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 $30.12 · -44.4% vs 12m avg buyer

downtrend vol: normalgaps: 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 →
GSAT+0.6% -0.7%1d -1.7%7d SPCXE-3.2% -1.7%1d -10.2%7d ARKX-5.4% -2.1%1d -7.2%7d IRDM-7.5% -2.7%1d -7.8%7d ECHO-8.7% -1.7%1d -10.0%7d PL-15.4% -6.7%1d -21.1%7d FLY-17.4% -6.1%1d -16.3%7d RKLB-20.2% -8.0%1d -25.5%7d RDW-22.2% -5.8%1d -12.4%7d LUNR-22.3% -6.8%1d -18.3%7d ASTS-31.4% -8.6%1d -20.2%7d
@spacex-s1-supply-chain
View watchlist →
KMI+11.3% +4.2%1d +5.3%7d AR+8.3% +6.1%1d +7.7%7d RMBS+7.2% -6.0%1d -18.8%7d ALAB+6.2% -5.3%1d -16.5%7d GSAT+0.6% -0.7%1d -1.7%7d NVDA+0.1% -1.4%1d -6.6%7d GEV-0.4% -0.6%1d -8.3%7d GOOGL-0.7% -2.5%1d -3.1%7d HXL-0.9% +0.4%1d +6.2%7d TSLA-0.9% -2.1%1d -7.3%7d DTM-1.1% +4.1%1d -0.3%7d TSM-1.2% -2.3%1d -9.0%7d ETN-1.6% -2.8%1d -8.9%7d ATI-2.1% -2.0%1d -3.3%7d CIEN-2.3% -6.7%1d -26.0%7d SEI-2.9% -3.7%1d -17.9%7d HWM-3.0% +0.6%1d -1.9%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d ARKX-5.4% -2.1%1d -7.2%7d SPXC-7.1% -0.8%1d -2.0%7d IRDM-7.5% -2.7%1d -7.8%7d CRS-8.4% -0.9%1d -2.3%7d ECHO-8.7% -1.7%1d -10.0%7d LITE-10.4% -5.2%1d -25.3%7d VRT-13.8% -3.9%1d -15.0%7d PL-15.4% -6.7%1d -21.1%7d VSAT-17.1% -4.3%1d -18.3%7d FLY-17.4% -6.1%1d -16.3%7d BE-18.0% -6.3%1d -21.1%7d BKSY-19.5% -6.1%1d -17.2%7d COHR-19.7% -7.1%1d -25.5%7d RKLB-20.2% -8.0%1d -25.5%7d RDW-22.2% -5.8%1d -12.4%7d LUNR-22.3% -6.8%1d -18.3%7d ASTS-31.4% -8.6%1d -20.2%7d

Next earnings FLY reports in 24 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. EPS only.

5 quarters on file · newest report Aug 11 · projection Oct 16

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 21 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

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

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 scan Washout-Turn Scan — 2026-09-25
Types
Sep 30 Article Rocket Stocks Gave Back Their September Bounce: Still Repairing, Not Taking Off
RKLBSPCXEFLYVSATASTSECHOIRDMGSAT +4 more
Sep 30 Scan Washout Turn Scan
AAONADMACAMTCCLDPRODUSTFLYFN +4 more
Sep 28 Scan Washout Turn Scan
AAONACLSADMAAEISALNYAMKRAOSLESI +4 more
Sep 25 Article Rocket Stocks Bounced Under Their 200-Day Lines; Google's Space TPUs Are a Four-Chip Test
RKLBVSATSPCXEPLFLYIRDMGSATASTS +4 more
Sep 25 Scan Washout Turn Scan
AALAAONACLSAIAIPAKAMALNYAMKR +4 more
Sep 24 Scan Washout Turn Scan
AAONAEISAIPAMKRAOSLBELFBBKKTBTDR +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
RKLBASTSLUNRRDWFLYARKXSPCXE
Jun 25 Update RKLB — candidate.roundup
RKLBASTSLUNRRDWPLFLYARKX
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXENBISCRWVCORZIRENAPLDNVDAMSFT#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
SPCXENVDAMSFTGOOGLAMZNMETANBISCRWV#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
SPCXEECHOSTMLINAPDNOCERKLBASTS#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