Intuitive Machines, Inc. (LUNR) Form 8-K — Aug 13, 2026
Intuitive Machines reported record Q2 2026 revenue of $206 million, more than four times the $50.3 million posted in Q2 2025, driven by spacecraft production, CLPS, OMES, and NSNS execution. Six-month revenue reached $392.9 million. Backlog hit a record $1.76 billion at quarter-end, up $1.55 billion from year-end 2025, after $920 million of Q2 awards plus another $300 million booked in Q3 quarter-to-date. The company closed its Goonhilly Earth Station and COMSAT acquisition in August, signed a $600+ million contract for three commercial GEO satellites, and won a sixth NASA CLPS lander mission.
Key figures
- Revenue
- 206168000
- Guidance
- Full-year 2026 revenue of $900 million - $1 billion; full-year 2026 Adjusted EBITDA positive
- Total Debt
- 336352000
- Revenue Yoy
- over 4x Q2 2025 revenue of $50.3 million (~+310%)
- Total Assets
- 1887281000
- Cash Position
- 367354000
- Q3 qtd awards
- $300 million
- Backlog record
- $1.76 billion at June 30, 2026 (headline $1.8 billion), up $1.55 billion from $213.1 million at December 31, 2025
- Q2 awards booked
- $920 million
- Six month revenue
- 392898000
- Adjusted ebitda q2
- -$13.8 million (improved from -$25.4 million in Q2 2025)
- Weighted avg shares
- 162172470
- Authority to proceed
- $45.0 million on multi-satellite program
- Geo satellite contract
- $600+ million for three commercial GEO satellites
- Free cash flow six months
- -$145.8 million
- Lanteris acquired backlog
- $612.8 million
- National security revenue share
- 30% of Q2 2026 revenue, up from 3% a year earlier
Price after filing
Close on the filing date to close N calendar days later (from $17.56). Historical, not a forecast.
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