Q2 FY2026 EarningsQ2 FY26 revenue was slightly below consensus at $206.2M vs. $221.1M expected, while GAAP EPS of -$0.29 missed the -$0.10 mean estimate due to elevated G&A and fair value adjustments. Despite the top-line miss, backlog surged to a record $1.8B, up $1.5B from year-end 2025, driven by a $600M+ commercial satellite contract. FY26 revenue guidance of $900M-$1B remains robust, with management targeting positive Adjusted EBITDA for the full year.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Intuitive Machines(LUNR) the Revenue is 206.17 M (+309.8%), Miss estimate;the EBIT is -47.14 M (-64.58%), Miss estimate;the EPS is -0.29 (-31.82%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.21B309.77%
0.22B339.48%
-0.01B29.71%
EBITMiss expectations
-0.05B64.58%
-0.01B53.85%
-0.03B118.43%
EPSMiss expectations
-0.2931.82%
-0.100554.31%
-0.189586.13%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf