FLY
Firefly Aerospace Inc.
Firefly Aerospace is a commercial space launch and propulsion company with minimal direct government dependence but significant exposure to federal space policy and defense-sector procurement cycles.
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Govt Dependence
45/100
Regulatory Density
65/100
Lobbying Intensity
15/100
Political Signal
MEDIUM
BusinessWhat FLY does
Firefly Aerospace develops and manufactures orbital-class launch vehicles and in-space propulsion systems for commercial, civil, and national security missions. Revenue derives primarily from launch services contracts, government R&D awards, and commercial satellite deployment. The company operates in the emerging commercial space sector with exposure to NASA, Space Force, and commercial constellation demand.
12 months past · 3 months futureFLY activity timeline
Congress
buy
sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened
+ added
− trimmed
closed
holds
Bills
past action (this ticker)
upcoming markup (sector)
★ carveout (this ticker)
247 trading days ·
0 congressional trades shown
·
0 insider buys
·
8 13F filings
·
0 past bill actions
·
4 upcoming markups
Lifetime Government AwardsFLY federal contracts by year
$433M
total awarded · 2021–2025
8
contracts on file
2023
peak year ($156M)
Top contracts by award amount
$112.8M
National Aeronautics and Space Admi
2023-03-14
COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS) TASK ORDER CS-3
$110.6M
National Aeronautics and Space Admi
2021-02-04
ENHAMCED LANDING AND MONILITY STUDY
$108.2M
National Aeronautics and Space Admi
2024-12-18
COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS)
$57.5M
National Aeronautics and Space Admi
2025-07-29
COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS) CONTRACT TASK ORDER CS-6.
$24.2M
National Aeronautics and Space Admi
2023-03-29
VENTURE-CLASS ACQUISITION OF DEDICATED AND RIDESHARE (VADR) UMBRELLA T
5 years · 8 contracts
Smart Money · 13F HoldingsHedge funds holding FLY
$9.90B
Total FLY held by tracked 13F funds
3
Funds with FLY positions
Renaissance Technologies
$9.38B
+1301%
2026-03-31
Two Sigma Investments
$520M
-96%
2026-03-31
Citadel Advisors
$7M
-44%
2025-12-31
Congressional TradesWho in Congress is trading FLY
2014-05-07
Susan M. Collins
Sale (Full)
$1,001 - $15,000
2014-05-07
Susan M. Collins
sale
$1,001 - $15,000
2+ trades on file · most recent 2014-05-16
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
No Form 4 activity recorded in the last 180 days.
Bills to WatchLegislation flagged by our analysis
National Defense Authorization Act (NDAA)NASA Authorization ActSpace Force procurement policyCommercial Space Launch Amendments Act
Political ProfileWhere FLY sits in Washington
Stock exposure to NDAA provisions, NASA budget cycles, and Space Force procurement announcements is material but indirect. Company lacks direct lobbying presence, limiting real-time political signal capture.
Regulatory ExposureThreats & opportunities
Regulatory threats
- FAA launch licensing delays
- ITAR export controls on propulsion technology
- increased national security review of space contracts
Regulatory opportunities
- National Security Space Launch (NSSL) contract awards
- NASA commercial cargo/crew expansion
- Space Force responsive launch programs
- orbital refueling/servicing market development
LobbyingWho's hired to advocate for FLY
Space Aerospace Industries AssociationCommercial Spaceflight Federation
Member intelligence layer
Live signals + predictions for FLY — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades FLY
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord
Frequently AskedAbout FLY & political exposure
Does Firefly Aerospace Inc. (FLY) hold federal contracts?
Yes. Firefly Aerospace Inc. has 8 federal contract awards totaling $433,396,824, primarily from agencies including National Aeronautics and Space Administration. See full contract list and amounts on this page.
Has Congress traded FLY stock?
2 congressional trades by 1 unique members of Congress, most recently on 2014-05-07. See the Congressional Trading panel for politician-by-politician breakdown.
What is FLY political risk profile?
Government dependence: 45/100. Lobbying intensity: 15/100. Political signal: medium.
How does GovGreed track FLY political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. FLY data is updated daily from these official federal sources.