Firefly Aerospace: A $1.3B Backlog, Interesting, But Not Enough [Seeking Alpha]
Firefly Aerospace Inc. (FLY)
Last firefly aerospace inc. earnings: 2/27 07:00 am
Check Earnings Report
US:NYSE Investor Relations:
flyleasing.com/investor-relations
Company Research
Source: Seeking Alpha
FLY's revenue growth is highly volatile and unpredictable, undermining visibility into future performance and making premium valuation difficult to justify. Management lacks significant equity ownership, and a large private equity overhang could drive near-term selling pressure and market dilution. At over 30x 2025 revenues and persistent free cash flow burn, I remain neutral and on the sidelines, monitoring for improved fundamentals. Looking for a helping hand in the market? Members of Deep Value Returns get exclusive ideas and guidance to navigate any climate. Learn More » AndreyPopov/iStock via Getty Images Investment Thesis Firefly Aerospace ( FLY ) appears to have regained traction after its failed rocket mission back in September. However, the trouble I have is that once we look beyond its alluring narrative, its fundamentals rapidly break down. More on my IG service *Up more than 160% since 2024, driving strong outperformance. * No tricks, no gimmicks, no o
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FLY
News
- Is Firefly Aerospace Inc. (FLY) the Best American Defense Stock to Buy According to Wall Street Analysts? [Yahoo! Finance]Yahoo! Finance
- Johnson Fistel, PLLP Begins Investigation on Behalf of Long-Term Shareholders of Firefly Aerospace Inc. (FLY), Flywire Corporation (FLYW), Fortinet, Inc. (FTNT), and Compass Diversified Holdings (CODI)GlobeNewswire
- AE Industrial Announces 2026 Promotions [Yahoo! Finance]Yahoo! Finance
- Vandenberg Space Force Base is ready to take off. Not everyone is on board [Los Angeles Times (CA)]Los Angeles Times
- Jim Cramer on Firefly Aerospace: “I Think That That One Is a Little Too Speculative for Me” [Yahoo! Finance]Yahoo! Finance
FLY
Earnings
- 11/12/25 - Beat
FLY
Sec Filings
- 2/2/26 - Form SCHEDULE
- 12/23/25 - Form 4
- 12/23/25 - Form 3
- FLY's page on the SEC website