Added to YB: 2026-09-30
Pitch date: 2026-09-24
FLY [bullish]
Firefly Aerospace Inc.
-23.51%
current return
Author Info
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Company Info
Firefly Aerospace Inc. operates as a space and defense technology company and provides mission solutions for national security, government, and commercial customers in United States.
Market Cap
$4.0B
Pitch Price
$23.31
Price Target
53.00 (+197%)
Dividend
N/A
EV/EBITDA
-13.46
P/E
-9.29
EV/Sales
12.04
Sector
Aerospace and Defense
Category
growth
Firefly Aerospace q2’26 Earnings Update
FLY (earnings): Firefly ended Q2’26 with $1.5B of backlog and a 2.49x book-to-bill, led by lunar-lander development and two 2028 mission wins. Revenue is forecast at roughly $450M in FY26 and above $1B in FY28 as launch cadence accelerates; total liquidity was $940M. The price target was trimmed to $53, based on 6.62x FY28 price/sales. Eclipse is aiming for its first launch in 2027, a critical inflection point in the growth strategy.
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