Jun 2026 (Q2 FY26) — Aug 11, 2026
Firefly Aerospace Q2 FY26 — Record Revenue and Backlog Driven by Spacecraft Solutions
Read the full callFirefly Aerospace (FLY) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Firefly Aerospace earnings: last reported Tue, 11 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 118 | +656.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -80.9 | +268.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -92.3 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$16.64 −0.66% · −$0.11
Performance −36.9% 1Y
1Y: $26.36 on 17 Oct 2025 → $16.64. High $58.81 (26 May 2026), low $16.64 (19 Oct 2026).
- Previous close
- $16.75
- 52-week range
- $16.64 – $58.81
- One year
- −38.64%
Overview
- Symbol
- FLY
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Firefly Aerospace earnings calls (FLY)
Financials
What the filings say
Net profit, year on year: −45% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 22 | 9 | 56 | 16 | 31 | 58 | 81 | 118 |
| Operating profit | -34 | -77 | -59 | -54 | -62 | -86 | -96 | -95 |
| Operating margin | −152.9% | −854.8% | −104.8% | −349.5% | −202.1% | −148.4% | −118.3% | −80.9% |
| Other income | -7 | -7 | -2 | -9 | -71 | 7 | -1 | 3 |
| Interest | — | — | 6 | 7 | — | — | 4 | 2 |
| Profit before tax | -41 | -84 | -60 | -64 | -133 | -78 | -97 | -92 |
| Tax rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 47.5% | −0.1% | 0.0% |
| Net profit | -41 | -84 | -60 | -64 | -133 | -41 | -97 | -92 |
| EPS ($ per share) | -3.57 | — | -5.38 | -5.78 | -1.50 | — | -0.61 | -0.57 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Equity capital | — | 0 | 0 |
| Reserves | — | -768 | -1,020 |
| Total liabilities | — | 415 | 635 |
| Fixed assets | — | 136 | 164 |
| Investments | — | 0 | 100 |
| Total assets | — | 407 | 1,825 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Cash from operations | -93 | -158 | -205 |
| Cash from investing | -70 | -33 | -402 |
| Cash from financing | 241 | 233 | 1,262 |
| Net cash flow | 77 | 42 | 655 |
| Capital expenditure | -77 | -33 | -33 |
| Free cash flow | -171 | -190 | -238 |
Insider filings
45 filings between Dec 22, 2025 and Oct 5, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$384.34M
4 sales by 2 insiders
50% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 24
- Award — granted as compensation
- 5
- Option exercise — converted options into shares
- 5
- Tax withheld — shares kept back by the company to cover tax
Also filed: 7 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| AEROEQUITY GP, LLC | — | $384.00M | Jun 1, 2026 |
| Wheeler David Leigh | — | $339.5K | May 18, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 5, 2026 | Ambrose Richard F Director | Award | 6,716 | $0 |
| Sep 30, 2026 | AEROEQUITY GP, LLC 10% owner | Other | 42,215 | $0 |
| Sep 22, 2026 | Kim Jesung Chief Executive Officer | Option exercise | 43,278 | $100.0K |
| Sep 17, 2026 | Ma Darren Chief Financial Officer | Option exercise | 54,286 | $23.0K |
| Sep 17, 2026 | Ma Darren Chief Financial Officer | Option exercise | 33,233 | $16.2K |
| Sep 16, 2026 | Kim Jesung Chief Executive Officer | Tax withheld | 86,265 | $1.75M |
| Sep 16, 2026 | Wu Remington Chief Accounting Officer | Tax withheld | 1,827 | $37.1K |
| Sep 16, 2026 | Ma Darren Chief Financial Officer | Tax withheld | 18,309 | $371.3K |
| Sep 16, 2026 | Ferring Russell Shea Chief Technology Officer | Tax withheld | 16,700 | $338.7K |
| Aug 24, 2026 | Ma Darren Chief Financial Officer | Tax withheld | 256 | $5.9K |
| Aug 14, 2026 | Boland Ryan Michael Director | Other | 3,193 | — |
| Aug 14, 2026 | Boland Ryan Michael Director | Other | 40,821 | — |
| Aug 4, 2026 | O'Konek Nathan General Counsel & Secretary | Award | 103,154 | $0 |
| Jun 4, 2026 | Emerson Christopher Plummer IV Director | Award | 3,630 | $0 |
| Jun 4, 2026 | Konert Kirk Michael Director | Award | 3,630 | $0 |
| Jun 4, 2026 | Lusczakoski Jonathan Donald Director | Award | 3,630 | $0 |
| Jun 4, 2026 | Braden Pamela Joyce Director | Award | 3,630 | $0 |
| Jun 4, 2026 | Boland Ryan Michael Director | Award | 3,630 | $0 |
| Jun 4, 2026 | Zurbuchen Thomas Hansueli Director | Award | 3,630 | $0 |
| Jun 4, 2026 | McAllister Kevin G Director | Award | 3,630 | $0 |
| Jun 1, 2026 | AEROEQUITY GP, LLC 10% owner | Sale | 2,801,128 | $134.45M |
| Jun 1, 2026 | AEROEQUITY GP, LLC 10% owner | Sale | 5,198,872 | $249.55M |
| May 18, 2026 | Wheeler David Leigh General Counsel | Option exercise 10b5-1 plan | 3,765 | $8.7K |
| May 18, 2026 | Wheeler David Leigh General Counsel | Sale 10b5-1 plan | 3,765 | $169.9K |
| Apr 17, 2026 | Wheeler David Leigh General Counsel | Sale 10b5-1 plan | 3,766 | $169.6K |
| Apr 17, 2026 | Wheeler David Leigh General Counsel | Option exercise 10b5-1 plan | 3,766 | $8.7K |
| Apr 8, 2026 | Wu Remington Chief Accounting Officer | Award | 10,423 | $0 |
| Mar 23, 2026 | Boland Ryan Michael Director | Other | 122,860 | — |
| Mar 23, 2026 | Boland Ryan Michael Director | Other | 1,601,440 | — |
| Mar 23, 2026 | Boland Ryan Michael Director | Other | 688,751 | — |
| Mar 23, 2026 | Boland Ryan Michael Director | Other | 539,143 | — |
| Mar 19, 2026 | Kim Jesung Chief Executive Officer | Award | 52,836 | $0 |
| Mar 10, 2026 | Wheeler David Leigh General Counsel | Award | 25,044 | $0 |
| Mar 10, 2026 | Sanchez Ramon Gilbert Chief Operating Officer | Award | 18,493 | $0 |
| Mar 10, 2026 | Ferring Russell Shea Chief Technology Officer | Award | 15,756 | $0 |
| Mar 10, 2026 | Ma Darren Chief Financial Officer | Award | 26,629 | $0 |
| Feb 25, 2026 | Konert Kirk Michael Director | Award | 3,334 | $0 |
| Feb 25, 2026 | Emerson Christopher Plummer IV Director | Award | 3,334 | $0 |
| Feb 25, 2026 | Braden Pamela Joyce Director | Award | 3,334 | $0 |
| Feb 25, 2026 | McAllister Kevin G Director | Award | 3,334 | $0 |
| Feb 25, 2026 | Boland Ryan Michael Director | Award | 3,334 | $0 |
| Feb 25, 2026 | Weiser Marc Allen Director | Award | 3,334 | $0 |
| Feb 25, 2026 | Zurbuchen Thomas Hansueli Director | Award | 3,334 | $0 |
| Feb 25, 2026 | Lusczakoski Jonathan Donald Director | Award | 3,334 | $0 |
| Dec 22, 2025 | Sanchez Ramon Gilbert Chief Operating Officer | Award | 100,000 | $0 |
| Sep 24, 2025 | Ferring Russell Shea Chief Technology Officer | Award | 216,667 | $0 |
| Sep 24, 2025 | Fermon Daniel Frank Chief Operating Officer | Award | 88,889 | $0 |
| Sep 24, 2025 | Kim Jesung Chief Executive Officer | Award | 888,889 | $0 |
| Sep 24, 2025 | Wu Remington Chief Accounting Officer | Award | 30,000 | $0 |
| Sep 24, 2025 | Ma Darren Chief Financial Officer | Award | 222,222 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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