NASA Administrator Jared Isaacman has framed the current moment in stark terms: “We are in a new space race to the lunar surface, and if we fall behind, we may never catch up.
Firefly Aerospace Inc. (FLY) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
the company's rapid cash burn, which reduced liquidity to $326.2M in 2026Q1, suggests an unsustainable trajectory that necessitates further capital market intervention.
Firefly Aerospace Inc. (FLY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Firefly Aerospace Inc. (FLY) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 4, 2026 | $0.46vs $0.50+8.0% | $81Mvs $77M+4.9% |
| Q2 2026 | Mar 19, 2026 | $0.38vs $0.48+20.8% | $58Mvs $52M+10.0% |
| Q4 2025 | Nov 12, 2025 | $0.33vs $0.41+19.4% | $31Mvs $28M+11.1% |
| Q4 2025 | Sep 22, 2025 | $5.30vs $0.42-1161.9% | $16Mvs $29M-47.0% |
Recent stock market news and headlines for Firefly Aerospace Inc. (FLY)
NASA Administrator Jared Isaacman has framed the current moment in stark terms: “We are in a new space race to the lunar surface, and if we fall behind, we may never catch up.
Firefly Aerospace has transitioned from a development-stage startup to a high-growth provider with nearly 135% revenue growth in its latest fiscal year. Rocket Lab USA is significantly expanding its reach through the massive acquisition of Iridium Communications to provide end-to-end space systems.

Mission accelerates Moon delivery timeline and enables repeatable lunar access with flight proven lunar lander Mission accelerates Moon delivery timeline and enables repeatable lunar access with flight proven lunar lander

With key infrastructure and agreements in place, the companies progress pad construction at Launch Complex 3C for Firefly's Alpha rocket With key infrastructure and agreements in place, the companies progress pad construction at Launch Complex 3C for Firefly's Alpha rocket

Space stocks spent June in a "blow‑off then hangover" pattern, with many high‑flyers giving back big chunks of their 2026 gains just as SpaceX (NASDAQ:SPCX) stole the spotlight with its blockbuster IPO.

Key metrics vs top competitors for Firefly Aerospace Inc. (FLY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $25.66 | $4.21B | -11.61 | 162.95% | -186.63% | -141.29% | 0.13% | |
| $14.63 | $41.32B | -532.00 | 27.37% | 2.82% | 1.53% | — | |
| $6.22 | $27.37M | -0.13 | -47.49% | -843.77% | -401.62% | — | |
| $74.21 | $22.17B | -55.38 | 1505.21% | -573.67% | -24.87% | — | |
| $2.57 | $160.32M | -0.47 | -78.06% | -19781.3% | -105.02% | — | |
| $231.68 | $182.63B | 93.42 | 34.49% | 2.46% | — | — |
Firefly Aerospace Inc. (FLY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Firefly Aerospace Inc. (FLY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jun 5, 2026·SEC
Jun 2, 2026·SEC
May 4, 2026·SEC
Mar 20, 2026·SEC
Get notified when FLY posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Firefly Aerospace Inc. (FLY) stock FAQ — growth, dividends, profitability & financials explained
Firefly Aerospace Inc. (FLY) reported $184.9M in revenue for fiscal year 2025. This represents a 235% increase from $55.2M in 2023.
Firefly Aerospace Inc. (FLY) grew revenue by 163.0% over the past year. This is strong growth.
Firefly Aerospace Inc. (FLY) reported a net loss of $334.9M for fiscal year 2025.
Yes, Firefly Aerospace Inc. (FLY) pays a dividend with a yield of 0.13%. This makes it attractive for income-focused investors.
Firefly Aerospace Inc. (FLY) has a return on equity (ROE) of -141.3%. Negative ROE indicates the company is unprofitable.
Firefly Aerospace Inc. (FLY) had negative free cash flow of $257.4M in fiscal year 2025, likely due to heavy capital investments.