$SPCX
SPACEX DELIVERS A MONSTER Q3 2026 EARNINGS:
- Revenue $14.6B +161% YoY
- EPS $0.35
- Net Income $4.4B
- Adjusted EBITDA $8.8B +306% YoY
- Operating Cash Flow $13.1B
- Capital Expenditures $19.6B
- Space Revenue $1.8B +6% YoY
- Connectivity Revenue $5.2B +69% YoY
- SI Revenue $7.6B +830% YoY
The most impressive part of the earnings was that the datacenter business was net profitable and if not for a $1.2B SBC charge, it likely would've pushed operating leverage and margins even higher with the 1.7GW of capacity $SPCX has brought online.
Pretty incredible, along with SpaceX's first ever video call with the company showing off videos of their recent highlights with Starship!