DEFA14A ·Filed Apr 17, 2026

FLY

Firefly Aerospace Inc.
NEUTRAL
Impact 4/10
Horizonweeks Processed5mo ago SEC0001193125-26-161562
Proxy solicitation materials
Actionable Insight • Neutral

Monitor for further board changes or executive appointments, as the recent resignation and new nominations suggest potential governance shifts. The increased credit facility indicates the company is securing additional liquidity, which could support future operations or expansion.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
FLY ▼ -51.06% at T+60d
NEUTRAL call ✗ call lost -51.06% · α vs SPY -57.84% · entry $42.79 → $20.94
Entry anchored
Apr 17, 04:00 PM ET
via exchange tick
T+1d
-1.64%
call -1.64% · α -0.98%
$42.09
settled 6mo ago
T+5d
-19.35%
call -19.35% · α -20.26%
$34.51
settled 5mo ago
T+20d
+2.71%
call +2.71% · α -1.49%
$43.95
settled 5mo ago
T+60d
-51.06%
call -51.06% · α -57.84%
$20.94
settled 3mo ago

Price Chart

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Executive Summary

Firefly Aerospace is holding its annual shareholder meeting on June 4, 2026, to elect two new board members, Jason Kim and Kevin McAllister, and ratify Grant Thornton LLP as the independent auditor. This filing comes shortly after the resignation of board member Marc Weiser and an amendment to the company's credit agreement, suggesting ongoing board changes and financial restructuring.

Key Facts

  • Annual meeting scheduled for June 4, 2026, to be held virtually
  • Two director nominees: Jason Kim and Kevin McAllister
  • Proposal to ratify Grant Thornton LLP as independent auditor
  • Board member Marc Weiser resigned on April 2, 2026
  • Company recently amended its credit agreement, increasing commitments by $45 million

Financial Impact

The credit agreement amendment increased commitments by $45 million, bringing the total to $305 million

debtliquidity

Risk Factors

  • Potential governance instability due to board changes
  • Increased debt obligations from the credit facility expansion

Market Snapshot

Exchange
Nasdaq
Sector
Guided Missiles & Space Vehicles & Parts

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-161562
Document: 0001193125-26-161562-index-headers.html0001193125-26-161562
Document: 0001193125-26-161562-index.html0001193125-26-161562
Document: 0001193125-26-161562.txt0001193125-26-161562
17 reports for FLY
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+20▲ +84.28%Mar 19, 2026
Filters
Rows
Reports for FLY — sortable, filterable
TypeNow
Aug 11, 2026
7w ago
Press Release
BULLISH ★ 7/10
$26.54 $20.90▼ −21.25%▼ −19.35%$23.32 (−12.13%)
Aug 9, 2026
7w ago
Institutional Cluster
MIXED ★ 4/10
$25.76 $22.90▼ −11.10%▼ −10.19%$23.32 (−9.47%)
Jul 15, 2026
11w ago
Press Release
NEUTRAL ★ 2/10
$19.03 $26.77▲ +40.67%▲ +37.05%$23.32 (+22.54%)
Jun 30, 2026
13w ago
Press Release
BULLISH ★ 5/10
$28.37 $17.84▼ −37.12%▼ −34.93%$23.32 (−17.80%)
Jun 2, 2026
17w ago
8-K
NEUTRAL ★ 5/10
$43.37 $28.37▼ −34.59%▼ −33.02%$23.32 (−46.23%)
May 29, 2026
18w ago
EFFECT
NEUTRAL ★ 6/10
$46.49 $29.05▼ −37.51%▼ −35.72%$23.32 (−49.84%)
May 29, 2026
18w ago
Press Release
BEARISH ★ 6/10
$46.49 $29.05▲ +37.51%▲ +35.72%$23.32 (+49.84%)
May 26, 2026
18w ago
Press Release
BULLISH ★ 6/10
$57.28 $24.61▼ −57.04%▼ −55.13%$23.32 (−59.29%)
May 4, 2026
21w ago
Press Release
MIXED ★ 6/10
$31.52 $43.37▲ +37.60%▲ +32.64%$23.32 (−26.02%)
May 4, 2026
21w ago
8-K
MIXED ★ 6/10
$31.52 $43.37▲ +37.60%▲ +32.64%$23.32 (−26.02%)
Showing 10 of 17

US Market Status

Market Closed — Opens Mon (38h 38m)

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