Spoken Alpha
FLY
Firefly Aerospace Inc.
Overview
Firefly Aerospace Inc is a Industrials company operating in Aerospace & Defense with a $4.63B market cap.
FLY beat consensus EPS by 0.1% in Q1 FY2026, reported May 4, 2026.
4 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Earnings history
- Q1 FY20262026-05-04EPS$-0.46 vs $-0.52+11.5%Rev$80.9M vs ——EODHD
- Q4 FY20252026-02-24EPS$-0.38 vs $-0.32-17.4%Rev$57.7M vs ——EODHD
- Q3 FY20252025-11-10EPS$-0.33 vs $-0.41+19.5%Rev$30.8M vs ——EODHD
- Q2 FY20252025-09-21EPS$-0.56 vs $-0.46-21.5%Rev$15.5M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q1 FY2026 | 2026-05-04 | $-0.46 | $-0.52 | +11.5% | $80.9M | — | — | EODHD |
| Q4 FY2025 | 2026-02-24 | $-0.38 | $-0.32 | -17.4% | $57.7M | — | — | EODHD |
| Q3 FY2025 | 2025-11-10 | $-0.33 | $-0.41 | +19.5% | $30.8M | — | — | EODHD |
| Q2 FY2025 | 2025-09-21 | $-0.56 | $-0.46 | -21.5% | $15.5M | — | — | EODHD |
Source: EODHD. FLY reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks FLY's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 70% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 3 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.79 | $4.33 | +10.7% | -2.4% | -4.4% |
| Q4 FY2026 | $4.35 | $4.30 | +1.2% | -7.1% | -4.8% |
| Q3 FY2026 | $4.99 | $4.33 | +15.2% | -0.4% | -0.6% |
| Q2 FY2026 | $5.08 | $4.40 | +15.4% | -1.6% | -1.3% |
| Q1 FY2025 | $5.13 | $4.59 | +11.8% | -3.8% | -6.7% |
| Q4 FY2025 | $4.65 | $4.60 | +1.0% | +1.2% | +2.4% |
| Q3 FY2025 | $5.12 | $4.43 | +15.5% | -3.9% | -1.4% |
| Q2 FY2025 | $5.01 | $4.41 | +13.7% | 0.0% | +0.1% |
| Q1 FY2024 | $5.18 | $4.54 | +14.1% | +0.4% | -2.3% |
| Q4 FY2024 | $4.99 | $4.39 | +13.7% | +2.2% | +0.8% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Maintained2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Maintained2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Jesung KimCEO9 mono recorded callsCurrentSample
CEO since 2025 • 1/4 beats (25%) • last guidance cut Q3 FY2026
- Darren MaCFO10 mo4 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • guidance suspended Q2 FY2026
- Ramon Gilbert SanchezCOO6 mono recorded callsCurrentSample
COO since 2025 • 2/4 beats (50%) • last call held guidance Q3 FY2026
- Daniel Frank FermonCOO9 mono recorded callsCurrentSample
COO since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
- Remington WuChief Accounting Officer9 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
- Russell Shea FerringChief Technology Officer9 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance raise Q1 FY2026
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for FLY.
$ curl https://api.spokenalpha.com/v1/companies/FLYFAQ
Frequently asked about FLY
Where can I find Firefly Aerospace Inc.'s (FLY) earnings call transcripts?
Spoken Alpha indexes FLY's earnings call transcripts at https://spokenalpha.com/companies/FLY. Each call links to attributed speakers and parsed analyst Q&A. Firefly Aerospace Inc.'s own investor relations page is at https://investors.fireflyspace.com/.
When was Firefly Aerospace Inc.'s most recent earnings call?
Firefly Aerospace Inc. (FLY) held its most recent earnings call on 2026-05-04, covering fiscal Q1 2026.
What sector is FLY in?
Firefly Aerospace Inc. (FLY) operates in the Industrials sector (Aerospace & Defense industry).