Firefly Aerospace (FLY) Financials: Revenue & Earnings

FLY price $19.77 -0.12 -0.61%

Ticker
FLY
Price
$19.77
Change
-0.12 -0.61%
Market cap ?
$3.31B
Beta ?
0.72
Sector
Industrials
Industry
Aerospace & Defense

Fair value

FLY fair value $16.99. Price $19.77. Price is 16% above fair value.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 13.90M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 167.40M. Net debt -484.37M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare FLY

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-10—-0.53—102.36M
2026-08-11-0.42-0.51117.68M88.20M
2026-05-04-0.46-0.5080.88M77.08M
2026-03-19-0.38-0.4857.67M52.41M
2025-11-12-1.50-0.4130.78M27.71M
2025-09-22-5.30-0.4215.55M16.82M
2025-07-11-0.47-0.4355.85M16.82M

Dividends

Yield 0.00%. Payout ratio —. Frequency —.

Safety score 24/100 · At risk. Payout ratio is not reported, so this part stays neutral. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-10-05Ambrose Richard FBuy6.72K——
2026-10-05Ambrose Richard FOther0——
2026-09-30AEROEQUITY GP, LLCSell42.22K——
2026-09-22Kim JesungBuy43.28K$2.31100.00K
2026-09-22Kim JesungSell43.28K$2.31100.00K
2026-09-17Ma DarrenBuy33.23K$0.4916.22K
2026-09-17Ma DarrenBuy54.29K$0.4222.97K
2026-09-17Ma DarrenSell54.29K$0.4222.97K
2026-09-17Ma DarrenSell33.23K$0.4514.90K
2026-09-16Ferring Russell SheaSell16.70K$20.28338.68K
2026-09-16Wu RemingtonSell1.83K$20.2837.05K
2026-09-16Ma DarrenSell18.31K$20.28371.31K
2026-09-16Kim JesungSell86.27K$20.281.75M
2026-08-24Ma DarrenSell256$23.105.91K
2026-08-14Boland Ryan MichaelBuy3.19K——
2026-08-14Boland Ryan MichaelSell40.82K——
2026-08-04O'Konek NathanBuy103.15K——
2026-06-15O'Konek NathanOther0——
2026-06-04McAllister Kevin GBuy3.63K——
2026-06-04Zurbuchen Thomas HansueliBuy3.63K——
2026-06-04Emerson Christopher Plummer IVBuy3.63K——
2026-06-04Boland Ryan MichaelBuy3.63K——
2026-06-04Braden Pamela JoyceBuy3.63K——
2026-06-04Lusczakoski Jonathan DonaldBuy3.63K——
2026-06-04Konert Kirk MichaelBuy3.63K——
2026-05-18Wheeler David LeighSell3.77K$2.318.70K
2026-05-18Wheeler David LeighBuy3.77K$2.318.70K
2026-05-18Wheeler David LeighSell3.77K$45.12169.88K
2026-04-17Wheeler David LeighSell3.77K$2.318.70K
2026-04-17Wheeler David LeighBuy3.77K$2.318.70K
2026-04-17Wheeler David LeighSell3.77K$45.04169.61K
2026-04-13Zurbuchen Thomas HansueliOther6.15K$2.3114.20K
2026-04-08Wu RemingtonBuy10.42K——
2026-03-23Boland Ryan MichaelBuy122.86K——
2026-03-23Boland Ryan MichaelSell688.75K——
2026-03-23Boland Ryan MichaelSell1.60M——
2026-03-19Kim JesungBuy52.84K——
2026-03-10Wheeler David LeighBuy25.04K——
2026-03-10Ma DarrenBuy26.63K——
2026-03-10Ferring Russell SheaBuy15.76K——
2026-03-10Sanchez Ramon GilbertBuy18.49K——
2026-02-25Emerson Christopher Plummer IVBuy3.33K——
2026-02-25Konert Kirk MichaelBuy3.33K——
2026-02-25Lusczakoski Jonathan DonaldBuy3.33K——
2026-02-25McAllister Kevin GBuy3.33K——
2026-02-25Zurbuchen Thomas HansueliBuy3.33K——
2026-02-25Weiser Marc AllenBuy3.33K——
2026-02-25Braden Pamela JoyceBuy3.33K——
2026-02-25Boland Ryan MichaelBuy3.33K——
2025-12-22Sanchez Ramon GilbertBuy100.00K——
2025-12-22Sanchez Ramon GilbertOther0——
2025-09-24Ferring Russell SheaBuy216.67K——
2025-09-24Wu RemingtonBuy30.00K——
2025-09-24Ma DarrenBuy222.22K——
2025-09-24Wheeler David LeighBuy55.56K——
2025-09-24Kim JesungBuy888.89K——
2025-09-24Fermon Daniel FrankBuy88.89K——
2025-08-24Ma DarrenBuy768——
2025-08-06Lusczakoski Jonathan DonaldBuy2.22K$45.0099.99K
2025-08-06Astera InstituteOther2.86M——
2025-08-06Astera InstituteOther10.00M——
2025-08-06Konert Kirk MichaelBuy3.33K$45.00149.99K
2025-08-06Lusczakoski Jonathan DonaldBuy266$45.0011.97K
2025-08-06Braden Pamela JoyceBuy8.89K$45.00399.96K
2025-08-06Zurbuchen Thomas HansueliBuy800$45.0036.00K
2025-08-06AEROEQUITY GP, LLCBuy11.11K$45.00500.00K
2025-08-06MITSUI & CO LTDOther0——
2025-08-06AEROEQUITY GP, LLCOther0——
2025-08-06AEROEQUITY GP, LLCOther0——
2025-08-06AEROEQUITY GP, LLCOther0——
2025-08-06AEROEQUITY GP, LLCOther0——
2025-08-06AEROEQUITY GP, LLCOther0——
2025-08-06AEROEQUITY GP, LLCOther100.32K$21.172.12M
2025-08-06Markusic Thomas EOther0——
2025-08-06Markusic Thomas EOther4.52M$1.014.56M
2025-08-06Markusic Thomas EOther491.64K$1.11545.63K
2025-08-06Braden Pamela JoyceOther0——
2025-08-06Lusczakoski Jonathan DonaldOther0——
2025-08-06Boland Ryan MichaelOther0——
2025-08-06Boland Ryan MichaelOther0——
2025-08-06Boland Ryan MichaelOther0——
2025-08-06Emerson Christopher Plummer IVOther15.36K$0.8813.50K
2025-08-06McAllister Kevin GOther0——
2025-08-06Konert Kirk MichaelOther0——
2025-08-06Weiser Marc AllenOther0——
2025-08-06Weiser Marc AllenOther0——
2025-08-06Ferring Russell SheaOther0——
2025-08-06Ferring Russell SheaOther246.56K$2.31569.69K
2025-08-06Ferring Russell SheaOther16.11K$0.8113.11K
2025-08-06Ferring Russell SheaOther17.82K$0.8815.66K
2025-08-06Ferring Russell SheaOther85.53K$1.0186.30K
2025-08-06Ferring Russell SheaOther31.27K$0.4915.26K
2025-08-06Wheeler David LeighOther0——
2025-08-06Wheeler David LeighOther303.52K$2.31701.32K
2025-08-06Wheeler David LeighOther13.70K$0.8111.14K
2025-08-06Wheeler David LeighOther36.87K$0.8832.40K
2025-08-06Wu RemingtonOther30.73K$2.3171.00K
2025-08-06Fermon Daniel FrankOther161.32K$2.31372.75K
2025-08-06Fermon Daniel FrankOther23.05K$0.8118.75K
2025-08-06Fermon Daniel FrankOther153.64K$0.88135.00K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 294, holders +57 vs prior quarter. Ownership 58.85%.

HolderSharesChangeChange %Value
AE INDUSTRIAL PARTNERS, LP34.53M-697.17K-1.98%1.02B
BLACKROCK, INC.5.90M3.87M+189.70%173.57M
STATE STREET CORP4.18M3.69M+751.37%122.87M
VANGUARD PORTFOLIO MANAGEMENT LLC3.59M1.16M+47.96%105.58M
VANGUARD CAPITAL MANAGEMENT LLC3.07M737.27K+31.59%90.29M
VAN ECK ASSOCIATES CORP3.05M927.80K+43.75%89.62M
JPMORGAN CHASE & CO2.79M2.16M+341.24%81.22M
TWO SIGMA INVESTMENTS, LP2.71M2.71MNew79.80M
TEMA ETFS LLC2.28M2.28MNew67.06M
TIDAL INVESTMENTS LLC2.17M2.17MNew63.71M
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.99M1.84M+1190.47%58.60M
PHOENIX FINANCIAL LTD.1.81M1.15M+174.65%53.30M
CITADEL ADVISORS LLC1.71M1.62M+1903.40%50.23M
PRICE T ROWE ASSOCIATES INC /MD/1.65M764.53K+86.15%48.57M
UBS GROUP AG1.63M557.05K+52.12%47.80M
JANE STREET GROUP, LLC1.60M800.30K+100.44%46.95M
GEODE CAPITAL MANAGEMENT, LLC1.55M898.08K+137.76%45.57M
JANE STREET GROUP, LLC1.51M717.00K+89.98%44.51M
CAPITAL WORLD INVESTORS1.24M33.80K+2.80%36.43M
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.20M1.04M+674.81%35.19M
MORGAN STANLEY1.15M724.14K+168.39%33.93M
CITADEL ADVISORS LLC1.14M1.05M+1236.69%33.52M
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.1.05M1.05MNew30.98M
MAREX GROUP LTD964.35K502.14K+108.64%28.35M
PENSERRA CAPITAL MANAGEMENT LLC925.29K158.64K+20.69%27.20M

Earnings and financials

Firefly Aerospace Inc. (FLY) trades at $19.77, with a market cap of $3.31B and a trailing P/E of n/a. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

Insights · Dividends · Forecast · Financials · Learn

Stocklytics home · Screener

Firefly Aerospace (FLY) Financials: Revenue & Earnings

FLY$19.77-0.12 -0.61%

$3.31B

Market Cap

—

P/E

—

Forward P/E

—

Score

Price History