Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FLY
Strong SellSinkerFirefly Aerospace Inc. · Industrials · United States · $3.6B · Avg Vol: $63M/d
COMPANY DESCRIPTION
Firefly Aerospace Inc. is an end-to-end space transportation company providing launch, lunar, and in-space utility services. The company's competitive moat is its cost-effective, medium-lift launch vehicle (Alpha) and its strategic partnerships with national security and commercial space customers. It operates as a vertically integrated, high-growth player in the modern commercial space race.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|
| Revenue | 55.2M | 60.8M | 159.9M | 70.1% | 287.0M | 438.5M | 686.1M | 107.2% |
| EPS | -1,230 | -1.86 | -4.83 | — | -4.94 | — | — | — |
| Shares | 143.1M | 143.1M | 159.3M | +11.3% | 167.4M | — | — | — |
| Debt | 120.9M | 168.4M | 308.6M | 59.7% | 53.4M | — | — | — |
| Equity | -504.5M | -767.6M | 1.2B | — | — | — | — | — |
| Op CF | -93.4M | -157.7M | -204.9M | — | -264.4M | — | — | — |
| Inv CF | -70.0M | -32.7M | -401.6M | — | — | — | — | — |
| Fin CF | 240.7M | 232.8M | 1.3B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of FLY are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FLY | Firefly Aerospace Inc.(you) | $3.6B | 5 | Strong Sell |
| BETA | BETA Technologies, Inc. | $4.9B | 5 | Strong Sell |
| ACHR | Archer Aviation Inc. | $4.4B | 9 | Strong Sell |
| LUNR | Intuitive Machines, Inc. | $2.5B | 2 | Strong Sell |
| VOYG | Voyager Technologies, Inc. | $2.1B | 4 | Strong Sell |
| LYNX | Lyntris Inc. | $1.9B | 5 | Strong Sell |
| PL | Planet Labs PBC | $7.1B | 7 | Strong Sell |
| HAWK | HawkEye 360, Inc. | $1.9B | 8 | Strong Sell |
| AADX | Applied Aerospace & Defense, Inc. | $2.3B | 12 | Strong Sell |
| AVAV | AeroVironment, Inc. | $7.5B | 6 | Strong Sell |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.3%