Firefly Aerospace Inc. (FLY) research
Firefly Aerospace Inc.- Sector
- Industrials
- Industry
- Aerospace & Defense
- Last price
- $23.32
- As of
Firefly Aerospace Inc. (FLY): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-11.
As of . Source: SEC EDGAR filings for FLY. Method and limitations.
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Preview the FLY dossierActive signals for FLY
- highCONSENSUS_BUY
6 tracked funds increased FLY this 2026Q2, institutional consensus
- highCONSENSUS_BUY
3 tracked funds increased FLY this 2026Q2, institutional consensus
- highINSTITUTIONAL_EXIT
Point72 Asset Management, L.P. cut 72% of FLY (2026Q2)
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +80% to FLY (2026Q2)
- highINSTITUTIONAL_EXIT
MILLENNIUM MANAGEMENT LLC cut 94% of FLY (2026Q2)
FREE, NO ACCOUNT
Every signal on FLY, as it fires
You are seeing 5 of 21 signals recorded on FLY since 2026-05-29.
The five above landed across 2 days. The other 16 were recorded on 4 other days. 14 of the 21 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in FLY (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 31816X106 · 2026Q2 | $79.8M | 0.06% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 31816X106 · 2026Q2 | $18.2M | 0.03% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 31816X106 · 2026Q2 | $12.2M | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 31816X106 · 2026Q2 | $4.1M | 0.00% | , |
| CITADEL ADVISORS LLCCUSIP 31816X106 · 2026Q2 | $1.5M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, FLY
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
FLY against its peers
FLY's operating margin of -163.1% ranks in the 15th percentile of 16 Aerospace & Defense sub-industry peers, fiscal periods ending between 2025-12-28 and 2026-07-03.
| Metric | FLY | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 160M USD | 862M USD | 14 | 17 |
| Gross margin | 19.2% | 26.9% | 21 | 11 |
| Operating margin | -163.1% | 1.0% | 15 | 16 |
| Net margin | -186.6% | 1.1% | 14 | 17 |
| Return on equity | -25.1% | 1.0% | 21 | 16 |
| P / E | n/a | 82.3x | n/a | 9 |
Peers (17): AIR, ACHR, KRMN, VSEC, MRCY, BETA, ATRO, RDW, LOAR, HXL, DCO, LUNR, VVX, AVAV, SARO, VOYG, KTOS. Left out: RKGRY (no annual filing), MDA (no annual filing), KMRRF (no annual filing), DPC (no annual filing), TKMSF (no annual filing), CMGMF (no annual filing), CAE (period gap), AADX (no annual filing). Fiscal periods ending between 2025-12-28 and 2026-07-03. Every figure is one full fiscal year read from one annual filing (FLY: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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