FLY Firefly Aerospace Inc.

FLY Firefly Aerospace Inc.

Industrials · Aerospace & Defense

Desk view

Passednone; down on the year and under the 200-day (about $27.79 on 2026-09-25); revisit after the report calendared for November 11 (2026-09-25)
Basis Open desk call ·Logged decision
Updated

Market read

POC $22.72 · VWAP $30.00 · -39.2% vs 12m avg buyer

collapse vol: compressedgaps: overnight-shiftchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

4 related campaigns

Watchlists @space@spacex-s1-supply-chain

FLY Price Structure

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Peers

Every watchlist FLY belongs to, members best 30-day change first — FLY highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@space
View watchlist →
GSAT0.0% +0.2%1d +0.2%7d SPCX-0.6% +1.9%1d +1.0%7d ECHO-3.9% +3.8%1d +4.3%7d IRDM-8.1% +1.4%1d +1.5%7d ARKX-8.7% +0.7%1d -0.1%7d FLY-16.8% +4.0%1d +8.8%7d PL-18.1% +2.5%1d -1.1%7d RKLB-25.2% +2.7%1d +3.5%7d RDW-25.8% +2.7%1d -0.4%7d LUNR-31.0% +0.7%1d -2.4%7d ASTS-33.7% +2.6%1d -2.1%7d
@spacex-s1-supply-chain
View watchlist →
AR+12.7% +2.9%1d +3.9%7d KMI+9.8% +2.1%1d +0.7%7d GSAT0.0% +0.2%1d +0.2%7d DTM-1.5% +0.4%1d +0.2%7d TSLA-2.1% -0.6%1d +4.9%7d ECHO-3.9% +3.8%1d +4.3%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d HXL-7.5% -2.0%1d -11.8%7d SPXC-7.6% +0.2%1d -3.4%7d IRDM-8.1% +1.4%1d +1.5%7d ARKX-8.7% +0.7%1d -0.1%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d SEI-12.9% +0.2%1d -6.4%7d GEV-14.4% -1.5%1d -11.5%7d ATI-14.8% -3.1%1d -15.5%7d ETN-16.6% -0.8%1d -6.4%7d VSAT-16.6% +4.2%1d +4.5%7d FLY-16.8% +4.0%1d +8.8%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d PL-18.1% +2.5%1d -1.1%7d HWM-18.7% -3.8%1d -15.9%7d LITE-19.3% +0.5%1d -8.3%7d BKSY-21.0% +5.3%1d +1.5%7d VRT-21.9% -0.7%1d -5.9%7d RKLB-25.2% +2.7%1d +3.5%7d RDW-25.8% +2.7%1d -0.4%7d CRS-27.9% -2.6%1d -24.5%7d ALAB-28.7% -0.3%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d COHR-30.4% +0.7%1d -10.1%7d LUNR-31.0% +0.7%1d -2.4%7d ASTS-33.7% +2.6%1d -2.1%7d

Next earnings FLY reports in 18 days Nov 10

Last report Aug 11

Firefly Aerospace furnished its earnings release to the SEC on August 11, 2026 (8-K, Item 2.02) and filed its 10-Q for the quarter ended June 30, 2026 the same day. No figures from these filings are recorded here.

full note →

Against street estimates

How FLY's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

5 quarters on file · newest report Aug 11 · projection Oct 23

Result
Aug 11 -0.53-0.42+20.4%Beat
May 4 -0.52-0.46+11.5%Beat
Mar 19 -0.48-0.38+22.2%Beat
Nov 12 '25 -0.44-0.55 GAAP ≠ -25.2%Miss
Sep 22 '25 -0.46-5.66-1138.7%Miss

News (last pull)

Headlines about FLY from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 27 days ago · Sep 26

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

FLY research tape

21 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief The AI Trade Was Sold Through Its Lenders; Monday Bought Back the Parts brief Rocket Stocks Gave Back Their September Bounce: Still Repairing, Not Taking Off scan Washout-Turn Scan — 2026-09-30 scan Washout-Turn Scan — 2026-09-28 brief Rocket Stocks Bounced Under Their 200-Day Lines; Google's Space TPUs Are a Four-Chip Test
Types
Oct 19 Market Brief The AI Trade Was Sold Through Its Lenders; Monday Bought Back the Parts
CLFAGIOAXTIALMARKXCDNSEGLDRSP +4 more
Sep 30 Article Rocket Stocks Gave Back Their September Bounce: Still Repairing, Not Taking Off
RKLBSPCXFLYVSATASTSECHOIRDMGSAT +4 more
Sep 30 Scan Washout Turn Scan
AAONADMACAMTCCLDPRODUSTFLYFN +4 more
Sep 28 Scan Washout Turn Scan
AAONACLSADMAAEISALNYAMKREAOSLESI +4 more
Sep 25 Article Rocket Stocks Bounced Under Their 200-Day Lines; Google's Space TPUs Are a Four-Chip Test
RKLBVSATSPCXPLFLYIRDMGSATASTS +4 more
Sep 25 Scan Washout Turn Scan
AALAAONACLSAIAIPAKAMALNYAMKRE +4 more
Sep 24 Scan Washout Turn Scan
AAONAEISAIPAMKREAOSLBELFBBKKTBTDR +4 more
Aug 17 Scan Washout Turn Scan
AAACHRAEMAGAGIALBALMUAMR +4 more
Aug 13 Scan Washout Turn Scan
AAUCACHRACNADBEAEMAGAGIAI +4 more
Aug 11 Catalyst FLY earnings
FLY
Aug 4 Catalyst FLY earnings — 2026-08-04 (no report on this date)
FLY
Jun 26 Update RKLB — candidate.roundup
RKLBASTSLUNRRDWFLYARKXSPCX
Jun 25 Update RKLB — candidate.roundup
RKLBASTSLUNRRDWPLFLYARKX
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXNBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 16 Update Space Candidates
RKLBGSATARKXFLYECHOASTSLUNRIRDM +2 more
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXNVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 1 Source $RKLB down 12.28% today: Other space names like $ASTS, $RDW, $FLY are down, seem
RKLBASTSRDWFLY
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXECHOSTMLINAPDNOCRKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
May 22 Source $FLY is up 50% since May 5. As space sentiment surges around the SpaceX IPO, sti
FLY
Apr 11 Source Follows Roundup
AAOIAEHRAMKREAMZNAXTICIENCLSECOHR +4 more