Firefly Aerospace (FLY) Insider Trades, Congress & Funds

Smart money at a glance

Filings to Nov 1, 2026

No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersSEC Form 4, last 90 days: $0No open-market trades
CongressSTOCK Act, last 180 days: NoneNo trades disclosed
Big fundsSEC 13F, quarter ended Jun 30, 2026: 4 added, 1 cutMore adding

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

See the 12-month consensus target and the buy/hold/sell rating split.

Unlock the full results

Questions about FLY filings

Are insiders buying or selling Firefly Aerospace Inc. Common Stock (FLY) stock?

Neither. Firefly Aerospace Inc. Common Stock (FLY) insiders filed no open-market purchases or sales in the 90 days to Nov 1, 2026, according to SEC Form 4 filings.

Which members of Congress have traded FLY recently?

None. No member of Congress disclosed a FLY trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this FLY smart-money data?

This summary uses filings available on Nov 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on FLY

Lean long1 source:
- Funds
Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
- David Leigh Wheeler, sold $170K, scheduled plan sale, filed May 19
- LLC Aeroequity Gp, sold $384M, open market, filed Jun 3
Lean short · thin2 sales · $384M
1 of 2 on scheduled plans. Form 4 filings.
Politicians
No recent politician filings found
Funds
Lean long2 added · 1 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about FLY filings

Are insiders buying or selling Firefly Aerospace Inc. Common Stock (FLY) stock?

Neither. Firefly Aerospace Inc. Common Stock (FLY) insiders filed no open-market purchases or sales in the 90 days to Nov 1, 2026, according to SEC Form 4 filings.

Which members of Congress have traded FLY recently?

None. No member of Congress disclosed a FLY trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this FLY smart-money data?

Funds

What funds are doing

6 moves · 6 mo

Buys/Adds$397.4MSells/Trims$27.4M

Buys/Adds (2)

TS
Two Sigma
Q2 2026 13F
$79.3M
added
Signals like this: n=13770, 53% finished lower at D15, median -0.4% vs SPY -0.4%
JC
JPMorgan Chase
Q2 2026 13F
$66.3M
added

Sells/Trims (1)

P7
Point72
Steven Cohen · Q2 2026 13F
$27.4M
sold
Signals like this: n=2234, 53% finished lower at D15, median -0.5% vs SPY -0.4%

3 more moves

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Reported Aug 11, 2026

Earnings came in 20.5% above what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 11, 2026

Period ending

Jun 30, 2026

Earnings per share

-$0.42+20.45% beat

-$0.53 expected

Revenue

$117.7M

Financial statements: Alpha Vantage

EPS: Yahoo Finance

Next report

Estimated report: Nov 10, 2026, in 9 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 11, 2026	-$0.42est. -$0.53	+20.45%beat	$117.7MAlpha Vantage	+656.9%from $15.5M
Mar 31, 2026Reported May 4, 2026	-$0.46est. -$0.52	+11.51%beat	$80.9MAlpha Vantage	No year-ago quarter
Dec 31, 2025Reported Mar 19, 2026	-$0.38est. -$0.48	+22.18%beat	$57.7MAlpha Vantage	No year-ago quarter
Sep 30, 2025Reported Nov 12, 2025	-$0.55est. -$0.44	-25.19%miss	$30.8MAlpha Vantage	No year-ago quarter
Jun 30, 2025Reported Sep 22, 2025	-$0.56est. -$0.46	-21.46%miss	$15.5MAlpha Vantage	No year-ago quarter

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $18.73
52-wk high: $62.17
High: $19.57
52-wk low: $15.99
Low: $17.55
Prev close: $19.87
Mkt cap: $3.00B
ROE: -58.0%
P/S: 10.5x
P/B: 2.5x
Profit margin: -126.6%
Op margin: -116.4%

Sep 2025 to Jun 2026

What it sold, what it cost, what was left.

RevenueProfit

Sep 2025Dec 2025Mar 2026Jun 2026

Income statement, 4 periods, all values in US dollars
USD	Sep 2025	Dec 2025	Mar 2026	Jun 2026
What came in
RevenueTotal revenue	$30.8M	$57.7M	$80.9M	$117.7M
Cost of what it soldCost of revenue	$22.3M	$45.0M	$70.6M	$93.8M
Gross profit	$8.5M	$12.7M	$10.3M	$23.9M
What it spent
Research and development	$48.8M	$57.6M	$67.5M	$71.5M
Sales and adminSelling, general and administrative	$21.9M	$44.0M	$45.6M	$47.5M
Other operating costsOperating costs not itemised in the filing's summary	—	-$7.9M	-$7.2M	—
Total operating expenses	$70.7M	$93.7M	$105.9M	$119.1M
What was left
Operating profitOperating income	-$62.2M	-$81.0M	-$95.7M	-$95.2M
Interest on debtInterest expense	$1.3M	$4.4M	$3.6M	$1.8M
Profit before tax	-$133.4M	-$78.2M	-$96.6M	-$92.4M
TaxIncome tax expense	—	-$37.1M	$67.0K	-$35.0K
Net profitNet income	-$133.4M	-$41.1M	-$96.7M	-$92.3M
EBITDAEarnings before interest, tax, depreciation, amortisation	-$127.8M	-$64.1M	-$77.1M	-$76.6M

Technicals

Price structure

This stock is under pressure.

Trend

Under pressure

0 / 100

RSI 14

43balanced

20D volatility

78%annualized

52-week range

$17.93

$15.99$62.17

20D support

$15.99recent floor

20D resistance

$24.13recent ceiling

Returns

5D -1.6%20D -23.1%60D -25.5%

Price vs moving averages

SMA20 -5.4%SMA50 -14.1%SMA200 -34.1%

Volume pace

0.86xvs prior 20D

Quarter / reported

Earnings per share

Beat or miss

Revenue / income

Revenue vs last year

Jun 30, 2026Aug 11, 2026

-$0.42est. -$0.53

+20.45%

$117.7MAlpha Vantage

+656.9%from $15.5M

Mar 31, 2026May 4, 2026

-$0.46est. -$0.52

+11.51%

$80.9MAlpha Vantage

No year-ago quarter

Dec 31, 2025Mar 19, 2026

-$0.38est. -$0.48

+22.18%

$57.7MAlpha Vantage

No year-ago quarter

Sep 30, 2025Nov 12, 2025

-$0.55est. -$0.44

-25.19%

$30.8MAlpha Vantage

No year-ago quarter

Jun 30, 2025Sep 22, 2025

-$0.56est. -$0.46

-21.46%

$15.5MAlpha Vantage

No year-ago quarter

Income statement, 4 periods, all values in US dollars
USD	Sep 2025	Dec 2025	Mar 2026	Jun 2026
What came in
RevenueTotal revenue	$30.8M	$57.7M	$80.9M	$117.7M
Cost of what it soldCost of revenue	$22.3M	$45.0M	$70.6M	$93.8M
Gross profit	$8.5M	$12.7M	$10.3M	$23.9M
What it spent
Research and development	$48.8M	$57.6M	$67.5M	$71.5M
Sales and adminSelling, general and administrative	$21.9M	$44.0M	$45.6M	$47.5M
Other operating costsOperating costs not itemised in the filing's summary	—	-$7.9M	-$7.2M	—
Total operating expenses	$70.7M	$93.7M	$105.9M	$119.1M
What was left
Operating profitOperating income	-$62.2M	-$81.0M	-$95.7M	-$95.2M
Interest on debtInterest expense	$1.3M	$4.4M	$3.6M	$1.8M
Profit before tax	-$133.4M	-$78.2M	-$96.6M	-$92.4M
TaxIncome tax expense	—	-$37.1M	$67.0K	-$35.0K
Net profitNet income	-$133.4M	-$41.1M	-$96.7M	-$92.3M
EBITDAEarnings before interest, tax, depreciation, amortisation	-$127.8M	-$64.1M	-$77.1M	-$76.6M

USD

Sep 2025

Dec 2025

Mar 2026

Jun 2026

What came in

RevenueTotal revenue

$30.8M

$57.7M

$80.9M

$117.7M

Cost of what it soldCost of revenue

$22.3M

$45.0M

$70.6M

$93.8M

Gross profit

$8.5M

$12.7M

$10.3M

$23.9M

What it spent

Research and development

$48.8M

$57.6M

$67.5M

$71.5M

Sales and adminSelling, general and administrative

$21.9M

$44.0M

$45.6M

$47.5M

Other operating costsOperating costs not itemised in the filing's summary

—

-$7.9M

-$7.2M

—

Total operating expenses

$70.7M

$93.7M

$105.9M

$119.1M

What was left

Operating profitOperating income

-$62.2M

-$81.0M

-$95.7M

-$95.2M

Interest on debtInterest expense

$1.3M

$4.4M

$3.6M

$1.8M

Profit before tax

-$133.4M

-$78.2M

-$96.6M

-$92.4M

TaxIncome tax expense

—

-$37.1M

$67.0K

-$35.0K

Net profitNet income

-$133.4M

-$41.1M

-$96.7M

-$92.3M

EBITDAEarnings before interest, tax, depreciation, amortisation

-$127.8M

-$64.1M

-$77.1M

-$76.6M

Firefly Aerospace Inc. Common Stock

Smart money at a glance

What do analysts expect?

Questions about FLY filings

Smart money on FLY

Questions about FLY filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 20.5% above what analysts expected.

Estimated report: Nov 10, 2026, in 9 days

Previous reports

What it sold, what it cost, what was left.

Price structure

Ask it in Claude or ChatGPT.

Firefly Aerospace Inc. Common Stock

Smart money at a glance

What do analysts expect?

Questions about FLY filings

Smart money on FLY

Questions about FLY filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 20.5% above what analysts expected.

Estimated report: Nov 10, 2026, in 9 days

Previous reports

What it sold, what it cost, what was left.

Price structure

Ask it in Claude or ChatGPT.

Firefly Aerospace Inc. Common Stock

Overview

Questions about FLY filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

Firefly Aerospace Inc. Common Stock

Overview

Questions about FLY filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.