What Firefly Aerospace's latest 10-Q says: 10 signals
Firefly Aerospace filed its latest 10-Q with the SEC on Aug 11, 2026. It discusses acquisition completed, capex increase and CEO change.
Public (FLY)Aviation and Aerospace Component Manufacturing1,001 to 5,000 employeesfireflyspace.comLinkedIn
- Filed
- Aug 11, 2026
- Filings
- 2
- Signals
- 22
10-Q · latest 10
What Firefly Aerospace's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 10 signals
New employment agreements for CEO and CFO effective April 2026
New employment agreements for CEO Jason Kim and CFO Darren Ma, effective April 16, 2026, indicate a recent leadership refresh.
Accounts receivable grew to $58.1M, indicating customer credit risk
Accounts receivable increased from $46.1M to $58.1M, heightening credit risk exposure.
$58.1M
Accounts receivable balance as of June 30, 2026
Company reports high uncertainty in cost estimation, risking full losses on contracts.
Firefly acknowledges that estimating total costs for its new products is highly subjective, creating a risk of significant financial losses on fixed-price contracts.
Amended revolving credit facility with Wells Fargo in April 2026
The company amended its credit facility with Wells Fargo, indicating a focus on optimizing its capital structure and ensuring financial flexibility.
Wells Fargo Bank, National Association
Acknowledges high uncertainty in cost and revenue estimates for contracts
Management states that due to limited operational history and rapid product development, estimates for contract costs and revenues are highly uncertain.
- SEC EDGAR
10-Q
Filed · 12 signals
Appointed Darren Ma as new Chief Financial Officer in April 2026
The appointment of a new CFO, Darren Ma, often triggers reviews of financial systems, reporting tools, and treasury management strategies to improve efficiency and control costs.
Wells Fargo Bank, National Association
Firefly appointed Jason Kim, Darren Ma (CFO), and Ramon Sanchez to new roles in April 2026
The company entered into new employment agreements with Jason Kim, Darren Ma (CFO), and Ramon Sanchez in April 2026.
Firefly invests $16.3M in infrastructure and internal-use software in Q1 2026
This spending represents a dramatic increase from the prior year's $2.7 million, suggesting a strategic focus on upgrading core systems.
$16.3M
Investments in property, equipment infrastructure, and internal-use software
internal-use software
Firefly amended its credit agreement with Wells Fargo in April 2026
The company executed a second amendment to its credit agreement, with Wells Fargo as the administrative agent.
Wells Fargo Bank, National Association
Showing 10 of 22 filing signals. The Signal API returns all of them.
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Firefly Aerospace earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Closed $855M acquisition of SciTech to integrate software and AI capabilities.This major acquisition signals a strategic pivot from being hardware-centric to offering integrated, software-enabled solutions, particularly for defense. The integration process across finance, HR, and IT creates significant opportunities for consulting, systems integration, and enterprise software vendors. | |
| Experienced launch vehicle failure due to a production process error.A ground test failure resulted in the loss of a first-stage booster, attributed to a 'process error' and 'hydrocarbon contamination'. This has forced a production stand-down and implementation of corrective actions, highlighting a critical need for improved quality control, process optimization, and inspection technologies to ensure reliability and meet launch cadence. | |
| Acquired SciTech for AI-enabled software and autonomous command & control capabilitiesThe primary driver for the SciTech acquisition was to gain AI-enabled defense software, autonomous command and control, and mission autonomy capabilities. This signals a deep, strategic investment in AI and machine learning to enhance their hardware, creating opportunities for AI development platforms, MLOps, and specialized consulting. | |
| Expanding into Asia with new launch site study in JapanFirefly has signed an agreement to study launching its Alpha rocket from Japan's Haikaido Spaceport, signaling a strategic expansion to tap into the large Asian satellite industry. This move into a new geography will require new logistics, supply chain, and operational support systems. | |
| Secured $177M NASA contract for lunar mission, boosting $1.3B backlog.Firefly was awarded a $177 million NASA contract for its fourth Blue Ghost lunar mission, reinforcing its relationship with a key government customer. This win contributes to a growing $1.3 billion backlog, indicating strong project funding and a need for supply chain partners to support execution across multiple active programs. | |
| Revenue nearly doubled sequentially from $15.5M in Q2 to $30.8M in Q3The company reported a significant acceleration in revenue, growing from $15.5 million in the second quarter to $30.8 million in the third quarter. This rapid growth is driven by progress on key spacecraft programs and new data sales, indicating a need to scale operational and financial systems to keep pace. |
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Track Firefly Aerospace with the Signal API
One POST /v1/companies/enrich call with fireflyspace.com returns Firefly Aerospace 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"fireflyspace.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .