Firefly Aerospace Inc.

FLY · Nasdaq · ·

对比

US$25.30-5.0%11月12日收盘

数据截至2026年9月30日，来自2026年11月10日提交的10-Q

1W: +21.9%
1M: +48.6%
3M: -5.1%

Firefly Aerospace Inc.（FLY）股票——这是一门好生意吗？ — InspectStocks

Firefly Aerospace Inc.

FLY · Nasdaq · ·

对比

US$25.30-5.0%11月12日收盘

数据截至2026年9月30日，来自2026年11月10日提交的10-Q

1W: +21.9%
1M: +48.6%
3M: -5.1%

Just reported

Q3 2026 results

From Firefly Aerospace's results release of 2026年11月10日; its quarterly report has since been filed.

Revenue
Actual
US$110.7M
+260% y/y
-5.9% q/q
Guided
—
No guide given
EPS, GAAP
Actual
-US$0.56
Guided
—
No guide given
Operating income, GAAP
Actual
-US$101.6M
Guided
—
No guide given

Company outlook

Full year 2026

RevenueUS$440M – US$450M+178% y/y Raised +2.3%

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.

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

精选
Space
由 InspectStocks 整理 · 13 companies
Rockets, satellites and space services.
股价，1 年
+32.7%
营收，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

怎么赚钱

Spacecraft Solutions84%
Launch16%

各项收入占比是对quarter ended March 31, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么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.

再显示 3 项

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.

谁在买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.

再显示 3 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于Firefly Aerospace Inc.

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.

总部: Cedar Park, Texas
成立于: 2017 (operations began, high confidence)
员工人数: 1,418 (December 31, 2025, high)
上市于: NASDAQ
财年结束: December 31

基于 Firefly Aerospace Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported