Firefly Aerospace Reports Record 2025 Revenue, Strong 2026 Guidance, and Key Operational Milestones
FLY sits 41% above its 52-week low of $16.
Summary
Firefly Aerospace announced record 2025 revenue of $159.9 million, up 163% year-over-year, and projected 2026 revenue of $420-$450 million, alongside a strong cash position and significant operational achievements.
Key Events · Earnings and Guidance · FLY
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Record 2025 Revenue
Reported annual revenue of $159.9 million for 2025, a 163% increase year-over-year.
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Strong 2026 Guidance
Provided full-year 2026 revenue guidance between $420 million and $450 million, indicating continued rapid growth.
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Bolstered Balance Sheet
Ended 2025 with $792.966 million in cash and cash equivalents, significantly strengthened by a historic IPO.
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Key Operational Milestones
Achieved a successful Moon landing, returned Alpha to flight, acquired SciTec, and secured major national security contracts.
Analysis · FLY · Manufacturing
Firefly Aerospace's 8-K filing, which formalizes the previously reported record 2025 revenue, provides comprehensive financial results and optimistic 2026 guidance. The company achieved a remarkable 163% year-over-year revenue growth to $159.9 million in 2025, driven by successful launches, spacecraft programs, and national security contracts. The 2026 full-year revenue guidance of $420 million to $450 million signals continued rapid expansion. A strong cash position of nearly $800 million, bolstered by a historic IPO, provides significant financial flexibility. Key operational achievements, including a successful Moon landing and major contract wins, underscore the company's execution capabilities and strategic positioning in the space and defense technology sector. This report reinforces a strong growth trajectory and improved financial health.
At the time of this filing, FLY was trading at $22.61 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $3.7B. The 52-week trading range was $16.00 to $73.80. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.