异动解读 | 财报强劲及乐观指引推动,Firefly Aerospace盘中大涨14.55%

异动解读
Mar 20

Firefly Aerospace Inc. (FLY) 今日盘中股价大幅上涨14.55%,成为市场关注的焦点。

消息面上,公司发布了远超市场预期的2025年第四季度及全年财务业绩。财报显示,其第四季度营收同比跃升超过六倍,全年收入达到创纪录的1.599亿美元,同比大幅增长163%。此外,公司对2026年给出了极为乐观的营收指引,预计将在4.2亿至4.5亿美元之间,这极大地增强了投资者对公司未来增长潜力的信心。

公司的强劲表现得益于商业发射服务需求的提升和阿尔法运载火箭的成功部署。2025年公司执行了8次轨道发射任务,订单储备已覆盖至2027年。同时,公司计划在2026年试射运力更大的贝塔型火箭,并正积极开拓月球货运等深空运输新赛道。此外,公司近期还获得了美国太空部队的合同增额,一系列积极的业务进展共同推动了股价的上涨。

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