FLY (Firefly Aerospace) Moat Score: 5/10 (As of Jun. 30, 2026)


FLY Firefly Aerospace Inc FLY
12 GF Score
Price $29.05
! 2 Warning Signs
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What is Firefly Aerospace Moat Score?

Firefly Aerospace FLY +13.74% 12 Moat Score is 5 as of Jun. 30, 2026. GuruFocus rates FLY with a GF Score™ of 12/100. The stock has 2 warning signs investors should review. Among 348 Aerospace & Defense companies, Firefly Aerospace ranks better than 88.22% on this metric.

Firefly Aerospace has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Firefly Aerospace has Narrow Moat: Firefly Aerospace Inc benefits from proprietary technology and regulatory barriers in the aerospace sector. However, it lacks strong brand strength and customer loyalty, limiting its moat to a narrow category.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Firefly Aerospace might have Narrow Moat - Solid narrow moat.

Firefly Aerospace  (NAS:FLY) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Firefly Aerospace Moat Score Related Terms

FLY vs ATRO, BETA, ACHR: Moat Score Comparison

For the Aerospace & Defense subindustry, Firefly Aerospace's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Firefly Aerospace Moat Score vs Aerospace & Defense Industry

For the Aerospace & Defense industry and Industrials sector, Firefly Aerospace's Moat Score distribution charts can be found below:

* The bar in red indicates where Firefly Aerospace's Moat Score falls into.


FLY
12GF Score
Firefly Aerospace Inc FLY
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
Firefly Aerospace (FLY) has a Moat Score of 5 as of Jun. 30, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Firefly Aerospace ranks #41 out of 348 companies in the Aerospace & Defense industry, placing it in the top 11.8%.
Is Firefly Aerospace's Moat Score too high?
Firefly Aerospace's current Moat Score is 5. Based on the distribution chart, Firefly Aerospace ranks #41 out of 348 companies in the Aerospace & Defense industry, which is in the top quartile — a strong position relative to peers. Overall, Firefly Aerospace has a GF Score™ of 12/100, reflecting its overall financial health beyond just this single metric.
How does Firefly Aerospace's Moat Score compare to ATRO and BETA?
According to the Aerospace & Defense industry distribution chart, Firefly Aerospace ranks #41 out of 348 companies for Moat Score. This places Firefly Aerospace in the top 12% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Aerospace & Defense company?
A good Moat Score depends on the Aerospace & Defense industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Firefly Aerospace's current Moat Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Firefly Aerospace stock overvalued right now?
Firefly Aerospace (FLY) has a current Moat Score of 5. The current Moat Score is 5. Firefly Aerospace's overall GF Score™ is 12/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Firefly Aerospace (FLY), the current Moat Score is 5 as of Jun. 30, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Firefly Aerospace Business Description

Other Exchanges 89C:Germany
Address 1320 Arrow Point Drive, Suite 109, Cedar Park, TX, USA, 78613
Firefly Aerospace Inc is a space and defense technology company with an established track record of success providing comprehensive mission solutions to national security, government, and commercial customers. The company develops and provides space and defense technologies, including launch vehicles and spacecraft systems, supporting launch, transit, and in-orbit operations for government, commercial, and national security customers. It has only one operating segment. The majority of the company's revenue is derived from Spacecraft Solutions.
12GF Score

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