FLY at a glance
Firefly Aerospace Inc. (FLY, SEC CIK 1860160) filed its latest 10-K annual report on March 20, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Firefly Aerospace Inc. (FLY) reported revenue of $159.9 million (up 163.0% from FY2024) and a net loss of $298.3 million. Diluted EPS was -$4.83.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Firefly Aerospace Inc. (FLY) shares worth $898.6 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $159.9M
- +163.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $898.6M · +3 vs prior quarter
- Latest 8-K
- Aug 11, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided; supplied text contains Items 2–6 only
- Acquisition of Space-ng: 515,767 common shares issued as partial consideration on June 23, 2026
- Executive share-sale exposure: CEO trading arrangement covers up to 287,220 shares through May 28, 2027
- CFO share-sale exposure: trading arrangement covers up to 143,610 shares through May 28, 2027
- Credit risk disclosure: Second Amendment to Credit Agreement dated April 3, 2026
AI summary of the FLY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued August 11, 2026
Item EX-99.1: Item EX-99.1
- Q2 revenue $117.7M, up 659% year-over-year and 45.5% sequentially, confirming rapid commercial scaling
- GAAP net loss $92.3M and Adjusted EBITDA loss $61.2M, showing growth remains heavily loss-making
Item 5.07: Submission of Matters to a Vote of Security Holders
- Jason Kim and Kevin McAllister elected directors for three-year terms expiring at the 2029 annual meeting
- Director votes included 21,518,588 broker non-votes for each nominee
AI summaries of FLY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FLY
Don't miss the next FLY filing
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- Fund moves. Which tracked funds opened, added or cut FLY, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| AEROEQUITY GP, LLC | J | Sep 30, 2026 | 42,215 | - |
| Kim Jesung | M | Sep 22, 2026 | 43,278 | $2.31 |
| Kim Jesung | M | Sep 22, 2026 | 43,278 | - |
| Ma Darren | M | Sep 17, 2026 | 33,233 | - |
| Ma Darren | M | Sep 17, 2026 | 54,286 | $0.42 |
| Ma Darren | M | Sep 17, 2026 | 54,286 | - |
| Ma Darren | M | Sep 17, 2026 | 33,233 | $0.49 |
| Wu Remington | F | Sep 16, 2026 | 1,827 | $20.28 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $55.2M | $60.8M | $159.9M |
| Gross Profit | - | - | $30.7M |
| Operating Income | - | -$209.5M | -$260.7M |
| Net Income | - | -$231.1M | -$298.3M |
| Gross Margin | - | - | 19.2% |
| Op. Margin | - | -344.5% | -163.1% |
| Net Margin | - | -380.2% | -186.6% |
| Balance Sheet | |||
| Total Assets | - | $407.3M | $1.8B |
| Equity | -$504.5M | -$767.6M | $1.2B |
| ROE | - | 30.1% | -25.1% |
| Per Share | |||
| EPS | - | $-20.74 | $-4.83 |
| Cash Flow | |||
| Operating CF | - | -$157.7M | -$204.9M |
| CapEx | $77.2M | $32.7M | $32.8M |
Source: XBRL data in Firefly Aerospace Inc. (FLY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FLY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $898.6M |
| Q1 2026 | 28 | $367.2M |
| Q4 2025 | 24 | $208.9M |
| Q3 2025 | 21 | $260.8M |
- BlackRock+3.87M (+190%)
- State Street Corp+3.69M (+751%)
- Two Sigma Investments+2.70M (+14756%)
- JPMorgan Chase & Co+2.16M (+341%)
- Vanguard Portfolio Management LLC+1.16M (+48%)
- FMR LLC (Fidelity)−169.3K (-94%)
- Bank of America Corp−82.3K (-28%)
- Citadel Advisors LLC−33.6K (-39%)
- D.E. Shaw & Co+139.2K
- Prudential Financial+13.1K
- Citizens Financial Group+12.4K
- Fifth Third Bancorp+8
- Blackstone Group−94.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 104 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FLY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 10-Q | Aug 11, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 21, 2026 | - | Analysis | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 10, 2026 | - | - | - |
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FLY SEC filings: frequently asked questions
Which institutions hold FLY stock?
As of June 30, 2026, the largest Firefly Aerospace Inc. (FLY) holders among the 13F filers tracked by SignalX were BlackRock ($173.6 million), State Street Corp ($122.9 million), Vanguard Portfolio Management LLC ($105.6 million), Vanguard Capital Management LLC ($90.3 million), JPMorgan Chase & Co ($81.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FLY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Firefly Aerospace Inc. (FLY) reported revenue of $159.9 million (up 163.0% from FY2024) and a net loss of $298.3 million. Diluted EPS was -$4.83. The figures come from the XBRL data in the 10-K.
What did FLY report in its latest 8-K?
Firefly Aerospace Inc. (FLY) filed an 8-K on August 11, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest FLY SEC filings?
Firefly Aerospace Inc. (FLY) filed its latest 10-K annual report on March 20, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on October 2, 2026.
What is FLY's SEC CIK number?
Firefly Aerospace Inc. (FLY)'s SEC Central Index Key (CIK) is 1860160. EDGAR lists every FLY filing under that number.
Ask anything about FLY
The research agent reads FLY's filings, financials, insider trades and 13F holders, then answers with sources.