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The company

Firefly Aerospace Inc.

FLY · Nasdaq

IndustrialsAerospace & DefenseNot moving yetDefense-TechSpace Economy

FLY stood above a rising 150-day average in 5 of the last 28 weekly readings, and has been out of that trend for the last 18 weeks. It is 38.4% below that average now. Aerospace & Defense: 14% of its 57 stocks in an uptrend (−2 points in four weeks); Industrials: 28% (−3 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 18
Industry in uptrend: 14% -2 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $768.7M
Officials’ trades on record: 1
Institutions holding: 256 (+55)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 5 of 28 weeks.

22 Apr – 21 Oct

Aerospace & Defense: Few of its stocks are in an uptrend and the share has held steady. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 0, Senate 1, executive 0; 1 people.

Who	Did	Amount	Traded
Susan M. Collins Senate: U.S. Senate eFDSenator	soldspouse	$1k–$15k	7 May 2014filed 16 May 2014

Insiders

Buy orders, 12 months0

Sale orders, 12 months4

Buyers · sellers0 · 3

Who	Did	Shares	Traded
Aeroequity Gp, Llc10% owner	sold	5,198,872at $48.00	1 Jun 2026filed 3 Jun 2026
Aeroequity Gp, Llc10% owner	sold	2,801,128at $48.00	1 Jun 2026filed 3 Jun 2026
David Leigh WheelerGeneral Counsel	sold	3,765at $45.12	18 May 2026filed 19 May 2026
David Leigh WheelerGeneral Counsel	sold	3,766at $45.04	17 Apr 2026filed 20 Apr 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders256+55 on the quarter

New · exited94 · 39

Reported value$2.7B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
AE INDUSTRIAL PARTNERS, LPreduced · filed 14 Aug 2026	34,530,582$1.0B	-697,172−2.0%
BlackRock, Inc.added · filed 7 Aug 2026	5,903,830$173.6M	+3,865,915+189.7%
STATE STREET CORPadded · filed 7 Aug 2026	4,179,095$122.9M	+3,688,226+751.4%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	3,591,198$105.6M	+1,163,997+48.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	3,071,164$90.3M	+737,275+31.6%
JPMORGAN CHASE & COnew · filed 12 Aug 2026	2,792,070$81.2M	+2,792,070
TWO SIGMA INVESTMENTS, LPadded · filed 14 Aug 2026	2,714,411$79.8M	+2,696,140+14756.4%
Tema ETFs LLCadded · filed 10 Jul 2026	2,280,867$67.1M	+2,279,159+133440.2%
Tidal Investments LLCnew · filed 13 Aug 2026	2,167,135$63.7M	+2,167,135
Phoenix Financial Ltd.added · filed 11 Aug 2026	1,812,863$53.3M	+1,152,803+174.7%

30 Sep 2025 – 30 Jun 2026

News

Firefly Aerospace Completes Preliminary Design Review for NASA MoonFall Missionmanilatimes.net · 21 Oct 2026 Firefly Aerospace vs. Intuitive Machines: Which Space Infrastructure Stock Is a Better Buy in 2026?fool.com · 13 Oct 2026 AST SpaceMobile vs. Firefly Aerospace: Which Space-Based Venture's Stock Is a Better Buy in 2026?fool.com · 12 Oct 2026 Firefly Aerospace vs. Rocket Lab: Which Industrials Stock Is a Better Buy in 2026?fool.com · 10 Oct 2026 Firefly Aerospace vs. Redwire: Which U.S. Space Stock Is a Better Buy in 2026?fool.com · 2 Oct 2026 Firefly Aerospace Is the Space Stock Nobody Is Talking Aboutfool.com · 1 Oct 2026 Firefly Aerospace Signs Starcloud as Commercial Customer, Demonstrating Data Center Capabilities Around the Moonmanilatimes.net · 30 Sep 2026 AST SpaceMobile vs. Firefly Aerospace: Which Space Infrastructure Stock Is a Better Buy in 2026?fool.com · 29 Sep 2026

Everyone who traded it

Richard F. Ambrose Director · last 5 Oct 20260 · 0

AEROEQUITY GP, LLC 10% owner · last 30 Sep 20260 · 1

Jesung Kim Chief Executive Officer · last 22 Sep 20260 · 0

Darren Ma Chief Financial Officer · last 17 Sep 20260 · 0

Remington Wu Chief Accounting Officer · last 16 Sep 20260 · 0

Russell Shea Ferring Chief Technology Officer · last 16 Sep 20260 · 0

Ryan Michael Boland Director · last 14 Aug 20260 · 0

Nathan O'Konek General Counsel & Secretary · last 4 Aug 20260 · 0

Christopher Plummer Emerson IV Director · last 4 Jun 20260 · 0

Jonathan Donald Lusczakoski Director · last 4 Jun 20262 · 0

Kevin G. McAllister Director · last 4 Jun 20260 · 0

Kirk Michael Konert Director · last 4 Jun 20261 · 0

Same industry

EMBJ EmbraerLeading+9%

RGR Sturm, Ruger & CompanyIn trend+25%

DCO DucommunIn trend+4%

SIF SIFCO IndustriesIn trend+3%

FACT FACT II AcquisitionIn trend+1%

CVU CPI AerostructuresIn trend+0%

SWBI Smith & Wesson BrandsJust started moving+4%

BETA Beta TechnologiesJust started moving+0%

Distance from each stock’s own 150-day average.

Government contracts

Awards8

Total$497.7M

Latest9 Oct 2026

2021$118.6M

2023$144.1M

2024$117.2M

2025$86.5M

2026$31.4M

SPACE NG (FIREFLY) EDU UNITNational Aeronautics and Space Administration · $77K · 9 Oct 2026 FINALIZE THE MISSION DESIGN, EXECUTE LONG LEAD PROCUREMENTS TO SUPPORT THE AGGRESSIVE SCHEDULE, AND DELIVER ALL BASE MILESTONES AND PRODUCTS.National Aeronautics and Space Administration · $31.3M · 30 Jun 2026 COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS) CONTRACT TASK ORDER CS-6.National Aeronautics and Space Administration · $86.5M · 29 Jul 2025 COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS)National Aeronautics and Space Administration · $117.2M · 18 Dec 2024

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202519.2%

Operating profit marginFY 2025 · to 31 Dec 2025-163%

Free cash flow marginFY 2025 · to 31 Dec 2025-149%

Return on capital employedFY 2025 · to 31 Dec 2025-16.2%

Debt to equityFY 2025 · to 31 Dec 20250.01×

Interest coverFY 2025 · to 31 Dec 2025-16.37×

Research spendFY 2025 · to 31 Dec 2025125%

Share count trendFY 2025 · to 17 Mar 20260.4%

Cash and equivalentsFY 2025 · to 31 Dec 2025$793.0M

Free cash flowFY 2025 · to 31 Dec 2025−$237.8M

Analyst forecasts

No analyst forecasts yet.