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Firefly Aerospace Inc.NasdaqGM:FLY Stock Report

Market Cap US$5.5b
Share Price
US$39.68
US$37
7.2% overvalued intrinsic discount
1Yn/a
7D-6.5%
Portfolio Value
View

Firefly Aerospace Inc.

NasdaqGM:FLY Stock Report

Market Cap: US$5.5b

Firefly Aerospace (FLY) Stock Overview

Operates as a space and defense technology company and provides mission solutions for national security, government, and commercial customers. More details

FLY fundamental analysis
Snowflake Score
Valuation0/6
Future Growth2/6
Past Performance0/6
Financial Health5/6
Dividends0/6

FLY Community Fair Values

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Firefly Aerospace Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Firefly Aerospace
Historical stock prices
Current Share PriceUS$32.36
52 Week HighUS$73.80
52 Week LowUS$16.00
Beta0
1 Month Change-9.02%
3 Month Change35.51%
1 Year Changen/a
3 Year Changen/a
5 Year Changen/a
Change since IPO-46.38%

Recent News & Updates

Seeking Alpha Apr 24

Firefly Aerospace: Future Looks More Certain Than Before

Summary Firefly Aerospace Inc. is rated Buy, supported by the transformative SciTech acquisition and a pivot to recurring software revenues. FLY delivered 541% YoY and 92% QoQ revenue growth, with Q4 revenue at $57.7 million, driven by SciTech and milestone completions. Backlog reached $1.4 billion, up 23% YoY, with 80% of 2026 revenue guidance ($420–$450 million) already booked. Despite deep unprofitability and a 470% sector premium on forward EV/sales, FLY’s cash position and government contracts underpin the bullish thesis. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha Apr 24

Firefly Aerospace: Future Looks More Certain Than Before

Summary Firefly Aerospace Inc. is rated Buy, supported by the transformative SciTech acquisition and a pivot to recurring software revenues. FLY delivered 541% YoY and 92% QoQ revenue growth, with Q4 revenue at $57.7 million, driven by SciTech and milestone completions. Backlog reached $1.4 billion, up 23% YoY, with 80% of 2026 revenue guidance ($420–$450 million) already booked. Despite deep unprofitability and a 470% sector premium on forward EV/sales, FLY’s cash position and government contracts underpin the bullish thesis. Read the full article on Seeking Alpha

Shareholder Returns

FLYUS Aerospace & DefenseUS Market
7D-6.5%3.2%2.1%
1Yn/a34.7%30.6%

Return vs Industry: Insufficient data to determine how FLY performed against the US Aerospace & Defense industry.

Return vs Market: Insufficient data to determine how FLY performed against the US Market.

Price Volatility

Is FLY's price volatile compared to industry and market?
FLY volatility
FLY Average Weekly Movement14.7%
Aerospace & Defense Industry Average Movement8.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: FLY's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: FLY's weekly volatility (15%) has been stable over the past year, but is still higher than 75% of US stocks.

About the Company

FoundedEmployeesCEOWebsite
20171,414Jason Kimwww.fireflyspace.com

Firefly Aerospace Inc. operates as a space and defense technology company and provides mission solutions for national security, government, and commercial customers. The company offers integrated launch and space services technology that is committed to enabling launch, transit, and operations in space. It also provides Launch solutions, such as Alpha, a responsive launch services; and Eclipse, a medium-lift launch vehicles.

Firefly Aerospace Inc. Fundamentals Summary

How do Firefly Aerospace's earnings and revenue compare to its market cap?
FLY fundamental statistics
Market capUS$5.54b
Earnings (TTM)-US$358.36m
Revenue (TTM)US$184.88m
28.0x
P/S Ratio
-14.5x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
FLY income statement (TTM)
RevenueUS$184.88m
Cost of RevenueUS$138.97m
Gross ProfitUS$45.91m
Other ExpensesUS$404.27m
Earnings-US$358.36m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-2.24
Gross Margin24.83%
Net Profit Margin-193.83%
Debt/Equity Ratio2.4%

How did FLY perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 05:27
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Firefly Aerospace Inc. is covered by 11 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael CrawfordB. Riley Securities, Inc.
Colin CanfieldCantor Fitzgerald & Co.
Xin YuDeutsche Bank