Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$216.0+2.38%TSM$427.1+2.06%SK hynix₩1,275,000−0.16%Samsung Electronics₩213,000−1.16%MU$911.8+3.91%ASML$1,599.8+1.78%AVGO$330.6+2.76%LITE$834.8+10.40%COHR$224.3+7.18%ANET$178.9+3.81%GEV$858.4+5.32%ETN$374.6+2.31%VRT$200.1+2.98%CEG$253.7+0.12%VST$142.8+1.90%PWR$566.3+3.64%HD Hyundai Electric₩447,000−4.89%MP$37.91−1.03%FCX$65.21+0.04%CCJ$79.25+0.83%MSFT$530.4+1.12%META$638.8−0.60%CRWD$260.3+1.04%SMH$543.4+3.07%SPY$765.5+0.73%
Home/Stocks/FLY
NASDAQ · US · Aerospace & Defense

FLY Firefly Aerospace

Small-lift launch and lunar landers

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Launch & Space Access · 58
Last close (delayed) · 2026-10-26
$18.51
+1.54% today
1W
+11.2%
1M
−24.0%
3M
−4.2%
YTD
−17.3%
1Y
−31.2%
Off 52w high
−68.5%
Next earnings (est.): 2026-11-10
Market cap$3.05B
P/E (trailing)—Forward -10.1
EV / sales8.2×EV/EBITDA -9.1×
Revenue (TTM)$287MGrowth 656.9% y/y
Margins22.9%gross · op -80.9%
Free cash flow-$167MCash $635M · debt $53.40M
Analyst target$38.00+105.3% upside · 11 analysts · buy
Riskβ —Short 11.8% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

FLY · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

5 events
  1. 5
    2026-08-11EarningsBeat / raise

    Reported EPS -0.42 vs -0.53 expected (+20.4% surprise).

  2. 4
    2026-05-04EarningsBeat / raise

    Reported EPS -0.46 vs -0.52 expected (+11.5% surprise).

  3. 3
    2026-03-19EarningsBeat / raise

    Reported EPS -0.38 vs -0.48 expected (+22.2% surprise).

  4. 2
    2025-11-12EarningsMiss / cut

    Reported EPS -0.55 vs -0.44 expected (-25.2% surprise).

  5. 1
    2025-09-22EarningsMiss / cut

    Reported EPS -5.66 vs -0.46 expected (-1138.7% surprise).

Latest headlines

Auto-updated daily

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-11-0.53-0.42+20.4%
2026-05-04-0.52-0.46+11.5%
2026-03-19-0.48-0.38+22.2%
2025-11-12-0.44-0.55−25.2%
2025-09-22-0.46-5.66−1138.7%

About Firefly Aerospace

Website ↗

Firefly Aerospace Inc. operates as a space and defense technology company and provides mission solutions for national security, government, and commercial customers in United States. 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. In addition, the company offers spacecraft solutions platforms, including Blue Ghost, a lunar delivery and operation service; and Elytra, which provides space maneuverability and servicing. Further, it provides software and sensor solutions; national security software and big data processing capabilities; and responsive space services, as well as Ocula, a lunar imaging service. Firefly Aerospace Inc. was incorporated in 2017 and is headquartered in L…

1,409 employees · Leander, United States

Launch & Space Access

58

One provider dominates launch mass to orbit. Alternatives for medium-lift are scarce, which gates every constellation outside it.

Engines→Vehicle→Pad→Orbit

What would prove us wrong. Weakens if a second medium-lift reusable vehicle reaches routine cadence.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
RKLB
Rocket Lab
Electron launch, Neutron and spacecraft $54.56+3.73%−26.2%−21.8%
LMT
Lockheed Martin
Satellites, ULA stake and defence $628.1+3.96%+20.9%+32.2%
NOC
Northrop Grumman
Solid rocket motors and spacecraft $562.9+2.08%+10.3%−0.1%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.