FLY Firefly Aerospace Inc.

$FLY Q3 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.45 up 18.18% YoY • Reported revenue of $110.68M up 259.58% YoY • Firefly Aerospace expects 2026 full-year revenue to be between $440M and $450M; the release provides no quantified margin or earnings guidance for that period.

Firefly Aerospace Signs Multi-Launch Deal With Japan’s Synspective – A Look At The Key Highlights $FLY https://stocktwits.com/news/equity/markets/firefly-aerospace-signs-multi-launch-deal-with-japan-s-synspective-a-look-at-the-key-highlights/cNGuVNjR9Je

$FLY will receive 10M to 14M shares of $ASTS as part of the deal. At its current market cap of 3.5B, the ASTS shares are about 12% of its market cap. A 10% move from ASTS could potentially move FLY by 1.2%. These two stocks are now more corelated after the deal.

$FLY · $SYSPF 📝 Firefly Aerospace Inc. signed a multi-launch agreement with Synspective Inc. for up to 10 Alpha launches through 2030, each deploying two SAR satellites (up to 20 total) to accelerate Synspective's Earth observation constellation. Prioritized by relevance

$FLY Great company, but they gotta be more buttoned down on these calls. When the analyst asks about CLPS2 talk about CLPS2, don't wax on about the cislunar economy. Be the pros that you are.

$FLY No manipulation. Investors are working it and getting in stealth mode as possible.

$FLY Where’s the CASH!?! Not impressed with 3rd Qtr results. I expect it would be coming in 4th Qtr or 1st half next year.

$FLY check for yourself… big volume on up days. Low volume on down days. You know it wil 🚀

$FLY Earnings tonight! 🚀🍺 Let's see what the numbers look like, but more importantly, the future outlook, guidance and what's coming next. Cheers from the Moon! 🌕🍻 $ASTS $RKLB $NOC $SPY

$FLY PRE-EARNINGS FLOW 👀 PRE-EARNINGS FLOW — Bullish in the filtered trades • $306K in calls across 500 contracts. No puts in the filtered view. SHORT-DATED FLOW • No 11/13 or 11/20 trades shown. Both call buys were for 12/18. NET PREMIUM — Negative overall (−$536K) • Net call premium was −$565K. • Net put premium was −$30K. EXPECTED MOVE — ±$3 (~12.8%) • From $23.50, the post-earnings range is $20.50–$26.50. REVENUE & EPS — Lower revenue, wider loss expected QoQ • Revenue est. $102.3M vs. $117.7M in Q2 (−13.1%). • EPS est. −$0.50 vs. −$0.42 in Q2. NOTABLE FLOW — 12/18 $19 ITM calls • $168K opening sweep at the ask for 300 contracts. • $138K block above the ask for 200 contracts. GEX — Key strikes, highest first • $26.50 and $25.50 are the main upside levels. • $22 is the key downside level.

$FLY come watch this today ERreport in a few hours this rocket ship is about the launch $SPY $QQQ

$FLY their website fired me up!! Check it out for yourselves and have a great weekend folks!

$FLY AST SpaceMobile, a satellite company, announced Friday that it will build its own heavy-lift rocket, Blacklift, to launch its BlueBird satellites. Firefly Aerospace supplies the engines, licenses the design so AST can build them itself, and provides engineering help. The package is worth more than $1.3B. 🚀 The deal math, funding risk, and next execution test: https://thedailyrip.stocktwits.com/p/market-said-get-a-job-and-everyone-listened?utm_source=stocktwits&utm_medium=organic_social&utm_campaign=daily_rip&utm_content=fly_firefly-sold-ast-the-engines-for-its-own-rocket

$FLY What price would $FLY need to reach? Assuming no additional shares are issued: Formula: $1,000,000,000,000 ÷ 167,400,000 shares = $5,973.72 per share Milestone Approximate share price Current $20.84 $10B valuation $59.74 $50B valuation $298.69 $100B valuation $597.37 $250B valuation $1,493.67 $500B valuation $2,986.32 $1T valuation $5,973.72

$FLY futures looking red for tomorrow. Could potentially drag this lower or cause some profit taking unless catalyst holds up and continuation. GL

$FLY 🚀 Q3 — Solid earnings, even more interesting outlook! Revenue $110.7M (+259% YoY), beating estimates. Record $1.7B backlog, $535M cash and FY26 guidance of $440–450M. And remember, Q3 closed September 30! The $1.3B $ASTS deal wasn't included. $400M upfront cash + ASTS shares potentially worth another ~$400M expected soon, plus future contracted revenue. Add Synspective, new CLPS opportunities, SciTec defense expansion, Miranda progress and growing lunar capabilities. The bad? Still burning serious cash, negative EBITDA and launch execution risks. Plenty to like, plenty still to prove. Looking forward to 2027 guidance and seeing these contracts turn into revenue and profits! 🚀 $SPY

$FLY This is a perfect example of how manipulated this market is. These tutes are not even discrete about it.

$FLY People, the stock is down bc the market is red today due to CPI a bit higher than expected. All my stocks except one are red. I believe company guidance will be very good, and that's what matters to investors.

$FLY following spy like a leveraged etf. Beta is 4.33 and its exactly that this morning.

$FLY backlog growing large. Funding not needed. Only thing important now at ER this week is forecast.