Firefly Aerospace Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Firefly Aerospace Inc (FLY) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Firefly Aerospace Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 286M vs -M combined for tracked competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+64.4% annualized vs trailing 12 months).
- Scale: Firefly Aerospace Inc ranks #8 of 26 companies by market capitalization in the Rental & Leasing industry, holding 2.3% of industry market cap.
- Peer revenue share: Firefly Aerospace Inc accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
FLY Sales vs. its Competitors, Q2 2026
Firefly Aerospace Inc generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
For context: the Rental & Leasing industry grew revenue 10.3% year over year, combined, vs 684.8% for Firefly Aerospace Inc. Firefly Aerospace Inc's share of combined industry revenue moved from 0.05% to 0.33%, a gain of 0.28 percentage points.
Firefly Aerospace Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Firefly Aerospace Inc | No | Yes | Yes | Yes |
| High-Confidence Competitors (1) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 28.60 % (2 of 7) | 87.50 % (7 of 8) | 75.00 % (6 of 8) | 42.90 % (3 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
FLY Stock Performance relative to its Competitors
FLY Stock Performance relative to High-Confidence Competitors
FLY Stock Performance relative to Similar-Size Competitors
FLY Stock Performance relative to Similar Growth & Profitability Competitors
Firefly Aerospace Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Intuitive Machines Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Firefly Aerospace Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.