FLY supply chain intelligence for Firefly Aerospace Inc.: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| LMT | Lockheed Martin Corporation | 72% | s enables agile and rapid vehicle development and production at lower cost versus competitors. By maintaining a vertically integrated manufacturing process, we are less reliant on the timelines of ou… |
| LMT | Lockheed Martin Corporation | 72% | Reciprocal relationship from LMT graph: Reciprocal relationship from FLY graph: s enables agile and rapid vehicle development and production at lower cost versus competitors. By maintaining a vertica… |
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| USGOV-NATIONAL-AERONAUTICS-AND-SPACE-ADMINISTRAT | USGOV-NATIONAL-AERONAUTICS-AND-SPACE-ADMINISTRAT | 95% | USAspending awards from National Aeronautics and Space Administration: $57,536,920 across 1 awards. 80JSC025F7057 COMMERCIAL LUNAR PAYLOAD SERVICES (CLPS) CONTRACT TASK ORDER CS-6. | Qwen corrected d… |
| CUSTOMER-1 | CUSTOMER-1 | 90% | The Company’s revenue related to its major customers during the three months ended March 31, 2026 and 2025 was as follows: For the Three Months Ended March 31, 2026 2025 Customer 1 24.5 % — |
| CUSTOMER-2 | CUSTOMER-2 | 90% | The Company’s revenue related to its major customers during the three months ended March 31, 2026 and 2025 was as follows: For the Three Months Ended March 31, 2026 2025 Customer 2 19.3 % — |
| CUSTOMER-3 | CUSTOMER-3 | 90% | The Company’s revenue related to its major customers during the three months ended March 31, 2026 and 2025 was as follows: For the Three Months Ended March 31, 2026 2025 Customer 3 14.1 % 90.7 % |
| LMT | Lockheed Martin Corporation | 72% | s enables agile and rapid vehicle development and production at lower cost versus competitors. By maintaining a vertically integrated manufacturing process, we are less reliant on the timelines of ou… |
| LMT | Lockheed Martin Corporation | 72% | Reciprocal relationship from LMT graph: Reciprocal relationship from FLY graph: Reciprocal relationship from LMT graph: Reciprocal relationship from FLY graph: Reciprocal relationship from LMT graph:… |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| FLY-DEBT | Debt stack $53.0M | 90% | Market cache reports total debt of $53.0M. |
| FLY-DEBT-16221 | Xbrl Convertible | 90% | xbrl convertible detail from xbrl 2025-12-31. |
| FLY-DEBT-9535 | Warrants outstanding: 1000000 | 90% | xbrl warrant detail from xbrl 2025-12-31. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| FLY-OWNER-TEMASEK-HOLDINGS-PRIVATE-LTD | Temasek Holdings (Private) Ltd | 95% | 13F/ownership overlay lists Temasek Holdings (Private) Ltd; shares held 1,069,588; ownership 0.67%; value $42.4M; as of 2025-12-31. |
| FLY-OWNER-BLACKROCK-INC | Blackrock Inc. | 95% | 13F/ownership overlay lists Blackrock Inc.; shares held 1,454,128; ownership 0.91%; value $57.7M; as of 2025-12-31. |
| FLY-OWNER-CAPITAL-WORLD-INVESTORS | Capital World Investors | 95% | 13F/ownership overlay lists Capital World Investors; shares held 1,205,209; ownership 0.75%; value $47.8M; as of 2025-12-31. |
| FLY-OWNER-PRICE-T-ROWE-ASSOCIATES-INC | Price (T.Rowe) Associates Inc | 95% | 13F/ownership overlay lists Price (T.Rowe) Associates Inc; shares held 869,939; ownership 0.54%; value $34.5M; as of 2025-12-31. |
| FLY-OWNER-HUDSON-BAY-CAPITAL-MANAGEMENT-LP | Hudson Bay Capital Management Lp | 95% | 13F/ownership overlay lists Hudson Bay Capital Management Lp; shares held 1,787,904; ownership 1.12%; value $70.9M; as of 2025-12-31. |
| FLY-OWNER-UBS-GROUP-AG | UBS Group AG | 95% | 13F/ownership overlay lists UBS Group AG; shares held 1,068,835; ownership 0.67%; value $42.4M; as of 2026-03-31. |
| FLY-OWNER-VANGUARD-GROUP-INC | Vanguard Group Inc | 95% | 13F/ownership overlay lists Vanguard Group Inc; shares held 1,962,912; ownership 1.23%; value $77.9M; as of 2025-12-31. |
| FLY-OWNER-JPMORGAN-CHASE-CO | JPMORGAN CHASE & CO | 95% | 13F/ownership overlay lists JPMORGAN CHASE & CO; shares held 661,342; ownership 0.41%; value $26.2M; as of 2025-12-31. |
| FLY-OWNER-LBP-AM-SA | LBP AM SA | 95% | 13F/ownership overlay lists LBP AM SA; shares held 740,026; ownership 0.46%; value $29.4M; as of 2026-03-31. |
| FLY-OWNER-AE-INDUSTRIAL-PARTNERS-LP | Ae Industrial Partners, LP | 95% | 13F/ownership overlay lists Ae Industrial Partners, LP ; shares held 35,227,754; ownership 21.99%; value $1.4B; as of 2025-12-31. |
| Ticker | Name | Chain Index | Hops | Relationship Types |
|---|---|---|---|---|
| LUNR | Intuitive Machines, Inc. | 100.00 | 2 | |
| LIDR | AEye, Inc. | 100.00 | 2 | |
| STQN | Strategic Acquisitions, Inc. | 100.00 | 2 | |
| DCO | Ducommun Incorporated | 100.00 | 2 | |
| VIAV | Viavi Solutions Inc. | 100.00 | 2 | |
| RTX | RTX Corporation | 100.00 | 2 | |
| BA | The Boeing Company | 100.00 | 2 | |
| CVU | CPI Aerostructures, Inc. | 100.00 | 2 | |
| RCAT | Red Cat Holdings, Inc. | 100.00 | 2 | |
| FEIM | Frequency Electronics, Inc. | 100.00 | 2 | |
| IPX | IperionX Limited | 100.00 | 2 | |
| TATT | TAT Technologies Ltd. | 100.00 | 2 | |
| FJET | Starfighters Space, Inc. | 100.00 | 2 | |
| BA-PA | BOEING CO | 50.00 | 2 | |
| AVAV | AeroVironment, Inc. | 50.00 | 2 | |
| AIRO | AIRO Group Holdings, Inc. | 50.00 | 2 | |
| RKLB | Rocket Lab Corporation | 50.00 | 2 | |
| LDOS | Leidos Holdings, Inc. | 50.00 | 2 | |
| MLM | Martin Marietta Materials, Inc. | 50.00 | 2 | |
| MRCY | Mercury Systems, Inc. | 50.00 | 2 |