Stocks Industrials FLY
NASDAQ · IndustrialsFirefly Aerospace Inc. (FLY)
Firefly Aerospace Inc. brought in $287M of revenue over the twelve months to June 30, 2026. It posted a net loss of $363.5M. In fiscal 2025 capital spending exceeded operating cash flow by $237.8M. At June 30, 2026 it held $459.8M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 11, 2026.
Key facts about Firefly Aerospace Inc.
- Net worth
- Firefly Aerospace Inc. has a market value (market cap) of $4.1B at the latest share price, and shareholders' equity of $1.2B on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $159.9M (+163.0% year on year), with a net loss of $298.3M. Over the 12 months to June 30, 2026: revenue $287M, net loss $363.5M.
- Cash flow
- In fiscal 2025 operations used $204.9M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 11, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR
- Next earnings report
- Firefly Aerospace Inc.'s next report was expected around October 26, 2026 and is not on file with the SEC yet.
What Firefly Aerospace Inc. does
Firefly Aerospace Inc. is registered with the SEC under industry code SIC 3760 (Guided Missiles & Space Vehicles & Parts). Its shares trade on NASDAQ under the ticker FLY.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $159.9M | -$298.3M | -$4.83 | -$237.8M |
| 2025 | $60.8M | -$231.1M | -$20.74 | -$190.3M |
| 2023 | $55.2M | -$135.5M | -$13.05 | -$170.7M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where FLY ranks in Industrials
Latest SEC filings
What Firefly Aerospace Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 2, 2026Form POS AM filing POS AM
- October 6, 2026Executive or director change8-KFirefly Aerospace appointed Rick Ambrose to its Board of Directors following the resignation of Thomas Zurbuchen.
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 14, 2026Passive stake changed SCHEDULE 13G/A
- August 11, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 657% to $117.7M versus the same quarter last year; diluted EPS -$0.57 versus -$5.78.
- August 11, 2026Passive stake changed SCHEDULE 13G/A
- August 11, 2026
- June 5, 2026
- June 2, 2026
- May 26, 2026IPO registration S-1
Insider trades
What the people running Firefly Aerospace Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 12 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 5, 2026 | Ambrose Richard FDirector | Received as pay | 6,716 | - |
| September 30, 2026 | Aeroequity Gp, LLC10% owner | Other changeindirect | 42,215 | - |
| September 22, 2026 | Kim JesungChief Executive Officer, Director | Exercised options | 43,278 | $100K |
| September 17, 2026 | Ma DarrenChief Financial Officer | Exercised options | 54,286 | $23K |
| September 17, 2026 | Ma DarrenChief Financial Officer | Exercised options | 33,233 | $16.2K |
| September 16, 2026 | Kim JesungChief Executive Officer, Director | Shares withheld for tax | 86,265 | $1.7M |
| September 16, 2026 | Ma DarrenChief Financial Officer | Shares withheld for tax | 18,309 | $371.3K |
| September 16, 2026 | Wu RemingtonChief Accounting Officer | Shares withheld for tax | 1,827 | $37.1K |
Who owns FLY
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| AeroEquity GP, LLC13G, passive with 2 related filers | 30.3% | August 14, 2026 |
| Astera Institute13G, passive with 1 related filers | 6.9% | August 11, 2026 |
| Markusic Thomas E13G, passive | 5.2% | August 14, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 269 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| AE Industrial Partners, LP | 34,530,582 | -697,172 |
| BlackRock, Inc. | 5,903,830 | +3,865,915 |
| State Street Corp | 4,179,095 | +3,688,226 |
| Vanguard Portfolio Management LLC | 3,591,198 | +1,163,997 |
| Vanguard Capital Management LLC | 3,071,164 | +737,275 |
| Van Eck Associates Corp | 3,048,335 | +927,804 |
| Jpmorgan Chase & Co | 2,792,070 | +2,159,291 |
| Two Sigma Investments, LP | 2,714,411 | +2,696,140 |
| Tema ETFs LLC | 2,280,867 | +2,279,159 |
| Tidal Investments LLC | 2,167,135 | new |
| Phoenix Financial Ltd. | 1,812,863 | +1,152,803 |
| UBS Group AG | 1,625,890 | +557,055 |
| Geode Capital Management, LLC | 1,550,013 | +898,084 |
| Capital World Investors | 1,239,010 | +33,801 |
| Morgan Stanley | 1,154,194 | +724,143 |
| Mirae Asset Global Investments Co., Ltd. | 1,053,718 | new |
| Marex Group Ltd | 964,348 | +502,140 |
| Invesco Ltd. | 808,987 | +251,947 |
| Lbp AM SA | 759,041 | +19,015 |
| Goldman Sachs Group Inc | 627,832 | +131,011 |
Insiders
18 insiders reported holding 20,145,517 shares in total, about $489.7M at the last price.
| Holder | Shares |
|---|---|
| Aeroequity Gp, LLC10% owner | 17,683,00717,683,007 held indirectly |
| Kim JesungChief Executive Officer, Director | 898,738 |
| Ferring Russell SheaChief Technology Officer | 525,424 |
| Ma DarrenChief Financial Officer | 329,897 |
| Wheeler David LeighGeneral Counsel | 142,758 |
| Boland Ryan MichaelDirector | 134,120127,156 held indirectly |
| Sanchez Ramon GilbertChief Operating Officer | 118,493 |
| O'Konek NathanGeneral Counsel & Secretary | 103,154 |
| Fermon Daniel FrankChief Operating Officer | 88,889 |
| Wu RemingtonChief Accounting Officer | 38,596 |
Questions about FLY
What does Firefly Aerospace Inc. do?
Firefly Aerospace Inc. is a company in the Industrials sector, listed on NASDAQ as FLY. Its shares trade on NASDAQ under the ticker FLY.
What is Firefly Aerospace Inc.'s net worth?
Firefly Aerospace Inc. has a market value (market cap) of $4.1B at the latest share price, and shareholders' equity of $1.2B on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Firefly Aerospace Inc. profitable?
No. Over the twelve months to June 30, 2026 it reported a net loss of $363.5M on revenue of $287M.
How much revenue does Firefly Aerospace Inc. make?
Over the twelve months to June 30, 2026 Firefly Aerospace Inc. reported revenue of $287M.
When did Firefly Aerospace Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 11, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the form POS AM filing from November 2, 2026.
When is Firefly Aerospace Inc.'s next earnings report?
Firefly Aerospace Inc.'s next report was expected around October 26, 2026 and is not on file with the SEC yet.
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Where the numbers come from
Financial figures are the values Firefly Aerospace Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.