The latest call
FetchingFirefly Aerospace Inc. reported on November 10, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
$25.21-0.4%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed November 10, 2026
Firefly carries customer payloads to the Moon and into Earth orbit, and sells defense software to government agencies and aerospace companies.
Company outlook: revenue of $440M to $450M for Fiscal year 2026 — up 178.4% on a year earlier, slower than the 259.6% just reported
Just reported
From Firefly Aerospace Inc.'s results release of November 10, 2026; its quarterly report has since been filed.
Actual
$110.7M
+260% y/y
-5.9% q/q
Guided
—
No guide given
Actual
-$0.56
Guided
—
No guide given
Actual
-$101.6M
| Measure | 3 months toSep 30, 2026 | 3 months toSep 30, 2025 | Change |
|---|---|---|---|
| Total Revenue | $110.7M | $30.8M | +259.61% |
| Profit | -$94.2M | -$133.4M | +29.39% |
| Profit per share | -$0.56 | -$1.50 | +62.67% |
| Free Cash Flow | -$85.3M | -$62M | -37.59% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
Firefly Aerospace Inc. reported on November 10, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“Firefly’s third quarter reflects the power of our diversified and vertically-integrated business,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
Firefly Aerospace is a space and defense technology company on a mission to reliably and repeatedly launch, land, and operate space systems from Earth to the Moon and beyond. As the partner of choice for responsive space missions, Firefly is the first commercial company to launch a satellite to orbit with approximately 24-hour notice and the first to achieve a successful Moon landing. Firefly’s launch, lunar, and orbital vehicles paired with its AI software and data processing capabilities support end-to-end missions across cislunar space, including payload delivery and maneuverability, space domain awareness, and missile warning and tracking. Established in 2017, Firefly’s engineering, manufacturing, and test facilities are co-located in central Texas to enable rapid innovation and vertical integration across the company’s product lines.
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Firefly Aerospace Inc.’s Item 2.02 8-K filed November 10, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Guided
—
No guide given
Full year 2026
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.