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.
Firefly Aerospace Inc. filings document the public-company disclosures of a space and defense technology issuer whose common stock trades on Nasdaq under the symbol FLY. Its regulatory record includes IPO registration materials, Form 8-K reports on financial results and material events, proxy disclosures, and exhibits covering executive employment, severance, and governance arrangements.
Firefly’s filings describe operating results and program activity across launch vehicles, lunar landers, orbital vehicles, and SciTec defense software. They also document capital-structure matters such as credit-agreement amendments, annual meeting and board matters, executive compensation, risk factors, and securities registered under the Exchange Act.
Firefly Aerospace registers 11,111,116 shares of Common Stock for resale by selling securityholders, representing shares received as consideration in connection with Firefly’s acquisition of SciTec Innovations, LLC. The prospectus supplement updates the Form S-1 prospectus and incorporates the Company’s Annual Report on Form 10-K filed on March 19, 2026.
The supplement states the shares are offered from time to time by the Selling Securityholders. The Company reports 159,952,387 shares outstanding as of March 17, 2026, and discloses a closing market price of $23.19 per share on March 18, 2026. The prospectus supplement attaches the 2025 Annual Report and clarifies that the registered shares were received in the SciTec acquisition.
Firefly Aerospace Inc. files its annual report describing a rapidly growing space and defense technology business focused on launch and spacecraft solutions for national security, government, and commercial customers. The company operates the Alpha small launch vehicle, is developing the larger reusable Eclipse rocket, and offers Blue Ghost lunar landers and Elytra orbital spacecraft.
Firefly highlights a strong government- and defense-oriented customer base, including NASA, the U.S. Space Force, the National Reconnaissance Office, and major primes such as Lockheed Martin and Northrop Grumman. Backed by vertically integrated Texas facilities and the 2025 acquisition of software firm SciTec, Firefly reports about $1.4 billion in contracted backlog as of December 31, 2025 and outlines plans to scale launch cadence, expand international launch sites, and deepen its role in responsive launch, lunar missions, and space domain awareness, while emphasizing extensive operational, regulatory, and execution risks.
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.
Wheeler David Leigh reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. granted General Counsel David Leigh Wheeler 25044 shares of Common Stock in the form of restricted stock units under the 2025 Omnibus Incentive Plan. These RSUs were awarded at no cash cost and increase his direct holdings to 142758 shares.
One-third of the RSUs vest on the first anniversary of the grant date, with the remaining units vesting in equal quarterly installments so that all RSUs are fully vested by the third anniversary, subject to his continued employment.
Ma Darren reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. reported that its Chief Financial Officer, Darren Ma, received a grant of 26,629 shares of Common Stock in the form of restricted stock units under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. These RSUs were awarded at no cash cost as equity compensation.
One-third of the RSUs vest on the one-year anniversary of the grant date, with 1/12 of the RSUs vesting quarterly thereafter so that all units vest by the third anniversary, subject to his continued employment. Following this grant, Ma directly holds 260,943 shares of Common Stock.
Ferring Russell Shea reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. Chief Technology Officer Russell Shea reported an equity compensation grant in the form of 15,756 shares of Common Stock, represented by restricted stock units under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. After this award, he holds 542,124 shares directly.
One-third of the RSUs vest on the one-year anniversary of the grant date, with the remaining units vesting in equal quarterly installments over the following two years, so the award is fully vested by the third anniversary, subject to his continued employment with the company.
Firefly Aerospace Inc. Chief Operating Officer Ramon Gilbert Sanchez received a grant of 18,493 shares of common stock in the form of restricted stock units under the company’s 2025 Omnibus Incentive Plan. The award has no cash exercise price and increases his direct holdings to 118,493 shares.
One-third of the RSUs vest on the first anniversary of the grant date, with 1/12 of the RSUs vesting quarterly thereafter so that the award is fully vested on the third anniversary, subject to his continued employment. This is a compensation-related equity grant rather than an open-market purchase.
Firefly Aerospace Inc. registers 11,111,116 shares of Common Stock for resale by selling securityholders received as consideration in connection with its acquisition of SciTec Innovations, LLC.
This prospectus supplement, dated March 3, 2026, updates the Form S-1 prospectus and attaches the Company’s Current Report on Form 8-K dated March 3, 2026. The supplement states the shares may be offered and sold from time to time by the named selling securityholders. The Company’s Common Stock closed at $20.92 on March 2, 2026.
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.
Emerson Christopher Plummer IV reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. director Emerson Christopher Plummer IV reported an equity award in the form of 3,334 restricted stock units (RSUs), representing common stock of the company. The RSUs were granted at $0.00 per unit under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan.
The filing states that these RSUs will vest on August 8, 2026, provided Plummer continues to serve the company through that date. Following this grant, he holds 3,334 shares/RSUs in direct ownership as reported in the filing.