secwatch.observer — SEC 8-K summary
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Issuer:     Intuitive Machines, Inc. (LUNR)
CIK:        0001844452
Form:       8-K
Filed at:   2026-08-13T11:35:43+00:00
Accession:  0001628280-26-056476
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Intuitive Machines Q2 revenue $206M (4x YoY); record backlog $1.8B
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- Record Q2 revenue of $206M, over 4x Q2 2025; cash balance $367M at quarter end.
- Record backlog of $1.8B, up $1.5B from year-end 2025; $920M awards booked in Q2 plus $300M in Q3 QTD.
- Signed $600M+ contract for three commercial GEO satellites; sixth CLPS lander contract awarded under NASA Moonbase program.
- National Security revenue grew from 3% to 30% of revenue YoY; July award for 18 spacecraft for AMDT3 Golden Dome.
- FY2026 revenue guidance $900M-$1B; Adjusted EBITDA positive for full year.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1844452/000162828026056476/0001628280-26-056476-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1844452/000162828026056476/lunr-20260813.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-056476

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer