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Firefly Aerospace Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 19 Aug 2025.
Firefly Aerospace Inc.: what insiders have been doing
Firefly Aerospace Inc., classified in the Defense & Aerospace sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). From 18 October 2025 to 18 October 2026, the disclosure feed for Firefly Aerospace Inc. logged 46 filings by 18 insiders.
No insider bought on the market over the period, while 2 insiders filed 3 sales totalling €330.8M. Biggest ticket of the year: €214.9M, sold by Aeroequity GP, LLC and made public on 3 June 2026 (5.9% of market cap).
With 46 filings in twelve months, the company is more active than the median of 19 filings across the 5,812 companies we follow on the same exchange. The full history, which starts in 2025, counts 6 purchases against 3 sales.
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. For comparison, the SEC allows two business days to file a Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Other companies in the same sector with recent insider buying flagged by our signals: Heico Corp. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
52
Thresholds
n/a
Buy Volume
€1M
6 ops. · all time
Sell Volume
€331M
3 ops. · all time
Who traded when
BuySaleAeroequity GP, LLC1 buy2 sales
Jonathan Donald Lusczakoski2 buys
David Leigh Wheeler1 sale
Kirk Michael Konert1 buy
Pamela Joyce Braden1 buy
Thomas Hansueli Zurbuchen1 buy
Since the insiders bought
- -47.8%Entry US$45.27 · Close at T+365 US$23.63
- -52.0%Entry US$53.62 · Close at T+365 US$25.76
- -52.0%Entry US$53.62 · Close at T+365 US$25.76
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Firefly Aerospace Inc. Buy (bullish), based on 11 analysts. Average price target: US$38.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 22,914 of 24,148 companies
16.0
score / 100
Value17
Quality16
FCF yld-8.3%
Earn yld-12%
EV/EBITDA·
ROE-58%
Gross mgn19%
Net mgn·
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$17.02
Analyst consensus
11 analystsBuy
US$25.00Target US$38.00(+123%)US$50.00
Income statement
RevenueUS$159.9M
Gross profitUS$30.7M19% margin
EBITDA-US$290.7M-182% margin
Net income-US$334M-129.1% margin
Valuation
PER (forward)-9.5x
P/Book2.3x
Balance sheet & cash
Market capUS$2.8B
Total debtUS$308.6M
Free Cash Flow-US$237.8M
Debt / Equity4%
Profitability & ownership
ROE-58.0%
ROA-18.1%
% insiders13.8%
% institutions61.9%
Last declaration on 7 October 2026
Declarations52 total
6,716 shares0Common StockSEC:0001193125-26-417080:0
42,215 shares0Common StockSEC:0001193125-26-412788:0
43,278 shares@ US$2.31060.0026% mcap5.4% of flowCommon StockSEC:0001193125-26-399629:0
16,700 shares@ US$20.280.0086% mcap100.0% of flowCommon StockSEC:0001193125-26-395877:0
86,265 shares@ US$20.280.045% mcap94.6% of flowCommon StockSEC:0001193125-26-395864:0
1,827 shares@ US$20.280.0009% mcap100.0% of flowCommon StockSEC:0001193125-26-395871:0
40,821 sharesCommon StockSEC:0001193125-26-355726:0
3,193 sharesCommon StockSEC:0001193125-26-355726:1
103,154 shares0Common StockSEC:0001193125-26-338754:0
3,630 shares0Common StockSEC:0001193125-26-260779:0
3,630 shares0Common StockSEC:0001193125-26-260769:0
3,630 shares0Common StockSEC:0001193125-26-260768:0
3,630 shares0Common StockSEC:0001193125-26-260772:0
3,630 shares0Common StockSEC:0001193125-26-260765:0
3,630 shares0Common StockSEC:0001193125-26-260766:0
3,630 shares0Common StockSEC:0001193125-26-260774:0
5,198,872 shares@ US$48.005.93% mcap64.9% of flowCommon StockSEC:0001193125-26-255718:0
2,801,128 shares@ US$48.003.19% mcap35.0% of flowCommon StockSEC:0001193125-26-255718:1
3,766 shares@ US$2.31060.0002% mcap4.9% of flowCommon StockSEC:0001193125-26-164616:0
3,766 shares@ US$45.03660.0036% mcap95.1% of flowCommon StockSEC:0001193125-26-164616:1
10,423 shares0Common StockSEC:0001193125-26-151458:0
25 of 52 declarations
About Firefly Aerospace Inc.
Firefly Aerospace Inc. is a United States-based space and defense technology company listed on the NASDAQ under the ticker FLY. Headquartered in Cedar Park, Texas, the company is building an integrated platform across launch vehicles, lunar landers, orbital vehicles, mission services, and, more recently, software and analytics capabilities for national security customers. For French-speaking investors in France, Belgium, and Switzerland, Firefly stands out as a young but increasingly relevant public space-company story in the U.S. market, combining industrial ambition with exposure to government and commercial demand.
Founded in 2014, Firefly was originally built around the goal of serving the small- and medium-payload launch market. Over time, the company broadened its offering into a more comprehensive space systems portfolio. Its Alpha rocket is designed for orbital launch missions, especially for smaller payloads. Eclipse is being developed as a larger launch system intended to expand Firefly’s addressable market and improve launch capacity. In lunar exploration, Blue Ghost is Firefly’s lander family and has become a key strategic asset through NASA’s Commercial Lunar Payload Services program. The company is also developing Elytra, an orbital vehicle platform aimed at transfer, hosting, and in-space operations. In November 2025, Firefly completed its acquisition of SciTec, adding advanced defense software, missile warning, and data-processing capabilities to the group.
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Firefly’s competitive positioning comes from its unusual blend of launch hardware, lunar exploration capability, in-space systems, and national security software. That combination makes it more diversified than many pure-play launch peers and gives it meaningful exposure to U.S. federal programs, where reliability, technical execution, and contract wins are decisive. The company is still operating in a capital-intensive, execution-driven segment, but it has been building credibility through mission milestones and a broader backlog. Management reported record annual revenue growth in 2025, supported by launch activity, spacecraft programs, and defense-related expansion.
Geographically, Firefly remains primarily U.S.-anchored, with its core operations based in Texas and its commercial footprint tied to American launch infrastructure, NASA programs, and national security customers. Recent highlights include its historic IPO, the closing of the SciTec acquisition, the award of Blue Ghost Mission 4 for a lunar south-pole delivery, and the return-to-flight of Alpha in 2026. For investors, Firefly Aerospace offers a high-growth aerospace and defense profile with meaningful upside potential, but also the inherent risks associated with launch reliability, program execution, and dependence on U.S. government demand.
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