Firefly Aerospace Inc.（股票代码：FLY）今日夜盘股价大幅上涨5.75%，引起市场关注。
消息面上，公司即将于近期披露最新季度业绩，市场预期本季度营收为7,706.53万美元。同时，公司上一季度调整后每股亏损为0.38美元，优于市场预期，显示出费用与交付效率的改善。此外，公司给出了2026年全年4.20亿至4.50亿美元的收入指引，传递出管理层对业务前景的信心。
近期，Firefly Aerospace与一家头部计算平台企业在月球影像处理方面达成合作，相关硬件将集成至公司轨道飞行器并计划于2026年末执行任务。这一合作增强了市场对公司技术实力和未来商业化能力的预期。多家机构观点偏正面，认为公司收入实现节奏有望延续，且合作项目带来了中期增长潜力。
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