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Firefly Aerospace Inc. (FLY)

Industrials | Aerospace & Defense | Leander, United States | NasdaqGM
22.27 USD -1.82 (-7.555%) ⇩ (July 13, 2026, 4 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★⯪☆☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 4:59 a.m. EDT

The narrative surrounding Firefly Aerospace is currently dominated by high-stakes optimism regarding its upcoming public offering and the $13 million NASA Mars subcontract. While the company boasts impressive revenue growth of nearly 45%, the financial reality remains starkly negative: the business is burning cash with operating losses exceeding $200 million annually and negative free cash flow. The balance sheet is fragile, with debt-to-equity nearing 5x and no earnings to support the current valuation multiples. Consequently, the stock is priced entirely on future potential rather than current performance. The options data confirms this speculative nature, with traders placing large bets on extreme moves in both directions, indicating a market waiting for a binary catalyst. However, the statistical forecasting models offer almost no guidance, reflecting the difficulty in predicting such volatile, event-driven assets. For investors, this is a classic high-risk venture play where the thesis relies on successful commercialization of lunar missions to turn the tide on profitability. Until revenue growth translates into sustainable margins and cash flow, the long-term outlook remains neutral due to the inherent execution risks in the aerospace sector.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.172991
MSTL_460.174517
AutoARIMA0.176245
AutoETS0.176245
MSTL0.178297

Forecast horizon: 60 days | Selected: AutoTheta

Forecast Reliability
Score 29%
H-stat 6.25
Ljung-Box p 0.000
Jarque-Bera p 0.717
Excess Kurtosis -0.48
Attribute Value
Sector Industrials
Debt to Equity Ratio 4.796
Revenue per Share 1.748
Market Cap 3,657,518,336
Forward P/E -17.30
Profit Margins -193.83%
Website https://www.fireflyspace.com

As of July 11, 2026, 4:59 a.m. EDT: Speculators are positioning for significant volatility rather than a specific directional breakout. Call open interest shows heavy walls at distant strikes ($50, $65, $70, $80, $90), suggesting a belief in a massive moonshot rally, while put open interest clusters tightly around the money ($20-$30 range) with notable volume spikes at $20 and $31. This 'straddle' style positioning implies traders expect a binary event—either a parabolic surge driven by the lunar mission news or a sharp correction—but the lack of directional skew in the immediate term suggests uncertainty about which way the catalyst will push the price.


Info Dump

Attribute Value
52 Week Change -0.6309859
Address1 2,203 Scottsdale Drive
All Time High 73.8
All Time Low 16.0
Ask 28.32
Ask Size 2
Audit Risk 8
Average Analyst Rating 1.6 - Buy
Average Daily Volume10 Day 4,190,880
Average Daily Volume3 Month 7,195,070
Average Volume 7,195,070
Average Volume10Days 4,190,880
Bid 17.0
Bid Size 2
Board Risk 10
Book Value 6.903
City Leander
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 10
Country United States
Crypto Tradeable 0
Currency USD
Current Price 22.27
Current Ratio 2.53
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 23.8
Day Low 22.06
Debt To Equity 4.796
Display Name Firefly Aerospace
Earnings Call Timestamp End 1,777,928,400
Earnings Call Timestamp Start 1,777,928,400
Earnings Timestamp 1,777,924,800
Earnings Timestamp End 1,785,873,600
Earnings Timestamp Start 1,785,873,600
Ebitda -224,756,000
Ebitda Margins -1.21569
Enterprise To Ebitda -13.658
Enterprise To Revenue 16.604
Enterprise Value 3,069,802,240
Eps Current Year -2.11
Eps Forward -1.2875
Eps Trailing Twelve Months -4.94
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 35.5633
Fifty Day Average Change -13.293301
Fifty Day Average Change Percent -0.37379265
Fifty Two Week Change Percent -63.09859
Fifty Two Week High 73.8
Fifty Two Week High Change -51.530003
Fifty Two Week High Change Percent -0.6982385
Fifty Two Week Low 16.0
Fifty Two Week Low Change 6.2700005
Fifty Two Week Low Change Percent 0.39187503
Fifty Two Week Range 16.0 - 73.8
Financial Currency USD
First Trade Date Milliseconds 1,754,573,400,000
Float Shares 95,940,836
Forward Eps -1.2875
Forward P E -17.297087
Free Cashflow -146,637,120
Full Exchange Name NasdaqGM
Full Time Employees 1,409
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.24831
Gross Profits 45,907,000
Has Pre Post Market Data 1
Held Percent Insiders 0.20403999
Held Percent Institutions 0.6011
Implied Shares Outstanding 164,235,217
Industry Aerospace & Defense
Industry Disp Aerospace & Defense
Industry Key aerospace-defense
Ipo Expected Date 2,025-08-07
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary 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 Leander, Texas.
Long Name Firefly Aerospace Inc.
Market us_market
Market Cap 3,657,518,336
Market State PRE
Max Age 86,400
Message Board Id finmb_684180934
Most Recent Quarter 1,774,915,200
Net Income To Common -358,358,016
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 3,658,339,458
Number Of Analyst Opinions 9
Open 23.665
Operating Cashflow -210,932,000
Operating Margins -1.15925
Overall Risk 10
Payout Ratio 0.0
Phone 512 893 5570
Pre Market Change 0.23999977
Pre Market Change Percent 1.0776819
Pre Market Price 22.51
Pre Market Time 1,784,034,366
Previous Close 24.09
Price Eps Current Year -10.554503
Price Hint 2
Price To Book 3.2261336
Price To Sales Trailing12 Months 19.783308
Profit Margins -1.93834
Quick Ratio 2.24
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.55556
Region US
Regular Market Change -1.82
Regular Market Change Percent -7.555
Regular Market Day High 23.8
Regular Market Day Low 22.06
Regular Market Day Range 22.06 - 23.8
Regular Market Open 23.665
Regular Market Previous Close 24.09
Regular Market Price 22.27
Regular Market Time 1,783,972,801
Regular Market Volume 3,124,724
Return On Assets -0.1682
Return On Equity -0.62148
Revenue Growth 0.448
Revenue Per Share 1.748
Sand P52 Week Change 0.20365608
Sector Industrials
Sector Disp Industrials
Sector Key industrials
Share Holder Rights Risk 7
Shares Outstanding 164,235,217
Shares Percent Shares Out 0.080299996
Shares Short 13,190,080
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 11,413,957
Short Name Firefly Aerospace Inc.
Short Percent Of Float 0.13430001
Short Ratio 1.63
Source Interval 15
State TX
Symbol FLY
Target High Price 65.0
Target Low Price 34.0
Target Mean Price 48.11111
Target Median Price 50.0
Total Cash 551,625,984
Total Cash Per Share 3.443
Total Debt 52,990,000
Total Revenue 184,879,008
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -4.94
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 28.37165
Two Hundred Day Average Change -6.10165
Two Hundred Day Average Change Percent -0.21506152
Type Disp Equity
Volume 3,124,724
Website https://www.fireflyspace.com
Zip 78,641