FLY Firefly Aerospace Inc.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Apr 21, 2026 Processed 1mo ago SEC 0001193125-26-166820
8-K context-dependent: Items 5.02
Latest settled — T+20d ⚠ clustered
FLY ▲ +2.70% at T+20d
NEUTRAL call ✓ call won +2.70% · α vs SPY -0.46% · entry $41.45 → $42.57
Next anchor: T+60d in 4w
Last close $31.87 (close Jun 12) · -23.11% from $41.45 entry
Entry anchored
Apr 21, 03:59 PM ET
via Databento tick
T+1d
-7.02%
call -7.02% · α -6.63%
$38.54
settled 8w ago
T+5d
-23.88%
call -23.88% · α -23.93%
$31.55
settled 7w ago
T+20d
+2.70%
call +2.70% · α -0.46%
$42.57
settled 27d ago
T+60d
call — · α —
in 4w

Price Chart

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Executive Summary

Firefly Aerospace amended severance plans and confirmed employment terms for its CEO, CFO, and COO, formalizing compensation and severance benefits. This follows a recent contested shareholder meeting, suggesting ongoing leadership stability efforts.

Actionable Insight

Monitor for any future executive departures, as the newly formalized severance plan could result in significant payouts. The recent contested election and these confirmatory agreements suggest management is focusing on governance stability.

Key Facts

  • CEO Jason Kim, CFO Darren Ma, and COO Ramon Sanchez had their employment agreements amended and confirmed.
  • All three executives were formally enrolled in the company's Amended Executive Severance Plan.
  • The severance plan details enhanced benefits, including cash payouts, COBRA coverage, and equity vesting, for qualifying terminations.
  • This filing follows a contested shareholder meeting (DEFA14A) four days prior, where two new board members were elected.

Financial Impact

The company has committed to potential future severance payouts, including up to 2x base salary and 2x target bonus for the CEO in a change-of-control scenario, but no immediate financial outlay was reported.

severance liabilitycompensationequity dilution

Risk Factors

  • Potential for significant severance costs if a change in control or executive departure occurs.
  • Ongoing boardroom tensions following the contested shareholder vote.

Market Snapshot

Exchange
Nasdaq
Sector
Guided Missiles & Space Vehicles & Parts

Documents Analyzed

This report is based on 8 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-166820
Document: fly-ex10_1.htm0001193125-26-166820
Document: fly-ex10_3.htm0001193125-26-166820
Document: fly-ex10_2.htm0001193125-26-166820
Document: fly-20260415.htm0001193125-26-166820
Document: 0001193125-26-166820-index-headers.html0001193125-26-166820
Document: 0001193125-26-166820-index.html0001193125-26-166820
Document: 0001193125-26-166820.txt0001193125-26-166820
13 reports for FLY
Performance horizon
60% Hit rate 3 of 5 directional calls best @ T+20▲ +84.28%Mar 19, 2026
Filters
Rows
Reports for FLY — sortable, filterable
Type Now
Jun 2, 2026
12d ago
8-K
NEUTRAL ★ 5/10
$43.37 $39.78▼ −8.28%▼ −7.58%$31.87 (−26.52%)
May 29, 2026
17d ago
EFFECT
NEUTRAL ★ 6/10
$46.49 $44.24▼ −4.84%▼ −5.10%$31.87 (−31.45%)
May 29, 2026
17d ago
Press Release
BEARISH ★ 6/10
$46.49 $44.24▲ +4.84%▲ +5.10%$31.87 (+31.45%)
May 26, 2026
19d ago
Press Release
BULLISH ★ 6/10
$57.28 $49.37▼ −13.81%▼ −14.35%$31.87 (−44.36%)
May 4, 2026
5w ago
Press Release
MIXED ★ 6/10
$31.52 $31.52· 0.00%▼ −1.38%$31.87 (+1.11%)
May 4, 2026
5w ago
8-K
MIXED ★ 6/10
$31.52 $31.52· 0.00%▼ −1.38%$31.87 (+1.11%)
May 4, 2026
5w ago
Press Release
BULLISH ★ 6/10
$33.37 $31.52▼ −5.54%▼ −6.34%$31.87 (−4.50%)
Apr 21, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$41.45 $38.54▼ −7.02%▼ −6.63%$31.87 (−23.11%)
Apr 21, 2026
7w ago
Press Release
NEUTRAL ★ 3/10
$41.45 $38.54▼ −7.02%▼ −6.63%$31.87 (−23.11%)
Apr 17, 2026
8w ago
DEFA14A
NEUTRAL ★ 4/10
$42.79 $42.09▼ −1.64%▼ −0.98%$31.87 (−25.52%)
Showing 10 of 13

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