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.
Wu Remington reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. granted Chief Accounting Officer Wu Remington 10,423 shares of Common Stock in the form of restricted stock units (RSUs) at a price of $0.00 per share as equity compensation. Following this grant, Remington directly holds 40,423 shares.
These RSUs vest over three years: one-third vests on the one-year anniversary of the grant date, and 1/12 vests quarterly thereafter until the third anniversary, in each case conditioned on continued employment with the company.
Firefly Aerospace registers 11,111,116 shares of Common Stock for resale by selling securityholders received as consideration in connection with Firefly Aerospace’s acquisition of SciTec Innovations, LLC. The prospectus supplement incorporates a Form 8-K that also discloses an amendment to the Company’s Credit Agreement.
The amendment increases the senior secured revolving credit facility by $45 million to a $305 million aggregate commitment, raises the interest spread by 0.25% (loans now at term SOFR + 3.25% or alternative base rate + 2.25%), applies a 0.375% commitment fee on unused commitments, removes the minimum free cash flow covenant, and sets a minimum liquidity maintenance covenant of $381.25 million, tested monthly beginning April 30, 2026. The Revolving Credit Facility matures on August 8, 2028.
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. director Ryan Michael Boland reported internal restructuring transactions involving the company’s common stock. On March 23, 2026, he filed several "J" code entries, categorized as other acquisitions or dispositions, totaling 2,952,194 shares connected to entity restructurings.
Footnotes explain that Ares Technology I LLC, Mars Technology Holdings LLC, and Lunar Technology I LLC distributed Firefly Aerospace shares pro rata to their limited partners, including allocations to the Ryan M. Boland Revocable Trust. Boland exercised voting and dispositive control over shares previously held by these entities.
Following these transactions, the Ryan M. Boland Revocable Trust holds 122,860 shares of common stock, and Boland also holds 3,334 shares directly. These entries reflect shifts in how existing holdings are organized rather than open‑market buying or selling.
Kim Jesung reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. director and Chief Executive Officer Kim Jesung received an equity grant of 52,836 shares of Common Stock in the form of restricted stock units (RSUs) at no cash purchase price. Following this award, Jesung directly holds 941,725 shares.
The RSUs were granted under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan as compensation. One-third of the RSUs vest on the first anniversary of the grant date, and 1/12 of the RSUs vest quarterly thereafter so that all units are fully vested on the third anniversary, provided Jesung remains employed through each vesting date.
Firefly Aerospace Inc. filed a Post-Effective Amendment No. 1 to its Form S-1 (Registration No. 333-291599) to add as an exhibit the consent of Grant Thornton LLP to use its report dated March 19, 2026.
The amendment references the Company’s Annual Report on Form 10-K for the year ended December 31, 2025 and Prospectus Supplement No. 2 dated March 19, 2026. The registration contemplates sales from time to time after this Registration Statement becomes effective.
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.