Firefly Aerospace Inc.

FLY · Nasdaq · ·

比較

$25.30-5.0%11月12日終値

2026年9月30日までの数値（2026年11月10日提出の10-Qより）

1W: +21.9%
1M: +48.6%
3M

Firefly Aerospace Inc.（FLY）株——良い事業でしょうか？ — InspectStocks

Firefly Aerospace Inc.

FLY · Nasdaq · ·

比較

$25.30-5.0%11月12日終値

2026年9月30日までの数値（2026年11月10日提出の10-Qより）

1W: +21.9%
1M: +48.6%
3M

Keep exploring

The themes Firefly Aerospace is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

キュレーション
Space
InspectStocks 編集 · 13 companies
Rockets, satellites and space services.
株価、1 年
+32.7%
売上、1 年
+25.8%
+7
B 1C 3D 6F 3

Highest-graded in Aerospace and Defense

Graded A or B and worth $2B or more: A first, then the largest.

All 73 graded companies in its industry

Grade rose recently in Industrials

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

どうやって稼いでいるか

Spacecraft Solutions84%
Launch16%

売上構成比はquarter ended March 31, 2026の推計であり、提出された報告書の数字ではありません。

競合

SpaceX
Blue Origin

何を売っているか6

Alpha
A rocket that carries satellites and other customer payloads into orbit, including on short-notice missions.
Eclipse
A larger rocket in development to carry heavier payloads into orbit; its first stage is designed to be reused.
Blue Ghost
A lunar lander that carries customer and government equipment to the Moon’s surface.

さらに3件を表示

Elytra
A maneuverable spacecraft that carries payloads, moves between orbits and can relay communications or support military space missions.
SciTec defense software and data processing
Software and computing services that analyze large volumes of sensor data for missile warning, intelligence and other defense missions.
Space-ng navigation systems
Artificial-intelligence-powered vision and guidance systems that help spacecraft determine where they are and navigate autonomously.

誰が買っているか6

NASA buys lunar payload delivery and launch services through mission contracts and task orders.
U.S. Space Force buys responsive launches and missile-warning software through defense contracts.
The National Reconnaissance Office buys launch and in-space services for government missions.

さらに3件を表示

The Space Development Agency buys spacecraft and related mission services for military satellite programs.
Aerospace and defense companies, including Lockheed Martin, Northrop Grumman and L3Harris, buy launches and space mission services under multi-mission agreements and contracts.
Commercial satellite and space companies buy launch, lunar delivery and spacecraft services through dedicated missions or shared payload flights.

何に支えられ、何に崩されうるか

事業が頼っているもの

1A substantial share of revenue and contract backlog comes from a small number of customers.
2Many contracts depend on U.S. government budgets, contract awards, security clearances and procurement rules.
3Some key components and services come from single or limited-source suppliers, which can delay manufacturing if they are unavailable.
4Lunar and other spacecraft missions can depend on third-party rockets for launch; Blue Ghost Mission 1 flew on a SpaceX Falcon 9.

うまくいかなくなる可能性

1A launch failure, spacecraft malfunction or launch delay can destroy customer payloads, postpone missions and interrupt revenue; an Alpha launch anomaly in 2025 led to a temporary pause while an investigation was completed.
2Cuts, delays or changing priorities in U.S. government budgets and contracts could reduce or postpone work, particularly because revenue and backlog rely on a small group of customers.
3Firefly must increase production and launch frequency while completing Eclipse and expanding launch sites; manufacturing bottlenecks, unavailable components or development delays could prevent it from meeting customer schedules.

財務諸表をすべて見る →

Firefly Aerospace Inc.について

Firefly’s Blue Ghost lander takes customer equipment to the Moon, while its Elytra spacecraft carry payloads, relay communications and maneuver in space around Earth. Its Alpha rocket launches satellites, and the larger Eclipse rocket is in development. Firefly also sells software that processes sensor data for missile warning, intelligence and other defense work.

本社: Cedar Park, Texas
設立: 2017 (operations began, high confidence)
従業員数: 1,418 (December 31, 2025, high)
上場市場: NASDAQ
決算期: December 31

Firefly Aerospace Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。