{"filings":[{"id":787117,"accession_number":"0001193125-26-252407","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2026-06-02T10:21:08+00:00","items":["1.01","9.01"],"status":"ready","headline":"Firefly Aerospace prices secondary offering of 12M shares at $48.00 per share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company sells 4,000,000 primary shares; selling stockholders sell 8,000,000 shares.","Underwriters have 30-day option to purchase up to an additional 1,800,000 shares.","Offering closed on June 1, 2026; proceeds go to company and selling stockholders.","Underwriting led by Goldman Sachs, J.P. Morgan, Jefferies, and Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96343,"accession_number":"0001860160-26-000008","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Firefly Aerospace Q1 revenue $80.9M record; FY2026 guidance $420M-$450M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 revenue of $80.9M, up 40% sequentially; FY2026 revenue guidance $420M-$450M.","Selected by U.S. Space Force for Golden Dome space-based interceptor program; awarded $109M FORGE contract modification.","Completed Alpha Flight 7 all objectives, unveiled Alpha Block II upgrade, began integration for Flight 8.","Achieved Blue Ghost lunar milestones: separation testing for Mission 2, interoperability test for far-side communications.","Signed offshore launch platform agreement with Seagate Space; won Collier Trophy and other awards for Blue Ghost Mission 1."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":80879000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96342,"accession_number":"0001193125-26-166820","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Firefly Aerospace enters new employment agreements with CEO, CFO, and executive, amends severance plan","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Jason Kim receives base salary of $500,000 with 100% bonus target.","CFO Darren Ma receives base salary of $420,000 with 60% bonus target.","Ramon Sanchez receives base salary of $425,000 with 50% bonus target.","Board approves clarifying amendments to Firefly Aerospace Executive Severance Plan.","Executives enter participation agreements to receive benefits under the amended severance plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96341,"accession_number":"0001193125-26-142298","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2026-04-03T23:59:59+00:00","items":["1.01","2.03","5.02","8.01"],"status":"ready","headline":"Firefly Aerospace ups revolver by $45M to $305M; removes cash flow covenant","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit facility increased by $45M to $305M; interest spread raised by 0.25% to 3.25% over SOFR.","Minimum free cash flow maintenance covenant removed; minimum liquidity covenant set at $381.25M.","Director Marc Weiser resigned effective April 2, 2026; resignation not due to any disagreement.","2026 Annual Meeting set for June 4; stockholder proposals due April 13, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110162,"accession_number":"0001193125-26-115970","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2026-03-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Firefly Aerospace reports FY2025 record revenue $159.9M, up 163% YoY; guides FY2026 $420-450M","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["FY2025 revenue of $159.9M, up 163% year-over-year.","2026 full-year revenue guidance of $420M to $450M.","Completed IPO and acquired SciTec during 2025, expanding national security capabilities.","Blue Ghost Mission 1 successfully landed on Moon with 14 days of surface operations.","Awarded $109M FORGE contract modification (total value $372M) and eight-figure SciTec software contract."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110161,"accession_number":"0001193125-26-088567","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2026-03-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Firefly Aerospace adopts Executive Severance Plan with defined benefits for CEO, officers","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan adopted Feb 25, 2026; covers CEO (Tier 0), Section 16 officers (Tier 1), and VP-level leaders (Tier 2).","Qualifying termination without cause: CEO gets 1x base salary; Tiers 1-2 get 6-12 months base; plus bonus, COBRA, equity acceleration.","Within 24-month Change-in-Control window: CEO gets 2x base + 2x target bonus; equity fully vests immediately.","Death/retirement/disability severance: 1x base salary plus prorated bonus and equity treatment.","No excise tax gross-up; Section 280G cutback optional to maximize net after-tax position."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126721,"accession_number":"0001193125-25-315982","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2025-12-11T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Firefly Aerospace appoints Ramon Sanchez as COO, replacing Dan Fermon","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ramon Sanchez appointed COO effective Dec 22, 2025; succeeds Dan Fermon who resigned Dec 6, 2025.","Sanchez joins from Boeing where he was Senior Director of Operations for Space, Intelligence & Weapons Systems.","Compensation includes $425K base salary, 50% target bonus, $42K sign-on bonus, $50K relocation, plus RSUs and PSUs.","Dan Fermon eligible for severance per March 2025 agreement, contingent on signing release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126720,"accession_number":"0001193125-25-277565","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Firefly Aerospace Q3 revenue up 38% YoY; guides FY2025 $150-158M; SciTec acquired","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue up 98% sequentially and 38% YoY; full-year 2025 guidance $150-158M.","SciTec acquisition closed, funded by upsized $260M revolving credit facility.","NASA awarded $176.7M Blue Ghost Mission 4 contract for lunar payload delivery.","Alpha Flight 7 expected between end of Q4 2025 and early Q1 2026 after corrective measures.","Signed IDIQ and task order for hypersonic test mission on Alpha with confidential customer."],"consensus_eps_estimate":null,"consensus_eps_actual":-7.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":102182000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126719,"accession_number":"0001193125-25-274198","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Firefly Aerospace upsizes revolving credit facility by $135M to $260M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amendment increases revolving credit commitments from $125M to $260M as of Nov 7, 2025.","Facility matures Aug 8, 2028; interest at term SOFR + 3.00% or base rate + 2.00%.","Proceeds to partly fund SciTec, Inc. acquisition per Oct 5, 2025 agreement.","Lenders: Wells Fargo, JPMorgan, Goldman Sachs, Comerica, Texas Capital Bank.","No default or event of default exists after giving effect to the amendment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126718,"accession_number":"0001193125-25-267129","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"Firefly closes $855.6M SciTec acquisition, adding defense software and classified facilities","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price: $300M cash + 11.1M shares of FLY common stock valued at $50/share ($555.6M).","Acquisition closed Oct 31, 2025; first announced Oct 5, 2025.","Adds 475+ employees, AI-enabled defense software, big data processing for national security.","SciTec will operate as a subsidiary under CEO Jim Lisowski, reporting to Firefly CEO Jason Kim.","Strengthens Firefly's position for programs like Golden Dome and missile warning systems."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126717,"accession_number":"0001193125-25-230927","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2025-10-06T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"Firefly Aerospace acquires SciTec for $855.6M in cash and stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Deal consideration: $300M cash plus 11.1M Firefly shares valued at $555.6M ($50/share).","SciTec generated ~$164M revenue for 12 months ended June 30, 2025; holds a $259M FORGE contract.","Acquisition adds missile warning, ISR, space domain awareness and AI-enabled data processing.","Expected close by year-end 2025, subject to regulatory approvals and customary conditions.","SciTec to operate as Firefly subsidiary under current CEO Jim Lisowski, reporting to Firefly CEO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143510,"accession_number":"0001193125-25-211266","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Firefly Aerospace guides FY2025 rev $133M-$145M, backlog $1.3B after IPO","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Full-year 2025 revenue expected between $133M and $145M.","Backlog reached ~$1.3B as of July 2025, driven by $176.7M NASA Blue Ghost Mission 4 contract.","IPO net proceeds of $933.1M; Northrop Grumman invested $50M in preferred equity.","FAA cleared Alpha for return to flight on August 26, 2025; 95 Miranda engine hot fire tests completed.","CEO Jason Kim testified before Congress; Sweden signed Technology Safeguards Agreement for launches."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143509,"accession_number":"0001193125-25-188766","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2025-08-26T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Firefly Aerospace receives FAA clearance to resume Alpha rocket launches after Flight 6 mishap","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FAA clearance granted Aug 26, 2025; Flight 6 mishap occurred Apr 29, 2025.","Root cause: plume-induced flow separation from higher angle of attack caused booster rupture.","Corrective actions: thicker thermal protection on Stage 1, reduced angle of attack; already implemented.","Firefly now working to determine next launch window for Alpha Flight 7.","Both stages landed safely in Pacific; no public risk during mishap."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143508,"accession_number":"0001193125-25-177023","cik":1860160,"company_name":"Firefly Aerospace Inc.","ticker":"FLY","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["1.01","2.03","3.03","5.03","5.02","9.01"],"status":"ready","headline":"Firefly Aerospace completes IPO of 22.19M shares at $45; enters $125M credit facility","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of 19.296M firm shares plus full exercise of 2.894M overallotment, total 22.19M shares at $45.00 public offering price.","Underwriters purchase price $42.4125 per share; net proceeds to Firefly for working capital and general corporate purposes.","New $125M senior secured revolving credit facility (Wells Fargo agent) maturing August 2028 with SOFR+3.00% spread.","Pamela Braden, Kevin McAllister, Jon Lusczakoski, Ryan Boland appointed to board of directors effective August 8, 2025.","Adopted 2025 Omnibus Incentive Plan and Employee Stock Purchase Plan; entered indemnification agreements with directors/officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":8604630821.25,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}