FLY — Stock Film
STOCK FILMSCENE 1/11FLY · $21.13
Stock Expert AI presents
FLY
Firefly Aerospace Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Firefly Aerospace Inc. What it actually does.

Develops and operates space and defense technology solutions. Provides integrated launch services for small and medium-sized payloads using Alpha and Eclipse vehicles. Now — the numbers.

on the stock market since 2025
1,409 employees
$3.5B market value
WHERE DOES THE MONEY COME FROM?
63%Spacecraft Solutions Revenue
Spacecraft Solutions RevenueLaunch Revenue 37%
63% of all revenue comes from a single line: Spacecraft Solutions Revenue.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$159.9M
The loss that same year:
$298.3M
For every $1 it earns, the company spends $3.

The company is still in the product-building phase: its spending runs far above its sales. That only changes once the product starts selling at scale.

In the vault right now:
$893M
DEBT: $308.6M
At this pace, that money lasts about 3 years.

At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.

THE PRICE TAG
MARKET VALUE / ANNUAL SALES
21.7×

This company is not turning a profit, so the market is pricing its sales instead: 21.7× for every dollar of annual revenue.

Against companies in its own sector, it looks cheaper than 10% of them.

Analysts' average target sits 76% above today's price.

What executives did with their own stock over the last 12 months:
26 buy6 sell

Executives buying with their own money is usually read as confidence in the company’s future.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 65% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 2 years, sales grew about 70% a year on average.

2
THE BRIGHT SIDE · 2/3
The product is selling

Sales run at $159.9M a year. A small number, but proof the product has real buyers.

3
THE BRIGHT SIDE · 3/3
Strong cash, light debt

There is $893.0M in the vault; even if every debt were paid off, $584.4M would remain.

1
THE RISKS · 1/3
Small sales, big loss

A loss of $298.3M against $159.9M in annual sales.

2
THE RISKS · 2/3
The business trails its class

Measured against its sector, the quality of the business sits below the class average. Report-card grade: 7/100.

3
THE RISKS · 3/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 10/100.

FINALE · THE GRADE
F
17 / 100 · MoonshotScore

On our five-subject report card, FLY sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: FLY is a high-risk stock — not yet profitable, and its future rides on its product catching on.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (10/100) says the stock isn’t cheap.

What would you like to do next?
Open the stock page →

Not covered, because the filings we hold do not carry it: the growth trend.

This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film