939%(Upper)

Band Width0.05

RSI (14-Day)

Neutral

34.1

Momentum Oscillators

Stoch %K7.2

Stoch %D3.7

Williams %R-80.0

ROC (10d)-22.0%

Momentum-5.02

CCI (20d)-171.7

MFI (14d)19.0

Volatility Measures

ATR (14d)$1.57(8.8%)

StdDev (20d)2.13

Hist Vol72.5%(High)

Volume Flow

VWAP$17.24

OBV-73.3M

AD Line-116.5M

CMF (20d)-0.262

Volume Metrics

Avg Vol (20d)3.7M

Vol Ratio0.9x

VWMA (20d)$21.75

Pivot Points

R3$18.76

R2$18.41

R1$17.71

Pivot Point$17.36

S1$16.67

S2$16.32

S3$15.62

Advanced Oscillators

TSI-19.84

Ultimate Osc33.1

KST-74.20

Financial Data

Quarter	Jun 2026	Mar 2026	Dec 2025	Sep 2025	Jun 2025	Mar 2025	Dec 2024	Sep 2024	Jun 2024	Mar 2024
Total Revenue	$117.68M	$80.88M	$57.67M	$30.78M	$15.55M	$55.85M	$9.03M	$22.37M	$21.07M	$8.32M
Cost of Revenue	$93.81M	$63.42M	$45.00M	$22.29M	$11.55M	$53.63M	$29.20M	$14.60M	$18.12M	$10.24M
Gross Profit	$23.88M	$17.46M	$12.67M	$8.49M	$4.00M	$2.22M	$-20,164,000	$7.77M	$2.95M	$-1,923,000

Operating Expenses	$119.07M	$113.13M	$93.70M	$70.68M	$58.34M	$60.76M	$86.33M	$41.97M	$51.85M	$47.22M
R&D	$71.53M	$67.51M	$57.57M	$48.76M	$45.77M	$48.01M	$42.46M	$29.86M	$39.54M	$37.63M
SG&A	$47.54M	$45.62M	$44.00M	$21.92M	$12.57M	$12.75M	$14.68M	$10.30M	$12.29M	$9.58M
Operating Income	$-95,197,000	$-95,668,000	$-81,035,000	$-62,193,000	$-54,350,000	$-58,544,000	$-77,300,000	$-34,194,000	$-48,900,000	$-49,141,000

Interest Income	$4.34M	$5.97M	$0	$1.33M	$1.76M	$1.03M	$0	$-6,658,000	$-3,738,000	$0
Interest Expense	$1.79M	$3.60M	$4.42M	$30.40M	$7.00M	$6.19M	$6.82M	$0	$4.55M	$3.75M
Income Before Tax	$-92,354,000	$-96,609,000	$-78,185,000	$-133,412,000	$-63,778,000	$-60,093,000	$-84,119,000	$-40,790,000	$-53,453,000	$-52,771,000
Income Tax Expense	$-35,000	$67,000	$-37,128,000	$0	$0	$0	$0	$0	$0	$0

Net Income	$-92,319,000	$-96,676,000	$-41,057,000	$-133,412,000	$-63,778,000	$-60,093,000	$-84,119,000	$-40,790,000	$-53,453,000	$-52,771,000

EBITDA	$-80,942,000	$-83,044,000	$-63,577,000	$-98,723,000	$-54,621,000	$-50,933,000	N/A	$-30,659,000	$-49,715,000	$-47,522,000
EBIT	$-94,896,000	$-98,978,000	$-73,766,000	$-104,346,000	$-58,541,000	$-54,929,000	N/A	$-34,132,000	$-49,715,000	$-49,018,000

* Some calculated fields are derived from available data when not provided by source

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Government Contracts

Gov Obligations (TTM)

$122.08M

Gov Obligations / Revenue

66.0%

Obligations YoY

-5.7%

Active Awards

New Awards (TTM)

Avg Remaining Term

27.4 mo

Top agency: National Aeronautics and Space Administration at 100.0% of trailing twelve month obligations across 2 agencies

Recent Awards

Award ID	Agency	Obligated	Start	End	Description
80JSC026F7019	National Aeronautics and Space AdministrationNational Aeronautics and Space Administration	$14.63M	Jun 30, 2026	Aug 30, 2027	FINALIZE THE MISSION DESIGN, EXECUTE LONG LEAD PROCUREMENTS TO SUPPORT THE AGGRESSIVE SCHEDULE, AND DELIVER ALL BASE MILESTONES AND PRODUCTS.
80NSSC25C0413	National Aeronautics and Space AdministrationNational Aeronautics and Space Administration	$149831	Sep 30, 2025	Feb 9, 2026	PHASE III SBIR 80NSSC25C0413 PLANETARY DEFENSE STUDY
HQ085926FG394	Department of DefenseMissile Defense Agency	$500	Jan 21, 2026	Dec 28, 2035	SCALABLE HOMELAND INNOVATIVE ENTERPRISE LAYERED DEFENSE (SHIELD) INITIAL ORDER.

Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

News

Aerospace and defense industry takes off in Cedar Park

Cedar Park's aerospace and defense industry is experiencing rapid growth, largely driven by Firefly Aerospace's expansion and the emergence of new companies like Frontera Space. The city and Williamson County are...

Community Impact Newspaper•Oct 16, 2026 8:42 PM ET10/16/26•Bullish

Firefly co-founder launches another space venture – and does it right where he started

Firefly co-founder Tom Markusic has launched a new space venture called Frontera Space in Cedar Park, Texas, the same location where he started Firefly. This move highlights the growing potential for Cedar Park to become...

The Business Journals•Oct 15, 2026 12:12 PM ET10/15/26•Neutral

Firefly Aerospace to Announce Third Quarter 2026 Financial Results on November 10, 2026

Firefly Aerospace (Nasdaq: FLY) will announce its third quarter 2026 financial results on Tuesday, November 10, 2026...

Yahoo Finance•Oct 14, 2026 9:42 PM ET10/14/26•Neutral

Firefly Aerospace Schedules Third Quarter 2026 Financial Results for November 10

Firefly Aerospace announced it will release its third-quarter 2026 financial results on November 10, 2026, after the market closes. The company achieved record revenue in Q2 2026...

SatNews Publishers•Oct 14, 2026 7:42 PM ET10/14/26•Bullish

A space company will release results Nov. 10; Firefly's call is set for 4 p.m. Central time.

Firefly Aerospace (FLY) is scheduled to release its third quarter 2026 financial results on November 10, 2026, after the market closes. The results will cover the period ending September 30, 2026...

Stock Titan•Oct 14, 2026 4:42 PM ET10/14/26•Neutral

FLY Valuation and Fair Value

P/E: -9.9x
P/FCF: -8.8x
P/B: 2.4x

See GNG's fair value

FLY Profitability: Margins, ROIC and FCF

Gross margin: 22.9%
Operating margin: -80.9%
Net margin: -129.1%
ROIC: -27.7%
ROE: -58.0%
FCF margin: -113.8%
FCF yield: -11.3%

FLY Competitors

Company	Ticker
Willscot Mobile Mini Holdings Corp A	WSC
Huron Consulting Group Inc	HURN
Danaos Corporation	DAC
McGrath RentCorp	MGRC
PureCycle Technologies Inc	PCTTW
DXP Enterprises Inc	DXPE
ABM Industries Incorporated	ABM
Now Inc	DNOW

Sector: Industrials

FLY Analyst Ratings

Consensus: Buy
Analysts: 10
Strong Buy: 1
Buy: 6
Hold: 3
Sell: 0
Strong Sell: 0

FLY Bull Case vs Bear Case

Bull case

FLY grew quarterly revenue 657.0% year over year.
70.0% of FLY's analyst ratings are Buy or Strong Buy.

Bear case

FLY has a -129.1% net profit margin.

FLY Earnings: Beat Rate and Next Report

Beat rate: 2 of 5 quarters (40.0%)
Average surprise: -7.3%
EPS estimate (fiscal period ending Sep 30, 2026): $-0.50
Estimate revisions (30 days, fiscal period ending Sep 30, 2026): 0 up, 1 down

Frequently Asked Questions About FLY

Does FLY pay dividends?

Firefly Aerospace Inc. Common Stock (FLY) does not currently pay a regular dividend.

What is FLY's market cap?

Firefly Aerospace Inc. Common Stock (FLY) has a market capitalization of $2.80B with a current stock price of $17.83.

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