earnings
confidence high
sentiment positive
materiality 0.85
Intuitive Machines Q4 revenue $44.8M; guides FY2026 rev $900M-$1B; completes $800M acquisition
Intuitive Machines, Inc.
- Q4 2025 revenue $44.8M; gross margin positive 19%; free cash flow use improved $11.7M YoY to $56M.
- Full-year 2026 revenue guidance $900M-$1B; expects positive adjusted EBITDA; backlog ~$943M.
- Completed $800M acquisition of Lanteris Space Systems and acquired KinetX Aerospace.
- Secured $175M strategic investment; awarded MDA SHIELD IDIQ with $151B ceiling and SDA contracts.
- Launched EchoStar XXV satellite; expanding Near Space Network and solar system internet.