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Firefly Aerospace Inc.
FLY
NASDAQ·Industrials·Aerospace & Defense·Mkt cap $4.7B
$28.58
▲ +0.74%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$16.00 - $73.80
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 53.0% 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 -0.3).
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
Weak
-13.8% over 3m
Quality
Thin
Below average quality
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: Jun 3, 2026
MAY 4, 2026
Reported EPS of -$0.46 vs -$0.50 consensus (+8.0% surprise). Revenue of $80.9M vs $77.1M expected (+4.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+8.0%
Next: Jun 3, 2026
Revenue trend · last 7Q
—
—
+572%
-26%
+270%
+174%
+45%
Q1 24
Q2 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$8.3M
$21.1M
$55.9M
$15.5M
$30.8M
$57.7M
$80.9M
Margins · last 7Q
Gross
—
Operating
—
Profit
-119.5%
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
$44.50
▲ +55.7% vs $28.58
Latest: KeyBanc · Jun 15, 2026
4 analysts covering
vs Industry
How FLY stacks vs Aerospace & Defense
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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