Firefly Aerospace Management
Management criteria checks 1/4
We currently do not have sufficient information about the CEO.
Key information
Jason Kim
Chief executive officer
US$38.2m
Total compensation
| CEO salary percentage | 1.28% |
| CEO tenure | 1.8yrs |
| CEO ownership | n/a |
| Management average tenure | 2.4yrs |
| Board average tenure | 1.5yrs |
Recent management updates
Recent updates
FLY: MoonFall Contract Will Anchor Future Lunar And Defense Upside
Analysts have adjusted their price target for Firefly Aerospace from $37.00 to $48.22. This reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.Firefly Aerospace: A Discounted Space And Defense Platform
Summary Firefly is rated BUY with a 12-month price target of $53, reflecting a significant discount to fair value after recent share price weakness. FLY's diversified platform now spans launch vehicles, lunar landers, and AI-enabled defense software, with the SciTec acquisition adding recurring, stable government contract revenue. Record Q1 revenue of $80.9 million and reaffirmed 2026 guidance of $420–$450 million, with 80% of sales already booked and a $1.3 billion backlog, support the growth thesis. FLY trades at ~14x 2026 sales guidance versus RocketLab's 70x, with defense contracts and successful lunar missions offering upside despite execution and launch cadence risks. Read the full article on Seeking AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$358m |
| Dec 31 2025 | US$38m | US$488k | -US$334m |
| Sep 30 2025 | n/a | n/a | -US$396m |
| Jun 30 2025 | n/a | n/a | -US$302m |
| Mar 31 2025 | n/a | n/a | -US$280m |
| Dec 31 2024 | US$2m | US$115k | -US$266m |
Compensation vs Market: Jason's total compensation ($USD38.22M) is above average for companies of similar size in the US market ($USD6.91M).
Compensation vs Earnings: Jason's compensation has increased whilst the company is unprofitable.
CEO
Jason Kim (48 yo)
Mr. Jason Kim is Chief Executive Officer and Director of Firefly Aerospace Inc. from October 1, 2024. He serves as Director of Strategic Planning at Millennium Space Systems Inc. He served as CEO of Millen...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.8yrs | US$38.22m | no data | |
| Chief Financial Officer | 5.9yrs | US$11.33m | 0.0071% $ 327.4k | |
| Chief Operating Officer | less than a year | US$11.79m | no data | |
| Chief Accounting Officer | no data | no data | no data | |
| Chief Technology Officer | 3.1yrs | no data | 0.19% $ 9.0m | |
| Chief Information Officer | no data | no data | no data | |
| Director of IR | no data | no data | no data | |
| General Counsel | less than a year | no data | no data | |
| Chief Marketing Officer | 3.3yrs | no data | no data | |
| Chief People Officer | no data | no data | no data | |
| Chief Engineer of Blue Ghost | no data | no data | no data | |
| Chief of Staff | no data | no data | no data |
Experienced Management: FLY's management team is considered experienced (2.4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.8yrs | US$38.22m | no data | |
| Independent Director | 3.8yrs | US$69.97k | 0% $ 0 | |
| Independent Director | less than a year | US$39.95k | 0.015% $ 701.1k | |
| Independent Director | less than a year | US$54.95k | no data | |
| Independent Director | 1.2yrs | US$97.54k | 0.00050% $ 23.2k | |
| Independent Chairman | 4.3yrs | US$104.95k | 0.0021% $ 96.3k | |
| Member of Advisory Board | no data | no data | no data | |
| Independent Director | less than a year | US$39.95k | 0.0014% $ 64.4k | |
| Member of Advisory Board | 4.5yrs | no data | no data | |
| Member of Advisory Board | 3.8yrs | no data | no data | |
| Independent Director | less than a year | US$59.95k | 0.079% $ 3.6m |
Experienced Board: FLY's board of directors are not considered experienced ( 1.5 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/05 06:21 |
| End of Day Share Price | 2026/07/02 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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 10 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.
| Analyst | Institution |
|---|---|
| Michael Crawford | B. Riley Securities, Inc. |
| Colin Canfield | Cantor Fitzgerald & Co. |
| Xin Yu | Deutsche Bank |