Q2 FY2026 EarningsQ2 FY26 beat consensus across top and bottom-line metrics: revenue of $7.81B exceeded expectations of $6.82B, and GAAP EPS of -$0.09 was significantly better than the projected -$0.29. The AI segment drove the beat with $2.56B in revenue (vs. $0.74B in the prior year) following the xAI merger and new infrastructure contracts. Despite high CAPEX of $18.37B (vs. $14.23B expected), strong Starlink subscriber growth (+101.2% YoY) and the successful $85.7B IPO have significantly fortified the balance sheet for ongoing Starship and AI infrastructure development.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: SpaceX(SPCX) the Revenue is 7.814 B (--%), Beat estimate;the EBIT is -143 M (--%), Beat estimate;the EPS is -0.09 (--%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
7.81B--
6.82B--
+0.99B--%
EBITExceed expectations
-0.14B--
-1.56B--
+1.42B--%
EPSExceed expectations
-0.09--
-0.2893--
+0.1993--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf