Inferra AI / Company / FLY

Firefly Aerospace Inc.

FLY · Industrials

Last earnings Aug 11, 2026 · Next earnings Nov 10, 2026

Key results

Record revenuequarter

$80.9 million

First Quarter 2026 Highlights • Record revenue of $80.9 million, up 40% from the prior quarter.

SEC original ↗Firefly Aerospace Inc. — Earnings release (8-K exhibit)EX-99May 4, 2026

Growthquarter

up 40%

First Quarter 2026 Highlights • Record revenue of $80.9 million, up 40% from the prior quarter.

SEC original ↗Firefly Aerospace Inc. — Earnings release (8-K exhibit)EX-99May 4, 2026

AI analysis

Q1 2026 · reported May 4, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Record revenue · Q1 2026

$80.9M

EX-99 · May 4, 2026

Headline figures

Metric	Q1 2026	Prior qtr	Year ago
Record revenue	$80.9 million	—	—
Growth	up 40%	—	—

EX-99 · May 4, 2026

Guidance · company-stated

Direction: Reiterated

Revenue — Reiterated

“In particular, our outlook and revenue forecasts for full-year 2026, statements about our programs and innovation, our ability or expectations regarding our partnerships and collaborations, our expectations regarding new vehicle launches and launch timelines, and our ability to retain existing customers and maintain their bookings are forward-looking statements.”

Classified from the release's primary full-year outlook statement.

Next earningsNov 10, 2026Verified from the company’s own announcement

Capital allocation

We believe that Free Cash Flow is a meaningful indicator of liquidity that provides information to management and investors about the amount of cash generated from or used in operations, after purchases of property and internal-use software, that (after any debt service requirements or other non-discretionary expenditures not otherwise deducted from the measure) can be used for strategic initiatives, including continuous investment in our business and strengthening our balance sheet.

Operating lease liabilities were remeasured at the present value of the remaining lease payments using the Company s incremental borrowing rate as of the acquisition date.

Company-stated claims

Aug 11, 2026

Historical · quadrupled · production_deliveries

“• Expanded campus with a new headquarters, more than quadrupled spacecraft cleanroom space, added a wing of on-site workstations to support Alpha and Eclipse manufacturing, and established a new Gloworks innovation lab to support accelerated spacecraft production and rapid research and development.”

EX-99 · Aug 11, 2026

Mar 19, 2026

Historical · doubled · revenue

“2025 was a transformative year in Firefly's history, as we more than doubled our annual revenue while executing across multiple launch, spacecraft, and ground programs and strengthening our portfolio of space exploration and national security space capabilities, said Jason Kim, CEO of Firefly Aerospace.”

EX-99 · Mar 19, 2026

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Cedar Park, Texas, May 4, 2026 – Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, today issued financial results for the first quarter ended March 31, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Reiterated

Revenue — Reiterated (“maintain”)
“In particular, our outlook and revenue forecasts for full-year 2026, statements about our programs and innovation, our ability or expectations regarding our partnerships and collaborations, our expectations regarding new vehicle launches and launch timelines, and our ability to retain existing customers and maintain their bookings are forward-looking statements.”

Classified from the release's primary full-year outlook statement.

Capital allocation

SEC original ↗Firefly Aerospace Inc. — Earnings release (8-K exhibit)EX-99May 4, 2026

Operating lease liabilities were remeasured at the present value of the remaining lease payments using the Company s incremental borrowing rate as of the acquisition date.

SEC original ↗Firefly Aerospace Inc. — 10-Q Quarterly report10-QAug 11, 2026

Strategy & priorities

We've maintained steady progress across our launch and spacecraft business, and remained focused on scaling up our production lines to meet the demand for frequent landings on the Moon, a regular launch cadence, and critical national security missions.

SEC original ↗Firefly Aerospace Inc. — Earnings release (8-K exhibit)EX-99May 4, 2026

• Unveiled Alpha Block II , a configuration upgrade focused on enhancing reliability, streamlining production, and improving launch operations.

SEC original ↗Firefly Aerospace Inc. — Earnings release (8-K exhibit)EX-99May 4, 2026

Statements included in this press release that are not statements of historical fact, including statements about our expectations, beliefs, plans, strategies, objectives, prospects, assumptions or future events or performance, are forward-looking statements.

SEC original ↗Firefly Aerospace Inc. — Earnings release (8-K exhibit)EX-99May 4, 2026

In addition to net loss, we use Adjusted EBITDA to evaluate our business, measure its performance, and make strategic decisions.

SEC original ↗Firefly Aerospace Inc. — Earnings release (8-K exhibit)EX-99May 4, 2026

Risks & headwinds

Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified.

SEC original ↗Firefly Aerospace Inc. — Earnings release (8-K exhibit)EX-99May 4, 2026

Legal Proceedings 50 Item 1A.

SEC original ↗Firefly Aerospace Inc. — 10-Q Quarterly report10-QAug 11, 2026

Documents

Earnings deck slides

0 decks with slide view

Firefly Aerospace Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors