Every 8-K that Firefly Aerospace (FLY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow FLY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FLY filings page.
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.
Firefly Aerospace Inc. held its annual meeting of stockholders on June 4, 2026. Shareholders voted on director elections and the company’s auditor.
Jason Kim received 90,751,983 votes for and 6,123,118 withheld, while Kevin McAllister received 88,953,164 votes for and 7,921,937 withheld. Both were elected to three-year terms ending at the 2029 annual meeting, continuing until successors are elected and qualified.
Stockholders also ratified Grant Thornton LLP as Firefly’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 118,104,954 votes for, 240,804 against, and 47,931 abstentions.
Firefly Aerospace Inc. priced an offering of its common stock at $48.00 per share. The company agreed to sell 4,000,000 shares of common stock, while selling stockholders agreed to sell an additional 8,000,000 shares at the same price under an underwriting agreement.
The selling stockholders granted the underwriters a 30-day option to purchase up to 1,800,000 more shares. The offering, made under Firefly’s effective Form S-1 registration statement and described in a May 28, 2026 prospectus, closed with share delivery on June 1, 2026.
Firefly Aerospace reported record first quarter 2026 revenue of $80.9 million, up from $55.9 million a year earlier, driven by progress in launch, lunar, and defense programs. Gross profit improved to $17.5 million, but heavy investment pushed operating loss to $95.7 million and net loss to $96.7 million.
Adjusted EBITDA was a loss of $64.7 million and Free Cash Flow was a $78.9 million outflow. Cash and cash equivalents fell to $326.2 million from $793.0 million, largely reflecting a $260 million revolving credit facility repayment and higher investment in time deposits.
The company highlighted milestones including Alpha Flight 7, Blue Ghost lunar mission progress, and new U.S. Space Force and AFRL awards. For 2026, Firefly guides to full‑year revenue between $420 million and $450 million, indicating expectations for continued rapid growth despite ongoing losses.
Firefly Aerospace Inc. updated its executive employment arrangements by entering into new confirmatory employment letters with CEO Jason Kim, CFO Darren Ma and COO Ramon Sanchez. These letters replace each executive’s prior employment letter and confirm current pay, bonus targets, benefits eligibility and existing restrictive covenants.
Jason Kim’s annual base salary is $500,000 with a bonus target equal to 100% of base salary. Darren Ma’s base salary is $420,000 with a 60% bonus target, and Ramon Sanchez’s base salary is $425,000 with a 50% bonus target. The board also approved clarifying amendments to the company’s Executive Severance Plan, and all three executives entered into participation agreements making them eligible for severance benefits under that plan.
Firefly Aerospace Inc. amended its senior secured revolving credit facility, increasing lender commitments by $45 million to a total of $305 million and raising the interest spread by 0.25%. The facility now bears interest at term SOFR plus a 3.25% spread or an alternative base rate plus a 2.25% spread, with a 0.375% commitment fee on unused amounts and maturity on August 8, 2028.
The amendment removed the minimum free cash flow covenant and set a minimum liquidity requirement of $381.25 million, tested monthly beginning April 30, 2026. Director Marc Weiser resigned from the board on April 2, 2026, citing no disagreement with the company. The board scheduled the first annual stockholder meeting for June 4, 2026 and set an April 13, 2026 deadline for stockholder proposals and director nominations under both Rule 14a-8 and the company’s bylaws.
Firefly Aerospace Inc. reported fourth quarter and full-year 2025 results showing rapid growth but continued heavy investment. Full-year revenue reached $159.855 million, up 163% from 2024, with Q4 revenue of $57.673 million versus $9.034 million a year earlier.
The company still posted a substantial full-year net loss of $298.340 million and Adjusted EBITDA of −$198.636 million, with Free Cash Flow of −$237.750 million, reflecting high R&D and operating spending. Cash and cash equivalents rose to $792.966 million at year-end, supported by equity financing and the SciTec acquisition.
Operationally, Firefly highlighted Alpha’s successful return to flight, progress across Blue Ghost lunar missions and the Elytra spacecraft, and a $109 million engineering change under the Space Force’s FORGE contract, bringing that award to $372 million. For 2026, Firefly expects full-year revenue between $420 million and $450 million, signaling another year of strong top-line expansion.
Firefly Aerospace Inc. adopted a new Executive Severance Plan to create a standardized framework for severance and related benefits for designated officers and management employees. Executive officers will participate once they sign individual participation agreements.
Under the Plan, a participating executive officer whose employment is terminated by the company without Cause or who resigns for Good Reason after at least one year of service is eligible for specified cash severance, bonus-related payments and COBRA benefits, with enhanced treatment if the termination occurs within a 24‑month Change in Control Protection Period. The Plan also provides cash severance and COBRA coverage on death or Disability, along with equity award vesting acceleration in various termination scenarios, including full vesting of time‑based and performance‑based awards during the Change in Control Protection Period or upon death. Payments are conditioned on signing a release of claims, the Plan does not provide tax gross‑ups, and includes a 280G Excise Tax cut‑back or full‑pay alternative based on the executive’s better after‑tax outcome.
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.
Firefly Aerospace Inc. amended its credit agreement, expanding its revolving credit facility to $260 million after adding $135 million of new commitments to the prior $125 million. The facility matures on August 8, 2028.
Borrowings will bear a variable rate at the Company’s option: term SOFR plus 3.00% or an alternative base rate plus 2.00%. An unused commitment fee of 0.375% per annum applies to undrawn amounts. This amendment increases available liquidity without specifying immediate borrowings.
Firefly Aerospace (FLY) completed its acquisition of SciTec Innovations on October 31, 2025. The aggregate purchase price was approximately $855.6 million, consisting of $300 million in cash and 11,111,116 shares of common stock valued at approximately $555.6 million based on an agreed price per share of $50.00.
The common stock issued at closing relied on the Section 4(a)(2) exemption from registration for transactions by an issuer not involving a public offering. The company also issued a press release on November 5, 2025 announcing the completion of the acquisition.
Firefly Aerospace Inc. entered into an Agreement and Plan of Reorganization to acquire SciTec, Inc. through newly formed merger subsidiaries, with the deal documents dated October 5, 2025. The transaction structure contemplates Firefly using two direct wholly‑owned subsidiaries—Big Bend RV Merger Sub, Inc. and Big Bend FW Merger Sub, LLC—to complete the reorganization and acquisition of SciTec (which may convert to SciTec, LLC following the restructuring). Sellers include SciTec, the SciTec employee stock ownership plan (ESOP), SciTec Holdco, Inc., and named individual sellers, with a designated sellers’ representative. A related press release dated October 5, 2025 and an Inline XBRL cover page are referenced, and the filing is signed by Chief Executive Officer Jason Kim on October 6, 2025.
Firefly Aerospace Inc. furnished an update on its business by announcing financial results for the second quarter ended June 30, 2025. The company issued a press release detailing these results and scheduled a conference call on September 22, 2025 to discuss its financial and operating performance for the quarter.
The company also released an investor presentation, available through its investor relations website, to supplement the earnings discussion. Both the press release and the investor presentation include non-GAAP financial measures along with reconciliations to the most comparable GAAP figures, which the company believes help compare second quarter 2025 performance with the prior-year period. These materials are furnished as exhibits and are not deemed filed for liability purposes under federal securities laws.
Firefly Aerospace Inc. reported that the Federal Aviation Administration has cleared the company to resume launches of its Alpha rocket following the Flight 6 mishap on April 29, 2025. An investigation with the FAA and an Independent Review Board of government, customer, and industry representatives found that the flight safety system operated as intended and both stages landed safely in the Pacific Ocean, with no risk to public safety.
The inquiry identified excessive heat from plume-induced flow separation, linked to a higher angle of attack, as the most probable cause of a first-stage rupture that ultimately prevented Alpha Flight 6 from reaching its target orbit, stopping three seconds short of orbital velocity. Firefly states that corrective actions, including increasing thermal protection on Stage 1 and reducing angle of attack during key phases, have already been implemented, and the company is now working to determine the next available launch window for Alpha Flight 7.