Firefly Aerospace Inc 2026年季度报告

(Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934For the quarterly period ended March 31, 2026 or ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period from ___________ to ___________ Commission File Number: 001-42789 Firefly Aerospace Inc.(Exact name of registrant as specified in its charter) 81-5194980(I.R.S. EmployerIdentification Number)78641(Zip Code) Delaware(State or other jurisdiction ofincorporation or organization)2203 Scottsdale DriveLeander, TX(Address of principal executive offices) 512 893-5570 (Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: The Nasdaq Stock Market LLC(Nasdaq Global Market) Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) hasbeen subject to such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuantto Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant wasrequired to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☐Non-accelerated filer☒Emerging growth company☒ Accelerated filer☐Smaller reporting company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒As of April 30, 2026, the registrant had 160,235,217 shares of common stock, $0.0001 par value, outstanding. FIREFLY AEROSPACE INC.QUARTERLY REPORT ON FORM 10-QTable of Contents PART I.FINANCIAL INFORMATION Item 1.Financial Statements (Unaudited)4Condensed Consolidated Balance Sheets (Unaudited)4Condensed Consolidated Statements of Net Loss and Comprehensive Loss (Unaudited)5Condensed Consolidated Statements of Cash Flows (Unaudited)6Condensed Consolidated Statements of Convertible Preferred Stock and Stockholders’ Equity (Deficit)(Unaudited)7Notes to Condensed Consolidated Financial Statements (Unaudited)8Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations35Item 3.Quantitative and Qualitative Disclosures About Market Risk50Item 4.Controls and Procedures50 PART II.OTHER INFORMATION Item 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures 5050515151515253 Cautionary Note Regarding Forward-Looking Statements This Quarterly Report on Form 10-Q of Firefly Aerospace Inc. (the “Company,” “Firefly,” “we,” “us” or “our”) containsforward-looking statements. Statements included in this Quarterly Report on Form 10-Q that are not statements of historical fact,including statements about our beliefs and expectations, are forward-looking statements. Forward-looking statements are inherentlysubject to risks and uncertainties, some of which cannot be predicted or quantified. These risks and other factors include, but are notlimited to, those listed under “Risk Factors.” In some cases, you can identify forward-looking statements by terminology such as“anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “might,” “objective,” “ongoing,” “plan,”“predict,” “project,” “potential,” “should,” “will,” “would,” or the negative of these terms or other comparable terminology. Inparticular, statements about the markets in which we operate, including growth of our various markets, statements about potentialnew products and product innovation, statements regarding the expected benefits of the acquisition of SciTec, Inc. (“SciTec”), andother statements regarding our future expectations, beliefs, plans, strategies, objectives, prospects, assumptions, or future events orperformance contained in this Quarterly Report on Form 10-Q are forward-looking statements. Some of the factors that could causeactual results to differ materially from those expressed or implied by the forward-looking statements include: 2•our failure to manage our gro