Firefly Aerospace Inc.(FLY)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #2,424 of 2,960 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
FLY Stock Analysis & AI Quality Score
Data updated 2026-09-10AI stock analysis and institutional research for Firefly Aerospace Inc. (FLY), a Industrials sector company. 13F Pro's AI-powered ranking engine scores FLY at 32.6/100 on a 32-signal composite quality model, placing it at rank #2,424 of 2,960 stocks — the bottom half of the AI-ranked universe. FLY scores in the top quartile across institutional flow (95.4), revenue growth (94.7). Areas of concern include free cash flow (6.3) and balance sheet strength (6.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 15.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Firefly Aerospace Inc. reports quarterly revenue of $117.7M, net income of $-92.3M, free cash flow of $-106.3M. Top institutional holders of FLY by reported 13-F value include AE INDUSTRIAL PARTNERS, BlackRock, STATE STREET, based on the most recent SEC filings. FLY trades on the Nasdaq exchange and files with the SEC under CIK 1860160. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FLY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Firefly Aerospace Inc. directly from SEC EDGAR. Firefly Aerospace Inc.'s 13F Pro composite quality score has ranged between 27 and 35 since 2026, currently 32.6 — a stable long-term trajectory across 26 quarterly and live scoring snapshots.
Revenue
Q2 2026
$117.7M
Net Income
Q2 2026
$-92.3M
Free Cash Flow
Q2 2026
$-106.3M
ROIC
Q2 2026
-30.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+163.0% YoYNet Income
-29.1% YoYOperating Income
-24.5% YoYEPS (Diluted)
+76.7% YoYTotal Assets
+348.0% YoYTotal Debt
-94.0% YoYOp. Cash Flow
-30.0% YoYFree Cash Flow
-24.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| Revenue | $159.9M +163.0% | $60.8M +10.1% | $55.2M | — |
| Net Income | $-298.3M -29.1% | $-231.1M -70.6% | $-135.5M | — |
| Operating Income | $-260.7M -24.5% | $-209.5M -58.8% | $-131.9M | — |
| EPS (Diluted) | $-4.83 +76.7% | $-20.74 -58.9% | $-13.05 | — |
| Total Assets | $1.82B +348.0% | $407.3M | — | — |
| Total Debt | $7.1M -94.0% | $119.3M | — | — |
| Operating Cash Flow | $-204.9M -30.0% | $-157.7M -68.7% | $-93.4M | — |
| Free Cash Flow | $-237.8M -24.9% | $-190.3M -11.5% | $-170.7M | — |
Get alerted when FLY's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Firefly Aerospace Inc. including:
Top Institutional Holders of FLY
AE INDUSTRIAL PARTNERS, LP
$1.0B34,530,582 shBlackRock, Inc.
$173.6M5,903,830 shSTATE STREET CORP
$122.9M4,179,095 shVANGUARD PORTFOLIO MANAGEMENT LLC
$105.6M3,591,198 shVANGUARD CAPITAL MANAGEMENT LLC
$90.3M3,071,164 shVAN ECK ASSOCIATES CORP
$89.6M3,048,335 shJPMORGAN CHASE & CO
$81.2M2,792,070 shTWO SIGMA INVESTMENTS, LP
$79.8M2,714,411 shTEMA ETFS LLC
$67.1M2,280,867 shToroso Investments, LLC
$63.7M2,167,135 sh
| Fund | Value | Shares |
|---|---|---|
| AE INDUSTRIAL PARTNERS, LP | $1.0B | 34,530,582 |
| BlackRock, Inc. | $173.6M | 5,903,830 |
| STATE STREET CORP | $122.9M | 4,179,095 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $105.6M | 3,591,198 |
| VANGUARD CAPITAL MANAGEMENT LLC | $90.3M | 3,071,164 |
| VAN ECK ASSOCIATES CORP | $89.6M | 3,048,335 |
| JPMORGAN CHASE & CO | $81.2M | 2,792,070 |
| TWO SIGMA INVESTMENTS, LP | $79.8M | 2,714,411 |
| TEMA ETFS LLC | $67.1M | 2,280,867 |
| Toroso Investments, LLC | $63.7M | 2,167,135 |
Companies Similar to FLY
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
Rocket Lab Corp
Voyager Technologies, Inc./TX
Ouster, Inc.
Velo3D, Inc.
Redwire Corp
Joby Aviation, Inc.
Lucid Group, Inc.
BETA Technologies, Inc.
Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
More Industrials Companies
View all Industrials →Put FLY on your watchlist
Track score changes the day Firefly Aerospace Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is FLY a good stock to buy?
13F Pro's AI-powered analysis of Firefly Aerospace Inc. (FLY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FLY are available on the FLY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FLY is classified as a mid company.
Which hedge funds own FLY?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FLY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Firefly Aerospace Inc.'s investment landscape.