Highest-materiality recent filing
Intuitive Machines files ATM offering for up to $500M in Class A common stock
Entered Sales Agreement with 10 agents including Barclays, Cantor Fitzgerald, and B. Riley Securities.
Record quarterly revenue of $186.7M (nearly 3x prior year); positive Adjusted EBITDA of $2.7M.
Intuitive Machines files Lanteris audited FY2025 financials; revenue $601M, net loss $3M
Lanteris FY2025 revenue $601M, down 17% from $722M in FY2024.
Intuitive Machines Q4 revenue $44.8M; guides FY2026 rev $900M-$1B; completes $800M acquisition
Q4 2025 revenue $44.8M; gross margin positive 19%; free cash flow use improved $11.7M YoY to $56M.
Intuitive Machines closes $175M common stock offering at $15.12/share
Raised $175M by issuing Class A common stock at $15.12 per share to institutional investors led by global institutions.
Intuitive Machines raises $175M via equity placement at $15.12/share for growth initiatives
Sold ~11.6M shares to institutional investors at $15.12/share for $175M; closing Feb 27, 2026.
Intuitive Machines awards CEO $512,750 and CFO $247,500 transaction bonuses for acquisitions
CEO Stephen Altemus awarded $512,750 cash transaction bonus by Board on Feb 5, 2026.
Acquisition of 100% of Lanteris Space Holdings (formerly Maxar) closed Jan 13 for $800M pre-adjustment; actual: $403M cash + 22.99M shares (~$284M).
Intuitive Machines to acquire Lanteris Space Systems for $800M; Q3 revenue $52.4M
Acquisition of Lanteris (formerly Maxar Space Systems) for $800M ($450M cash + $350M stock at $12.34/share); expected close Q1 2026.
Intuitive Machines closes $345M convertible note offering at 2.5%, due 2030
Aggregate $345M principal, upsized from $250M; includes full exercise of $45M greenshoe.
Intuitive Machines proposes $250M convertible note offering due 2030
Proposed $250M aggregate principal of convertible senior notes due 2030; initial purchasers option for additional $37.5M.
Intuitive Machines to acquire all of KinetX for 1.43M shares of LUNR Class A Common Stock
Intuitive Machines to acquire 100% of KinetX, Inc. for 1,434,034 shares of LUNR Class A Common Stock.
Intuitive Machines to acquire KinetX for $30M; Q2 rev $50.3M (+21% YoY)
Acquired KinetX, a space navigation software firm, for $30M in cash and stock; closing expected by Oct 1, 2025.
Intuitive Machines annual meeting elects directors, ratifies auditor
Michael Blitzer and Nicole Seligman elected as Class II directors; Blitzer received 204,650,417 votes for, 11,686,735 withheld; Seligman received 205,749,016 votes for, 10,588,136 withheld.
Intuitive Machines Q1 revenue $62.5M, up 14% QoQ; cash $373.3M, positive free cash flow
Revenue $62.5M in Q1 2025, up 14% vs Q4; gross margin 11% ($6.7M), third consecutive positive gross margin quarter.
Intuitive Machines Q4 rev $54.7M (+79% YoY); backlog $328.3M, cash $385M
Q4 2024 revenue $54.7M, up 79% YoY; full-year revenue $228M, nearly triple 2023.
Intuitive Machines completes warrant redemption, raises ~$148M; cash reaches $385M
Completed redemption of ~19.4M warrants; ~12.87M exercised at $11.50 for ~$148M cash proceeds.
Intuitive Machines issues 7.5M earn-out shares, redeems all warrants at $0.01
Issued 7.5M shares of Class C common stock to Altemus, Crain, Ghaffarian upon vesting of earn-out units.
Intuitive Machines closes upsized public offering and private placement, netting ~$116.9M
Offering of 10,952,381 shares at $10.50/share completed Dec 5, including full exercise of underwriters’ option.
Intuitive Machines launches $65M public offering and $10M private placement to Boryung
$65M underwritten public offering of Class A common stock; underwriters have 30-day option for additional $8.87M from company and $877.5K from selling stockholder.
Intuitive Machines Q3 revenue $58.5M, up 359% YoY; record backlog $316.2M; $4.82B NASA contract
Revenue $58.5M in Q3, up 359% YoY; YTD revenue $173.3M, more than double full-year 2023.
Intuitive Machines wins NASA NSN contract worth up to $4.82B
Contract has 5-year base + 5-year option; initial funded task orders total $150M.
Intuitive Machines appoints Peter McGrath as CFO, Steven Vontur as CAO
Peter McGrath promoted from COO to SVP & CFO effective Sept 16; base salary set at $450k with 60% target bonus.
NASA awards Intuitive Machines $116.9M contract for six lunar payload deliveries
Contract value $116.9M from NASA to deliver six science and technology payloads to Moon's South Pole.
Intuitive Machines Q2 revenue up 130% YoY to $41.4M; raises FY2024 outlook to $210-240M
Q2 revenue $41.4M (+130% YoY); YTD $114.5M exceeding full-year 2023.
Intuitive Machines shareholders elect directors and ratify auditor at annual meeting
Annual meeting held June 6, 2024; proxies solicited under the Exchange Act.
Intuitive Machines Q1 revenue $73.1M (+301% YoY); FY2024 guidance $200-240M
Revenue $73.1M (+301% YoY); operating loss improved to $(5.4)M from $(14.0)M prior year.
Intuitive Machines updates beneficial ownership table to aid Russell index inclusion
Filing discloses 53.7M Class A and 70.9M Class C shares outstanding as of April 25, 2024.
Intuitive Machines enters $100M at-the-market equity sales agreement with Cantor Fitzgerald
Agreement allows sale of up to $100 million of Class A common stock through Cantor as agent.
Intuitive Machines wins $30M NASA Moon rover feasibility contract, enters human spaceflight
NASA awards Intuitive Machines $30M as prime contractor for Lunar Terrain Vehicle Services Feasibility Assessment.
Steven Vontur will transition from serving as our Interim Chief Financial Officer into the role of Chief Accounting Officer
Peter McGrath will transition from his current role of Senior Vice President, Chief Operating Officer into the role of Senior Vice President and Chief Financial Officer
Max materiality 0.95 · Median 0.72 · Most common event other_material