STOCK TITAN

FIREFLY AEROSPACE INC SEC Filings

FLY Nasdaq

Welcome to our dedicated page for FIREFLY AEROSPACE SEC filings (Ticker: FLY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The Firefly Aerospace Inc. (Nasdaq: FLY) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures filed with the U.S. Securities and Exchange Commission. As a Delaware corporation and emerging growth company with common stock listed on the Nasdaq, Firefly submits registration statements, current reports, and other filings that describe its business, risks, capital structure, and material events.

Through documents such as the Form S-1 and Form S-1/A, investors can review Firefly’s detailed description of its space and defense technology platform, including its Alpha and Eclipse launch vehicles, Blue Ghost lunar landers, Elytra orbital vehicles, and its strategy around responsive space missions. These filings also outline the company’s status as an emerging growth company, its incorporation in Delaware, and its listing under the ticker FLY on the Nasdaq Stock Market.

Current reports on Form 8-K provide timely information on significant events, including the announcement and completion of the SciTec acquisition, amendments to Firefly’s revolving credit facility, executive leadership changes, and updates related to launch operations and investigations. These filings give context on how Firefly is expanding into AI-enabled defense software, big data processing, and advanced national security technologies.

On Stock Titan, Firefly’s SEC filings are supplemented with AI-powered summaries that explain the key points of each document in plain language. Users can quickly understand the implications of new registration statements, credit agreements, or acquisition-related disclosures without reading every page. As Firefly continues to file quarterly and annual reports and additional 8-Ks, this page will reflect real-time updates from the EDGAR system, helping investors track changes in the company’s risk factors, business description, and material contracts.

For those researching insider and governance information, related filings and exhibits referenced in Firefly’s registration statements and 8-Ks can also be explored to better understand executive arrangements, incentive plans, and other corporate matters.

Rhea-AI Summary

Firefly Aerospace is registering the resale of up to 11,111,116 shares of Common Stock issued to the SciTec sellers, valued at $555.6 million based on $50.00 per share. These shares were paid as stock consideration in the acquisition of SciTec Innovations, and any sales will be made from time to time by the selling securityholders, not by the company.

Firefly will not receive any proceeds from these sales, though it will cover registration expenses while the selling holders pay any underwriting discounts and their own costs. The SciTec holders are restricted from transferring the shares until February 7, 2026. Shares outstanding were 159,251,122 as of November 10, 2025; this is a baseline figure, not the amount being offered.

The company positions itself as a market-leading space and defense technology provider, with its Alpha launch vehicle already in orbit and the larger Eclipse vehicle in development. It recently closed the SciTec acquisition to strengthen AI-enabled defense software capabilities and add more than 475 specialized employees. Firefly is an emerging growth and controlled company, has recorded sizeable net losses and depends heavily on a small number of major and U.S. government customers, and it highlights extensive operational, budget, launch and supply-chain risks for investors to consider.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
registration
-
Rhea-AI Summary

Firefly Aerospace Inc. has appointed Ramon Sanchez as its new chief operating officer, effective December 22, 2025, succeeding Dan Fermon, who stepped down from the role on December 6, 2025.

Sanchez joins after a 25-year career at The Boeing Company in senior operations roles across space, missile and commercial crew programs and is also a U.S. Army veteran. His compensation includes a $425,000 annual base salary, an annual cash bonus targeted at 50% of salary, a $42,000 cash sign-on bonus, and a $50,000 relocation allowance, with the sign-on and relocation amounts subject to repayment if his employment ends before December 22, 2026. He will also receive time-based restricted stock units vesting over three years and performance stock units tied to operational goals under the company’s 2025 Omnibus Incentive Plan.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-6%
Tags
current report
-
Rhea-AI Summary

Firefly Aerospace Inc. (FLY) reported a Form 4 for its Chief Technology Officer, who received 216,667 restricted stock units (RSUs) of common stock on September 24, 2025 under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. The RSUs vest in four equal annual installments on September 16, 2026, 2027, 2028 and 2029, subject to continued employment with the company through each vesting date, and were reported at a price of $0 per unit. Following this grant, the officer beneficially owns 526,368 shares of common stock, which includes 18 shares that were directly owned but inadvertently left out of the Form 3 filed on August 6, 2025.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

Firefly Aerospace Inc. (FLY) reported an equity award to its Chief Accounting Officer on Form 4. On 09/24/2025, the officer received 30,000 shares of common stock in the form of restricted stock units (RSUs) at a stated price of $0 per share.

The RSUs were granted under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. They vest in four equal annual installments on September 16, 2026, 2027, 2028, and 2029, and each installment is contingent on the officer remaining employed with the company through the applicable vesting date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Firefly Aerospace Inc. (FLY) reported an equity award to its chief financial officer on a Form 4. On 09/24/2025, the officer acquired 222,222 shares of common stock in the form of restricted stock units (RSUs) at a stated price of $0 per share under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. After this award, the officer beneficially owns 233,546 shares of common stock directly. The RSUs vest in four equal installments on September 16, 2026, 2027, 2028 and 2029, so the officer receives the underlying shares over time, provided employment with the company continues through each vesting date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Firefly Aerospace Inc. (FLY) reported an insider equity award for its General Counsel on a Form 4. On 09/24/2025, the officer acquired 55,556 shares of common stock through a grant of restricted stock units under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan at a stated price of $0 per share. Following this grant, the officer beneficially owned 117,714 shares of common stock in direct ownership.

The RSUs are scheduled to vest in four equal installments on each of September 16, 2026, 2027, 2028, and 2029, conditioned on the officer's continued employment with the company through each vesting date. The filing indicates it was submitted by one reporting person in the capacity of an officer serving as General Counsel.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

Firefly Aerospace Inc. (FLY) reported an insider equity award on a Form 4. The company’s Chief Executive Officer, who also serves as a director, acquired 888,889 shares of common stock on 09/24/2025 through a grant valued at $0 per share. This reflects a compensatory equity award rather than an open-market purchase.

The shares represent restricted stock units granted under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. These RSUs vest in four installments on September 16, 2026, 2027, 2028 and 2029, and each installment requires the executive to remain employed with the company through the applicable vesting date. After this grant, the reporting person beneficially owns 888,889 shares directly.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Firefly Aerospace Inc. (FLY) reported a Form 4 insider transaction for its Chief Operating Officer. On 09/24/2025, the officer received 88,889 shares of common stock in the form of restricted stock units (RSUs) at a price of $0 under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. Following this grant, the officer beneficially owns 88,889 common shares directly.

The RSUs vest in four equal installments on September 16 of 2026, 2027, 2028 and 2029, and each vesting is conditioned on the officer’s continued employment with Firefly Aerospace through the applicable vesting date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Firefly Aerospace Inc. has filed an S-1 to register up to 11,111,116 shares of Common Stock for resale by selling securityholders who received these shares as consideration in its acquisition of SciTec Innovations, LLC. The SciTec stock consideration was valued at $555.6 million based on a $50.00 per-share price in the transaction.

The company will not receive any proceeds from these resales, though it will cover registration expenses. The SciTec holders have agreed not to transfer their shares until February 7, 2026. Firefly highlights its position as a space and defense technology provider but also discloses substantial net losses and significant dependence on a concentrated set of government and national-security customers.

As of November 10, 2025, Firefly had 159,251,122 shares of Common Stock outstanding, plus additional equity awards and warrants that could further increase its share count over time. AE Industrial Partners holds about 37% of the company and, via voting arrangements, controls over half of the voting power, making Firefly a Nasdaq “controlled company.”

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
registration
Rhea-AI Summary

Firefly Aerospace (FLY) reported Q3 2025 results with revenue of $30.8 million, up from $22.4 million a year ago. Spacecraft Solutions contributed $21.4 million and Launch revenue was $9.4 million. Gross profit was $8.5 million.

The company completed its IPO on August 8, raising $932.3 million net and ended the quarter with $995.2 million in cash and cash equivalents. IPO proceeds were used in part to fully repay Term Loans, resulting in a $30.4 million loss on extinguishment. Q3 included a $42.2 million loss from the change in fair value of warrant liability. Net loss was $133.4 million, or $1.50 per share, as R&D reached $48.8 million and SG&A $21.9 million. Deferred revenue totaled $169.7 million. Remaining performance obligations were $723.1 million, with 20.7% expected to be recognized within 12 months. As of November 10, 2025, common shares outstanding were 159,251,122.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-4.29%
Tags
quarterly report

FAQ

What is the current stock price of FIREFLY AEROSPACE (FLY)?

The current stock price of FIREFLY AEROSPACE (FLY) is $33.41 as of January 16, 2026.

What is the market cap of FIREFLY AEROSPACE (FLY)?

The market cap of FIREFLY AEROSPACE (FLY) is approximately 4.7B.
FIREFLY AEROSPACE INC

Nasdaq:FLY

FLY Rankings

FLY Stock Data

4.74B
124.91M
13.33%
40.15%
0.6%
Aerospace & Defense
Guided Missiles & Space Vehicles & Parts
Link
United States
CEDAR PARK