FLYFirefly Aerospace Inc.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- −$0.54Beat
- vs −$0.60 expected on Nov 10
- Price
- $25.12
- −5.60% today · $4.75B cap
Past and upcoming reports
1
| Nov 10, 2026 | Sep 30, 2026 | After the market closes | −$0.60 | Beat−$0.54 |
After the report
Nov 10, 2026 report
Firefly beat EPS estimates, but the 12.32% rally still reflects growth over near-term profitability
Firefly reported third-quarter 2026 EPS of -$0.54 versus -$0.60 estimated, a 10.0% beat. Shares rose $2.92, or 12.32%, to $26.62 on November 11, while operating margin remained -158.6% and the company’s post-earnings guidance detail was unavailable.
Reported against expected
BeatReported EPS was -$0.54 for the quarter ended September 30, 2026, versus -$0.60 estimated. the $0.06 difference represented a 10.0% beat.
Guidance
Specific post-earnings guidance was unavailable. the available forward signal was projected EPS growth of 34.1% next year and 28.0% over five years.
How the stock reacted
The stock rose 12.32% to $26.62 on November 11, with 7.03 million shares traded. the event-day reaction was unavailable.
What changed
EPS improved to -$0.54, beating the -$0.60 estimate by 10.0%.
What the price now assumes
The 12.32% rally on 7.03 million shares priced rapid growth despite RSI at 71.05 and profitability risk.
What it means for the business
Maintain a cautious growth bias. upgrade only if backlog conversion improves margins above the current -158.6%.
The next one to three months, as we saw it then
Better case35%
Backlog conversion supports the projected 34.1% next-year EPS growth trajectory, extending the post-report momentum.
Base case40%
The EPS beat supports the growth narrative, but weak operating economics and overbought momentum keep valuation dependent on execution.
Worse case25%
Investors refocus on Firefly’s -158.6% operating margin and the risk that losses widen before backlog becomes profitable.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.