FLY Firefly Aerospace Inc.

FLY Firefly Aerospace Inc.

Industrials · Aerospace & Defense

Desk view

Watchingmedium conviction
Perspectives Spacex Ipo Liquidity Event

Market read

Scan convergence 1 scan as of 2026-08-17 1 neutral converging

POC $24.66 · VWAP $31.59 · -14.0% vs 12m avg buyer

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

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

4 related perspectives

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 →
RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d SPCX+17.9% +4.5%1d +5.4%7d ARKX+14.5% -0.5%1d +0.9%7d PL+8.5% -1.3%1d +5.6%7d IRDM+7.2% -0.3%1d +1.5%7d GSAT+4.9% +0.8%1d -0.9%7d ECHO+0.6% +0.7%1d +3.8%7d
@spacex-s1-supply-chain
View watchlist →
RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d BKSY+38.7% -0.5%1d +7.6%7d LITE+32.2% +4.6%1d +19.1%7d COHR+26.5% +7.8%1d +7.9%7d ATI+24.5% +1.4%1d +1.6%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d MU+19.2% +4.1%1d +17.5%7d CIEN+18.9% +3.8%1d +14.9%7d ARKX+14.5% -0.5%1d +0.9%7d ETN+14.1% +0.9%1d +2.4%7d VSAT+13.9% -1.8%1d -4.0%7d NVDA+10.9% -0.1%1d +3.4%7d SEI+9.4% +4.2%1d +12.5%7d PL+8.5% -1.3%1d +5.6%7d AR+8.4% -2.6%1d -1.8%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d IRDM+7.2% -0.3%1d +1.5%7d HWM+6.2% 0.0%1d +1.9%7d AVGO+5.8% -0.1%1d -7.1%7d ALAB+5.5% -0.5%1d +0.9%7d GSAT+4.9% +0.8%1d -0.9%7d SPXC+2.8% +0.1%1d +2.5%7d GEV+2.0% +1.5%1d +9.0%7d KMI+1.0% -1.5%1d +3.0%7d VRT+1.0% -0.5%1d +8.3%7d ECHO+0.6% +0.7%1d +3.8%7d HXL-0.5% -0.9%1d +2.3%7d GOOGL-0.8% -0.6%1d -3.8%7d RMBS-0.8% -0.2%1d +5.0%7d CRS-2.8% -0.4%1d -3.1%7d DTM-6.9% -1.4%1d +0.6%7d TSLA-10.9% -0.9%1d +2.5%7d

Next earnings FLY reports in 85 days Nov 11

Last report Aug 11

COVERAGE GAP — this name's print date has passed and tonight's bounded news pass did not include it. No coverage was acquired; nothing is asserted about the result. Refill on the next daily or when the name earns a targeted pull.

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. EPS only.

5 quarters on file · newest report Aug 11 · projection Aug 17

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 58 days ago · Jun 21

FLY research tape

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

scan Washout-Turn Scan — 2026-08-17 scan Washout-Turn Scan — 2026-08-13 earnings FLY earnings — 2026-08-11 earnings FLY earnings — 2026-08-04 candidate RKLB — candidate.roundup
Types
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
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
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +4 more