$LUNR Q1โ26 EARNINGS HIGHLIGHTS
๐น Revenue: $186.7M (Est $200.12M) ๐ด; nearly 3x YoY
๐น EPS: $(0.25) (Est $(0.06)) ๐ด
๐น Adj EBITDA: $2.7M
๐น Backlog: $1.1B
๐น New Contract Awards: $428.9M
FY26 Guide:
๐น Revenue: $900M-$1.0B (Est $946M) ๐ก
๐น Adjusted EBITDA: Positive
Other Metrics:
๐น Lanteris Space Systems: $800M acquisition closed
๐น Goonhilly Earth Station / COMSAT: Definitive acquisition agreement signed in Q2
๐น NASA CLPS Contract: $180.4M awarded
๐น CLPS Task Orders: 5 total, most among all CLPS vendors
๐น Andromeda IDIQ: U.S. Space Force contract with anticipated ceiling value of $6.2B
Commentary:
๐ธ โIntuitive Machines continues to execute, grow, and win new business at record pace.โ
๐ธ โThe next phase of the space economy will not be defined only by who reaches new destinations. It will be defined by who can build the infrastructure, connect it reliably, and operate it at scale.โ