Firefly Aerospace Inc.
FLY
NASDAQ·Industrials·Aerospace & Defense·Mkt cap $3.6B
$21.67
▲ +2.90%
P/E
-9.07
Mkt Cap
$3.6B
52-Wk Range
$16.00–$62.17
52-Week Range
$16.00 - $62.17
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 49.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Integrated launch-to-operations platform reducing customer friction and costs
- Responsive launch capability addressing government and commercial demand for rapid space access
- Lunar infrastructure positioning ahead of commercial lunar economy expansion
- Diversified revenue streams across launch, logistics, and imaging services
Bear Case
1 risk
- Low volatility (beta 0.7).
Growth
Strong growth ahead
Increased U.S. government space spending and national security priorities
Value
Deep value opportunity - significant discount to Defense Prime Contractors peers
Momentum
Falling
-40.0% over 3m
Quality
Thin
Mixed fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying FLY right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Sep 28, 2026
AUG 11, 2026
Reported EPS of -$0.42 vs -$0.51 consensus (+18.1% surprise). Revenue of $117.7M vs $88.2M expected (+33.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+18.1%
Revenue trend · last 8Q
—
—
+572%
-26%
+270%
+174%
+45%
+657%
Q1 24
Q2 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$8.3M
$21.1M
$55.9M
$15.5M
$30.8M
$57.7M
$80.9M
$117.7M
Margins · last 8Q
Gross
20.3%
Operating
-80.9%
Profit
-78.5%
Wall Street consensus
6 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
33%
Sell
0%
Median Price Target
—
Latest: Roth Capital · Aug 12, 2026
vs Industry
How FLY stacks vs Aerospace & Defense
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related