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Firefly Aerospace Inc. (FLY) reported insider activity by director Ryan Michael Boland involving entity and trust restructuring rather than open-market trades. On 2026-08-14, 40,821 shares of common stock were disposed of indirectly in connection with a pro rata distribution by Mars Technology Holdings LLC to its limited partners. On the same date, 3,193 shares were acquired indirectly by the Ryan M. Boland Revocable Trust, for which Boland serves as trustee and may be deemed to have beneficial ownership. Following these changes, Boland also holds 6,964 shares of common stock directly, a portion of which are restricted stock units representing contingent rights to receive shares.
Firefly Aerospace Inc. major shareholder Thomas Markusic filed an updated statement of ownership reporting beneficial ownership of 8,816,520 shares of Common Stock. This represents 5.2% of the company’s Common Shares outstanding, calculated using 167,404,645 shares outstanding as of August 6, 2026, plus option shares.
Markusic has sole voting and dispositive power over 8,581,146 shares, consisting of 4,807,819 shares of Common Stock and 4,008,701 shares issuable upon exercise of options. He also has shared voting and dispositive power over 235,374 shares of Common Stock owned by his spouse.
Firefly Aerospace Inc. received an updated Schedule 13G/A from AeroEquity GP, LLC, Mitsui & Co., Ltd., and Marc Allen Weiser regarding ownership of its Common Stock. AeroEquity GP, LLC may be deemed to have voting and dispositive power over 50,805,752 shares of Common Stock (including shares issuable upon exercise of 100,320 warrants), representing 30.3% of the class, based on 167,404,645 shares outstanding as of August 6, 2026. Mitsui & Co., Ltd. reports 2,063,762 shares (about 1.2%), and Marc Allen Weiser may be deemed to have voting and dispositive power over 903,565 shares (about 0.5%). The filing also states that, following an underwritten offering and releases under a Director Nomination Agreement, Mitsui & Co., Ltd. and Marc Allen Weiser are no longer part of a Section 13(d)/(g) group with the AeroEquity-related holders and this amendment constitutes an exit report for those two reporting persons.
Firefly Aerospace Inc. filed a prospectus supplement covering the resale by selling securityholders of up to 11,111,116 shares of Common Stock received in its acquisition of SciTec Innovations, LLC and attached its Quarterly Report for the period ended June 30, 2026. For that quarter, Firefly reported revenue of $117.7 million and a net loss of $92.3 million, with six‑month revenue of $198.6 million and net loss of $189.0 million. Cash and cash equivalents were $459.8 million, total assets $1.64 billion, and total liabilities $416.3 million, resulting in stockholders’ equity of $1.22 billion. Operating cash outflows were $144.1 million for the first half of 2026, and accumulated deficit reached $1.21 billion. Firefly reported remaining performance obligations of $563.7 million, largely tied to launch and Spacecraft Solutions contracts.
Firefly Aerospace Inc. reported strong top-line expansion but continued losses for the period ended June 30, 2026. Revenue was $117.7 million for the quarter and $198.6 million for the first six months of 2026, driven mainly by Spacecraft Solutions, which contributed $108.3 million in quarterly revenue versus $9.2 million a year earlier. Launch revenue was $9.4 million for the quarter.
The company remains unprofitable, with a quarterly net loss of $92.3 million and a six‑month net loss of $189.0 million, and an accumulated deficit of $1.21 billion. Operating cash flow was negative $144.1 million in the first half, reflecting heavy R&D and selling, general and administrative spending plus contract loss provisions. Firefly ended June 30, 2026 with $459.8 million in cash and cash equivalents and $175.4 million in short‑term investments, while total debt fell to $27.2 million and its revolving credit facility was fully undrawn. Remaining performance obligations totaled $563.7 million, indicating a sizeable contracted backlog across launch and spacecraft solutions.
Astera Institute, a Delaware non-profit, and its executive director Jed McCaleb report beneficial ownership of 11,338,168 shares of Firefly Aerospace Inc. common stock on a Schedule 13G/A. Based on 164,067,383 shares outstanding as of June 1, 2026, this represents 6.9% of the class.
The shares are held of record by Astera Institute, which has shared voting and dispositive power over all 11,338,168 shares and no sole power. Mr. McCaleb reports the position but disclaims beneficial ownership of securities held by Astera Institute.
Firefly Aerospace reported second quarter 2026 revenue of $117.7 million, a company record, up 659% year-over-year and 45.5% from the prior quarter. Growth was driven by multiple government and commercial space contracts across launch, lunar, and defense programs.
The company recorded a GAAP net loss of $92.3 million for the quarter and $189.0 million for the first half of 2026. Adjusted EBITDA was a loss of $61.2 million in the quarter. Free cash flow was negative $106.3 million in Q2 as Firefly continued to invest heavily in R&D, manufacturing capacity, and infrastructure.
Firefly ended June 30, 2026 with $459.8 million in cash and cash equivalents and $175.4 million in short-term investments, supported by an underwritten common stock offering and reduced notes payable. Management issued 2026 full-year revenue guidance of $420–$450 million, reflecting expectations of continued strong demand for lunar landers, orbital vehicles, launch services, and national security programs.
O'Konek Nathan reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. reported that its General Counsel & Secretary, Nathan O'Konek, received a grant of 103,154 restricted stock units (RSUs) under the 2025 Omnibus Incentive Plan. One-third of these RSUs will vest on August 20, 2027, with one-twelfth vesting quarterly thereafter, subject to continued employment. Each RSU represents a contingent right to receive one share of common stock.
Firefly Aerospace Inc., a Delaware corporation, reported an exempt equity offering connected to the acquisition of all outstanding shares of Space-ng Inc. The company relied on Rule 506(b) of Regulation D and classified its revenue range as over $100,000,000.
The securities consist of equity, including shares of common stock issued as acquisition consideration. The total amount sold is $22,000,000 USD with $0 USD remaining, and the date of first sale was 2026-06-23. Firefly states it will not receive any cash proceeds from these shares, and reported $0 USD in finders' fees.
Firefly Aerospace Inc. filed an insider ownership report for Nathan O'Konek, who serves as General Counsel & Secretary. The filing lists no insider stock transactions or holdings, and shows no purchases, sales, exercises, gifts, tax withholdings, or restructurings.