The Motley Fool·1d ago
Why Firefly Aerospace Stock Went to the Moon TodayAST SpaceMobile wants to build its own rocketship to launch its satellites. AST will buy 36 rocket engines from Firefly, then license the right to build even more.
Firefly Aerospace is scaling rapidly, with Q2 2026 revenue crossing $100M for the first time and gross profit tripling sequentially to $23.9M, suggesting early commercial traction.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 11, 2026 | -$0.42+18.1% vs -$0.51 | $118M+33.4% vs $88M |
Q2 2026 May 4, 2026 | -$0.46+8.0% vs -$0.50 | $81M+4.9% vs $77M |
Q2 2026 Mar 19, 2026 | -$0.38+20.8% vs -$0.48 | $58M+10.0% vs $52M |
Q4 2025 Nov 12, 2025 | -$1.50-266.5% vs -$0.41 | $31M+11.1% vs $28M |
AST SpaceMobile wants to build its own rocketship to launch its satellites. AST will buy 36 rocket engines from Firefly, then license the right to build even more.
Firefly inks $1.3 billion deal to supply engines for new AST SpaceMobile 'Blacklift' rocket
Firefly Aerospace Inc. (NASDAQ:FLY) and AST SpaceMobile Inc. (NASDAQ:ASTS) shares are trading higher Friday after Firefly announced a rocket engine agreement with AST SpaceMobile valued at more than $1.3 billion. The move may also reflect a recovery in space and defense stocks after losses Thursday, when concerns about military spending following Democrats' midterm gains weighed on the sector.
Three-year agreement includes engine delivery, licensed IP, and engineering support for AST SpaceMobile's new heavy-lift rocket, injecting additional funds for Firefly to accelerate its own launch vehicle production
Benchmark FLY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Firefly Aerospace Inc. (FLY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $20.76 | $3.41B | -9.24 | 162.95% | -126.64% | -32.55% | 0.16% | |
| $15.06 | $42.53B | 32.86 | 22.99% | 13.38% | 5.55% | — | |
| $2.05 | $24.37M | -0.68 | -47.49% | -927.68% | -90.19% | — | |
| $32.33 | $9.66B | -15.63 | 1505.21% | -536.66% | -27.27% | — | |
| $2.77 | $356.05M | -1.24 | -78.06% | -23867.44% | -88.5% | — | |
| $173.40 | $137.05B | 17.69 | 34.5% | 8.07% | 126.96% | 0.25% |
Firefly Aerospace Inc. (FLY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Firefly Aerospace Inc. (FLY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 11, 2026·SEC
Jun 5, 2026·SEC
Jun 2, 2026·SEC
Mar 20, 2026·SEC
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Firefly Aerospace Inc. (FLY) stock FAQ — growth, dividends, profitability & financials explained
Firefly Aerospace Inc. (FLY) reported $287.0M in revenue over the trailing twelve months. Revenue was $159.9M in fiscal year 2025. That is 189% more than the $55.2M of fiscal year 2023.
Firefly Aerospace Inc. (FLY) grew revenue by 163.0% in fiscal year 2025, compared with the prior fiscal year.
No. Firefly Aerospace Inc. (FLY) reported a net loss of $363.5M over the trailing twelve months.
Yes. Firefly Aerospace Inc. (FLY) pays a dividend that yields 0.16% at the current price, a small yield.
Firefly Aerospace Inc. (FLY) had a return on equity (ROE) of -32.5% over the trailing twelve months. A negative ROE means the company lost money over the period.
Firefly Aerospace Inc. (FLY) had negative free cash flow of $326.5M over the trailing twelve months.
