Every material Form 8-K Firefly Aerospace Inc. has filed with the SEC since June 02, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Firefly Aerospace said director Thomas Zurbuchen resigned effective September 30, 2026, stating the resignation was not due to any disagreement with the company. On October 5, 2026, the board appointed Rick Ambrose, former Lockheed Martin Executive Vice President—Space, as a Class III director and to the Audit and Compensation Committees.
Thomas Zurbuchen resigned as a director effective September 30, 2026, with no disagreement with the company cited
Rick Ambrose appointed director effective October 5, 2026, with a term expiring at the 2028 annual meeting
Ambrose joins the Audit Committee and Compensation Committee and is deemed independent under Nasdaq and SEC rules
Ambrose receives a $100,000 annual cash retainer and a $150,000 initial restricted stock unit grant under the director pay policy
Firefly Aerospace reported second-quarter 2026 revenue of $117.7 million, up from $15.5 million a year earlier, and expects full-year 2026 revenue of $420 million to $450 million. The net loss widened to $92.3 million from $63.8 million, while the per-share loss narrowed to $0.57 from $5.78 as the weighted-average share count rose to 161.8 million from 13.9 million. For shareholders, the revenue growth is offset by a larger loss and higher cash use.
Second-quarter revenue was $117.7 million, versus $15.5 million in the same quarter of 2025.
Net loss was $92.3 million, versus $63.8 million a year earlier; net loss per share was $0.57, versus $5.78.
Firefly expects 2026 full-year revenue of $420 million to $450 million.
Free cash flow was negative $106.3 million in the quarter, and cash and cash equivalents were $459.8 million at June 30, 2026.
Firefly Aerospace priced a public offering of common stock at $48.00 per share on May 28, 2026, under an underwriting agreement with Goldman Sachs, J.P. Morgan, Jefferies and Wells Fargo. The company is selling 4,000,000 shares and selling stockholders are selling 8,000,000 shares, and the offering closed and shares were delivered on June 1, 2026. Because the company is selling only part of the shares, the filing indicates the offering provides it with new capital, while existing stockholders may see additional shares trade in the market.
Offering price: $48.00 per share, priced May 28, 2026
Company sells 4,000,000 shares; selling stockholders sell 8,000,000 shares
Underwriters have a 30-day option to buy up to 1,800,000 additional shares from selling stockholders
Offering closed and shares were delivered on June 1, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Firefly Aerospace Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →