Recent 8-K filings for FLY

• June 2, 2026, 6:21 AM ET other material materiality 0.70 neutral item 1.01item 9.01 ◈ Material Agreements

  Firefly Aerospace prices secondary offering of 12M shares at $48.00 per share

  Company sells 4,000,000 primary shares; selling stockholders sell 8,000,000 shares.

• May 4, 2026, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  Firefly Aerospace Q1 revenue $80.9M record; FY2026 guidance $420M-$450M

  Record Q1 revenue of $80.9M, up 40% sequentially; FY2026 revenue guidance $420M-$450M.

• April 3, 2026, 7:59 PM ET debt materiality 0.65 positive item 1.01item 2.03item 5.02item 8.01 ◈ Debt Financings◈ Material Agreements

  Firefly Aerospace ups revolver by $45M to $305M; removes cash flow covenant

  Revolving credit facility increased by $45M to $305M; interest spread raised by 0.25% to 3.25% over SOFR.

• March 19, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Firefly Aerospace reports FY2025 record revenue $159.9M, up 163% YoY; guides FY2026 $420-450M

  FY2025 revenue of $159.9M, up 163% year-over-year.

• November 12, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  Firefly Aerospace Q3 revenue up 38% YoY; guides FY2025 $150-158M; SciTec acquired

  Q3 revenue up 98% sequentially and 38% YoY; full-year 2025 guidance $150-158M.

• November 10, 2025, 6:59 PM ET debt materiality 0.75 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Firefly Aerospace upsizes revolving credit facility by $135M to $260M

  Amendment increases revolving credit commitments from $125M to $260M as of Nov 7, 2025.

• November 5, 2025, 6:59 PM ET M&A materiality 0.85 positive item 2.01item 7.01item 9.01 ◈ M&A Transactions

  Firefly closes $855.6M SciTec acquisition, adding defense software and classified facilities

  Purchase price: $300M cash + 11.1M shares of FLY common stock valued at $50/share ($555.6M).

• October 6, 2025, 7:59 PM ET M&A materiality 0.85 positive item 1.01item 3.02item 7.01item 9.01

  Firefly Aerospace acquires SciTec for $855.6M in cash and stock

  Deal consideration: $300M cash plus 11.1M Firefly shares valued at $555.6M ($50/share).

• September 22, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  Firefly Aerospace guides FY2025 rev $133M-$145M, backlog $1.3B after IPO

  Full-year 2025 revenue expected between $133M and $145M.

• August 26, 2025, 7:59 PM ET regulatory materiality 0.70 positive item 7.01

  Firefly Aerospace receives FAA clearance to resume Alpha rocket launches after Flight 6 mishap

  FAA clearance granted Aug 26, 2025; Flight 6 mishap occurred Apr 29, 2025.

• August 8, 2025, 7:59 PM ET other material materiality 0.90 positive item 1.01item 2.03item 3.03item 5.03item 5.02item 9.01 ◈ Debt Financings

  Firefly Aerospace completes IPO of 22.19M shares at $45; enters $125M credit facility

  IPO of 19.296M firm shares plus full exercise of 2.894M overallotment, total 22.19M shares at $45.00 public offering price.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.70 · Most common event earnings

9 positive 0 negative 5 neutral

source · FLY on sec.gov