Firefly Aerospace (NYSE: FLY): 🌕 $1.3B Backlog Pivot to Defense Intelligence скачать в хорошем качестве

Firefly Aerospace (NYSE: FLY): 🌕 $1.3B Backlog Pivot to Defense Intelligence

Welcome back to Griffonomics, where we conduct financial investigations to define the risk before we look at the reward. Today, we're diving into Firefly Aerospace Inc. (FLY). The Risk: We analyze the significant execution hurdles of the *$979 Million accumulated deficit* and the *high R&D intensity (114% TTM)* required to finalize *Eclipse* and increase launch cadence. We detail the *operational risks* underscored by the *Alpha Flight 7 ground test loss* (due to *process error/hydrocarbon contamination**) and the challenge of successfully integrating the **$855 Million SciTec acquisition* into the core business. The Reward: We define FLY's financial fortification: *$995 Million post-IPO cash hoard* and *$948.8 Million in equity* (up from a *$767.6M deficit**). We highlight the **$1.3 Billion backlog* and the *Lunar Leadership Moat* (the *only commercial company to achieve a fully successful Moon landing**). We detail the **SciTec pivot* to integrated *AI-enabled defense software* for *Missile Warning/ISR* and the *Alpha Rocket's 24-hour tactically responsive launch* capability. 🎥 Video Chapters Intro: Defining the FLY Thesis and the Acquisition Pivot Financial Fortress: Post-IPO Liquidity and the $767M Deficit Reversal NASA/Lunar Moat: Blue Ghost Success and the $10M Data Addendum Revenue Strategic Shift: SciTec Acquisition and the Defense Intelligence Future Differentiated Tech & Execution Risk (Alpha/Eclipse/Ground Test Failure) FINAL VERDICT: Can the $1.3B Backlog Drive Sustainable FCF? 🔥 SUBSCRIBE to Griffonomics:    / @griffonomics   Financial Investigations: The Truth Behind the Ticker. Risk Defined. Portfolio Protected. **LEGAL DISCLAIMER** The content provided on the Griffonomics channel is for informational and educational purposes only and reflects the creator's personal opinions and research for their own portfolio. It is NOT financial advice. Always conduct your own thorough research before making any investment decisions.