Firefly Aerospace Inc.

NasdaqGM:FLY Stock Report

Market Cap: US$6.5b

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 percentage1.28%
CEO tenure1.6yrs
CEO ownershipn/a
Management average tenure3yrs
Board average tenure1.3yrs

Recent management updates

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

CEO Compensation Analysis

How has Jason Kim's remuneration changed compared to Firefly Aerospace's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$358m

Dec 31 2025US$38mUS$488k

-US$334m

Sep 30 2025n/an/a

-US$396m

Jun 30 2025n/an/a

-US$302m

Mar 31 2025n/an/a

-US$280m

Dec 31 2024US$2mUS$115k

-US$266m

Compensation vs Market: Jason's total compensation ($USD38.22M) is above average for companies of similar size in the US market ($USD8.41M).

Compensation vs Earnings: Jason's compensation has increased whilst the company is unprofitable.

CEO

Jason Kim (47 yo)

1.6yrs
Tenure
US$38,219,515
Compensation

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

NamePositionTenureCompensationOwnership
Jason Kim
CEO & Director1.6yrsUS$38.22mno data
Darren Ma
Chief Financial Officer5.8yrsUS$11.33m0.0071%
$ 458.0k
Ramon Sanchez
Chief Operating Officerless than a yearUS$11.79mno data
Remington Wu
Chief Accounting Officerno datano datano data
Russel Ferring
Chief Technology Officer2.9yrsno data0.19%
$ 12.5m
Brad Warezak
Chief Information Officerno datano datano data
Michael Sheetz
Director of IRno datano datano data
David Wheeler
Senior VP & General Counsel3.9yrsno data0.039%
$ 2.5m
Trina Patterson
Chief Marketing Officer3.2yrsno datano data
John Termotto
Chief People Officerno datano datano data
Will Coogan
Chief Engineer of Blue Ghostno datano datano data
Olga Bai
Chief of Staffno datano datano data
3.0yrs
Average Tenure
51yo
Average Age

Experienced Management: FLY's management team is considered experienced (3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Jason Kim
CEO & Director1.6yrsUS$38.22mno data
Christopher Emerson
Independent Director3.7yrsUS$69.97k0%
$ 0
Pamela Braden
Independent Directorless than a yearUS$39.95k0.015%
$ 980.8k
Kevin McAllister
Independent Directorless than a yearUS$54.95kno data
Thomas Zurbuchen
Independent Director1yrUS$97.54k0.00050%
$ 32.4k
Kirk Konert
Independent Chairman4.2yrsUS$104.95k0.0021%
$ 134.7k
James Cartwright
Member of Advisory Boardno datano datano data
Jonathan Lusczakoski
Independent Directorless than a yearUS$39.95k0.0014%
$ 90.0k
Douglas Loverro
Member of Advisory Board4.3yrsno datano data
James Bridenstine
Member of Advisory Board3.6yrsno datano data
Ryan Boland
Independent Directorless than a yearUS$59.95k0.079%
$ 5.1m
1.3yrs
Average Tenure
51yo
Average Age

Experienced Board: FLY's board of directors are not considered experienced ( 1.3 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/17 06:24
End of Day Share Price 2026/05/15 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