Intuitive Machines, Inc. 8K

Intuitive Machines, Inc. furnished its Q2 2026 earnings on Form 8-K, reporting record revenue and backlog, closing a major data-services acquisition, winning substantial commercial and government space contracts, and guiding to $900 million–$1 billion of 2026 revenue with positive Adjusted EBITDA.

Intuitive Machines, Inc. filed a Form 8-K to furnish its second quarter 2026 financial results and business update, reporting a record $206 million in quarterly revenue (over four times Q2 2025), a strong cash balance of $367 million, and a record contracted backlog of approximately $1.8 billion driven by $920 million of Q2 awards plus additional Q3-to-date wins. The company highlighted closing the acquisition of Goonhilly Earth Station and COMSAT in August to expand its space-to-ground data services network, signing a $600+ million contract for three commercial GEO satellites, winning an additional NASA CLPS Moonbase lander mission (its sixth CLPS mission), securing two NASA prime lunar reconnaissance contracts (LROC and ShadowCam), and significantly increasing national security revenue mix from 3% to 30% year-over-year in Q2 2026, supported by a July award for 18 spacecraft under the AMDT3 Golden Dome constellation. Management reiterated an outlook for full-year 2026 revenue of $900 million to $1 billion and positive Adjusted EBITDA, and provided non-GAAP reconciliations for Adjusted EBITDA and free cash flow as additional performance and liquidity metrics. The filing also included detailed condensed consolidated financial statements showing continued net losses but substantial growth in assets, goodwill, and intangible assets largely associated with the Lanteris acquisition and recent capital raises.

Filing Facts

CIK

1844452

Ticker

-

Form

8K

Source Type

sec

Accession

0001628280-26-056476

Alert Tier

7