Nama Insights

Firefly Aerospace (FLY)

Industrials · Aerospace Defense · NASDAQ

Firefly Aerospace (FLY) is a Industrials company in the Aerospace Defense industry. It has a market capitalization of $3.48B and a free-cash-flow yield of -16.6%. Over the most recent reported fiscal year, revenue grew 162.9%. Nama's AI scorecard rates it Hold, 4.4 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Hold · 4.4/10
The sections balance. As of Nov 7, 2026.
Momentum
Middle · +11.3% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-71.9%
How far the last close sits under the highest price of the past five years.
Market cap$3.48B
Trailing P/E—
Price / book2.8
Price / sales12.1
FCF yield-16.6%
Dividend yield—
Gross margin22.9%
Operating margin-118.0%
Net margin-126.6%
Revenue growth (YoY)+162.9%
Revenue growth (3-yr annual)—
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta—
ExchangeNASDAQ
SectorIndustrials
IndustryAerospace Defense

FLY earnings

Next report: Nov 10, 2026 (Q3 2026, EPS estimate -$0.50). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 11, 2026 -$0.42 -$0.53 +20.8% $117.68M
Q1 2026 May 4, 2026 -$0.46 -$0.52 +11.5% $80.88M
Q4 2025 Mar 19, 2026 -$0.38 -$0.48 +20.8% $57.67M
Q3 2025 Nov 12, 2025 -$0.55 -$0.44 -25.0% $30.78M

FLY analyst price target

Median target $35.00 from 11 analysts, ranging $25.00 – $50.00.

Aerospace Defense peers

TickerCompanyMarket capP/E
SPCX Space Exploration Technologies $1.82T —
GE GE Aerospace $335.38B 42.0
RTX RTX $255.76B 25.3
BA Boeing $137.41B 20.1
LMT Lockheed Martin $131.00B 20.1
GD General Dynamics $95.68B 20.8
HWM Howmet Aerospace $81.84B 40.7
NOC Northrop Grumman $74.59B 18.1
Explore live FLY data on Nama Insights →

Recent Congressional trades

Firefly Aerospace trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Susan M Collins Senate Sell $1,001 - $15,000 —

FLY FAQ

Is FLY a buy?
Nama's AI scorecard currently rates Firefly Aerospace Hold (4.4 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
When does FLY report earnings?
Firefly Aerospace's next scheduled report is on Nov 10, 2026. Analysts expect EPS of -$0.50.
What is the FLY price target?
The median analyst price target from 11 analysts is $35.00, with a range of $25.00 – $50.00.
Is FLY Shariah compliant?
Nama's AAOIFI-style screen reads Firefly Aerospace as Not Shariah Compliant. At least one of the three ratios or the industry test failed.